Difference between revisions of "Publish Your Reports"

From YMwiki
Jump to navigationJump to search
 
(20 intermediate revisions by the same user not shown)
Line 1: Line 1:
−
You can print the reports all at once from the View or Create a PDF tab or one at a time from the Report Options tab. Printing the AAP or the Compensation Analysis all at once will create a PDF with bookmarks that contains the narrative with the reports and graphs inserted in the appropriate locations.
+
The Complete AAP allows you to publish your reports individually without using a template or all together in a complete document by using the recommended document template. You may publish reports individually by selecting the '''Reporting''' menu at the top of your screen or by clicking the '''Publish''' button in each report’s '''Options''' tool found in the '''Report Options''' tab of the '''Reports''' icon. You may publish a complete AAP, Compensation Analysis and Executive Summary from the Reports icon by following the steps below.
 +
 
 +
:Note: It is recommended that you publish the '''Affirmative Action Plan for Women and Minorities''', '''Affirmative Action Plan for Veterans and Disabled''' and '''Compensation Analysis''' documents utilizing the templates from the Documents tab of the Reports window. Using the template will create either Microsoft Word or PDF documents that contain narratives with the reports and graphs inserted in the appropriate locations. PDF documents also contain bookmarks.
 +
 
 +
==Publish Your AAP ==
  
 
1) Click the '''Reports''' Icon.
 
1) Click the '''Reports''' Icon.
  
 
[[file:Reports_icon.png‎]] 
 
[[file:Reports_icon.png‎]] 
 +
  
 
2) Click the '''Report Options''' tab.
 
2) Click the '''Report Options''' tab.
  
−
[[file:Reports_Options_Window.png‎]]
+
[[file:Reports Option Tab.png]]
 +
 
  
 
3) Click the '''Restore Defaults''' button.
 
3) Click the '''Restore Defaults''' button.
  
−
4) Click the '''View or Create a PDF''' tab.
+
:Note: You may set reporting options by clicking the '''Options''' button of each report, or by visiting the '''[[Job Group Edit|Job Groups]]''' window’s '''Availability & Utilization''' tab, however, it is recommended that you use the software’s default settings.
 +
 
 +
4) Click the '''Documents''' tab.
 +
 
 +
5) Select the document you wish to publish.
 +
 
 +
6) Click '''Publish''' for either Adobe Acrobat or Microsoft Word.
 +
:a. If you wish to print a hard copy, first publish the document and then open your document. Print using the directions in your software.
 +
 
 +
[[File:ProTag.jpg]] b. Pro users may publish all AAPs in one company by clicking on the '''Work with All Plans''' button in the '''Open Plan''' window.
 +
 
 +
[[file:Reports-Documents Template List.png]]
 +
 +
 
 +
7) When the document has been created it will open on your screen.
 +
 
 +
===Reports included in the default Affirmative Action Plan for Women and Minorities template===
 +
'''Required'''
 +
:[[Organizational Display]]<br>
 +
:[[Job Group Analysis Report]]<br>
 +
:[[Job Group Analysis Report Annotations]]<br>
 +
:[[Adverse Impact Reports]]<br>
 +
:[[Availability Analysis Report]]<br>
 +
:[[Utilization Summary Report]]<br>
 +
:[[Annual Goals Report]]<br>
 +
:[[Goals Progress Report]]<br>
 +
 
 +
'''Optional'''
 +
:[[Department List]]<br>
 +
:[[Job Group List]]<br>
 +
:[[Job List]]<br>
 +
:[[Employee List]]<br>
 +
:[[Availability Analysis Feeder List]]<br>
 +
 
 +
===Reports included in the default Affirmative Action Plan for Veterans and Disabled template===
 +
:[[Assessment of Outreach and Recruitment Activities for Protected Veterans and Individuals with Disabilities]]<br>
 +
:[[Data Collection Analysis of Protected Veterans and Individuals with Disabilities Report]]<br>
 +
:[[Hiring Benchmark for Protected Veterans Report]]<br>
 +
:[[Utilization Summary of Individuals with Disabilities Report]]<br>
 +
 
 +
===Reports included in the default Compensation Analysis template===
 +
:[[Salary Regression Analysis]]<br>
 +
 
 +
===Additional reports that may be published===
 +
:[[Cohort Report]]<br>
 +
:[[Employee Level Compensation Data|Employee Level Compensation]]<br>
 +
:[[Executive Summary]]<br>
 +
:[[Location List]]<br>
 +
:[[Progression Report]]<br>
 +
:[[Salary Code List]]<br>
 +
:[[Salary Summary Report]]<br>
 +
:[[Salary Analysis Report]]<br>
 +
:[[Tipping Point Test|Tipping Point]]<br>
 +
:[[Workforce Analysis Report]]<br>
 +
 
 +
==Publish Your Midyear Update Reports==
 +
 
 +
If you have manually entered or imported Current Midyear data following the instructions in [[Import Current Midyear Adverse Impact Data]] you may publish the Current Midyear Adverse Impact and Goals Progress Reports utilizing the steps listed below.
 +
 
 +
1) Click the '''Reports''' Icon.
 +
 
 +
[[file:Reports_icon.png‎]] 
 +
 
  
−
5) Select the PDF document you wish to create.
+
2) Click the '''Report Options''' tab.
  
−
6) Click '''Publish PDF'''.
+
[[file:Reports Option Tab with AI Report Options.png]]
  
−
[[file:Reports-View_Create_PDF_tab_-_AAP_selected.jpg‎]]
 
  
−
[[File:ProTag.jpg]] Pro users may print all plans in one company if they are in All Plans. In order to view the plan documents created in All Plans you will need to click the notebook icon while in All Plans.
+
3) Click the '''Restore Defaults''' button.
  
−
7) When the PDF document has been created you will receive the following message. Click '''OK'''.
+
4) Click the '''Options''' button for Adverse Impact Report.  
  
−
[[file:PDFCompletedMessage.png]]
+
5) Click the '''Current Midyear Report''' box.  
  
−
8) Click '''View PDF''' to view your document.
+
[[File:AI Options window - Current Midyear.png]]
  
−
[[File:ProTag.jpg]] If you wish to print an Executive Summary that includes all plans in the company follow these steps.
 
  
−
:a) Click '''Report Options''' tab.<br>
+
6) Click '''Create .pdf''', '''Create .doc''' or '''Print''' to publish your midyear reports. The PDF or Microsoft Word reports will automatically open on your screen.
−
:b) Click '''Restore Defaults'''.<br>
 
−
:c) Click '''Rollup''' under Report Type.<br>
 
−
:d) Select the highest level manager in the organization.<br>
 
−
:e) Click '''View or Create a PDF'''.<br>
 
−
:f) Select '''Executive Summary'''.<br>
 
−
:g) Click '''Publish PDF'''.<br>
 
  
−
You can also print reports one report at a time by going to  Reporting, Required Reports.  As soon as you select one report from the Required Reports option, the Options window will automatically appear.
+
7) Click '''Close'''.
  
−
[[File:Reporting Menu with Org Profile.png]]
+
8) Click the '''Options''' button for Goals Progress Report and follow steps 5 through 7.
  
−
Also see: <br>
+
==See Also==
 
[[Report Settings]]<br>
 
[[Report Settings]]<br>
 +
[[Report Options - Adverse Impact Report]]<br>
 +
[[Report Options - Annual Goals Report]]<br>
 +
[[Report Options - Availability/Utilization Report]]<br>
 +
[[Report Options - Cohort Report]]<br>
 +
[[Report Options – Data Collection Analysis of Protected Veterans and Individuals with Disabilities]]<br>
 +
[[Report Options - Department List]]<br>
 +
[[Report Options - Employee Level Compensation Data]]<br>
 +
[[Report Options - Employee List]]<br>
 +
[[Report Options - Executive Summary]]<br>
 +
[[Report Options - Feeder List]]<br>
 +
[[Report Options - Goals Progress Report]]<br>
 +
[[Report Options – Hiring Benchmark for Protected Veterans]]<br>
 +
[[Report Options - JAAR Analysis]]<br>
 +
[[Report Options - Job Group Analysis Report]]<br>
 +
[[Report Options - Job Group List]]<br>
 +
[[Report Options - Job List]]<br>
 +
[[Report Options - Location List]]<br>
 +
[[Report Options - Organizational Display]]<br>
 +
[[Report Options - Progression Report]]<br>
 +
[[Report Options – Recruitment Activities for Protected Veterans and Individuals with Disabilities]]<br>
 +
[[Report Options - Salary Code List]]<br>
 +
[[Report Options - Salary Analysis Report]]<br>
 +
[[Report Options - Salary Regression]]<br>
 +
[[Report Options - Salary Summary Report]]<br>
 +
[[Report Options - Tipping Point]]<br>
 +
[[Report Options – Utilization Summary of Individuals with Disabilities]]<br>
 +
[[Report Options - Workforce Analysis Report]]<br>
 +
[[Roll Up Reports|Rolling up Reports to a Supervisor]]<br>
 
[[Understanding Your Reports]]<br>
 
[[Understanding Your Reports]]<br>
−
[[Assemble Your Reports]]<br>
+
 
−
[[Rolling up Reports to a Supervisor]]<br>
 
  
 
© Copyright Yocom & McKee, Inc.
 
© Copyright Yocom & McKee, Inc.

Latest revision as of 14:16, 27 July 2016

The Complete AAP allows you to publish your reports individually without using a template or all together in a complete document by using the recommended document template. You may publish reports individually by selecting the Reporting menu at the top of your screen or by clicking the Publish button in each report’s Options tool found in the Report Options tab of the Reports icon. You may publish a complete AAP, Compensation Analysis and Executive Summary from the Reports icon by following the steps below.

Note: It is recommended that you publish the Affirmative Action Plan for Women and Minorities, Affirmative Action Plan for Veterans and Disabled and Compensation Analysis documents utilizing the templates from the Documents tab of the Reports window. Using the template will create either Microsoft Word or PDF documents that contain narratives with the reports and graphs inserted in the appropriate locations. PDF documents also contain bookmarks.

Publish Your AAP

1) Click the Reports Icon.

Reports icon.png


2) Click the Report Options tab.

Reports Option Tab.png


3) Click the Restore Defaults button.

Note: You may set reporting options by clicking the Options button of each report, or by visiting the Job Groups window’s Availability & Utilization tab, however, it is recommended that you use the software’s default settings.

4) Click the Documents tab.

5) Select the document you wish to publish.

6) Click Publish for either Adobe Acrobat or Microsoft Word.

a. If you wish to print a hard copy, first publish the document and then open your document. Print using the directions in your software.

ProTag.jpg b. Pro users may publish all AAPs in one company by clicking on the Work with All Plans button in the Open Plan window.

Reports-Documents Template List.png


7) When the document has been created it will open on your screen.

Reports included in the default Affirmative Action Plan for Women and Minorities template

Required

Organizational Display
Job Group Analysis Report
Job Group Analysis Report Annotations
Adverse Impact Reports
Availability Analysis Report
Utilization Summary Report
Annual Goals Report
Goals Progress Report

Optional

Department List
Job Group List
Job List
Employee List
Availability Analysis Feeder List

Reports included in the default Affirmative Action Plan for Veterans and Disabled template

Assessment of Outreach and Recruitment Activities for Protected Veterans and Individuals with Disabilities
Data Collection Analysis of Protected Veterans and Individuals with Disabilities Report
Hiring Benchmark for Protected Veterans Report
Utilization Summary of Individuals with Disabilities Report

Reports included in the default Compensation Analysis template

Salary Regression Analysis

Additional reports that may be published

Cohort Report
Employee Level Compensation
Executive Summary
Location List
Progression Report
Salary Code List
Salary Summary Report
Salary Analysis Report
Tipping Point
Workforce Analysis Report

Publish Your Midyear Update Reports

If you have manually entered or imported Current Midyear data following the instructions in Import Current Midyear Adverse Impact Data you may publish the Current Midyear Adverse Impact and Goals Progress Reports utilizing the steps listed below.

1) Click the Reports Icon.

Reports icon.png


2) Click the Report Options tab.

Reports Option Tab with AI Report Options.png


3) Click the Restore Defaults button.

4) Click the Options button for Adverse Impact Report.

5) Click the Current Midyear Report box.

AI Options window - Current Midyear.png


6) Click Create .pdf, Create .doc or Print to publish your midyear reports. The PDF or Microsoft Word reports will automatically open on your screen.

7) Click Close.

8) Click the Options button for Goals Progress Report and follow steps 5 through 7.

See Also

Report Settings
Report Options - Adverse Impact Report
Report Options - Annual Goals Report
Report Options - Availability/Utilization Report
Report Options - Cohort Report
Report Options – Data Collection Analysis of Protected Veterans and Individuals with Disabilities
Report Options - Department List
Report Options - Employee Level Compensation Data
Report Options - Employee List
Report Options - Executive Summary
Report Options - Feeder List
Report Options - Goals Progress Report
Report Options – Hiring Benchmark for Protected Veterans
Report Options - JAAR Analysis
Report Options - Job Group Analysis Report
Report Options - Job Group List
Report Options - Job List
Report Options - Location List
Report Options - Organizational Display
Report Options - Progression Report
Report Options – Recruitment Activities for Protected Veterans and Individuals with Disabilities
Report Options - Salary Code List
Report Options - Salary Analysis Report
Report Options - Salary Regression
Report Options - Salary Summary Report
Report Options - Tipping Point
Report Options – Utilization Summary of Individuals with Disabilities
Report Options - Workforce Analysis Report
Rolling up Reports to a Supervisor
Understanding Your Reports


© Copyright Yocom & McKee, Inc.

Retrieved from "https://yocom-mckee.com/wiki2/index.php?title=Publish_Your_Reports&oldid=2321"