Learn about an Update Plan
KEY TOPICS:
- What is an Update Plan?
- Working in a balanceAAP Update Plan
- Data Requirements for an Update Plan
- Update Plan Reports
Additional HELP:
- Recent Plans, Open Plan, and Plan Lists / Plan Types by Icon
- Create Plan / Steps 1 and 6
- History Source / History Source for an Update Plan
RELATED INFORMATION:
BALANCEaap Data Requirements Guide
BALANCEaap Report Reference Guide
What is an Update Plan?
An Update plan is created at an interim point during the plan year to analyze personnel activity and monitor progress towards any placement goals established in a preceding Annual plan. The Update Plan is always linked to the preceding Annual plan.
Working in a BALANCEaap Update Plan
When the Update plan is created in balanceAAP, using the Create Plan tab (per article linked above), the connection to the preceding Annual plan is established. Therefore, Reference Tables, Availability figures, and other settings will originate in the corresponding Annual plan.
While working in an Update plan, the Availability and IWD/Veterans modules will not display in the side navigation menu.
Data Requirements for an Update Plan
A new data set for the interim reporting period is required, including:
- Roster Data table
- Data tables for Personnel Actions
- Applicant
- New Hire
- Termination
- Transfer^
^Refer to the corresponding Annual plan to see if the Transfer table was included.
Update Plan Reports
Reports included in an Update plan provide key Affirmative Action results, based on the level of personnel activity during the interim analysis period, such as:
- GOAL ATTAINMENT
- APPLICANT SUMMARY
- NEW HIRE SUMMARY
- PROMOTION SUMMARY BY OLD JOB
- TERMINATION SUMMARY
For communication purposes within your organization, balanceAAP also provides a PROGRESS SUMMARY, highlighting the following key findings:
- Total Minority and Female Employment
- Personnel Activity
- Adverse Impact
- Goal Attainment