BalanceAAP > Data > Advanced > User-Defined Personnel Actions

KEY TOPICS:

• Create a Custom UPA
• Activate a Standard or Custom UPA
• View In-Use UPAS

Define Unique Personnel Actions

About User-defined Personnel Actions

UPAs, which are represented by unique Data tables, 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. Some standard UPAs will come preloaded in the system.

Create a Custom UPA

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 – Select 1 or 2, as appropriate.
• Action Type – Select Positive (e.g., reinstatement after lay off) or Negative (e.g., demotion), so that adverse impact can be accurately calculated.

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

UPAsThe areUPA createdlist makes actions available for all plans created under your organization's account. However, theythe areUPA notmust be activated for every plan by default.

To activate the UPA for a plan, click the No entry under In Use to change the entry to Yes.

Deactivate the UPA

Change the In Use entry from Yes to No, which will:

• Deactivate the UPA for the current plan
• Delete associated data from the current plan
• Retain the UPA for use in other plans

Delete the UPA

Select the UPA, and click [Delete]. The UPA will be deleted for all plans under the organization's account, and the associated data will also be deleted.

Important Caution: Use the deactivation and deletion tools carefully.