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Learn about an Update Plan

KEY TOPICS:

  • What is an Update Plan?
    • Working in balanceAAP to Develop an Update Plan
  • Data Requirements for an Update Plan
  • Update Plan Reports

Additional HELP:

RELATED INFORMATION:

 Annual AAP Checklist

 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 balanceAAP to Develop an Update Plan

When an Update plan is developed — using the Create Plan tab (per the article, linked above) — the connection to the preceding Annual plan is established. This connection allows Reference Tables, Availability figures, and other settings to be carried over from the Annual plan.

While working in an Update plan, the Availability and IWD/Veterans modulesmodule will not display in the side navigation menu. The IWD/Veterans analyses may be activated, but the results will reflect the corresponding Annual plan.

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

Based on the level of personnel activity during the interim analysis period, an Update plan provides key Affirmative Action results, including Reports such as:

  • GOAL ATTAINMENT
  • APPLICANT SUMMARY
  • NEW HIRE SUMMARY
  • PROMOTION SUMMARY BY OLD JOB
  • TERMINATION SUMMARY

For communication purposes within your organization, the PROGRESS SUMMARY highlights the following key findings:

  • Total Minority and Female Employment
  • Personnel Activity
  • Adverse Impact
  • Goal Attainment