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balanceAAP > Plan Review

Plan Review

The balanceAAP Plan Review is an automated verification tool used to validate your affirmative action plan. This feature breaks your plan down into sections with an itemized list of tasks to review and complete. While not a requirement, Berkshire recommends using the Plan Review prior to downloading your final plan reports.

Automatic Item Review

Upon first entering the Plan Review, balanceAAP will evaluate the current plan. If any sections pass using the initial automatic scan, the item number, on the left, will highlighted in green and identified with a .

Closing Plan Review Items

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Section Name Item Description Type Master Plan Sub Plan Regular Plan Update Plan
Plan Information 1Confirm that that plan date is correct in the plan information screen, and plan date range is correct. The plan date range should be the 12 months prior to the plan date.Manual Yes Yes YesYes
Plan Information 1.1 Verify that the Company Name and Establishment Name are spelled correctly in the plan information screen.ManualYesYesYesYes
Plan Information1.2Verify that EEO Schedule selected in the plan information screen is correct for type of company.ManualYesYesYesYes
Plan Information1.3Plan Code Table: Company and Establishment Names are spelled correctly.ManualYesNoNoNo
Plan Information1.4Plan Code Table: Document explanation for plans under 50 employeesAutoYesNoNoNo
Plan Information1.5Determine if any catch-all plans are used. For example, a plan that includes all remote sales workers, or all locations less than 50 employees combined in one plan. Confirm this is appropriate and document explanation.ManualYesYesNoYes
Plan Information1.6Current plan employee count is compared to the history source plan’s employee count, document explanation if the difference in employee count is more than a 25% difference.AutoYesYesYesYes
Plan Information1.7Plan Information: Plan Code Structure in Update Plan Matches Annual Plan.AutoYesNoNoYes
Reference and Data Tables2All errors are corrected OR document explanation for remaining errors.AutoYesYesYesYes
Reference and Data Tables2.1File Consistency: All issues are cleared OR document explanation for remaining issues.AutoYesYesYesYes
Reference and Data Tables2.2Race Code Table: 1. All Race Codes are valid, i.e. no "unknown". 2. All Race Codes match Race Category.AutoYesYesYesYes
Reference and Data Tables2.3Gender Code Table: 1. Gender Codes are valid, i.e. no "unknown"; 2.) Gender Codes match Gender Category.AutoYesYesYesYes
Reference and Data Tables2.4Job Group Table: Job Groups are assigned to correct EEO Category.ManualYesYesYesYes
Reference and Data Tables2.5Job Group Table: Job Group Names are spelled correctly.ManualYesYesYesYes
Reference and Data Tables2.6Grade Code Table: 1. Grades are sequenced highest midpoint to lowest midpoint and Jobs are ordered by EEO Category OR 2. "Order Jobs with No Grades" was applied.AutoYesYesYesYes
Reference and Data Tables2.7Department Table: No blank or duplicate Department Names.AutoYesYesYesYes
Reference and Data Tables2.8Applicant Disposition Table: Correct category is checked for Hired, Offer Extended, Internal Successful, Exclude, as applicable.ManualYesYesYesYes
Reference and Data Tables2.9Applicant Disposition Table: "Offer Extended" category is checked for all applicable dispositions, e.g. failed drug test; no show for first day.ManualYesYesYesYes
Reference and Data Tables2.1Applicant Disposition Table: No codes for Acquisitions or Recalls are categorized as "Hired".ManualYesYesYesYes
Reference and Data Tables2.11Termination Code Table: Voluntary/Involuntary status is correct for each code.ManualYesYesYesYes