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IWD/Veterans

JUMP TO: Develop IWD/Veterans Metrics in a Master Plan

KEY TOPICS:

  • Determine Hiring Overview
    • Establish Job Information and Calculation Options
    • Import Hiring Overview
    • Edit Hiring Overview by Job Group
  • IWD Analysis Settings
    • Establish a Simple Hiring Benchmark for IWDs
  • Protected Veteran Analysis Settings
    • Establish a Simple Utilization Benchmark for Protected Veterans
  • About Related IWD/Veterans Reports
    • Group Settings for IWD/Veterans Reports
  • Develop IWD/Veterans Metrics in a Master Plan

Compile Metrics for Individual with Disability and Veteran Status

Although settings and regulatory information are provided below, this information is not intended to replace reviewing the Federal rules to learn how they apply to your organization at the time of plan development. See the OFCCP Web site.

BALANCEaap's module for IWD/Veterans is comprised of tabs, described in this article, for performing:

  • Hiring Overview
  • IWD Analysis
  • Protected Veteran Analysis

About IWD/Veterans Metrics

The IWD/Veterans analyses are performed to compare the number of Individuals with Disabilities (IWDs) and protected Veterans (PVs) in your organization’s workforce with compliance benchmarks for utilization and hiring, respectively. While Veteran status is tracked during the application stage, disability status is tracked regularly across your organization’s workforce over time.

Determine Hiring Overview

Establish Job Information and Calculation Options

First, navigate to the Calculations Options menu. Choose the type of data the system will use in determining the IWD/Veterans statistics, either:

  • Applicant (Disposition) Data — Use Hired and Internal Successful data (default) and/or include Declined Offer data.

  • Personnel Actions— Limit source data to New Hire data (default), or include Promotion and/or Transfer data.

Return to the Job Information menu at the top of the page. If Requisition ID is populated on the Applicants table, the system can populate the statistics for you. Click the [Calculate Jobs Filled] button to populate the Job Information menu.

Numbers may also be entered directly in the Job Information fields for # of Jobs Opened and # of Jobs Filled.

Import Hiring Overview

If IWD/Veterans settings are available in an external file or an existing balanceAAP plan, click the [Import Hiring Overview Settings] button, which is available at the bottom of the page. A wizard will guide you through the steps for bringing in those settings, by plan or Job Group.

(Optional) Edit Hiring Overview by Job Group

Check the box to: Edit by Job Group. Using the provided drop-down, as necessary, select a Job Group; update the number; and Save each Job Group. The drop-down will indicate any updated Job Groups in bold face.

IWD Analysis Settings

Establish a Simple Utilization Benchmark for IWDs

After clicking the IWD Analysis tab, retain the default IWD Utilization Benchmark of 7% (recommended); or enter a different number and click Save. The benchmark will apply to reporting for the entire plan.

(Optional) Edit the Utilization Benchmark by Job Group

Click Show Advanced Options to edit the Utilization Benchmark by Job Group. Select a Job Group from the drop-down; update the corresponding entry; and click Save. The drop-down will display any updated Job Groups in bold face.

Protected Veteran Analysis Settings

Establish a Simple Hiring Benchmark for Protected Veterans

The Veterans Analysis page displays the Settings tab: Retain the default entry of 7.2% (recommended); or enter a different benchmark for the plan and click Save. The Simple Benchmark is applied to reporting for the entire plan.

(Optional) Edit the Hiring Benchmark Percentage by Job Group

Enter the link for Show Advanced Options, and choose: Use Simple Benchmark. Then check off: Edit by Job Group.

Select a Job Group from the drop-down; update the entry; and click Save. The drop-down will display any updated Job Groups in bold face.

(Optional) Create the Five Factor Calculated Benchmark

Customize the percentage of expected Veteran hires for local conditions.

Important Cautions: It is recommended that the Five Factor Calculated Benchmark only be used after careful consideration by regulatory and statistical experts. In addition, changing the benchmark type will cause any previous Veteran Analysis data entries to be lost.

(Optional) Check off whether to:

  • Calculate the veteran applicant ratio (factor 3a) from the previous year plan?
  • Calculate the veteran hire ratio (factor 3b) from the previous year plan?

Cross-reference: For information on choosing the previous year plan, see: History Source. If Veteran data are not available in a previous year plan, deselect one or both options, and enter the information, as described below.

Select the Benchmark tab, which displays the five factors, along with corresponding fields for Raw Statistics, Weight, and Weighted Statistics.

The five factors are:

  1. Average percentage of Veterans in the state’s civilian labor force where the contractor is located for the prior three years, as published by OFCCP.

  2. Number of unemployed Veterans over the previous four quarters in the state who participated in the Employment State Delivery Service (ESDS), as published by OFCCP.

  3. (a) Veteran applicant ratio from the contractor’s prior year plan, and (b) Veteran hire ratio from the contractor’s prior year plan.

  4. Recent assessments of outreach and recruitment effectiveness, as identified by the contractor.

  5. Other factors that would affect the availability of qualified, protected Veterans for hire, such as the nature of the job or its location, as identified by the contractor.
Complete the Raw Statistics entries in percentage format.

Note: balanceAAP will populate Factor 3, if that option was selected on the Protect Veterans Analysis > Settings tab.

Using the center column, apply Weight to each factor; the total must equal 100 percent. The Weighted Statistics and a resulting benchmark will display.

Click [Save].

About Related IWD/Veterans Reports

The following reports are available from the Select Reports menu:

  • DATA COLLECTION FOR INDIVIDUALS WITH DISABILITIES
  • DATA COLLECTION FOR PROTECTED VETERANS

The following reports will present the results of the analyses:

  • INDIVIDUALS WITH DIABILITIES UTILIZATION GOALS
  • VETERAN BENCHMARKS FOR HIRING ANALYSIS

Quick Tip: To display a synopsis of IWD/Veterans analysis results on the PLAN SUMMARY report, access the Communication tools by clicking the [Group Settings] icon in the Report Group header, Scroll down to the menu, regarding the two analyses. Select: Yes ... .

Supporting Adverse Impact Summary and Detail reports are also available for the two groups.

Group Settings for IWD/Veterans Reports

From Select Reports, click the [Group Settings] icon in the IWD/Veterans Report Group header. Select whether to: Run Report by Plan or Run Report by Job Group. Then click [Save] to return to the Select Reports list.

Note: Please review the regulations for the required reporting format that applies to the analysis category and your organization’s number of employees.

About Related Narratives

Tools for building Narratives include specific Tags & Values and narrative Section menus for IWDs and Veterans. See: Narrative Settings and Edit Narrative Templates, respectively.