BalanceAAP > Data > Advanced > User-Defined Personnel Actions

KEY TOPICS:

• Create a Custom UPA
• Activate a Standard or Custom UPA
• View In-Use UPAS

Define Unique Personnel ActionsAction Tables

About User-defined Personnel Actions

UPAs, which are represented by unique Data tables, can be defined and form the basis for running Adverse Impact reporting, on corporate actions such as merger or acquisition. Actions can also relate to employee demotion, training, reinstatement, and other events. Some standard UPAs will come preloaded in the system.

Create a Custom UPA

Click [Add], and a pop up window will appear with the following options:

• Name – Enter the name of the action, taking into consideration how the resulting label will appear on reports.
• Number of Positions Involved – Select 1 or 2, as appropriate.
• Action Type – Select Positive (e.g., reinstatement after lay off) or Negative (e.g., demotion), so that adverse impact can be accurately calculated.

Activate the UPA

While the UPA list makes actions available for all plans created under your organization's account, the UPA must be activated. It is recommended to do so prior to Data Import.

To activate the UPA for a plan, click the No entry under In Use to change the entry to Yes.

Importing Associated Data

A Data table for the UPA will appear in the Table menu for selection during Import. Once imported, the table will appear in balanceAAP menus where Data tables can be selected.

Deactivate the UPA

Change the In Use entry from Yes to No, which will:

• Deactivate the UPA for the current plan
• Delete associated data from the current plan
• Retain the UPA for use in other plans

Delete the UPA

Select the UPA, and click [Delete]. The UPA will be deleted for all plans under the organization's account, and the associated data will also be deleted.

Important Caution: Use the deactivation and deletion tools carefully.