BalanceAAP > Dashboard > View

JUMP TO: Dashboard > Reports


  • What is the Dashboard be used for?
    • How the Dashboard Works
    • Display the Dashboard by Plan Group
  • Pie Charts
    • Filter the Pie Charts Display
    • Pie Chart Caption and Detail
  • Summary
    • View Summary Detail by Sub Plan
  • Map (Location-based plans)
    • Map versus Metrics Object
    • Using the Map and its Tools
    • Map Detail Caption
  • Metrics (Functional Plans)
    • Filter the Metrics Display
  • Scorecard

View Master/Sub-plan Results

What is the Dashboard used for?

For organizations with a Master Plan structure, representing multiple AAP establishments, the balanceAAP > Dashboard serves as graphical information center for organizing and viewing results from completed plans. As the Dashboard entry point, the View tab is an overview of Affirmative Action plan metrics across an organization.

A client-side Administrator or Plan Owner will manage the ongoing permissions for other viewers to see information on the Dashboard, typically by AAP location and viewer role in the AAP process.

How the Dashboard Works

The Dashboard is comprised of objects, which can be minimized and expanded, one at a time, to fill the main Dashboard area. To expand a minimized object (located in the right-hand column), click the Expand icon, located in the object’s header bar. When expanded, the object will replace the full-size object currently being displayed.

Note: The View tab displays an expanded Pie Charts object by default.

Display the Dashboard by Plan Group

If the Administrator or plan owner has set up Plan Groups, a drop-down will appear in the Dashboard header (on the right side) that can be used to show: All Plans; OR limit the display to a particular Plan Group.

Cross-reference: Administrators or plan owners, see: Plan Groups.

Quick Tip: A particular Plan Group can be displayed or hidden on the Dashboard, based on balanceAAP settings.

Pie Charts

The Pie Charts object will display six available pie charts when the object is expanded:

  • Placement Goals
  • Goal Attainment
  • Adverse Impact for:
    • Applicants
    • Promotions
    • Terminations
    • Involuntary Terminations

To customize the information being displayed in the charts, navigate to the drop-down menus in the object header. Review or change the entries shown in the drop-down, which include:

Calculate Using —

  • Job Group
  • OR

  • EEO Category

Group By —

  • Race and Gender Combined
  • Race and Gender Separate
  • Race Only
  • Gender Only

Goal Attainment Pie Charts and Detail  
Placement Goals
    Significant Goals
    No Goals
Goal Attainment
    No Opportunities

Adverse Impact Pie Charts and Detail 
Adverse Impact for Applicants, Promotions, Terminations, and Involuntary Terminations
    Significant Adverse Impact
    Adverse Impact
    No Adverse Impact

Cross-reference: For more on how Placement Goals and Adverse Impact thresholds were determined, see:

Numerical percentages for each slice are available by hovering your mouse over the desired slice.

Pie Chart Caption Detail

(Where installed) If you hover the mouse over a pie chart, a screen tip will indicate the percentage number for each segment. Then access the link to: Click for more detail. The resulting detail bar chart will show how many plans have issues by Job Group or EEO category and the selected protected class(es).

Category and Group By drop-down menus are available in the page header to change the detail view. To return to the Pie Charts object, click the [Back] button.


Pertaining to all Job Groups for a sub-plan, the Summary table provides metrics for race and gender by Establishment Name or Plan Code. (The Master Plan will not be listed.)

Note: The Administrator may determine table/chart components and custom colors for your Dashboard implementation (as described at: Tabs for Administrators / Plan Owners / Options). The legend below the Summary will explain how to interpret the color coding for your installation.

A check mark in the Under Audit column (on the right-hand side of the table) indicates the plan is an audit submission.

Cross-reference: To set the Under Audit flag, the software Administrator or plan owner may see: Create Plan / Audit Status.

View Summary Detail by Sub Plan

Click the provided link for an Establishment Name or Plan Code (in the left column) to view a detail table. Job Groups exhibiting issues with Significant Goals or Adverse Impact will be indicated by check marks. To return to the Summary, click the [Back] button.

Map (Location-based Plans)

The Map provides a geographical perspective on Affirmative Action performance by location.

Map versus Metrics Object

For the Map object to display, the Plan Code for each sub plan must be associated with a Zip code in balanceAAP.

If Zip codes are not associated with the sub plans, the Metrics object will display.

Cross-reference: Understanding balanceAAP Data Import Requirements.

Using the Map and its Tools

By default, sub-plan locations will be indicated with a Flag, using the same color scheme as the Summary.

  • Green — No issues exist
  • Red — One or more issues exist
  • Gray — No data available

[Zoom In] and [Zoom out] buttons are available to adjust the Map.

Filter the results displayed on the Map by using the Issue drop-down at the top of the page and selecting:

  • All Selected Issues
  • Significant Goals
  • Goal Attainment

You may also select a State from the drop-down in the upper right.

Click the OFCCP Regions link, located in the upper right, to highlight OFCCP regions in color.

For a Legend to the Map's flags, click on the link in the lower left corner.

Map Detail Caption

By clicking on a location Flag, a detail caption displays the particular issue areas.

Example: If the Map detail displays a caption, indicating Significant Adverse Impact for race in all personnel actions, you can return to the Summary / detail view and see what Job Groups are impacted.

Metrics (Functional Plans)

Because functional plans are not tied to location, an alternative Metrics object will display for those plans. If you have access to both location-based and functional plans, both Map and the Metrics objects will be available, and you can switch between the two.

Relying on color-coded bars, the Metrics object lists your organization’s functional plans from greatest to least number of issues. Hover over a particular issue within the bar graph to view the number of Job Groups exhibiting at least one issue. A legend on the bottom of the Metrics object will explain the color-coding scheme.

Note: Location-based plans without associated Zip codes in the system will also display the Metrics object. See, above: Map versus Metrics Object.

Filter the Metrics Display

To filter the Metrics object, make a selection from the Issues or Filters drop-downs (as available). The object will refresh.


The Scorecard object summarizes significant issues across all plans, in table format. The first column lists each: Issue. Then for each issue, the percentage (%) and number (No.) of Plans With and Plans Without the issue are shown, respectively. The Scorecard also display statistics for: IWD [Individual with Disabilities] Utilization Goals and Protected Veteran Benchmark Not Met.