balanceAAP Table of Contents

Plans

• Plan Selection Tabs Recent Plans, Open Plan, Create Plan, Delete Plan
• Universal Tools
• Create an Affirmative Action Plan
• About Creating Sub plans for a Master Plan

(Plan) Home

• Home
• Plan Activities Buttons

Settings

• Plan Information
• Plan Archive Date
• Protected Classes
• Plan Codes (Master Plan only)
• Plan Settings
• Availability Calculation Settings
• Reporting Levels > Drilldowns (Optional)
• Master Plan Reporting Levels > Rollups and Plan Groups
• REACH Assignment

Data

• Reference Tables (and Tools)Job Group, Job Code, Department, Applicant Disposition, Termination
• Delete Unused Reference Codes
• Data Tables (and Tools)Roster, Applicant, New Hire
• Universal Table Controls for Editing Data
• Match Applicants and New Hires
• Reviewing Master Plan Data
• Import
• Errors
• Errors > Reports
• Correcting Errors in a Master Plan
• File Consistency
• File Consistency Report and Batch Operations
• Correcting Issues in a Master Plan
• Export Data
• Export Compensation Data for OFCCP Submission
• Advanced (Optional Operations)
• User‑Defined Personnel Actions
• User Fields
• Batch Operations (for Data)
• Standardize Codes

History

• Source
• (Master and) Sub Plan History Source
• Advanced

IWD/Veterans

• IWD/Veterans
• Develop IWD/Veterans Metrics in a Master Plan
• About Related IWD/Veterans Reports

Narratives

• Narrative Editor (2021)
• Narratives (and Settings)
• Edit Tags & Values
• Edit and Preview Narrative Templates
• Work with Narratives in a Master Plan

Publish Plan

• Publish Plan, User Settings, and Email Users

Reports

Access HELP for Reports & Dashboard

• EEO-1 Report
• Tools for Multiple EEO‑1 Reports
• VETS-4212 Report
• Tools for Multiple VETS-4212 Reports