Learn about an Update Plan
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BALANCEaap Data Requirements 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
(e.g., Applicant, - Applicant
- New
Hire, Termination)^Hire - Termination
- Transfer^
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
^Your organization may include other personnel action data. Refer^Refer to the corresponding Annual plan to see whatif tablesthe wereTransfer table was included.