AFFIRMATIVE ACTION PLANS 

Use this screen to establish your affirmative action plans. You can define the affirmative action plan ID, along with a description and the start and end dates of the plan. In addition, you can view the plan document if it is either an MS Word or WordPerfect document. Affirmative Action plan codes are assigned to employee records, if applicable, in the HR Info subtask of the Salary Info and History screen (People » Employee » Basic Employee Setup).

Set up this screen as part of your Costpoint Human Resources initialization.

Affirmative Action Plan Code

Enter up to 12 alphanumeric characters to identify the affirmative action plan. Each plan code must be unique. This is a required field.

Description

Enter up to 30 alphanumeric characters to describe the affirmative action plan code. This is a required field.

Affirmative Action Officer

Enter, or use the binoculars () icon to select, the employee ID of the certifying officer for the affirmative action plan. This field is optional. The certifying officer is a designated individual within a contractor's organization who is assigned responsibility and accountability to ensure effective implementation of the affirmative action plan.

Previous Affirmative Action Plan

Enter, or use   to select, an affirmative action plan that will serve as a link between the current affirmative action plan and the previous plan. You can use this to compare the plan analysis against the previous plan's goals. You must have previously established an affirmative action plan in this screen. Once you have populated this field, the Start Date and End Date fields in the Dates Used for Analysis group box will default with the previous plan's Start Date and End Date. This field is optional.

Plan Dates

Use this group box to specify the plan's coverage and analysis dates.

Coverage Dates

Use this group box to enter the plan's coverage start and end dates. These dates can overlap other coverage dates for the Affirmative Action Plan. 

Start Date

Enter the start date for this affirmative action plan. The date format is "MM/DD/YYYY." This is a required field.     

End Date

Enter the end date for this affirmative action plan in this required field. The date format is "MM/DD/YYYY." When you populate the coverage Start Date field, the coverage End Date will default as the Start Date + 364 days. You may change this date, as needed.

Dates Used for Analysis

This group box displays the Start Date and End Date of the Previous Affirmative Action Plan for comparing the current plan analysis against the previous plan's goals, as well as reporting criteria.

Start Date

This non-editable field displays the start date on which the Previous Affirmative Action Plan began coverage.

End Date

This non-editable field displays the end date on which the Previous Affirmative Action Plan ended coverage.

Job Grouping Method

Use this group box to specify the method that will be used to group Functional Job Titles.  Functional job titles are established in Costpoint Compensation. Select one of two options.

Job Groups

Select this option to have job groups used to analyze Affirmative Action data. If you select this radio button and you have established job group information (in the Affirmative Action Controls menu), it will be used to group employees in the Affirmative Action reporting applications.

EEO Codes

Select this option if EEO Codes should be used to analyze your Affirmative Action data. If you select this option and EEO Code information is established (in the Affirmative Action Controls menu), it will be used to group employees in the Affirmative Action reporting applications. This option is the default selection when you first open this screen.

Warning: If you change the method in this group box and either the Weighted Percentage Setup subtask or the Applicant Data subtask contain data, the system will warn you that the subtask data will be deleted.    
If you continue, all subtask data will be deleted.  Each time you create data, the Job Group/EEO Code column header and the title on the Import button (in the Applicant Data subtask) are changed to reflect the Job Grouping Method selection. In addition, any changes you make to the data will be invalid if you change the Job Grouping Method. If you choose not to continue, the option is reset to its original value.

Applicant Data Entry Method

Use this group box to specify the method that will be used to track applicant data in the Applicant Data subtask. Select one of two options:

Job Group/EEO Code

Select this option if applicant data should be entered by Job Group or EEO Code. If you select this option, the first column in the Applicant Data subtask will display as either Job Group or EEO Code, depending on the option selected in the Job Grouping Method group box.

Functional Job Title

Select this option if applicant data should be entered by Functional Job Title. If you select this option, the first column in the Applicant Data subtask will display Functional Job Title.

Warning: If you change the option selection in this group box and data exists in the Applicant Data subtask, the system will display the following warning message: "Warning:  Changing this setting will cause data in the applicant data table to be deleted.  Do you wish to continue?" If you select Yes, all existing data in the Applicant Data subtask will be deleted. If you select No, you will return to the main screen without any changes.

Utilization Analysis Method

Use the options in this group box to specify the method that will be used to determine whether minorities and women are underutilized in your organization under this plan. Select one of four options:

Whole Person

Select this option if underutilization should be declared when availability exceeds employment by at least one whole person.

Significant Difference

Select this option if a difference of two standard deviations between availability and employment should determine underutilization.

80% Rule

Select this option if underutilization should be declared when employment percent is less than 80 percent of the availability percent.

Any Difference

Select this option if underutilization of minorities/females should be declared when availability exceeds employment.

Plan Document

Use this group box to select the source file of the affirmative action plan document that you want to view.

Select

Use this button to select the path and filename of the affirmative action plan document that you want to view by using the View Document pushbutton. In the field next to the Select button, you can also directly enter a full path that specifies the location for the data file.

View Document

Click this button to launch either MS Word or WordPerfect, depending on the selection in the Affirmative Action Settings screen, and to view and edit your affirmative action plan document(s).

Note: Make sure the entire directory path is loaded, including full server and volume name and file name in the Select field.  We recommend that network drive letters not be used in the Select field unless all potential Costpoint users have this file location mapped to the same drive letter.

Assign Labor Locations

Select this pushbutton to open the Assign Labor Locations subtask.

Weighted Percentages

Select this pushbutton to open the Weighted Percentage Setup subtask.

Applicant Data

The Applicant Data subtask is disabled. Please use the Applicant Data screen (People » Affirmative Action » Applicant Information).

Table Information

Changes to this screen update the following tables:

Affirmative Action Plan Setup - H_AFF_PLAN_SETUP

Affirmative Action Settings - H_AFF_SETTINGS