Learn about an Update Plan

For information on Annual plan components:

• Annual AAP Checklist

To learn about plan types:

• Recent Plans, Open Plan, and Plan Lists / Plan Types by Icon

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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.

An Update Plan is always linked to a preceding Annual plan. Therefore, Reference tables,Tables, Availability figures, and other settings originate in the corresponding balanceAAP Annual plan.

Data Requirements

A new data set for the interim reporting period is required, including:

• Roster
• Personnel Actions (e.g., applicants, new hires)

Update Plan Reports

Below are the component reports included in an Update plan:

• Goal Attainment
• Applicant Summary
• New Hire Summary
• Promotion Summary by Old Job*
 New Hire Checklist.  Promotion Summary by New Job  Promotion Checklist  Promotion Summary for Goal Attainment  Transfer Checklist  Transfer Summary by Old Job  Termination Checklist  Transfer Summary for Goal Attainment  Involuntary Termination Checklist  Termination Summary by Termination Code  Promotion Pool Checklist  Termination Summary*