BalanceAAP > Data > Advanced > User-Defined Personnel Actions

KEY TOPICS:

• Create UPAs
• View In-Use UPAS

Define Unique Personnel Actions

About User-defined personnelPersonnel Actions

UPAs can be used to run Adverse Impact reporting.

CreatingCreate 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.

InActivate Usethe UPA

When you create a UPA, youUPAs are creating itcreated for all plans created under your organizationorganization's asaccount. aHowever, whole,they and it isare not activated for every plan by default. To activate itthe UPA for a plan, changeclick the Yes to No by clickingentry on it in theunder In Use column.Use.

Important caution: 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 athe UPA from your system, checkCheck off the Select box for the UPA and click Delete.[Delete]. The UPA will be deleted for yourall 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.