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Establish Recruitment Areas in a Master Plan

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Before reading the notes below, please review the Help instructions for External Availability (linked above), as the same methods will generally be used.

KEY TOPICS:

  • About Using the Recruitment Area Wizard
  • Assign Default Reasonable Recruitment Areas in a Master Plan
    • Assign Default RRA By Job Group in a Master Plan with EEO Job Group Structure
    • Use Plan Groups to Assign Default RRA by Job Group

  • Assign Recruitment Areas by Job Group in a Sub Plan
  • When Importing Recruitment Areas from another balanceAAP Plan
  • How Census Code Edits Apply in a Master Plan
  • When Importing Recruitment Areas from another balanceAAP Plan

Considerations for Working with Master External Availability Settings

About Using the Recruitment Area Wizard

If the Recruitment Area Wizard was used in the Master Plan, those selections will automatically cascade to the sub plans. Wizard settings are not available by sub plan.

Assign Default Reasonable Recruitment Areas in a Master Plan

In determining External Availability, the sub plan's default RRA will initially reflect the Master Plan default (or the Plan Group setting). However, at the sub-plan level:

  • Default RRAs may be set
  • RRAs may be added to the system and made available for assignment

You may also choose to make later changes in the Master Plan and override the sub-plan settings, by checking the box for: Yes, cascade to my sub plans.

Assign Default RRA by Job Group in a Master Plan with EEO Job Group Structure

If a Master Plan has at least one sub plan with an EEO Job Group structure, the menu header will display Corporate Job Groups and EE0 Job Groups tabs. Assign RRAs to the groups under both tabs to make the defaults available for sub plan use. Although any changes made will cascade to the sub plans, customization at the sub-plan level remains available.

Cross-reference: For information on job group structure, see: Plan Codes.

Use Plan Groups to Assign Default RRA by Job Group

While working on the Recruitment Areas > By Job Group tab, a Plan Group can be selected from a drop-down in the menu header. This menu is available if Plan Groups have been established as Reporting Levels. Sub plans will reflect the Plan Group settings.

Cross-reference: For instructions on creating Plan Groups, see: Master Plan Reporting Levels.

Assign Recruitment Areas By Job Group in Sub Plans

Any edits made to Recruitment Areas > By Job Group will apply to those job groups where they appear across sub plans. Recruitment Areas may be customized by sub plan.

When Importing Recruitment Areas from another balanceAAP Plan

An Assign Sub Plans menu will display, from which you can choose:

  • Do not assign recruitment areas to sub plans at this time.
  • Cascade recruitment areas to sub plans.

How Census Code Edits Apply in a Master Plan

Saved changes in a Master Plan for a Job Title/Code will apply to any sub plans containing that Job Title/Code.

Quick Tip: To restrict the change to the Master Plan, use the following method:

  • Display the Census Coding tab by Job Title
  • Click on the Census Code/Description entry
  • Select a different code
  • Click Save

When Importing Recruitment Areas from another balanceAAP Plan

An Assign Sub Plans menu will display, from which you can choose:

  • Do not assign recruitment areas to sub plans at this time.
  • Cascade recruitment areas to sub plans.