Difference between revisions of "Format Your Adverse Impact Data for Import"

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(Created page with "You may import one of two different formats into your Adverse Impact table. A Detail File, an example of which is shown below, lists one person per row in a spreadsheet. The file...")
 
 
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You may import one of two different formats into your Adverse Impact table. A Detail File, an example of which is shown below, lists one person per row in a spreadsheet. The file must contain only six columns in the following order: Plan Code, Activity Code, Job Group Code, Job Group Name, Gender and Race.  When formatting your data into a Detail file, do not hide columns or rows; instead, delete columns or rows that you do not wish to import. You may, save your file as an Excel (.xls) or comma-delimited (.csv) file. Microsoft Excel 5.0/95 is the preferred file type.
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The Detail File, an example of which is shown below, lists one person’s record per row in a spreadsheet. The file must contain data in only columns A through L in the following order: Plan Code, Activity Code, Job Group Code, Job Group Name, Gender, Race, Job Code, Job Name, Requisition Code, Requisition Name, Veteran and Disabled.
  
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file:AIDetailSpreadsheet.jpg
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[[File:AI Import - Multi Co 3-10-14.png]]
  
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A Summary File, an example of which is shown below, lists one activity per job group per row in a spreadsheet. The file must contain only 15 columns in the following order: Plan Code, Activity Code, Job Group Code, Job Group Name, Total Males, Total Females, Total Whites, Total Blacks, Total Hispanics, Total Asians, Total American Indians, Total Pacific Islanders, Total Two or More, Total Unknown Gender, Total Unknown Race. When formatting your data into a Summary file, do not hide columns or rows; instead, delete columns or rows that you do not wish to import. You may, save your file as an Excel (.xls) or comma-delimited (.csv) file.  
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1) Open the file or files that contain the prior year’s activities: applicant, hire, promotion from / within, promotion to and termination data.
  
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file:aiasummaryimporttemplate.png
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2) Open the file that contains prior year base group if you wish to import them.
  
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===Import File Templates===
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3) Launch the Complete AAP and open the company into which you wish to import. 
  
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If you wish, you may use the templates found in the Import window.
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[[File:ProTag.jpg]] 4) Pro users must then open an AAP.
  
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1) Click on the Import icon.
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5) Click on the '''Import''' icon.
  
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file:import.jpg
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[[File:Import.jpg]]
  
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2) Select desired Adverse Impact template.
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6) Click the '''View Template''' button under '''Adverse Impact Detail File'''.
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file:importwizard_aisummary.png
 
  
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file:aiasummaryimporttemplate.png
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[[File:New Import Wizard with AI Detail Import Mapped.png]]
  
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3) Perform a Save As and rename the file.
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7) The following window may appear.
  
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4) Enter your data into the template. Do not hide columns, and make sure that all formulas have been converted to text before importing.
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[[File:Template Exists Message.png]]
  
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5) Save as either an Excel (.xls) or comma-delimited (.csv) file. 
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:a) Click '''Yes''' if you wish to work with a blank template.
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: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.
  
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After you format your files into the desired format, proceed to ImportAdverseImpactData to begin importing Adverse Impact data.
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8) A spreadsheet will open.
  
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file:wiki_pro_arrow.jpg  The Adverse Impact data does not roll up with the employee data when you use the Roll Up Plans utility. If you wish to use the Roll Up Plans utility be certain to include the personnel activities in the appropriate plans’ Adverse Impact import file.
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[[File:AI Detail Import 3-7-14.png]]
  
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Also see: ApplicantOrPromotion
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9) The file is automatically saved in a folder (default is '''drive:\Complete AAP 11\AapData\plans\PlanXXX\Import''') within the open company as '''ai_detail_import.xlsx''' in Excel Workbook format (Excel 2007 or Excel 2013). You any change the name of the file, and though not recommended, you may relocate the file. We recommend that you retain the Excel Workbook format (Excel 2007 or Excel 2013).
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10) Copy data from your activity files and paste the values into the template. Formulas are not allowed.
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11) Review your import file to ensure that all data that you wish to import is present on a single tab and that there are no blank rows between data. 
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12) If you are not using the Pro version of The Complete AAP, separate data for multiple AAPs into individual workbooks.
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[[File:ProTag.jpg]] 13) Pro version users may include adverse impact data for multiple AAPs in one spreadsheet as long as the plan codes and names are identified in the adverse impact file.
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14) The adverse impact data does not roll up with the employee data when you use the '''[[Roll Up Plans]]''' utility. If you wish to use the '''Roll up Plans''' utility, be certain to include the personnel activities in the appropriate AAPs’ adverse impact import file.
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After you format your files into the desired format, proceed to [[Import Adverse Impact]] to begin importing Adverse Impact data.
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==See Also==
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[[Required Fields - Adverse Impact]]<br>
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[[Applicant Or Promotion]]<br>
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© Copyright Yocom & McKee, Inc.

Latest revision as of 19:42, 23 August 2016

The Detail File, an example of which is shown below, lists one person’s record per row in a spreadsheet. The file must contain data in only columns A through L in the following order: Plan Code, Activity Code, Job Group Code, Job Group Name, Gender, Race, Job Code, Job Name, Requisition Code, Requisition Name, Veteran and Disabled.

AI Import - Multi Co 3-10-14.png

1) Open the file or files that contain the prior year’s activities: applicant, hire, promotion from / within, promotion to and termination data.

2) Open the file that contains prior year base group if you wish to import them.

3) Launch the Complete AAP and open the company into which you wish to import.

ProTag.jpg 4) Pro users must then open an AAP.

5) Click on the Import icon.

Import.jpg

6) Click the View Template button under Adverse Impact Detail File.

New Import Wizard with AI Detail Import Mapped.png

7) The following window may appear.

Template Exists Message.png

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.

8) A spreadsheet will open.

AI Detail Import 3-7-14.png

9) The file is automatically saved in a folder (default is drive:\Complete AAP 11\AapData\plans\PlanXXX\Import) within the open company as ai_detail_import.xlsx in Excel Workbook format (Excel 2007 or Excel 2013). You any change the name of the file, and though not recommended, you may relocate the file. We recommend that you retain the Excel Workbook format (Excel 2007 or Excel 2013).

10) Copy data from your activity files and paste the values into the template. Formulas are not allowed.

11) Review your import file to ensure that all data that you wish to import is present on a single tab and that there are no blank rows between data.

12) If you are not using the Pro version of The Complete AAP, separate data for multiple AAPs into individual workbooks.

ProTag.jpg 13) Pro version users may include adverse impact data for multiple AAPs in one spreadsheet as long as the plan codes and names are identified in the adverse impact file.

14) The adverse impact data does not roll up with the employee data when you use the Roll Up Plans utility. If you wish to use the Roll up Plans utility, be certain to include the personnel activities in the appropriate AAPs’ adverse impact import file.

After you format your files into the desired format, proceed to Import Adverse Impact to begin importing Adverse Impact data.

See Also

Required Fields - Adverse Impact
Applicant Or Promotion

© Copyright Yocom & McKee, Inc.

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