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 |