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History > Source

KEY TOPICS:

  • What is the History Source used for?
  • Confirm or Edit the History Source
    • With Prior balanceAAP Plan
    • Without Prior BALANCEaap Plan

      • — Perform Start Point Analysis

      — Enter History Data by Manual Input

  • Determine New Hire History Settings (Optional)
  • (Master and) Sub Plan History Source
  • History Source for an Update Plan

Establish the History Source for Plan Calculations

What is the History Source used for?

The current AAP will rely on historical data for developing workforce analyses. In particular, the plan will review the progress your organization has made towards meeting hiring goals set in the previous year's plan. Therefore, the "history source" must be identified.

The process to identify this source will have begun, during the Create Plan stage. At that time, the system will ask you a question: "Do you have a prior year plan in BALANCEaap?"

Those who answered "Yes" will be able to link the current plan with the prior plan. If you answered "No," the system will help you enter the necessary data or reconstruct an estimate from current data. After the plan is created, enter the History module to continue with the development of History Settings. Below are instructions for users with and without prior balanceAAP plans.

Confirm or Edit the History Source

On entry to History Source, the History Settings menu will display, The options for populating historical data are:

  • Manual Input
  • Start Point Analysis
  • Import from Existing Plan

Click [Apply] after reviewing or editing the displayed History Setting.

With Prior Year balanceAAP Plan

If under Create Plan, you selected a Prior Year Plan:

  • Confirm the Prior Year Plan as the History Source.

    • OR

  • Select a different prior year’s plan, using the provided drop-downs.

Without Prior balanceAAP Plan

If at plan creation you chose "I do not have a prior year plan in BALANCEaap", the History Settings tab will ask if you would like to create a Start Point Analysis.

  • To Perform Start Point Analysis — Select: Yes. (The system will estimate the necessary statistics for the prior year, based on the current year's Roster data, personnel action data, and plan settings.)

  • To Enter History Data by Manual Input — Choose No. Then, under History Information, select a Job Group from the drop-down. Enter a Total Number of Employees; then enter a Total (number of employees) and Availability (percentage) or each Report Group. As appropriate, check the box for: Goal. Click [Save] before proceeding to the next Job Group.

Note: You can change the existing History Source selection. However, keep in mind that history data are critical for performing AAP calculations.

Determine New Hire History Settings (Optional)

The default History Setting will exclude New Hire data from the candidate pools for employment actions, when plan analyses are run.

However you may elect to: Include New Hire data in History Pool data. Once the box is checked, the menu will expand to show:

  • The plan's date range (Start Date and End Date)
  • Personnel actions; Terminations, Promotions, Transfers are checked by default. and the plan's date range.

However, you may customize these settings, and click [Apply].

History Source for an Update Plan

The preceding Annual plan serves as the History Source for an Update plan. Because this link is required for the accuracy of plan results, the History Source is determined under Create Plan. However, this initial setting may be reviewed (and changed) on the History Source screen after plan creation.