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	1	Confirm 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	Yes	Yes
Plan Information	1.1	Verify that the Company Name and Establishment Name are spelled correctly in the plan information screen.	Manual	Yes	Yes	Yes	Yes
Plan Information	1.2	Verify that EEO Schedule selected in the plan information screen is correct for type of company.	Manual	Yes	Yes	Yes	Yes
Plan Information	1.3	Plan Code Table: Company and Establishment Names are spelled correctly.	Manual	Yes	No	No	No
Plan Information	1.4	Plan Code Table: Document explanation for plans under 50 employees	Auto	Yes	No	No	No
Plan Information	1.5	Determine 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.	Manual	Yes	Yes	No	Yes
Plan Information	1.6	Current 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.	Auto	Yes	Yes	Yes	Yes
Plan Information	1.7	Plan Information: Plan Code Structure in Update Plan Matches Annual Plan.	Auto	Yes	No	No	Yes
Reference and Data Tables	2	All errors are corrected OR document explanation for remaining errors.	Auto	Yes	Yes	Yes	Yes
Reference and Data Tables	2.1	File Consistency: All issues are cleared OR document explanation for remaining issues.	Auto	Yes	Yes	Yes	Yes
Reference and Data Tables	2.2	Race Code Table: 1. All Race Codes are valid, i.e. no "unknown". 2. All Race Codes match Race Category.	Auto	Yes	Yes	Yes	Yes
Reference and Data Tables	2.3	Gender Code Table: 1. Gender Codes are valid, i.e. no "unknown"; 2.) Gender Codes match Gender Category.	Auto	Yes	Yes	Yes	Yes
Reference and Data Tables	2.4	Job Group Table: Job Groups are assigned to correct EEO Category.	Manual	Yes	Yes	Yes	Yes
Reference and Data Tables	2.5	Job Group Table: Job Group Names are spelled correctly.	Manual	Yes	Yes	Yes	Yes
Reference and Data Tables	2.6	Grade 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.	Auto	Yes	Yes	Yes	Yes
Reference and Data Tables	2.7	Department Table: No blank or duplicate Department Names.	Auto	Yes	Yes	Yes	Yes
Reference and Data Tables	2.8	Applicant Disposition Table: Correct category is checked for Hired, Offer Extended, Internal Successful, Exclude, as applicable.	Manual	Yes	Yes	Yes	Yes
Reference and Data Tables	2.9	Applicant Disposition Table: "Offer Extended" category is checked for all applicable dispositions, e.g. failed drug test; no show for first day.	Manual	Yes	Yes	Yes	Yes
Reference and Data Tables	2.1	Applicant Disposition Table: No codes for Acquisitions or Recalls are categorized as "Hired".	Manual	Yes	Yes	Yes	Yes
Reference and Data Tables	2.11	Termination Code Table: Voluntary/Involuntary status is correct for each code.	Manual	Yes	Yes	Yes	Yes