History > Source

Required Steps

Select History Source

Your current year’s affirmative action plan will review your progress towards goals set in the previous year, and analyze your personnel actions for potential adverse impact. These analyses will require information from your previous year’s AAP. When you created the current plan, on the Create Plan screen you were asked if you had a prior year plan, and if so you needed to select it from the drop down list of plans. If you selected a prior year plan on the Create Plan screen, then on the history source screen you will be asked again to select your history source. The history source will be defaulted to the prior year plan you originally selected. If this is incorrect, you can select a different prior year plan from the drop down list, or select manual input or start point analysis.

If you did not select a prior year plan on the Create Plan screen, when you click on History Source, you will first be asked if you would like to create a Start Point Analysis. If you select yes and then click Next, on the History Source screen, your source will be defaulted to Start Point Analysis. You can change it on this screen to one of the other options. If you select no and then click Next, on the History Source screen your source will be defaulted to Manual Input, and you can change to one of the three options if you would like by clicking on the History Settings tab.

The three options in BALANCEaap to populate your history information are Manual Input, Start Point Analysis, or Import from Existing Plan.

Manual Input

Use this option if you want to input all of the employment numbers, availability percentages, and placement goals manually. You may want to do this if you have the actual numbers from last year’s plan, not prepared in BALANCEaap.

To input your history numbers manually, select Manual Input. Under the History Information section, select a job group from the drop-down list, and enter each value for each report group. If the report group had a goal, check the Goal box. Once you have entered all the numbers for the job group, you must click Save before switching to another job group. If you do not click Save before changing job groups, all the data you entered will be lost. Repeat this step for each job group in your plan.

Start Point Analysis

The Start Point Analysis is a good way to establish history data when you are doing your first plan in BALANCEaap.

A Start Point Analysis is an estimation of the prior year’s affirmative action plan based upon the current roster and the personnel actions that occurred during the personnel action date range for the current plan. BALANCEaap will start with your current roster, and reverse the hires, promotions, terminations, and other personnel actions to calculate how many people were in your job groups last year. It will then calculate your availability and goals based on the recruitment areas, census codes, feeders, and factor weights in your current plan.

To set your history source as a Start Point Analysis, select this option and click Save.

Import from Existing Plan

If last year’s plan was done in BALANCEaap, you should choose to import the history data from that plan. This will ensure your goal attainment and adverse impact calculations are utilizing the appropriate data.

To set a previous plan as the history, select this option, then select the Company, Establishment, and Plan that will be the history from the drop-down lists. Click Save to save the changes.

Master Plan Settings

Refer to the Master Plan History Source page.