Difference between revisions of "Format Your Workforce Data for Import"

Latest revision as of 16:17, 21 May 2013

Detailed Formatting Steps:

1) Open your workforce file in Excel.

2) Launch the Complete AAP.

3) Pro users must then open an AAP.

4) Click on the Import icon.

5) Click View Template under Workforce File.

6) The following window may appear.

a) click Yes if you wish to work with a blank template.

b) Click No if you wish to edit the data you previously entered on the template and saved in the default location described in the next step.

7) A new Excel worksheet will open.

Example of Workforce Template.

8) The file is automatically saved in a folder within the open company as “company_import.xlsx” in Excel Workbook format (Excel 2007 or Excel 2013). Though not recommended, you may relocate the file. We recommend that you retain the Excel Workbook format (Excel 2007 or Excel 2013).

9) Copy and paste data values from your workforce file into the appropriate columns in the company_import.xlsx file. The software requires the data to be imported in the order shown in the template. You may retain row one (1) as the header row. Formulas are not allowed.

10) Review your import file to ensure that all data that you wish to import is present on one tab and that there are no blank rows between data. The import process reads only the active tab in an Excel file.

11) If you are not using the Pro version, separate data for multiple AAPs into individual files. Pro version users may import workforce data for multiple AAPs at one time if the plan codes and names are identified in the workforce file. The import will not work properly if there is data on multiple tabs within one Excel file.

12) Save your changes.

Proceed to Import Workforce to begin importing your workforce data.

@@ Line 1: / Line 1: @@
-==Detailed Formatting Steps & Workforce Requirements==
-The following are the types of files that the Complete AAP recognizes:
-* Microsoft Excel 2007
 ==Detailed Formatting Steps:==
@@ Line 10: / Line 5: @@
 ) Launch the Complete AAP.
-) Click on the Import icon.
+) Pro users must then open an AAP.
+) Click on the '''Import''' icon.
 [[File:Import.jpg]]
-) Click View Template under Workforce File.
+) Click '''View Template''' under '''Workforce File'''.
-[[file:Import_Wizard_WF.png‎]]
+[[File:New Imprt Wizard -Workforce Template.png‎]]
-) A new Excel worksheet will open.
-[[File:WF_Import_Template_-_Blank.png]]
+) The following window may appear.
-''Example of Workforce Template.''
+[[File:Template Exists Message.png]]
-) The file is automatically saved in a folder within the open company as “company_import.xlsx” in Excel Workbook format (Excel 2007).  Though not recommended, you may relocate the file.We recommend that you retain the Excel Workbook format (Excel 2007).
+:a) click '''Yes''' if you wish to work with a blank template.
+:b) Click '''No''' if you wish to edit the data you previously entered on the template and saved in the default location described in the next step.
-) Copy and paste data values from your workforce file into the appropriate columns in the import file.  The software requires the data to be imported in the order shown in the template. You may retain row one (1) as the header row.
-) Add Annotation information.
+) A new Excel worksheet will open.
-:a) There are three methods you can use to add annotations for employees who report to supervisors at a different location.
+[[File:WF_Import_Template_-_Blank.png]]
-::i. You may allow the software to create the annotation for you. Identify the work location in the Location column and the correct Supervisor ID for each employee in your import file. The software will create the annotations.
+''Example of Workforce Template.''
-::ii. You can create annotations in your import file. Use a formula, or do a visual comparison of each employee’s work location against his or her manager’s work location to create an annotation that you can import. If you import supervisor IDs and locations, the software will create its own annotations for any left blank, but will not overwrite those you import.
-::iii. You may type annotations in after you import the workforce data by clicking on the icon on the right of the annotation box in the Employees screen and then typing in your information.
-) Check your import file to be sure:
-:a) You have included all required data.
-:b) There are no blank rows.
-:c) Assign only one plan code for all data if you are using The Complete AAP Regular software. If you have multiple plans to prepare and you are not using the Pro version you will need to create an import file for each plan.
-[[File:ProTag.jpg]]  Pro version users may import workforce data for multiple plans at one time if the plan codes and names are identified in the workforce file.
-==Workforce Requirements==
-In order to run compliant reports for your Affirmative Action Plan you will need to gather as much as you can of the following workforce information for each employee who was in your workforce on the beginning date of your plan. The fields shown below are importable fields grouped by priority to meet OFCCP requirements.
-) Minimum data required to run compliant, error-free reports.
-:a. Employee ID
-:b. Employee Name
-:c. Race
-:d. Gender
-:e. Dept. Name
-:f. Job Name
-:g. EEO Code
-:h. Job Group Name
-:i. Salary Basis
-:j. Base Salary
-:k. Part-Time Status
-:l. Supervisor’s ID
-:m. Plan Code
-:n. Plan Name
-:o. Location Name
-) The Complete AAP will create these for you if you don’t already have them.
+) The file is automatically saved in a folder within the open company as “company_import.xlsx” in Excel Workbook format (Excel 2007 or Excel 2013).  Though not recommended, you may relocate the file. We recommend that you retain the Excel Workbook format (Excel 2007 or Excel 2013).
-:a. Location Code
-:b. Dept. Code
-:c. Job Code
-:d. Job Group Code
-:e. Annotation
-) In addition to Base Salary and Salary Basis, these fields are helpful in analyzing compensation data.
+) Copy and paste data values from your workforce file into the appropriate columns in the company_import.xlsx file.  The software requires the data to be imported in the order shown in the template. You may retain row one (1) as the header row. Formulas are not allowed.
-:a. Hire Date
-:b. Salary Code
-:c. Total Salary
-:d. Hours Worked per Week
-:e. SSEG Code
-:f. Date 1
-:g. Date 2
-:h. Number 1
-:i. Number 2
-:j. Number 3
-) These fields can be easily populated after importwith the help of the Complete AAP’s Census Wizard.
+) Review your import file to ensure that all data that you wish to import is present on one tab and that there are no blank rows between data.  The import process reads only the active tab in an Excel file.
-:a. Census Code 1
-:b. Census Code 2
-:c. Census Code 3
-) Save your changes and close the file.
+) If you are not using the Pro version, separate data for multiple AAPs into individual files. Pro version users may import workforce data for multiple AAPs at one time if the plan codes and names are identified in the workforce file. The import will not work properly if there is data on multiple tabs within one Excel file.
-If you have applicant, hire, promotion or termination data to report in your Affirmative Action Plan, please see [[Format Your Adverse Impact Data for Import]] instructions.
+) Save your changes.
-If you have no applicants, hires, promotions or termination data to report in your Affirmative Action Plan, proceed to [[Import Workforce]].
+Proceed to [[Import Workforce]] to begin importing your workforce data.<br>
 ==See Also==
-[[Required Fields]]
+[[Annotations]]<br>
+[[Import Wizard]]<br>
+[[Required Fields - Workforce Import]]<br>
 © Copyright Yocom & McKee, Inc.

Difference between revisions of "Format Your Workforce Data for Import"

Latest revision as of 16:17, 21 May 2013

Detailed Formatting Steps:

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