BalanceAAP > Data > Advanced > User-Defined Personnel Actions

Creating 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 (like a promotion) or negative (like a termination). This will affect how adverse impact is calculated for the action.

In Use

When you create a UPA, you are creating it for your organization as a whole, and it is not activated for every plan by default. To activate it for a plan, change the Yes to No by clicking on it in the In Use column.

If a UPA is in use in a plan, and you chose to deactivate the UPA for that plan, the data for that UPA will be deleted and lost.

Delete

To delete a UPA from your system, check off the Select box for the UPA and click Delete. The UPA will be deleted for your 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.