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Plan Settings

Written by Paul Gorman

Updated at July 15th, 2025

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Table of Contents

Recommended Plan Setting Adverse Impact Settings Reset to Default Limits and Thresholds Cascade Changes to Sub plans (Master Plan only)

Recommended Plan Setting 

The Plan > Plan Settings screen is comprised of three tabs:

  • Plan Settings for Statistical Calculations
  • Availability Calculation Settings 
  • Personnel Analysis Settings 

Important Note: The system's default Plan Settings (described below) are sufficient for most contractors. Berkshire uses the most currently accepted statistical thresholds available at the time of development; changes should only be made after careful consideration or discussion with a consultant or attorney.

Adverse Impact Settings

Reset to Default

At any time, the default settings can be restored by clicking the [Reset to Default] button in the menu header.

Limits and Thresholds

Adverse Impact analysis looks at an employment action and compares the selection rate of one class of applicants (or employees) to the selection rate of another class; the class with the optimal rate is considered "favored." To support this family of reports, the Adverse Impact menu stores settings that impact how results are displayed.

By default, job groups containing less than 30 records will use the Fisher’s Exact Test. 

Next, default settings are provided to flag a statistically significant result. Additionally, an approaching significance threshold is also set for both test types to provide a warning when a result is approaching the significance point.

  • Standard Deviation – 1.96 or greater (1.85)
  • Fisher’s Exact Test – 0.025 or lower (.035)

By selecting a checkbox at the bottom of the menu, you can limit the favored group analysis for applicants to ensure adequate representation. After activating the setting, enter a number in the displayed field or retain the default setting of 5.

An additional checkbox allows you to apply a representation threshold of 2% before any class can be considered the favored group. Additional options to fully exclude a group are also available. 

Click [Save] at the bottom of the page if changes are made.

Cascade Changes to Sub plans (Master Plan only)

A final option is listed to carry over the changes to sub plans. Check the box, and click [Save].

options configuration

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