Difference between revisions of "Publish Your Reports"

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[[Report Options - Tipping Point]]<br>

Revision as of 16:01, 20 May 2013

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, 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.

Report Options 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 Window 7-12.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 Compensation Analysis template

Salary Summary Report
Salary Analysis Report
Salary Regression Analysis

Additional reports that may be published

Cohort Report
Executive Summary
Location List
Progression Report
Salary Code List
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.

Report Options Tab.png


3) Click the Restore Defaults button.

4) Click the Options button for Adverse Impact Report.

5) Click the Current Midyear Report box.

Print Options - AI Midyear checked.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

Assemble Your Reports
Report Settings
Report Options - Adverse Impact Report
Report Options - Annual Goals Report
Report Options - Availability/Utilization Report
Report Options - Cohort Report
Report Options - Department List
Report Options - Employee List
Report Options - Executive Summary
Report Options - Feeder List
Report Options - Goals Progress Report
Report Options - JAAR Analysis
Report Options - Job Group Analysis Report
Report Options - Job Group List
Report Options - Job List<br Report Options - Location List
Report Options - Organizational Display
Report Options - Progression Report
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 - Workforce Analysis Report
Rolling up Reports to a Supervisor
Understanding Your Reports


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