Difference between revisions of "Import Goals"
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If you prepared a previous plan in The Complete AAP and used [[Create a New Company with No Data]] or [[Create an Exact Copy of a Company]] instructions, and followed the steps in the [[Import Workforce Data from Previous Plan]] instructions, follow these steps to import your goals from your previous plan. | If you prepared a previous plan in The Complete AAP and used [[Create a New Company with No Data]] or [[Create an Exact Copy of a Company]] instructions, and followed the steps in the [[Import Workforce Data from Previous Plan]] instructions, follow these steps to import your goals from your previous plan. | ||
| − | 1) Click the Progress icon. | + | 1) Click the '''Progress''' icon. |
[[File:Previous Icon.png]] | [[File:Previous Icon.png]] | ||
| − | 2) Click Yes if the following message appears. | + | 2) Click '''Yes''' if the following message appears. |
| − | [[ | + | [[File:Add JG to GP from AI Message.png]] |
| − | 3) Click Tools and then Import goals %, incumbents, hires and promotions. | + | 3) Click '''Tools''' and then '''Import goals %, incumbents, hires and promotions'''. |
| − | [[ | + | [[File:Progress Window with dropdown menu2.png]] |
| − | 4) | + | 4) Scroll through all job groups to confirm goals, hires, promotions and incumbents have populated correctly. |
| − | + | 5) The '''Actual Placement Rate %''' will be calculated for you. | |
| − | + | 6) If you need to make a change to the '''Previous Goal %''' numbers, follow the [[Edit Goals Progress Data]] instructions. | |
| − | + | 7) If all looks well, click '''Close''' and proceed to [[Internal Audit]]. | |
| − | + | 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]] if you do not wish to perform an internal audit. | |
| − | + | © Copyright Yocom & McKee, Inc. | |
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Latest revision as of 16:19, 24 October 2014
If you did not prepare last year’s plan in The Complete AAP, do not follow these steps; please follow the Input Goals instructions.
If you prepared a previous plan in The Complete AAP and used Create a New Company with No Data or Create an Exact Copy of a Company instructions, and followed the steps in the Import Workforce Data from Previous Plan instructions, follow these steps to import your goals from your previous plan.
1) Click the Progress icon.
2) Click Yes if the following message appears.
3) Click Tools and then Import goals %, incumbents, hires and promotions.
4) Scroll through all job groups to confirm goals, hires, promotions and incumbents have populated correctly.
5) The Actual Placement Rate % will be calculated for you.
6) If you need to make a change to the Previous Goal % numbers, follow the Edit Goals Progress Data instructions.
7) If all looks well, click Close and proceed to Internal Audit.
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 if you do not wish to perform an internal audit.
© Copyright Yocom & McKee, Inc.
