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, 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.

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 – 1 or 2.
• 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

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 to change the entry to Yes.

Deactivating the UPA in a plan by clickingClick the Yes entry.entry to:

• Deactivate the UPA for the current plan AND
• Retain the UPA for use in other plans

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

Delete the UPA

Check offSelect the Select box for the UPAUPA, and click [Delete].[Delete]. The UPA will be deleted for all plans entire organization, not just forunder the currentorganization's plan.account, To remove it forand the currentassociated plandata only,will seealso Inbe Use above. deleted.

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