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Plan Codes (Master Plan only)

KEY TOPICS:

  • Add Plan Codes
  • Import Plan Codes
  • Determine Job Group Structure
  • Use other Plan Code List Tools

Identify Sub plans by using Plan Codes

About Plan Codes

If your organization prepares a Master Plan, a set of multiple plans, known in balanceAAP as sub plans, will fall under its umbrella. A Plan Code serves as the identifier for each sub plan (and, as applicable, each Functional Plan). The Plan Code list, which can be developed by adding or importing Plan Codes, must be established before importing data into the Master Plan.

Add Plan Codes

Choose the [Add] button from the upper toolbar. When Plan Code information is complete, click [Save] at the bottom of the page. Repeat the process to add further sub plans to the Plan Code list, as necessary.

Enter Required Information

From the Add Plan Code menu, enter the following information:

  • Plan Code*— Enter a simple, unique identifier for each sub plan.
  • Company *— Retain the default entry from the Master Plan, or enter a different name to appear on reports.
  • Establishment* — Enter the establishment name (e.g.,"Vienna, VA.")

Enter other Location Information

Enter optional information for:
  • Reasonable Recruitment Area
  • City
  • State
  • County
  • Zip

If provided, additional location information can be used to determine Recruitment Areas. To view the Map display of plan locations on the BALANCEhub DASH, include a Zip code for each sub-plan.

If the sub plan is not location-based (per OFCCP agreement), check the box for: Functional Plan.

Import Plan Codes

Use the [Import] button to import a list of Plan Codes and corresponding information.

Select the import type, either External File or Existing balanceAAP Plan. If Existing balanceAAP Plan is chosen, select Company, Establishment, and Plan from the drop-downs. Then click [Next].

Import from External File

For the External File, choose the file type:
  • Microsoft Excel (.xlx, .xlsx)
  • Microsoft Access (.mdb)
  • Text (.txt)

If the incoming file does not contain column headers, uncheck the box for: First Row Headers.

Click [Browse], locate and highlight the file, and click [Open] to add the file to the Upload file list. Click [Next].

Excel users — From the Plan Code menu, select the Excel sheet that contains the Plan Code table. Then, under Match Fields, select the columns in the Excel sheet that correspond to the columns in balanceAAP. Review the Preview of Data at the bottom of the page. Click [Next].

Click [Import Plan Codes] to complete the process. The codes will be added to Plan Code list.

Determine Job Group Structure by Plan or Sub plan

Once a Plan Code list is created, the Job Group column will be populated with the default Job Group structure: Corp. The Corp structure suits an organization or location whose staffing numbers warrant breaking up EEO categories by level (e.g., 1A, 1A, 1C).

The alternate option is: EEO. This structure suits an organization or location with a limited number of employees.

Change the structure by clicking the Job Group column entry for a particular sub-plan. From the pop-up menu, select the desired structure. Click [Save] to apply the change.

Use other Plan List Tools

Search for a Plan Code

To reduce the Plan Code display, enter text in the Search field, and click the search icon Search icon.

Click [Clear] to return display to the full Plan Code list.

Edit a Plan Code Click the [Edit] icon adjacent to a Plan Code.

Quick Tip: If you have imported a Plan Code list that includes codes for Functional plans, edit one or more Plan Codes to identify those plans.

Delete Plan Code

To delete a Plan Code, check the box next to the plan to be deleted, and click the [Delete] button.

Important Caution: Because data records with the assigned Plan Code will be moved from the Data tables to Errors, delete a Plan Code only if:

  • No data are currently assigned to the Plan Code.
  • Data will be moved to a new or existing Plan Code. Once the target sub plan is identified, access Data > Errors to update the affected records.
  • Data for the Plan Code are to be deleted. You can also access Data > Errors to delete the data.