Factor Weight Settings
KEY TOPICS:
Review/Edit External Availability Source
Import Factor Weights
Click Import if you wish to import settings from another plan. You can import both factor weights and utilization rules for one or all of your job groups. Select these options: select the Company, Establishment, and Plan from the drop down lists, then click Import Data.
Options
Review/Edit External Availability Source
You have the option to choose an External Availability Source from the 2000 Census Data and Occupation Codes or the EEO 2006-2010 ACS Tabulation Data and 2010 Occupation Codes.
If you choose the EEO 2006-2010 option and your Occupations Codes are in the 2000 Census Data format, you will be prompted to choose how you want to fill in missing Occupation Codes. You can utilize the 2010 Occupations Crosswalk to update your 2000 Occupation Codes by matching with a new 2010 code. Or, you can allow the system to automatically assign the new 2010 Occupation Codes that match your current job titles. You can then choose to translate recruitment areas for all or any selected region types, or to not translate recruitment areas.
Statistics Settings
There are two different statistical analyses BALANCEaap can use to determine the utilization significance. The preferred method is to calculate the standard deviation. For smaller groups, however, the Exact Binomial test is more accurate. By default, job groups containing less than 30 records will use the Exact Binomial test.
Standard Deviation calculations of 2.0 or greater, or Exact Binomial test results of .05 or lower, are typically considered statistically significant. These values should not be changed unless advised by a statistician or attorney.
An approaching significance threshold is set to provide a warning when adverse impact for a group is near the significance point. The reports will indicate groups approaching significance.
To make changes to any of these values, enter the desired value into the field, and click Save at the bottom of the page.
Quick Weights Options
By default, BALANCEaap will use new hires and promotions data in your plan to calculate the percentage of external hires versus internal entrants to job groups. To include transfers in this calculation, select this option.
Utilization Rule Settings
Your chosen utilization rule can be changed from this page by clicking Change Rule under the Weighted Statistics columns. You can change the rule for all job groups by selecting a new Default Rule for This Plan. You can also change the rule for only the current Job Group by selecting a new rule under Rule for This Job Group.
Click Determine Best Utilization Rule to open the Best Utilization Rule Report screen. This report performs the incumbency vs. availability analysis using each utilization rule to determine which rule will produce the least amount of placement goals.
Select the checkboxes for the rules you would like to be considered for the analysis. Click and drag the listed rules into the preferred order you would like the analysis results to be considered and displayed. Choose to view the report in HTML or PDF format, or if you would like to export the report to Excel, Word or PDF. Once the appropriate settings have been selected, click Run Report. The report will display the number of protected classes that would be considered underutilized by job group based on the rules and settings selected, and state which rule will produce the fewest number of placement goals.
Though it is advised to use the same rule for each group, you can change the rule for only the current group if desired. To always use the plan’s default rule, select "USE DEFAULT" from the Rule for This Job Group drop down list. To select a specific rule for this group only, select the desired rule from the drop down list.
Be sure to click Save to save your changes.