Difference between revisions of "Import Wizard"

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[[file:Import_Wizard_WF.png‎]]
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[[File:New Imprt Wizard - WF Radio.png]]
  
 
==General Information==
 
==General Information==
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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.'''''  
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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.
 
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.
  
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==Import File Types==  
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==Controls==
  
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* '''Workforce Information (employees, jobs, departments, etc.)'''
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'''Import File Types'''
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: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.   
 
  
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:''If you experience difficulty while importing a workforce file containing more than 16,000 lines you may wish to split the file.''
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:* '''Workforce Information (employees, jobs, departments, etc.)'''
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::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.   
  
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:'''Required Fields to import successfully are:'''
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::''If you experience difficulty while importing a workforce file containing more than 16,000 lines you may wish to split the file.''
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::Plan Code - ''If using the standard version, plan code must be "1" for every employee.''
 
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::Employee Name
 
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::Race
 
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::Gender
 
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::Department Name
 
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::Job Name
 
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::EEO Code
 
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::Base Compensation
 
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::Part Time
 
  
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:More info on [[Required Fields]].
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::[[File:Company Import file - Blank 3-10-14.png]]
  
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* '''Adverse Impact Detail File'''
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:::''Example of a blank Workforce Template<br>''
  
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: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.<br>
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::[[File:WF Import - Multi Co 3-10-14.png]]<br>
  
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:::[[File:ProTag.jpg]]''Example of a Workforce Template for multiple plans'' <br>
  
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:[[file:AI_Detail_Template_(blank).png‎]]<br>
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::[[File:WF Import-Single Co 3-10-14.png]] <br>
  
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:::[[File:ProTag.jpg]]''Example of Workforce Template for importing a single plan into a company with multiple plans'' <br>
  
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*'''''Import Current Midyear Values Box''''' <br>
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:* '''Adverse Impact Detail File''' <br>
  
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::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>
  
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:[[file:Import_Wizard_-_Detail_with_MidYear_checked.png]]<br>
 
  
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::[[File:AI Detail Import 3-7-14.png]]<br>
  
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: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.
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:::''Example of a blank Adverse Impact Template''
  
  
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* '''Adverse Impact Summary File'''
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::[[File:AI Import - Multi Co 3-10-14.png]]
  
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: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. Multiple imports into adverse impact will add the numbers you are importing to the numbers that already exist in the plan.
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:::[[File:ProTag.jpg]]''Example of an Adverse Impact Template for multiple plans''
  
  
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:[[file:AI_Summary_Template_(Blank).png]]<br>
 
  
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::[[File:AI import - Single Co 3-10-14.png]]
  
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*'''''Import Current Midyear Values Box'''''<br>
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:::[[File:ProTag.jpg]]''Example of an Adverse Impact Template for importing a single plan into a company with multiple plans''
  
  
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:[[file:Import_Wizard_-_Summary_MidYear.png]]
 
  
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: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.
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:*'''''Import Current Midyear Values Box''''' <br>
  
  
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:'''''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.
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::[[File:New Import Wizard with Import Current Midyear Values.png]]<br>
  
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:'''''Optimize Excel file prior to importing Button''''' - This removes special characters and formatting, such as dollar signs, that may interfere with the importing process.
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::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.
  
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:'''''Import Button''''' - This begins the import process with the options selected.
 
  
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:'''''Cancel Button''''' - Closes the import window without importing any data.
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'''''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.
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'''''Import Button''''' - This begins the import process with the options selected.
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'''''Cancel Button''''' - Closes the import window without importing any data.
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==See Also==
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[[Required Fields - Workforce Import]]<br>
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[[Required Fields - Adverse Impact]]<br>
  
 
© Copyright Yocom & McKee, Inc.
 
© Copyright Yocom & McKee, Inc.

Latest revision as of 21:02, 10 March 2014

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. 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.
Company Import file - Blank 3-10-14.png
Example of a blank Workforce Template
WF Import - Multi Co 3-10-14.png
ProTag.jpgExample of a Workforce Template for multiple plans
WF Import-Single Co 3-10-14.png
ProTag.jpgExample 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.


AI Detail Import 3-7-14.png
Example of a blank Adverse Impact Template


AI Import - Multi Co 3-10-14.png
ProTag.jpgExample of an Adverse Impact Template for multiple plans


AI import - Single Co 3-10-14.png
ProTag.jpgExample 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 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
Required Fields - Adverse Impact

© Copyright Yocom & McKee, Inc.

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