Difference between revisions of "Edit Goals Progress Data"

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You may need to edit your previous years goals after creating your plan. base group, hires, and promotions will change as the Adverse Impact information is changed if Automatically populate goals progress numbers is checked. However, the previous goals will need to be manually edited.
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Follow the steps below to edit the information that appears in the '''Progress''' table.
  
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Follow these steps:
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'''Note:''' It is best to make manual changes to this table after you have completed imputing the Adverse Impact data.
  
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1) Click the Progress icon.
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1) Click the '''Progress''' icon.
  
 
[[File:Previous Icon.png]]
 
[[File:Previous Icon.png]]
  
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:a) Arrow through the job groups and confirm that the following have populated correctly.
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2) To make changes to the '''Previous Goal %''' numbers, click the box to the left of '''Automatically Populate Goals Progress Numbers'''.  
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:b) Previous Goals % (from last year’s Annual Goals rounded to the nearest whole number).
 
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:c) Number of Hires (from Adverse Impact table).
 
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:d) Number of Promotions (from Adverse Impact Promotions To table).
 
  
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2) Base Group (from Adverse Impact table).
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3) Type the changes.
  
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3) The Actual Placement Rate % will be calculated for you.
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'''Note:''' Do not check the Automatically populate box after making manual additions or corrections. You will loose the changes you made.
  
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4) If you need to make a change to the Previous Goal % numbers, click on Automatically populate goals progress numbers to remove the check mark. Type the changes then click on Automatically populate goals progress numbers.
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[[File:Previous Goals Window.png]]
  
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[[File:Previous Goals- Unchecked.png]]
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4) Click '''Close'''.  
  
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5) Click Close.  
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5) If you wish to prepare Midyear Adverse Impact continue to [[Import Current Midyear Adverse Impact Data]].  Proceed to [[Internal Audit]] if you do not need to prepare Midyear Adverse Impact reports.  
  
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If you have entered all of your workforce and adverse impact data proceed to [[Check For Data Errors]]. If there are data errors, correct them. If there are no errors proceed to [[Print Your Reports]].
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==See Also==
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[[Goals Progress]]<br>
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Related page: [[Goals Progress]]
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[[Edit Your Data]]<br>
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[[Import Goals]]<br>
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[[Input Goals]]<br>
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[[Publish Your Reports]]
  
 
© Copyright Yocom & McKee, Inc.
 
© Copyright Yocom & McKee, Inc.

Latest revision as of 20:49, 6 September 2016

Follow the steps below to edit the information that appears in the Progress table.

Note: It is best to make manual changes to this table after you have completed imputing the Adverse Impact data.

1) Click the Progress icon.

Previous Icon.png

2) To make changes to the Previous Goal % numbers, click the box to the left of Automatically Populate Goals Progress Numbers.

3) Type the changes.

Note: Do not check the Automatically populate box after making manual additions or corrections. You will loose the changes you made.

Previous Goals Window.png

4) Click Close.

5) If you wish to prepare Midyear Adverse Impact continue to Import Current Midyear Adverse Impact Data. Proceed to Internal Audit if you do not need to prepare Midyear Adverse Impact reports.

See Also

Goals Progress
Edit Your Data
Import Goals
Input Goals
Publish Your Reports

© Copyright Yocom & McKee, Inc.

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