Learn about an Update Plan

KEY TOPICS:

• What is an Update Plan?
• Data Requirements for an Update Plan
• Update Plan Reports

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Additional HELP:

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

RELATED INFORMATION:

 Annual AAP Checklist

 BALANCEaap Data Requirements Guide

 BALANCEaap Report Reference Guide

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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 the preceding Annual plan. Therefore, Reference Tables, Availability figures, and other settings originate in the corresponding balanceAAP Annual plan.

Data Requirements for an Update Plan

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

• A 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 personnel-actionAffirmative Action results, based on the level ofpersonnel-related activity during the interim analysis period:

• 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 key findings.