Learn about an Update Plan
KEY TOPICS:
- What is an Update Plan?
- Data Requirements for an Update Plan
- Update Plan Reports
Additional HELP:
RELATED INFORMATION:
BALANCEaap Data Requirements Guide
BALANCEaap Report Reference Guide
What is an Update Plan?
An Update plan is created at an interim point during the plan year to analyze personnel activity and monitor progress towards any placement goals established in a preceding Annual plan. An Update Plan is always linked to the preceding Annual plan. Therefore, Reference Tables, Availability figures, and other settings originate in the corresponding balanceAAP Annual plan.Data Requirements for an Update Plan
A new data set for the interim reporting period is required, including:- A Roster Data table
- Data tables for Personnel Actions
- Applicant
- New Hire
- Termination
- Transfer^
^Refer to the corresponding Annual plan to see if the Transfer table was included.
Update Plan Reports
Reports included in an Update plan provide key Affirmative Action results, based on the level of personnel-related activity during the interim analysis period:- GOAL ATTAINMENT
- APPLICANT SUMMARY
- NEW HIRE SUMMARY
- PROMOTION SUMMARY BY OLD JOB
- TERMINATION SUMMARY
For communication purposes within your organization, balanceAAP also provides a PROGRESS SUMMARY, highlighting the following key findings:
- Total Minority and Female Employment
- Personnel Activity
- Adverse Impact
- Goal Attainment