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BalanceAAP > File Structure Details / Data Tables

RETURN TO: File Structure Details / Reference Tables

KEY TOPICS:

  • Applicant
  • New Hire
  • Promotion
  • Roster
  • Termination
  • Transfer
  • Promotion Pool
  • Termination Pool
  • Report Distribution (Hub) Users

BALANCEaap Help Cross-references:

Fields listed below in italic go beyond the AAP structure. If you have special Data needs, or you would like to develop optional Reporting Levels, please review the following resources.

  • User Fields —

    • Data Tables

    The term "Required," as shown in the column headers below, refers to a system requirement for operation.

    Applicant

    Field Name Data Type Length Required Master Plan Required
    Applicant # Text 11 No No
    First Name Text 50 No No
    Last Name Text 50 No No
    Race Code Text 20 No No
    Gender Code Text 20 No No
    Job Code Text 20 Yes Yes
    Job Title Text 50 No No
    Job Group Text 20 No No
    Job Group Name Text 50 No No
    Dep(ar)t(ment) Code Text 20 No No
    Disp(osition) Code Text 20 Yes Yes
    Reason Text 50 Yes Yes
    Hire Date Date^ - No No
    Application Date Date^ - No No
    Req(uisition) # Text 50 No No
    Referral Source Text 50 No No
    Plan Code (Master Plan) Text 20 No No
    User Field Text 255 No No
    Drilldown Field Text 255 Yes* Yes*
    Rollup Field Text 255 No No

    New Hire

    Field Name Data Type Length Required Master Plan Required
    Employee # Text 11 Yes Yes
    First Name Text 50 No No
    Last Name Text 50 No No
    Race Text 20 Yes Yes
    Gender Text 20 Yes Yes
    Job Code Text 20 Yes Yes
    Job Title Text 50 No No
    Job Group Text 20 No No
    Job Group Name Text 50 No No
    Dep(ar)t(ment) Code Text 20 No No
    Dept Name Text 50 No No
    Hire Date Date^ - No No
    Referral Source Text 50 No No
    Req(uisition) # Text 50 No No
    Application Date Date^ - No No
    Plan Code Text 50 No Yes
    Veteran Code (Legacy) Text 5 No No
    VETS Date Date^ - No No
    IWD (Disability Status) True/False - No No
    Protected Veteran (Status) True/False - No No
    User Field Text 255 No No
    Drilldown Field Text 255 Yes* Yes*
    Rollup Field Text 255 No No

    Promotion

    Field Name Data Type Length Required Master Plan Required
    Employee # Text 11 Yes Yes
    First Name Text 50 No No
    Last Name Text 50 No No
    Race Text 20 Yes Yes
    Gender Text 20 Yes Yes
    Old Job Code Text 20 Yes Yes
    New Job Code Text 20 Yes Yes
    Old Dep(ar)t(ment) Code Text 20 No No
    New Dept Code Text 20 No No
    Prom(otion) Code Text 20 No No
    Prom Date Date^ - No No
    Plan Code Text 50 No Yes
    Prom # Text 20 No No
    User Field Text 255 No No
    Drilldown Field Text 255 Yes* Yes*
    Rollup Field Text 255 No No

    Roster

    Field Name Data Type Length Required Master Plan Required
    Employee # Text 11 Yes Yes
    First Name Text 50 No No
    Last Name Text 50 No No
    Race Text 20 Yes Yes
    Gender Text 20 Yes Yes
    Job Code Text 20 Yes Yes
    Job Title Text 50 No No
    Job Group Text 20 No No
    Job Group Name Text 50 No No
    Grade Text 20 No No
    Dep(ar)t(ment) Code Text 20 Yes Yes
    Dept Name Text 50 No No
    Annualized Salary Number^ 20 No No
    Starting Salary Number^ 20 No No
    Hire Date Date^ - No No
    Reports In True/False - No No
    Reports Out True/False - No No
    Annotation Only True/False - No No
    Work Location Text 50 No No
    Report Location Text 50 No No
    Reports to Plan Text 50 No No
    Plan Code (Master Plan) Text 50 No Yes
    Supervisor True/False - No No
    Supervisor Emp(loyee) # Text 11 No No
    IWD (Disability Status) True/False No No
    Veteran Code (Legacy) Text 5 No No
    VETS Date Date^ - No No
    Work Zip Code Text 5 No No
    Home Zip Code Text 5 No No
    Protected Veteran (Status) True/False - No No
    User Field Text 255 No No
    Drilldown Field Text 255 Yes* Yes*
    Rollup Field Text 255 No No

    Roster: Additional Fields for Compensation Export

    Field Name Data Type Length Required Master Plan Required
    Wage Rate Number^ 20 Yes Yes
    Typical Hours Integer 20 Yes Yes
    Other Comp(ensation) Number^ 20 Yes Yes
    Status Text 20 Yes Yes

    Termination

    Field Name Data Type Length Required Master Plan Required
    Employee # Text 11 Yes Yes
    First Name Text 50 No No
    Last Name Text 50 No No
    Race Text 20 Yes Yes
    Gender Text 20 Yes Yes
    Job Code Text 20 Yes Yes
    Dep(ar)t(ment) Code Text 20 No No
    Term(ination) Code Text 20 Yes Yes
    Term Date Date^ - No No
    Plan Code (Master Plan) Text 50 No Yes
    Term(ination) ID Text 20 No No
    User Field Text 255 No No
    Drilldown Field Text 255 Yes* Yes*
    Rollup Field Text 255 No No

    Transfer

    Field Name Data Type Length Required Master Plan Required
    Employee # Text 11 Yes Yes
    First Name Text 50 No No
    Last Name Text 50 No No
    Race Text 20 Yes Yes
    Gender Text 20 Yes Yes
    Old Job Code Text 20 Yes Yes
    New Job Code Text 20 Yes Yes
    Old Dep(ar)t(ment) Code Text 20 No No
    New Dept Code Text 20 No No
    Transfer Code Text 20 No No
    Transfer Date Date^ - No No
    Plan Code (Master Plan) Text 50 No Yes
    User Field Text 255 No No
    Drilldown Field Text 255 Yes* Yes*
    Rollup Field Text 255 No No

    Promotion Pool

    Field Name Data Type Length Required Master Plan Required
    Employee # Text 11 Yes Yes
    First Name Text 50 No No
    Last Name Text 50 No No
    Race Text 20 Yes Yes
    Gender Text 20 Yes Yes
    Old Job Code Text 20 Yes Yes
    New Job Code Text 20 Yes Yes
    Old Dep(ar)t(ment) Code Text 20 No No
    New Dept Code Text 20 No No
    Plan Code Text 50 No Yes
    Prom(otion) ID Text 20 Yes No
    User Field Text 255 No No
    Drilldown Field Text 255 Yes* Yes*
    Rollup Field Text 255 No No

    Termination Pool

    Field Name Data Type Length Required Master Plan Required
    Employee # Text 11 Yes Yes
    First Name Text 50 No No
    Last Name Text 50 No No
    Race Text 20 Yes Yes
    Gender Text 20 Yes Yes
    Job Code Text 20 Yes Yes

    Dep(ar)t(ment) Code

    		 Text 20 No No
    Plan Code (Master Plan) Text 50 No Yes
    Term(ination) ID Text 20 Yes No
    User Field Text 255 No No
    Drilldown Field Text 255 Yes* Yes*
    Rollup Field Text 255 No No

    Notes:

    Drilldown Fields: As marked above with an (*) asterisk, Drilldown fields are required by the system ONLY if you include a Drilldown Reference table.

    ^Year format is: 2-digit month/2-digit day/2- or 4-digit year. Number includes two decimal places.

    Report Distribution (Hub) Users

    Field Name Data Type Length Required Master Plan Required
    Email Address Text 250 Yes Yes
    First Name Text 50 Yes Yes
    Last Name Text 50 Yes Yes
    Publish Group Text 50 No No
    Plan Code (Master Plan) Text 50 No No