Difference between revisions of "Assigning Census Codes"

From YMwiki
Jump to navigationJump to search
 
(4 intermediate revisions by the same user not shown)
Line 1: Line 1:
There are three methods you may use to enter census codes. Any of the methods may be used in either Grid or Single Record Edit.
+
There are three methods you may use to enter census codes in The Complete AAP’s '''Jobs''' table. Any of the methods may be used in either [[Jobs Grid Edit|Grid Edit]] or [[Jobs Single Record Edit|Single Record Edit]] options that are available from the '''Tools''' button in the '''Jobs''' table.
  
1) Import or type the code without using one of the lookup functions.
+
1) You may import or type job census codes into the '''Census Code 1''' field.
  
2) You may use the Census Code Wizard button to select codes for jobs Interactively or Silently. This method works well when you need codes for a list of jobs rather than a single job. The wizard will only select and populate Census Code 1 if there is no previous plan in the current version of The Complete AAP. If a job with multiple census codes is found in a previous or related plan all codes will be populated in the new plan.
+
2) You may use the '''[[Census Code Wizard]]''' icon to interactively or silently select census codes for jobs. This method works well when you need census codes for a list of jobs rather than a single job.  
  
3) You may use the Search icon at the right side of the census code box. The wizard will still make its suggestion but for only the single job you selected.
+
3) You may use the '''Search''' icon at the right side of each census code field. The Census Code Wizard will make a suggestion for the job in question.
  
The Census Code Wizard prioritizes census codes based on your job title and other job titles that are incorporated in the database it searches. After you have prepared several plans for the same company the Wizard will search the company’s job titles for a match and use the census code associated with the job title. If the Wizard does not find a match in the same company it searches another data base that includes a list of job titles as well as a description of the duties associated with the code.
+
Method 1 is self-explanatory, but methods 2 and 3 require some instruction. Follow one or the other method’s instructions below to assign census codes to your jobs.
  
If at some point you wish to reset all of the census codes you can select Tools and then Reset Census Wizard. Resetting the wizard and erasing the census codes will remove the previously used codes from the wizard’s memory and will build a new database based on new selections.
+
===Use the Census Code Wizard===
 +
 
 +
Use the Census Code Wizard
 +
The Census Code Wizard searches its database of Standard Occupational Classification (SOC) descriptions to provide a list of or assign census codes based on job titles and EEO categories. After you prepare one or more AAPs for the same company, the wizard builds a list of the company’s job titles that it will search when new jobs are imported.  If at some point you wish to reset all of the census codes, you can select Tools and then '''Reset Census Wizard'''. Resetting the Census Code Wizard and erasing the census codes removes the previously used codes from its memory and builds a new database based on new selections.
 +
 
 +
Follow the directions below to use The Complete AAP’s Census Code Wizard to assign census codes.
 +
 
 +
1) In the AAP to which you wish to assign census codes, click the '''Jobs''' icon.
  
===Use the Census Code Wizard===
+
2) Click the '''Census Code Wizard''' icon that is positioned to the right of the '''Search''' button.
 +
 
 +
[[File:Jobs window with Wizard Highlight.png]]
  
The Census Code Wizard is available in both Grid or Single Record Job Edit window.
 
  
1) Click the Census Code Wizard icon.
+
3) Select either '''Interactively''' or '''Silently''' under '''Run the wizard'''.  
  
[[File:Jobswindowcw.jpg]]
+
:a) Running the wizard interactively allows you to approve or change the choice.
  
2) Select how you want the wizard to run.<br>
+
:b) Running the wizard silently allows it to make selections without your input.
:a) Interactively allows you to approve or change the choice.<br>
 
:b) Silently allows the wizard to fill in its guess without your input.
 
  
[[File:Censuswizard.png]] 
+
:[[File:Censuswizard.png]] 
 
   
 
   
3) Select the Process.<br>
 
:a) All Jobs - The wizard will look at all jobs on your job list.<br>
 
:b) Only Jobs With Blank Census Codes - The wizard will look only at jobs with no census codes.
 
  
4) Click OK.
+
4) Select '''All Jobs''' or '''Only Jobs with Blank Census Codes''' under '''Process'''.  
  
5) Review the wizard’s selections if you used the Silent mode.
+
:a) '''All Jobs''' - The wizard will attempt to assign census codes to all jobs on your job list.
 +
:b) '''Only Jobs with Blank Census Codes''' - The wizard will attempt to assign census codes only to jobs with no census codes.  
  
6) If Census Code 1 is blank that means the wizard was unable to find a census code match.  You will need to assign Census Code 1.
+
5) Click '''OK'''.  
  
7) Assign additional census codes in Census Code 2 and Census Code 3 if needed. You must have at least one code per job but may use up to three.
+
6) Review the wizard’s selections as it runs interactively or after it runs silently.  
  
8) Click Close.
+
7) If you run the wizard interactively, you may find that '''Census Code 1''' for one or more jobs is blank.  This means that the wizard is unable to find a census code match. You will need to assign '''Census Code 1''' by running the Census Wizard Interactively, or by using the search option within the '''Census Code 1''' field (see the Use the Search Icon instructions that follow in this chapter).
 +
 
 +
8) You must assign at least '''Census Code 1''' for each job, but you may use up to three.  Assign '''Census Code 2''' and '''Census Code 3''' manually if you wish.
 +
 
 +
9) Click '''Close'''.
 +
 
 +
Move forward to the [[Edit Employee Records]].
  
 
===Use the Search Icon===
 
===Use the Search Icon===
  
The Search icon is available in both Grid and Single Record Edit at the right edge of the Census Code box.
+
The '''Search''' icon is available at the right edge of each '''Census Code''' field in both '''Grid Edit''' and '''Single Record Edit'''.
  
1) Click the Search icon on the line of the job for which you wish to select a code.
+
1) Click the '''Search''' icon on the line of the job for which you wish to select a code.  
  
[[File:Jobssearchiconcell.jpg]]
+
[[File:Jobs window with search button highlighted.png]]
  
''Search button in Grid Edit.''
+
::''Search button in Grid Edit.''
  
2) Select a census code for your job. The wizard prioritizes its guesses in descending order. Type a keyword in the Search box at the bottom of the window if you would like to see other options.
+
2) Select a census code for your job. The wizard prioritizes its recommendations in descending order. Type a keyword in the '''Search''' box at the bottom of the window to see other census code recommendations.  
  
[[File:Censuswizardsearchtext.jpg]]
+
[[File:Census Codes Wizard showing Worksite.png]]
  
3) Click the desired choice then click Accept or double-click the census code.
+
 
 +
3) Click the desired choice and then click '''Accept''' or double-click the census code.  
  
 
4) Repeat steps 1-3 until census codes are assigned for each job.
 
4) Repeat steps 1-3 until census codes are assigned for each job.
  
5) Click Close.
+
5) Click '''Close'''.
 +
 
 +
Move forward to the [[Edit Employee Records]].
  
==See Also==
 
[[Census Code Wizard]]
 
  
 
© Copyright Yocom & McKee, Inc.
 
© Copyright Yocom & McKee, Inc.

Latest revision as of 19:54, 16 August 2016

There are three methods you may use to enter census codes in The Complete AAP’s Jobs table. Any of the methods may be used in either Grid Edit or Single Record Edit options that are available from the Tools button in the Jobs table.

1) You may import or type job census codes into the Census Code 1 field.

2) You may use the Census Code Wizard icon to interactively or silently select census codes for jobs. This method works well when you need census codes for a list of jobs rather than a single job.

3) You may use the Search icon at the right side of each census code field. The Census Code Wizard will make a suggestion for the job in question.

Method 1 is self-explanatory, but methods 2 and 3 require some instruction. Follow one or the other method’s instructions below to assign census codes to your jobs.

Use the Census Code Wizard

Use the Census Code Wizard The Census Code Wizard searches its database of Standard Occupational Classification (SOC) descriptions to provide a list of or assign census codes based on job titles and EEO categories. After you prepare one or more AAPs for the same company, the wizard builds a list of the company’s job titles that it will search when new jobs are imported. If at some point you wish to reset all of the census codes, you can select Tools and then Reset Census Wizard. Resetting the Census Code Wizard and erasing the census codes removes the previously used codes from its memory and builds a new database based on new selections.

Follow the directions below to use The Complete AAP’s Census Code Wizard to assign census codes.

1) In the AAP to which you wish to assign census codes, click the Jobs icon.

2) Click the Census Code Wizard icon that is positioned to the right of the Search button.

Jobs window with Wizard Highlight.png


3) Select either Interactively or Silently under Run the wizard.

a) Running the wizard interactively allows you to approve or change the choice.
b) Running the wizard silently allows it to make selections without your input.
Censuswizard.png


4) Select All Jobs or Only Jobs with Blank Census Codes under Process.

a) All Jobs - The wizard will attempt to assign census codes to all jobs on your job list.
b) Only Jobs with Blank Census Codes - The wizard will attempt to assign census codes only to jobs with no census codes.

5) Click OK.

6) Review the wizard’s selections as it runs interactively or after it runs silently.

7) If you run the wizard interactively, you may find that Census Code 1 for one or more jobs is blank. This means that the wizard is unable to find a census code match. You will need to assign Census Code 1 by running the Census Wizard Interactively, or by using the search option within the Census Code 1 field (see the Use the Search Icon instructions that follow in this chapter).

8) You must assign at least Census Code 1 for each job, but you may use up to three. Assign Census Code 2 and Census Code 3 manually if you wish.

9) Click Close.

Move forward to the Edit Employee Records.

Use the Search Icon

The Search icon is available at the right edge of each Census Code field in both Grid Edit and Single Record Edit.

1) Click the Search icon on the line of the job for which you wish to select a code.

Jobs window with search button highlighted.png

Search button in Grid Edit.

2) Select a census code for your job. The wizard prioritizes its recommendations in descending order. Type a keyword in the Search box at the bottom of the window to see other census code recommendations.

Census Codes Wizard showing Worksite.png


3) Click the desired choice and then click Accept or double-click the census code.

4) Repeat steps 1-3 until census codes are assigned for each job.

5) Click Close.

Move forward to the Edit Employee Records.


© Copyright Yocom & McKee, Inc.