Difference between revisions of "Import Wizard"

Latest revision as of 21:02, 10 March 2014

General Information

The Import Wizard allows the user to import information about current employees and personnel activities for the currently selected plan. Pro users may use a single import file to import information into multiple plans within a single company when in All Plans or with a single plan open. The Import Wizard may be accessed by clicking on the Import tool button or by selecting Import Data from the Utilities menu. All screens within The Complete AAP must be closed before using the Import Wizard.

When importing, The Complete AAP may ask you a variety of questions. These questions help the software determine what the data in your file means. Read each question the software asks you, and select the correct option for each.

Controls

Import File Types

Workforce Information (employees, jobs, departments, etc.)

Select this option to import current workforce information. The data should represent a snapshot of the current workforce at the beginning of the affirmative action plan year. For example, if the plan year coincides with the calendar year, import all employees employed on January 1st of the current year. Click on the View Template button to view all the importable fields of data in an Excel spreadsheet. The fields must be imported in the same order shown on the template. Columns should be left blank (not deleted) for any data that is unavailable. Workforce data will be imported into the currently selected plan or all plans if the user has The Complete AAP Pro and selects the option to import data into all plans once the import process has started, or starts the import process while working in all plans.

If you experience difficulty while importing a workforce file containing more than 16,000 lines you may wish to split the file.

Example of a blank Workforce Template

Example of a Workforce Template for multiple plans

Example of Workforce Template for importing a single plan into a company with multiple plans

Adverse Impact Detail File

Select this option to import personnel activity and workforce information used in the adverse impact analysis. The applicant, hire, promotion, and termination activity for the last 12 months should be analyzed at a minimum. The Base Group totals should represent a snapshot of the workforce as it existed 12 months ago. The Detail import file contains a separate row of data for each individual. For example, if there were 500 applicants during the previous 12 months, the file should contain 500 applicant records. Click on the View Template button to view all the importable fields of data in an Excel spreadsheet. The fields must be imported in the same order shown on the template. The first four columns must contain data. Adverse impact data will be imported into the currently selected plan or all plans if the user has The Complete AAP Pro and selects the option to import data into all plans once the import process has started, or starts the import process while working in all plans. Multiple imports into adverse impact will add the numbers you are importing to the numbers that already exist in the plan.

Example of a blank Adverse Impact Template

Example of an Adverse Impact Template for multiple plans

Example of an Adverse Impact Template for importing a single plan into a company with multiple plans

Import Current Midyear Values Box

New Import Wizard with Import Current Midyear Values.png

Click this box to import data for a different date range. This option is typically used to import personnel activity data that has occurred since the beginning of the current plan year. OFCCP requires the submission of this data if the contractor is at least 6 months into the current plan year at the time the contractor receives notice of a Compliance Review.

Import File - Enter the complete path and name of the import file if you have renamed and/or saved the file outside of the Import folder within the plan. Click on the button to search for the import file.

Import Button - This begins the import process with the options selected.

Cancel Button - Closes the import window without importing any data.

@@ Line 1: / Line 1: @@
-[[file:Import_Wizard_WF.png‎]]
+[[File:New Imprt Wizard - WF Radio.png]]
 ==General Information==
-The Import Wizard allows the user to import information about current employees and personnel activities for the currently selected plan or all plans if the user has The Complete AAP Pro and selects the option to import data into all plans once the import process has started, or starts the import process while working in all plans. The import wizard can be accessed by clicking on the ''Import'' tool button or by selecting ''Import Data'' from the Utilities menu.  '''''All screens within The Complete AAP must be closed before using the Import Wizard.'''''
+The Import Wizard allows the user to import information about current employees and personnel activities for the currently selected plan. Pro users may use a single import file to import information into multiple plans within a single company when in ''All Plans'' or with a single plan open. The Import Wizard may be accessed by clicking on the '''Import''' tool button or by selecting '''Import Data''' from the '''Utilities''' menu.  '''''All screens within The Complete AAP must be closed before using the Import Wizard.'''''
 When importing, The Complete AAP may ask you a variety of questions.  These questions help the software determine what the data in your file means.  Read each question the software asks you, and select the correct option for each.
-==Import File Types==
+==Controls==
-* '''Workforce Information (employees, jobs, departments, etc.)'''
+'''Import File Types'''
-:Select this option to import information about the current workforce. The data should represent a snapshot of the current workforce at the beginning of the affirmative action plan year. For example, if the plan year coincides with the calendar year, import all employees employed on January 1st of the current year. Click on the ''View Template'' button to view all the importable fields of data in an Excel spreadsheet. '''The fields must be imported in the same order shown on the template.'''  Columns should be left blank (not deleted) for any data that is unavailable. Workforce data will be imported into the currently selected plan or all plans if the user has The Complete AAP Pro and selects the option to import data into all plans once the import process has started, or starts the import process while working in all plans.
-:''If you experience difficulty while importing a workforce file containing more than 16,000 lines you may wish to split the file.''
+:* '''Workforce Information (employees, jobs, departments, etc.)'''
+::Select this option to import current workforce information. The data should represent a snapshot of the current workforce at the beginning of the affirmative action plan year. For example, if the plan year coincides with the calendar year, import all employees employed on January 1st of the current year. Click on the '''View Template''' button to view all the importable fields of data in an Excel spreadsheet. '''The fields must be imported in the same order shown on the template.'''  Columns should be left blank (not deleted) for any data that is unavailable. Workforce data will be imported into the currently selected plan or all plans if the user has The Complete AAP Pro and selects the option to import data into all plans once the import process has started, or starts the import process while working in all plans.
-:'''Required Fields to import successfully are:'''
+::''If you experience difficulty while importing a workforce file containing more than 16,000 lines you may wish to split the file.''
-::Plan Code - ''If using the standard version, plan code must be "1" for every employee.''
-::Employee Name
-::Race
-::Gender
-::Department Name
-::Job Name
-::EEO Code
-::Base Compensation
-::Part Time
-:More info on [[Required Fields]].
+::[[File:Company Import file - Blank 3-10-14.png]]
-* '''Adverse Impact Detail File'''
+:::''Example of a blank Workforce Template<br>''
-:Select this option to import personnel activity and workforce information used in the adverse impact analysis. The applicant, hire, promotion, and termination activity for the last 12 months should be analyzed at a minimum. The ''Beginning'' employment data should represent a snapshot of the workforce as it existed 12 months ago. The ''Detail'' import file contains a separate row of data for each individual. For example, if there were 500 applicants during the previous 12 months, the file should contain 500 applicant records. Click on the ''View Template'' button to view all the importable fields of data in an Excel spreadsheet. '''The fields must be imported in the same order shown on the template.'''  The first four columns must contain data. Adverse impact  data will be imported into the currently selected plan or all plans if the user has The Complete AAP Pro and selects the option to import data into all plans once the import process has started, or starts the import process while working in all plans.  Multiple imports into adverse impact will add the numbers you are importing to the numbers that already exist in the plan.
-:[[file:AI_Detail_Template_(blank).png‎]]
+::[[File:WF Import - Multi Co 3-10-14.png]]<br>
-*'''''Import Current Midyear Values Box'''''
+:::[[File:ProTag.jpg]]''Example of a Workforce Template for multiple plans'' <br>
-:[[file:Import_Wizard_-_Summary_MidYear.png]]
-:Click this box to import data for a different date range. This option is typically used to import personnel activity data that has occurred since the beginning of the current plan year. OFCCP requires the submission of this data if the contractor is at least 6 months into the current plan year at the time the contractor receives notice of a Compliance Review.
-* '''Adverse Impact Summary File'''
+::[[File:WF Import-Single Co 3-10-14.png]] <br>
-:Select this option to import personnel activity and workforce information used in the adverse impact analysis. The applicant, hire, promotion, and termination activity for the last 12 months should be analyzed at a minimum. The ''Beginning'' workforce data should represent a snapshot of the workforce as it existed 12 months ago. The ''Summary'' import file contains only the totals by race and gender for each activity to be analyzed. For example, if there were 500 applicants during the previous 12 months, the file should contain one applicant record with the total number of male, female, white, and minority applicants. Click on the ''View Template'' button to view all the importable fields of data in an Excel spreadsheet. '''The fields must be imported in the same order shown on the template.''' None of the columns should be left blank. Adverse impact data will be imported into the currently selected plan or all plans if the user has The Complete AAP Prp and selects the option to import data into all plans once the import process has started, or starts the import process while working in all plans.  Adverse Impact Summary File '''must''' be saved as a Excel 5.0/95 workbook (*.xls) before importing.  Multiple imports into adverse impact will add the numbers you are importing to the numbers that already exist in the plan.
-:[[file:AI_Summary_Template_(Blank).png]]
+:::[[File:ProTag.jpg]]''Example of Workforce Template for importing a single plan into a company with multiple plans'' <br>
+:* '''Adverse Impact Detail File''' <br>
-:'''''Import Current Midyear Values Box'''''
+::Select this option to import personnel activity and workforce information used in the adverse impact analysis. The applicant, hire, promotion, and termination activity for the last 12 months should be analyzed at a minimum. The '''Base Group''' totals should represent a snapshot of the workforce as it existed 12 months ago. The ''Detail'' import file contains a separate row of data for each individual. For example, if there were 500 applicants during the previous 12 months, the file should contain 500 applicant records. Click on the '''View Template''' button to view all the importable fields of data in an Excel spreadsheet. '''The fields must be imported in the same order shown on the template.'''  The first four columns must contain data. Adverse impact data will be imported into the currently selected plan or all plans if the user has The Complete AAP Pro and selects the option to import data into all plans once the import process has started, or starts the import process while working in all plans.  Multiple imports into adverse impact will add the numbers you are importing to the numbers that already exist in the plan.<br>
-:[[file:Import_Wizard_-_Summary_MidYear.png]]
-:Click this box to import data for a different date range. This option is typically used to import personnel activity data that has occurred since the beginning of the current plan year. OFCCP requires the submission of this data if the contractor is at least 6 months into the current plan year at the time the contractor receives notice of a Compliance Review.
-:'''''Import File''''' - Enter the complete path and name of the import file. Click on the file:browse.jpg button to search for the import file.
-:'''''Optimize Excel file prior to importing Button''''' - This removes special characters and formatting, such as dollar signs, that may interfere with the importing process.
+::[[File:AI Detail Import 3-7-14.png]]<br>
-:'''''Import Button''''' - This begins the import process with the options selected.
+:::''Example of a blank Adverse Impact Template''
-:'''''Cancel Button''''' - Closes the import window without importing any data.
+::[[File:AI Import - Multi Co 3-10-14.png]]
+:::[[File:ProTag.jpg]]''Example of an Adverse Impact Template for multiple plans''
+::[[File:AI import - Single Co 3-10-14.png]]
+:::[[File:ProTag.jpg]]''Example of an Adverse Impact Template for importing a single plan into a company with multiple plans''
+:*'''''Import Current Midyear Values Box''''' <br>
+::[[File:New Import Wizard with Import Current Midyear Values.png]]<br>
+::Click this box to import data for a different date range. This option is typically used to import personnel activity data that has occurred since the beginning of the current plan year. OFCCP requires the submission of this data if the contractor is at least 6 months into the current plan year at the time the contractor receives notice of a Compliance Review.
+'''''Import File''''' - Enter the complete path and name of the import file if you have renamed and/or saved the file outside of the Import folder within the plan. Click on the [[File:Browse.jpg]] button to search for the import file.
+'''''Import Button''''' - This begins the import process with the options selected.
+'''''Cancel Button''''' - Closes the import window without importing any data.
+==See Also==
+[[Required Fields - Workforce Import]]<br>
+[[Required Fields - Adverse Impact]]<br>
+© Copyright Yocom & McKee, Inc.

Difference between revisions of "Import Wizard"

Latest revision as of 21:02, 10 March 2014

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