RETURN TO: Understanding BALANCEaap Data Import Requirements
KEY TOPICS:
- Reference Tables
- Data Tables
Reference Tables
The term "Required," as shown in the column headers below, refers to a system requirement for operation.
Applicant Disposition
Field Name |
Data Type |
Length |
Required |
Master Plan Required |
Disp Code |
Text |
20 |
Yes |
Yes |
Hired |
True/False |
|
No |
No |
Offer
Extended |
True/False |
|
No |
No |
Internal Successful |
True/False |
|
No |
No |
Reason |
Text |
50 |
No |
No |
Exclude |
True/False |
|
No |
No |
UserField |
Text |
255 |
No |
No |
Department
Field Name |
Data Type |
Length |
Required |
Master Plan Required |
Dept Code |
Text |
20 |
Yes |
Yes |
Dept Name |
Text |
50 |
No |
No |
Reports To |
Text
|
20 |
No |
No |
UserField |
Text |
255 |
No |
No |
Grade
Field Name |
Data Type |
Length |
Required |
Master Plan Required |
Grade |
Text |
20 |
Yes |
Yes |
Salary
Midpoint |
Number |
|
No |
No |
UserField |
Text |
255 |
No |
No |
Job Code
Field Name |
Data Type |
Length |
Required |
Master Plan Required |
Job Code |
Text |
20 |
Yes |
Yes |
Job
Title |
Text |
50 |
No |
No |
Grade |
Text |
20 |
No |
No |
Job Group |
Text |
20 |
Yes |
Yes |
Census Code |
Text |
4 |
No |
No |
Job Family |
Text |
20 |
No |
No |
Job Family Description |
Text |
255 |
No |
No |
UserField |
Text |
255 |
No |
No |
Job Group
Field Name |
Data Type |
Length |
Required |
Master Plan Required |
Job Group |
Text |
20 |
Yes |
Yes |
Group Name |
Text |
50 |
No |
No |
EEO Code |
Text |
3 |
Yes |
Yes |
UserField |
Text |
255 |
No |
No |
Plan Code (Master Plan)
Field Name |
Data Type |
Length |
Required |
Master Plan Required |
Plan Code |
Text |
50 |
No |
Yes |
Company |
Text |
250 |
No |
Yes |
Establishment |
Text |
250 |
No |
Yes |
Reasonable Recruitment Area |
Text |
250 |
No |
No |
City |
Text |
50 |
No |
No |
State |
Text |
>2 |
No |
No |
County |
Text |
50 |
No |
No |
Zip Code |
Number |
5 |
No |
No |
UserField |
Text |
255 |
No |
No |
Promotion Code
Promotion Code |
Reason
CP |
Competitive |
NP |
Natural Progression |
Field Name
| Data Type
| Length
| Required
| Master Plan Required
Prom Code |
Text |
20 |
Yes |
Yes |
Reason |
Text |
50 |
No |
No |
UserField |
Text |
255 |
No |
No |
Termination Code
Field Name |
Data Type |
Length |
Required |
Master Plan Required |
Term Code |
Text |
20 |
Yes |
Yes |
Voluntary |
True/False |
|
No |
No |
Reason |
Text |
50 |
No |
No |
UserField |
Text |
255 |
No |
No |
Transfer Code
Field Name |
Data Type |
Length |
Required |
Master Plan Required |
Transfer Code |
Text |
20 |
Yes |
Yes |
Reason |
Text |
50 |
No |
No |
UserField |
Text |
255 |
No |
No |
Veteran
Field Name |
Data Type |
Length |
Required |
Master Plan Required |
Veteran Code |
Text |
5 |
Yes |
Yes |
Description |
Text |
50 |
No |
No |
Vietnam Veteran |
True/False |
|
No |
No |
Special Disabled Veteran |
True/False |
|
No |
No |
Other Veteran |
True/False |
|
No |
No |
Newly Separated Veteran |
True/False |
|
No |
No |
Service Medal |
True/False |
|
No |
No |
User-Defined Drilldown Level
Field Name |
Data Type |
Length |
Required |
Master Plan Required |
Drilldown Field |
Text |
|
Yes* |
Yes* |
Description |
Text |
|
No |
No |
Zip Code |
Text |
|
No |
No |
User-Defined Rollup Level (Master Plan only)
Field Name |
Data Type |
Length |
Required |
Master Plan Required |
Rollup Field |
Text |
|
No |
No |
Description |
Text |
|
No |
No |
Zip Code |
Text |
|
No |
No |
Data Tables
Applicant
Field Name |
Data Type |
Length |
Required |
Master Plan Required |
Applicant No |
Text |
11 |
No |
No |
First Name |
Text |
50 |
No |
No |
Last Name |
Text |
50 |
No |
No |
Race Code |
Text |
20 |
No |
No |
Gender Code |
Text |
20 |
No |
No |
Job Code |
Text |
20 |
Yes |
Yes |
Dept Code |
Text |
20 |
No |
No |
Disp Code |
Text |
20 |
Yes |
Yes |
Hire
Date |
Date |
|
No |
No |
Application Date |
Date |
|
No |
No |
Req |
Text |
50 |
No |
No |
Referral Source |
Text |
50 |
No |
No |
Plan Code |
Text |
20 |
No |
No |
UserField |
Text |
255 |
No |
No |
Drilldown Field |
Text |
|
Yes* |
Yes* |
Rollup Field |
Text |
|
No |
No |
New Hire
Field Name |
Data Type |
Length |
Required |
Master Plan Required |
Employee # |
Text |
11 |
Yes |
Yes |
First Name |
Text |
50 |
No |
No |
Last Name |
Text |
50 |
No |
No |
Race |
Text |
20 |
Yes |
Yes |
Gender |
Text |
20 |
Yes |
Yes |
Veteran Code |
Text |
5 |
No |
No |
Vets Date |
Date |
|
No |
No |
Job Code |
Text |
20 |
Yes |
Yes |
Dept Code |
Text |
20 |
No |
No |
Hire Date |
Date |
|
No |
No |
Referral Source |
Text |
50 |
No |
No |
Application
Date |
Date |
|
No |
No |
Plan
Code |
Text |
50 |
No |
Yes |
Req |
Text |
50 |
No |
No |
UserField |
Text |
255 |
No |
No |
Drilldown Field |
Text |
|
Yes* |
Yes* |
Rollup Field |
Text |
|
No |
No |
Promotion
Field Name |
Data Type |
Length |
Required |
Master Plan Required |
Employee # |
Text |
11 |
Yes |
Yes |
First Name |
Text |
50 |
No |
No |
Last Name |
Text |
50 |
No |
No |
Race |
Text |
20 |
Yes |
Yes |
Gender |
Text |
20 |
Yes |
Yes |
Old
Job Code |
Text |
20 |
Yes |
Yes |
New
Job Code |
Text |
20 |
Yes |
Yes |
Old Dept Code |
Text |
20 |
No |
No |
New
Dept Code |
Text |
20 |
No |
No |
Prom
Code |
Text |
20 |
No |
No |
Prom Date |
Date |
|
No |
No |
Plan Code |
Text |
50 |
No |
Yes |
Promotion ID |
Text |
20 |
No |
No |
UserField |
Text |
255 |
No |
No |
Drilldown Field |
Text |
|
Yes* |
Yes* |
Rollup Field |
Text |
|
No |
No |
Promotion Pool
Field Name |
Data Type |
Length |
Required |
Master Plan Required |
Employee # |
Text |
11 |
Yes |
Yes |
First Name |
Text |
50 |
No |
No |
Last
Name |
Text |
50 |
No |
No |
Race |
Text |
20 |
Yes |
Yes |
Gender |
Text |
20 |
Yes |
Yes |
Old Job Code |
Text |
20 |
Yes |
Yes |
New Job Code |
Text |
20 |
Yes |
Yes |
Old Dept Code |
Text |
20 |
No |
No |
New Dept Code |
Text |
20 |
No |
No |
Plan Code |
Text |
50 |
No |
Yes |
Promotion ID |
Text |
20 |
Yes |
No |
UserField |
Text |
255 |
No |
No |
Drilldown Field |
Text |
|
Yes* |
Yes* |
Rollup Field |
Text |
|
No |
No |
Report Distribution Users
Field Name |
Data Type |
Length |
Required |
Master Plan Required |
Email Address |
Text |
2500 |
Yes |
Yes |
First Name |
Text |
50 |
Yes |
Yes |
Last Name |
Text |
50 |
Yes |
Yes |
Publish Group |
Text |
50 |
No |
No |
Plan Code |
Text |
50 |
No |
No |
Roster
Field Name |
Data Type |
Length |
Required |
Master Plan Required |
Employee # |
Text |
11 |
Yes |
Yes |
First Name |
Text |
50 |
No |
No |
Last
Name |
Text |
50 |
No |
No |
Race |
Text |
20 |
Yes |
Yes |
Gender |
Text |
20 |
Yes |
Yes |
Job Code |
Text |
20 |
Yes |
Yes |
Department Code |
Text |
20 |
Yes |
Yes |
Hire Date |
Date |
|
No |
No |
Veteran Code |
Text |
5 |
No |
No |
Annualized Salary |
Number |
|
No |
No |
Starting Salary |
Number |
|
No |
No |
Reports In |
True/False |
|
No |
No |
Reports Out |
True/False |
|
No |
No |
Annotation Only |
True/False |
|
No |
No |
Work Location |
Text |
50 |
No |
No |
Report Location |
Text |
50 |
No |
No |
Reports to Plan |
Text |
50 |
No |
No |
Plan Code |
Text |
50 |
No |
Yes |
Supervisor |
True/False |
|
No |
No |
Supervisor Emp # |
Text |
11 |
No |
No |
VETS Date |
Date |
|
No |
No |
UserField |
Text |
255 |
No |
No |
Work Zip Code |
Text |
|
No
|
No |
Home Zip Code |
Text |
|
No
|
No |
Drilldown Field |
Text |
|
Yes*
|
Yes* |
Rollup Field |
Text |
|
No |
No |
Termination
Field Name |
Data Type |
Length |
Required |
Master Plan Required |
Employee # |
Text |
11 |
Yes |
Yes |
First Name |
Text |
50 |
No |
No |
Last Name |
Text |
50 |
No |
No |
Race |
Text |
20 |
Yes |
Yes |
Gender |
Text |
20 |
Yes |
Yes |
Job Code |
Text |
20 |
Yes |
Yes |
Dept Code |
Text |
20 |
No |
No |
Term Code |
Text |
20 |
Yes |
Yes |
Term Date |
Date |
|
No |
No |
Plan Code |
Text |
50 |
No |
Yes |
Termination ID |
Text |
20 |
No |
No |
UserField |
Text |
255 |
No |
No |
Drilldown Field |
Text |
|
Yes* |
Yes* |
Rollup Field |
Text |
|
No |
No |
Termination Pool
Field Name |
Data Type |
Length |
Required |
Master Plan Required |
Employee # |
Text |
11 |
Yes |
Yes |
First Name |
Text |
50 |
No |
No |
Last Name |
Text |
50 |
No |
No |
Race |
Text |
20 |
Yes |
Yes |
Gender |
Text |
20 |
Yes |
Yes |
Job Code |
Text |
20 |
Yes |
Yes |
Dept Code
|
Text |
20 |
No |
No |
Plan Code |
Text |
50 |
No |
Yes |
Termination ID |
Text |
20 |
Yes |
No |
UserField |
Text |
255 |
No |
No |
Drilldown Field |
Text |
|
Yes* |
Yes* |
Rollup Field |
Text |
|
No |
No |
Transfer
Field Name |
Data Type |
Length |
Required |
Master Plan Required |
Employee # |
Text |
11 |
Yes |
Yes |
First Name |
Text |
50 |
No |
No |
Last Name |
Text |
50 |
No |
No |
Race |
Text |
20 |
Yes |
Yes |
Gender |
Text |
20 |
Yes |
Yes |
Old Job Code |
Text |
20 |
Yes |
Yes |
New Job Code |
Text |
20 |
Yes |
Yes |
Old Dept Code |
Text |
20 |
No |
No |
New Dept Code |
Text |
20 |
No |
No |
Transfer Code |
Text |
20 |
No |
No |
Transfer Date |
Date |
|
No |
No |
Plan
Code |
Text |
50 |
No |
Yes |
UserField |
Text |
255 |
No |
No |
Drilldown Field |
Text |
|
Yes* |
Yes* |
Rollup Field |
Text |
|
No |
No |
Note: Drilldown fields on Data tables, as displayed above, are required by the system ONLY if you include a Drilldown Reference table (as outlined above). These fields are marked with an (*) asterisk.
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