Difference between revisions of "Report Options - Adverse Impact Report"

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[[File:Adverse Impact Print Options.png]]
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[[File:AI_Report_Options_7-14-17.png]]
  
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The Adverse Impact Analysis Report Options window allows the user to select the options and groups that will be used when creating the Adverse Impact Analysis Report.  The Adverse Impact Analysis Report Options window may be accessed by clicking on the '''Reports''' icon and then clicking the Adverse Impact Analysis Options button on the Report Options tab or from the Reporting menu. Click on Reporting, select Required Reports and then Adverse Impact Report.  An example of the reports may be found at [[Adverse Impact Reports]].
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The Adverse Impact Analysis Report Options window allows the user to select the options and groups that will be used when creating the ''Adverse Impact Analysis Report''.  The Adverse Impact Analysis Report Options window may be accessed by clicking on the '''Reports''' icon and then clicking the Adverse Impact Analysis '''Options''' button on the '''Report Options''' tab or from the '''Reporting''' menu. Click on '''Reporting''', select '''Required Reports''' and then '''Adverse Impact Report'''.  An example of the reports may be found at [[Adverse Impact Reports]].
  
 
===General Options===  
 
===General Options===  
  
 
'''Report Title box'''
 
'''Report Title box'''
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::This box contains the text used for the report title and can be edited by the user. Changes to the text will be saved for future use. Clicking on restore defaults button (on the Report Options window) will restore the original text.
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::This box contains the text used for the report title and can be edited by the user. Changes to the text will be saved for future use. Clicking on the '''Restore Defaults''' button on the '''Report Options''' tab or '''Restore Report Options to Default Settings''' on the '''Reporting''' menu will restore the original text.
  
 
'''Report Footer box'''
 
'''Report Footer box'''
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::This box contains the text used for the report footer and can be edited by the user. Changes to the text will be saved for future use. Clicking on restore defaults button (on the Report Options window) will restore the original text.
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::This box contains the text used for the report footer and can be edited by the user. Changes to the text will be saved for future use. Clicking on the '''Restore Defaults''' button on the '''Report Options''' tab or '''Restore Report Options to Default Settings''' on the '''Reporting''' menu will restore the original text.
  
 
'''Reports to Run'''
 
'''Reports to Run'''
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:Permits the user select the reports to prepare and whether they are done by Job Group, Job, Requisition or all three. We suggest that Applicant Flow, Promotions – From/Within and Terminations reports always be printed. You may print all three at the same time by clicking each box.  
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:Permits the user select the reports to prepare and whether they are done by Job Group, Job, Requisition or all three. We suggest that Applicant Flow, Promotions – From/Within and Terminations reports always be publish. You may publish all three at the same time by clicking each box.  
  
 
*'''Applicant Flow'''
 
*'''Applicant Flow'''
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::This option will print the Applicant Flow report.  
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::This option will publish the Applicant Flow report.  
  
 
*'''Promotions-From/Within'''  
 
*'''Promotions-From/Within'''  
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::This option will print the Promotions From/Within report.
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::This option will publish the Promotions From/Within report.
  
 
*'''Terminations'''
 
*'''Terminations'''
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::This option will print the Terminations report.
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::This option will publish the Terminations report.
  
 
*'''Compare'''
 
*'''Compare'''
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::This option will print reports with the data from user defined tabs. Select the fields to be compared from the two dropdown menus. The selection from the upper box will be the group the comparison is made against. It will appear as the left hand column on the report.
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::This option will publish reports with the data from user defined tabs. Select the fields to be compared from the two drop-down menus. The selection from the left hand box will be the group the comparison is made against. It will appear as the left hand column on the report.
  
 
*'''By Job Group'''
 
*'''By Job Group'''
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::This option will print a report by job group only.
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::This option will publish a report by job group only.
  
 
*'''By Job'''
 
*'''By Job'''
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::This option will print a report by job only.
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::This option will publish a report by job only.
  
 
*'''By Requisition'''
 
*'''By Requisition'''
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::This option will print a report by requisition only.
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::This option will publish a report by requisition only.
  
 
*'''By Job Group, Job and Requisition'''
 
*'''By Job Group, Job and Requisition'''
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::This option will print a set of adverse impact analyses by job group. If any job group shows adverse impact an adverse impact report will be printed for each job in the job group with an issue if you have included the job code and name in your adverse impact data. Should there be adverse impact in a job and you have requisition codes an adverse impact analysis will be printed by requisition for the affected jobs.
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::This option will publish a set of adverse impact analyses by job group. If any job group shows adverse impact an adverse impact report will be printed for each job in the job group with an issue if you have included the job code and name in your adverse impact data. Should there be adverse impact in a job and you have requisition codes an adverse impact analysis will be printed by requisition for the affected jobs.
  
 
*'''Test Results'''
 
*'''Test Results'''
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'''Display/Printing Options'''
 
'''Display/Printing Options'''
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*'''Add in hires, promotions, etc. if necessary'''
 
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::This option will add in hires and promotions (to) with the incumbents in a group if necessary.  It is necessary to include hires and promotions when one of your groups may have terminated and/or promoted (from/within) more employees than it began with.  Therefore, if the group began with 1 employee and terminated 10, this option would add in promotions and hires to see if 9 additional employees were placed.  The option will not affect those groups that do not show more promotions and terminations than base group.  This option should be used to run supplemental reports, not replacement reports.
 
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*'''Always add in hires and promotions'''
 
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::This option will add in hires and promotions (to) with the incumbents for all groups.  It differs from the option above in that it does not discern whether there are more promotions and terminations than incumbents, it simply adds hires and promotions (to) to all groups.  This option is included in the software to support the idea that if you add in hires and promotions to one group, you should add them to all groups to make them equal.
 
  
 
*'''Show the Expected/Difference'''
 
*'''Show the Expected/Difference'''
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::This option will display the results of this calculation. Please see [[Adverse Impact Test]] for an explanation of the calculation.
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::This option will display the results of this calculation. Please see [[Adverse Impact Tests]] for an explanation of the calculation.
  
 
*'''Show the 80% Rule'''
 
*'''Show the 80% Rule'''
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::This option will display the 80% Rule test results. Please see [[80% or Four-Fifths Rule]] for an explanation of the calculation.
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::This option will display the 80% Rule test results. Please see [[80%25_Or_Four-Fifths_Rule|80% or Four-Fifths Rule]] for an explanation of the calculation.
  
 
*'''Show 2 Standard Deviations'''
 
*'''Show 2 Standard Deviations'''
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*'''Show Fishers Exact'''
 
*'''Show Fishers Exact'''
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::This option will display the Fishers Exact test results. Please see [[Fishers Exact Test]] for an explanation of the calculation.
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::This option will display the Fishers Exact test results.  
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*'''Hide Pac. Islanders and Two or More'''
 
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::If this option is checked the Pac. Islanders and Two or More lines will not be listed if Breakout Minorities is checked. 
 
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*'''Default Males and Whites as The Base Group'''
 
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::This option tells the software that males and whites are the group that all others should be compared against.  If you uncheck this option, the software will use the “favored” group as the base group.  The “favored” group may vary by job group and activity.  This option can be helpful if you suspect reverse discrimination is occurring in your organization.  It has been our experience that OFCCP does not question the use of this option in Adverse Impact Analyses, but they might question it if you do not. 
 
  
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*'''Breakout Minorities'''  
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*'''Only Show Records With Activity'''
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::Checking this box will include a list of all minorities groups and the statistics for each group.
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::Checking this box will show all analyses by Job Group but will include only Analyses by Job or Requisition that have activity.  
  
 
*'''Show the Plan Dates'''
 
*'''Show the Plan Dates'''
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::This option prints the current plan year’s dates in the lower left corner of each page. The current plan year dates are not the same as the dates for your Adverse Impact data.  For example, if my Adverse Impact dates are 01/01/01 to 12/31/01, then my current plan year should be 01/01/02 to 12/31/02.  It is recommended that you check this option.
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::This option displays the current plan year’s dates in the lower left corner of each page. The current plan year dates are not the same as the dates for your Adverse Impact data.  For example, if my Adverse Impact dates are 01/01/15 to 12/31/15, then my current plan year should be 01/01/16 to 12/31/16.  It is recommended that you check this option.
  
 
*'''Show Unknowns'''
 
*'''Show Unknowns'''
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::Use this option if you have entered data in the Midyear portion of the Adverse Impact Table and wish to print reports on the Midyear data.
 
::Use this option if you have entered data in the Midyear portion of the Adverse Impact Table and wish to print reports on the Midyear data.
  
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*'''Send to PDF'''  
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*'''Only Report Groups With Issues'''
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::Checking this box sends the report to a PDF file that is stored in the plan's Support Docs folder when clicking the print button. The Support Docs folder is accessed by clicking the Pen and Folder icon on the Main screen.
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::Use this option if you have chosen to publish reports '''By Job Group''', '''By Job''', or '''By Requisition''' and you wish to see only the groups with adverse impact issues. This option is not available if '''By Job Group, Job and Requisition''' has been selected.
  
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*'''Only Report Groups With Issues'''
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*'''Include Two or More in Analysis'''
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::Use this option if you wish to show test results for applicants and employees identified as Two or More races.
  
 
===Page Number Options===
 
===Page Number Options===
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*'''Export'''
 
*'''Export'''
 
::Creates a Microsoft Excel file using the specified path and file name that contains all the data used in the Adverse Impact Analysis.
 
::Creates a Microsoft Excel file using the specified path and file name that contains all the data used in the Adverse Impact Analysis.
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*'''Create .pdf'''
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::Creates a .pdf file that is stored in the plan's Support Docs folder when the '''Create .pdf''' button is clicked. The '''Support Docs''' folder is accessed by clicking the '''Pen and Folder''' icon on the blue screen.
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*'''Create .doc'''
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::Creates a Microsoft Word file that is stored in the plan's Support Docs folder when the '''Create .doc''' button is clicked. The '''Support Docs''' folder is accessed by clicking the '''Pen and Folder''' icon on the blue screen.
  
 
*'''Print'''
 
*'''Print'''
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::Permits the user to print the report to a PDF file when the Send to PDF box is checked, or to a printer.
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::Permits the user to publish the report to a printer.
  
 
*'''Preview'''
 
*'''Preview'''

Latest revision as of 16:48, 14 July 2017

AI Report Options 7-14-17.png


The Adverse Impact Analysis Report Options window allows the user to select the options and groups that will be used when creating the Adverse Impact Analysis Report. The Adverse Impact Analysis Report Options window may be accessed by clicking on the Reports icon and then clicking the Adverse Impact Analysis Options button on the Report Options tab or from the Reporting menu. Click on Reporting, select Required Reports and then Adverse Impact Report. An example of the reports may be found at Adverse Impact Reports.

General Options

Report Title box

This box contains the text used for the report title and can be edited by the user. Changes to the text will be saved for future use. Clicking on the Restore Defaults button on the Report Options tab or Restore Report Options to Default Settings on the Reporting menu will restore the original text.

Report Footer box

This box contains the text used for the report footer and can be edited by the user. Changes to the text will be saved for future use. Clicking on the Restore Defaults button on the Report Options tab or Restore Report Options to Default Settings on the Reporting menu will restore the original text.

Reports to Run

Permits the user select the reports to prepare and whether they are done by Job Group, Job, Requisition or all three. We suggest that Applicant Flow, Promotions – From/Within and Terminations reports always be publish. You may publish all three at the same time by clicking each box.
  • Applicant Flow
This option will publish the Applicant Flow report.
  • Promotions-From/Within
This option will publish the Promotions From/Within report.
  • Terminations
This option will publish the Terminations report.
  • Compare
This option will publish reports with the data from user defined tabs. Select the fields to be compared from the two drop-down menus. The selection from the left hand box will be the group the comparison is made against. It will appear as the left hand column on the report.
  • By Job Group
This option will publish a report by job group only.
  • By Job
This option will publish a report by job only.
  • By Requisition
This option will publish a report by requisition only.
  • By Job Group, Job and Requisition
This option will publish a set of adverse impact analyses by job group. If any job group shows adverse impact an adverse impact report will be printed for each job in the job group with an issue if you have included the job code and name in your adverse impact data. Should there be adverse impact in a job and you have requisition codes an adverse impact analysis will be printed by requisition for the affected jobs.
  • Test Results
Permits the user to determine how the results will be displayed.
  • Display % results from tests
This option will print actual % results rather than a “yes” or “no” to indicate whether a group passed a test.
  • Display Yes/No
This option will print a “yes” or “no” to indicate whether a group passed a test. It has been our experience that auditors do not object to reports printed with a “yes” or “no” rather than with actual results.
  • Display % results and Yes/No
This option will print actual % results and a “yes” or “no” to indicate whether a group passed a test.
  • % Results Header
The default column header for Display % results from tests is “Test Result”. You may change the header by deleting the existing text and typing alternate text.
  • Yes/No Header
The default column header for Display Yes/No is “Statistically Significant?”. You may change the header by deleting the existing text and typing alternate text.

Display/Printing Options

  • Show the Expected/Difference
This option will display the results of this calculation. Please see Adverse Impact Tests for an explanation of the calculation.
  • Show the 80% Rule
This option will display the 80% Rule test results. Please see 80% or Four-Fifths Rule for an explanation of the calculation.
  • Show 2 Standard Deviations
This option will display the 2 Standard Deviations test results. Please see Two Standard Deviations for an explanation of the calculation.
  • Show Fishers Exact
This option will display the Fishers Exact test results.
  • Only Show Records With Activity
Checking this box will show all analyses by Job Group but will include only Analyses by Job or Requisition that have activity.
  • Show the Plan Dates
This option displays the current plan year’s dates in the lower left corner of each page. The current plan year dates are not the same as the dates for your Adverse Impact data. For example, if my Adverse Impact dates are 01/01/15 to 12/31/15, then my current plan year should be 01/01/16 to 12/31/16. It is recommended that you check this option.
  • Show Unknowns
This option will show the number of applicants with unidentified race or gender.
  • Current Midyear Report
Use this option if you have entered data in the Midyear portion of the Adverse Impact Table and wish to print reports on the Midyear data.
  • Only Report Groups With Issues
Use this option if you have chosen to publish reports By Job Group, By Job, or By Requisition and you wish to see only the groups with adverse impact issues. This option is not available if By Job Group, Job and Requisition has been selected.
  • Include Two or More in Analysis
Use this option if you wish to show test results for applicants and employees identified as Two or More races.

Page Number Options

  • Show page number
Each page of the report will display a page number when this box is checked.
  • Include this date on each page
Each page of the report will display the selected date when this box is checked.
  • Print this page number on the first page
The report will display page numbers starting with the specified number when this box is checked. Type the page number that you would like the report to start with. You can also use the up or down arrows to select a number.

Buttons

  • Export
Creates a Microsoft Excel file using the specified path and file name that contains all the data used in the Adverse Impact Analysis.
  • Create .pdf
Creates a .pdf file that is stored in the plan's Support Docs folder when the Create .pdf button is clicked. The Support Docs folder is accessed by clicking the Pen and Folder icon on the blue screen.
  • Create .doc
Creates a Microsoft Word file that is stored in the plan's Support Docs folder when the Create .doc button is clicked. The Support Docs folder is accessed by clicking the Pen and Folder icon on the blue screen.
  • Print
Permits the user to publish the report to a printer.
  • Preview
Displays a report of the selected groups in a preview window.
  • Close
Closes the Adverse Impact Analysis Options window.

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