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Plan Codes (Master Plan only)

Section

KEY Objective (Master Plans Only) In the Plan Codes section: TOPICS:

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

About Plan Codes

If your organization prepares a Master Plan, a set of multiple plans, orknown 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. 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. This name will appear on reports.
  • Establishment* — For the establishment name, you may use a geographical location - for example, "Vienna, VA."
  • City
  • State
  • County
  • Zip
    • Required fields

Required fields are marked with an asterisk. Optional information can be helpful when determining the Recruitment Area for each sub-plan. To view the Map display of plan locations on the BALANCEhub Dashboard,DASH, include a Zip Codecode for each sub-plan.

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

Click [Save] at the bottom of the window. Add additional sub plans to the Plan Code list, as necessary.

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

Choose the file type. If the incoming file does not contain column headers (most will), 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].

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

Once a Plan Code list is created, the Job Group column will be populated with the Job Group structure that was set in the Master Plan: Corp indicates corporate structure, the default setting; EEO indicates EEO structure.

The Corp structure suits organizations that have sufficient staffing to warrant the use of staff levels within EEO categories, while the basic EEO category structure suits organizations with limited numbers of employees.

On the Plan Codes list, a sub-plan’s Job Group structure can be changed by clicking the link in the Job Group column entry for that 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 [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, you can access use data tools in Errors to update the affected records.

Data for the Plan Code are to be deleted. You can access Errors to delete the data.