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Tools for Multiple VETS-4212 Reports

RETURN TO: VETS-100A

Please read the linked VETS-100A instructions above to familiarize yourself with VETS tools. Then review the following notes, regarding creating multiple Veterans' Employment and Training Service reports from a BALANCEaap plan.

KEY TOPICS:

  • (If necessary) Create Plan and Import Data for VETS
  • Use AAP Location to Develop VETS Establishment Information
  • Add Establishment Information by Data Entry
  • Import Establishments from a Separate File
  • Delete an Establishment
  • Finalize and Export Multiple VETS-100A Reports

Create VETS-100A Reports for Multiple Establishments

About Establishment Information

balanceAAP offers three methods for bringing in Establishment Information, which is needed to complete VETS reporting:

These methods are described below.

(If necessary) Create Plan and Import Data

First, determine if the following apply:

  • Your organization's AAP effective date does not occur during the required VETS survey period.
  • The organization is comprised of multiple locations.
  • All VETS reports can be created from a master data set.
  • You would like VETS and AAP reporting to be distinct from each other.

If so, create a plan, following the instructions to: Create Plan. Identify the new plan with a Plan Name that identifies it as "VETS-100A". Then Import a master data set. Include a Plan Code or a User Field in the data set to be used as the Establishment Code, which will parse data for each VETS report. Finally, proceed to the VETS-100A module.

Quick Tip: If you have a current Master Plan for your organization, containing the Plan Code or [User Field] column, create a single plan for VETS reporting purposes, and select the Master Plan as the History Source during plan creation. Identify the new plan with a Plan Name that identifies it as "VETS-100A".

Use AAP Location to Develop VETS Establishment Information

If multiple establishments are to be represented in the VETS reporting, navigate to the provided Establishment Information drop-down, which by default is displayed as: None. Instead, choose the field from the Data Tables that contains this information (Plan Code or [User Field name]).

Navigate to the drop-down at the top of the Establishment Information menu. Make a selection from those provided to match the Data-table field (Plan Code, [Drilldown name], or [User Field name]).

Add an Establishment by Data Entry

Below the Analysis Information menu, click [Add Establishment] to enter establishments one at a time. The Add Report Information menu opens. Enter the requested information to identify and organize the establishment’s report in accordance with Federal requirements, which includes:

  • Type of Organization – Choose one of the following:
    • P - Prime Contractor
    • S - Subcontractor
    • B - Both

  • Type of Form – Choose one of the following as it pertains to the establishment:
    • MHQ – Multiple Establishment Headquarters
    • MHL – Multiple Establishment – Hiring Location
    • MSC – Multiple State – Consolidated

  • Number of Locations – Enter a numerical entry.

  • Hiring (HL) Information – Complete address fields for the hiring location.

  • (Min) and (Max) Number of Employees – Enter the minimum and maximum numbers of regular employees during the survey period for display in the report footer.

Quick Tip: To have the system perform this calculation, see: Finalize and Export Multiple VETS-100A Reports / Review Report Settings, below.

  • NAICS, DUNS, and EIN Numbers – Enter the identifying numbers for the establishment.

Click [Save]. The Establishment Information table will house added or imported records by Establishment Code.

Import Establishments from a Separate File

Quick Tip: Review the system's Establishment Information fields prior to import, by clicking [Add Establishments], and then hit [Close] when you are done reviewing the list. While only Establishment Code is required for the import to be performed, the inclusion of other fields will provide time savings.

Click [Import Establishments]. Choose the appropriate file type (Excel, Access or a text) from the drop-down. Click [Browse], locate the file on your computer, and click [Next].

Excel users — Check or uncheck the box for: Yes, the first row is column headers. Select the file and sheet name information from the drop-down.

Under Match Fields, select the field names from the drop-downs that best match the system's fields.

Notes: Some fields may be automatically matched. Fields marked with an asterisk are required.

Navigate to the bottom of the page to see the Preview of Data. If satisfactory, click [Next]. Then choose whether to Overwrite (replace existing data) or Append (add to existing data).

Click [Import Data] to initiate the process. The import results will be displayed when the process is complete. The successfully imported records will display in the Establishment Information table.

Finalize and Export Multiple VETS-100A Reports

Select Establishments — Under Select Establishment Codes, check off each Establishment, as identified by Establishment Code.

Review Report Settings — If termination and hire dates are available in AAP data, and you would like the system to calculate the minimum and maximum number of employees – Check the box for: Use calculated Min / Max values.

Then proceed to the appropriate export process below.

Export Multiple VETS Reports for Internal Use

From Report Viewing options, select: Report Export. Then choose: Export Reports as —

  • A Single File

OR

  • Separate Files (The files will be Zip'd for download.)

Select: File Type for Reports —

  • PDF
  • Word
  • Excel
  • Rich Text

Click [Run Report]. You will be prompted to download and save the file.

Export Multiple Reports for DOL/VETS Submission

Recommended: Make sure all Establishment reports are checked off for inclusion.

From Report Viewing options, select: File Export.

Click [Run Report]. The exported file will be formatted according to technical requirements for electronic submission to VETS. You will be prompted to download the Zip file.