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 developing AAPs. Because balanceAAP uses the most currently accepted OFCCP statistical thresholds available at the time of development, changes should only be made after careful consideration or discussion with a consultant or attorney.

Reset to Default

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

Adverse Impact Settings

An 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 balanceAAP > 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 result that is statistically significant:

• Standard Deviation – 1.96 or greater
• Fisher’s Exact Test – 0.025 or lower

An approaching significance threshold is also set for both test types to provide a warning when an Adverse Impact result is approaching the significance point. (Five is the default number.)

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 groups are also available. 

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

Monitoring for Goal Attainment

In a prior year’s plan, goals may have been set to address areas of Adverse Impact. This will require personnel action data in the current plan to be analyzed for progress towards goal attainment.

Use the Monitoring menu to select what data will be used in the analysis. By default, the New Hire and Promotion Data tables are preselected. (Optional) Check the box to include Transfer or Termination data (or exclude other data by deselecting the appropriate box). These settings will determine how calculations will be presented on the GOAL ATTAINMENT report.

Additional Goal Attainment settings to include activity where Job Group and Plan changes are present is also available. 

Click [Save] 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].