BalanceAAP > Data > Advanced > User-Defined Personnel Actions

KEY TOPICS:

• Create UPAs
• View In-Use UPAS

Define Unique Personnel Actions

About User-defined Personnel Actions

UPAs can be defined and form the basis for running Adverse Impact reporting, on actions such as acquiring new hires or employee demotion, training, and reinstatement.

Create UPAs

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

• Name – Enter the name of the action as you wish it to appear on reports.
• Number of Positions Involved – If the action results in an employee going from one job to another, such as a demotion, it is a two-job action. If the action results in an employee entering or exiting a single job, such as an acquisition or layoff, it is a one-job action.
• Action Type – Select whether the action is considered positive (e.g., reinstatement after lay off) or negative (e.g., demotion). This will affect how adverse impact is calculated for the action.

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.

Activate the UPA

UPAs are created for all plans created under your organization's account. However, they are not activated for every plan by default. To activate the UPA for a plan, click the No entry under In Use.

Important caution: Deactivating the UPA in a plan will cause associated data to be deleted.

Delete the UPA

Check off the Select box for the UPA and click [Delete]. The UPA will be deleted for all plans entire organization, not just for the current plan. To remove it for the current plan only, see In Use above.

If you delete a UPA in use by any plan, the data for that UPA will be deleted and lost.