Executive Summary

This report is a summary of availability, goals, or both plus the adverse impact results for each job group in the selected plan.

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

Utilization Values - Select the desired option:

• Show only Availability (%) - only availability percentages will be shown for females and minorities for each job group.
• Show only Goal (#) - only the number needed to reach the availability goal will be shown for females and minorities for each job group.
• Show both Availability (%) and Goal (#) - both the availability percentages and number needed to reach the availability goal will be shown for females and minorities for each job group.

Utilization Test - 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.

Include Competitive Promotions (From and Within) - Check this option to include Competitive Promotions (those with a Promotion Type of ”Competitive” which are from and within a given job group) on the report.

Select a Different Plan’s Headcounts - Check this option to use headcounts from a previous plan year as the starting pool for promotions and terminations.  If this option is selected, you must then use the Comparison Plan dropdown to select the desired plan.

Job Group(s) to Print - Check 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 job group up or down on the list.