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

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You may import data into your adverse impact table using the '''Adverse Impact Detail File'''.  Below is a simple explanation of the file.  Following the explanations are brief instructions for formatting your data into file.
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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 J in the following order: Plan Code, Activity Code, Job Group Code, Job Group Name, Gender, Race, Job Code, Job Name, Requisition Code and Requisition Name.
  
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A Detail File, an example of which is shown below, lists one person’s record per row in a spreadsheet. To produce a compliant adverse impact report the file must contain data in columns A through F in the following order: Plan Code, Activity Code, Job Group Code, Job Group Name, Gender and Race. You may also import the following information in columns G through J in the following order: Job Code, Job Name, Requisition Code, Requisition Number.
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[[File:New AI Detail Import - 10 Columns.png]]
  
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[[File:New AI Detail Import - 10 Columns.png]]
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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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2) Open the file that contains prior year base group if you wish to import them.
  
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===Import File Template===
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3) Launch the Complete AAP and open the company into which you wish to import. 
  
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Use the template found in the Import window to format your adverse impact data for import.
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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.
  
 
[[File:Import.jpg]]
 
[[File:Import.jpg]]
  
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2) Select '''View Template''' under '''Adverse Impact Detail File'''.
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6) Click the '''View Template''' button under '''Adverse Impact Detail File'''.
  
 
[[File:New Import Wizard with AI Detail Import Mapped.png]]
 
[[File:New Import Wizard with AI Detail Import Mapped.png]]
  
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3) The file is automatically saved in a folder within the open company as “ai_detail_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).
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7) The following window may appear.
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[[File:Template Exists Message.png]]
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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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8) A spreadsheet will open.
  
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4) Copy data from your activity files and paste the values into the template. Formulas not allowed.
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[[File:New AI Detail Import - 10 Columns.png]]
  
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5) 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.
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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). You amy 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).
  
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6) If you are not using the Pro version of The Complete AAP, separate data for multiple AAPs into individual files. The import will not work properly if you have data on multiple tabs in a single file.
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10) Copy data from your activity files and paste the values into the template. Formulas not allowed.
  
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[[File:ProTag.jpg]] 7) Pro version users may include adverse impact data for multiple AAPs in one file as long as the plan codes and names are identified in the adverse impact file. The import will not work properly if you have data on multiple tabs in a single file.
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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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7) 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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12) If you are not using the Pro version of The Complete AAP, separate data for multiple AAPs into individual files. The import will not work properly if you have data on multiple tabs in a single file.
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[[File:ProTag.jpg]] 13) Pro version users may include adverse impact data for multiple AAPs in one file as long as the plan codes and names are identified in the adverse impact file. The import will not work properly if you have data on multiple tabs in a single 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.  
  
 
After you format your files into the desired format, proceed to [[Import Adverse Impact]] to begin importing Adverse Impact data.
 
After you format your files into the desired format, proceed to [[Import Adverse Impact]] to begin importing Adverse Impact data.
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[[File:ProTag.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.
 
  
 
==See Also==
 
==See Also==
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[[Applicant Or Promotion]]
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[[Required Fields - Adverse Impact]]<br>
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[[Applicant Or Promotion]]<br>
  
 
© Copyright Yocom & McKee, Inc.
 
© Copyright Yocom & McKee, Inc.

Revision as of 16:09, 17 August 2012

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 J in the following order: Plan Code, Activity Code, Job Group Code, Job Group Name, Gender, Race, Job Code, Job Name, Requisition Code and Requisition Name.

New AI Detail Import - 10 Columns.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.

New AI Detail Import - 10 Columns.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). You amy 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).

10) Copy data from your activity files and paste the values into the template. Formulas 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 files. The import will not work properly if you have data on multiple tabs in a single file.

ProTag.jpg 13) Pro version users may include adverse impact data for multiple AAPs in one file as long as the plan codes and names are identified in the adverse impact file. The import will not work properly if you have data on multiple tabs in a single 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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