Difference between revisions of "Import Adverse Impact"

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If you have not already formatted your “Activity” or “Summary” file, please refer to [[Format Your Adverse Impact Data for Import]] for information on formatting your adverse impact data. You must format your file before importing.
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If you have not already formatted your '''Activity''' or '''Summary''' file, please refer to [[Format Your Adverse Impact Data for Import]]. . You must format your file before importing.  Have the appropriate AAP open before performing the following steps.  Pro users may import using the '''Work with All Plans''' option, or may import into one AAP at a time.  To import, have no windows open in the The Complete AAP, and follow the steps below.
  
 
Follow these steps to import:
 
Follow these steps to import:
  
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1) Click the Import icon.
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1) Click the '''Import''' icon.
  
 
[[file:Import_Icon.png‎]]
 
[[file:Import_Icon.png‎]]
  
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2) Select the type of file you want to import: Detail or Summary.
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2) Select the type of file you want to import: '''Adverse Impact Detail File''' or '''Adverse Impact Summary File'''.
  
 
[[file:Import_Wizard_-_AI_Summary.png]]
 
[[file:Import_Wizard_-_AI_Summary.png]]
  
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3) Click the [[File:Browse.jpg]] button to find your file if you renamed it or saved it in a different location.
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3) The Import File box displays the location of your '''ai_detail__import.xlsx''' or '''ai_summary_import.xlsx''' file.  If your import file is not mapped correctly, click the [[File:Browse.jpg]] button to locate it.
  
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4) Use pull-down menu to indicate the drive where your file is stored.
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:a. Use '''Look in''' pull-down menu to indicate the drive where your file is stored.
  
 
[[file:Open - Select an Import file.png]]
 
[[file:Open - Select an Import file.png]]
  
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5) Select your ''Detail'' or ''Summary'' File.
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:b. Select your '''Adverse Impact Detail File''' or '''Adverse Impact Summary File''' and then click '''OK'''.
  
 
[[file:Import Wizard - AI Detail.png]]
 
[[file:Import Wizard - AI Detail.png]]
  
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6) You’ll see your path appear in the Import File box.
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:c. You’ll see your path appear in the '''Import File''' box.
  
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7) Click Import.
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4) Click '''Import'''.
  
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8) If it applies, click Yes when you see the following message.   
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5) If it applies, click '''Yes''' when you see the following message.   
  
 
[[file:HeaderRowMessage.png‎]]
 
[[file:HeaderRowMessage.png‎]]
  
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[[File:ProTag.jpg]]  Pro users will see the following message. Click Yes if you are importing data for only the plan you are in. Click No if you are importing data for all plans.
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[[File:ProTag.jpg]]  Pro users will see the following message.  
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* Click '''Yes''' if you are importing data for only the plan you are in.  
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* Click '''No''' if you are importing data for all plans.
  
 
[[file:SinglePlanImportMessage.png‎]] 
 
[[file:SinglePlanImportMessage.png‎]] 
  
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9) The Complete AAP might ask you to clarify information that it does not recognize. This is NOT an error. Do not cancel the import.
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6) The Complete AAP might ask you to clarify information that it does not recognize. These are not errors. Do not cancel the import.
  
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:a) Note the identifier that is in question.
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:a) Identify the item that is in question.
 
:b) Select the correct corresponding selection from the provided list.
 
:b) Select the correct corresponding selection from the provided list.
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:c) Click OK.
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:c) Click '''OK'''.
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:d) If the software asks you to clarify “Other”, “Unknown” or blank race or sex, select the “Unknown” option. Do not select a specific race. If importing transfers, layoffs or any other user-defined activity, select one User-Defined for each activity.
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:* If the software asks you to clarify '''Unknow'''n or blank race or sex, select the '''Unknown''' option.
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:* If importing user-defined activity, select one user-defined button for each activity.
  
 
[[file:Import_Mapping_AI_Activities.png‎]]
 
[[file:Import_Mapping_AI_Activities.png‎]]
  
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10) When import is complete click the Adv. Impact icon.
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7) When import is complete click the '''Adv. Impact''' icon.
  
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11) If dates are not populated, type dates in the date boxes or use the calendar to select them.
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8) If dates are not populated, type dates in the date boxes or use the calendar to select them.
  
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12) If Beginning fields are not populated, type totals for males, female, White, Black, Hispanic, Asian, American Indian, Pacific Islander~/Hawaiian and Two or More.
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9) If Base Group fields are not populated, type totals for males, females, Whites, Blacks, Hispanics, Asians, American Indians, Pacific Islanders/Hawaiians and Two or More.
  
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13) Check the Applicant, Hires, Promotions (From), Promotions (To) and Terminations tabs to verify that the data was imported correctly.
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10) Check the '''Applicant''', '''Hires''', '''Promotions (From)''', '''Promotions (To)''' and '''Terminations''' tabs to verify that the data was imported correctly.
  
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14) If you wish to change some of the data we suggest making the changes manually or removing all the data and reimporting. The Complete AAP does not overwrite data already input when additional data is imported, it adds to existing totals.
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11) If you wish to change some of the data we suggest making the changes manually or removing all the data and re-import the corrected data. The Complete AAP adds to existing totals.
  
 
Continue to: [[Determine Goals Progress]]
 
Continue to: [[Determine Goals Progress]]

Revision as of 21:41, 1 September 2011

If you have not already formatted your Activity or Summary file, please refer to Format Your Adverse Impact Data for Import. . You must format your file before importing. Have the appropriate AAP open before performing the following steps. Pro users may import using the Work with All Plans option, or may import into one AAP at a time. To import, have no windows open in the The Complete AAP, and follow the steps below.

Follow these steps to import:

1) Click the Import icon.

Import Icon.png

2) Select the type of file you want to import: Adverse Impact Detail File or Adverse Impact Summary File.

Import Wizard - AI Summary.png

3) The Import File box displays the location of your ai_detail__import.xlsx or ai_summary_import.xlsx file. If your import file is not mapped correctly, click the Browse.jpg button to locate it.

a. Use Look in pull-down menu to indicate the drive where your file is stored.

Open - Select an Import file.png

b. Select your Adverse Impact Detail File or Adverse Impact Summary File and then click OK.

Import Wizard - AI Detail.png

c. You’ll see your path appear in the Import File box.

4) Click Import.

5) If it applies, click Yes when you see the following message.

HeaderRowMessage.png

ProTag.jpg Pro users will see the following message.

  • Click Yes if you are importing data for only the plan you are in.
  • Click No if you are importing data for all plans.

SinglePlanImportMessage.png

6) The Complete AAP might ask you to clarify information that it does not recognize. These are not errors. Do not cancel the import.

a) Identify the item that is in question.
b) Select the correct corresponding selection from the provided list.
c) Click OK.
  • If the software asks you to clarify Unknown or blank race or sex, select the Unknown option.
  • If importing user-defined activity, select one user-defined button for each activity.

Import Mapping AI Activities.png

7) When import is complete click the Adv. Impact icon.

8) If dates are not populated, type dates in the date boxes or use the calendar to select them.

9) If Base Group fields are not populated, type totals for males, females, Whites, Blacks, Hispanics, Asians, American Indians, Pacific Islanders/Hawaiians and Two or More.

10) Check the Applicant, Hires, Promotions (From), Promotions (To) and Terminations tabs to verify that the data was imported correctly.

11) If you wish to change some of the data we suggest making the changes manually or removing all the data and re-import the corrected data. The Complete AAP adds to existing totals.

Continue to: Determine Goals Progress

See Also

Import Current Midyear Adverse Impact Data


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