Goals Progress

This report is typically generated annually and is a comparison of the previous year’s placement goals to the current year’s placement rates, which consist of hires and promotions.

General Report Options

Fill in the desired report title, header, footer, and select desired display options (suppress snapshot/plan date, print page numbers, allow text wrap, show report created on date).

Report-Specific Options

Representation Plan - Use this option to select the previous year’s plan.

NOTE: Goals can only be established from plan data within the same organization.

6 Month Label/Full Year Label - Designate if current plan is a 6 month update or a full year plan.

Transaction Begin/Transaction End - These dates default to the transaction dates for the data container, but may be changed if necessary.

Select Utilization Test - Use the dropdown to select the type of utilization test to be run.

• Any Difference: underutilization is declared if there is any difference between the utilization percentage (actual representation) and the availability percentage (expected representation).
• Whole Person: underutilization is declared if the actual representation is at least one whole person lower than the number predicted by the expected representation.
• 80% Rule: underutilization is declared only when the actual representation is less than 80% of the expected representation.
• Standard Deviation: underutilization is declared when the difference between actual and expected representation yields a standard deviation result of 1.96 or higher.
• Exact Binomial: underutilization is declared when the difference between actual and expected representation yields a standard deviation result of 1.96 or higher.
• 80% Rule with Whole Person: underutilization is declared when the expected representation exceeds actual representation by at least one whole person *and* the actual representation is less than 80% of the expected representation.

Add Race / Gender Detail - Check this box if you would like to include details for men and each race group in addition to the standard women and total minorities.

Job Group(s) to Print - Check the box box next to the specific job groups to be included in the report, or check the box in the column header to select all job groups.

NOTE: Job Groups will appear on the report in the same order shown here (alphabetically by default).  To change the order, click to select a job group, and use the Move Up and Move Down buttons to move the group up or down the list.