< back

Learn about an Update Plan

balanceAAP Help Cross-reference:

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. 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

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

Below are the component Reports included in an Update plan:^

  • 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.