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BalanceAAP > System Tools > Additional Documents

KEY TOPICS:

  • Upload CompanyPlan Documents
  • Upload PlanCompany Documents
  • Use Document Library Tools

RELATED TOPIC:

Store Documents in the BALANCEhub > SHAREReports Library

An Administrator or plan owner may compile a library of Plan Documents that supplement the AAP or provide additional program information to the balanceAAP user audience. The Administrator or Master Plan owner may compilealso create a library of Company Documents for useorganization-wide acrossdistribution. yourSome organization. Anexamples Administratorinclude a copy of the company's Affirmative Action policy or planan ownerestablishment's mayEEO-1 also create a library for Plan Documents.Report.

Select Systems Tools from —

  • The balanceAAPthe software header;. and chooseUnder BALANCEhubGeneral, / Additional Documents fromclick the providedlink menu.for:

    • Plan Documents

      • OR

    • Company Documents

    ORQuick

    • The BALANCEhubTip: header.Each Then choose balanceAAP / Additional Documents fromof the providedabove menu.
    libraries will be represented by a tab, making navigating between the two libraries even easier.

    The document library will accept Upload of the following file formats:

    • PDF
    • Word

    Upload Company Documents

    On the Company Documents tab, use [Browse] field at the bottom of the page to locate the document on your computer. When the file name appears below the field, click the [Upload] button. The file will be:

    • Added to the Company Documents list
    • Made available to all BALANCEhub Wordusers under your organization's account.

    Upload Plan Documents

    Navigate to the Company Documents tab. To begin, select a Company, Establishment, and Plan from the provided drop-downs to associate the documents with a plan.

    Use the [Browse] field at the bottom of the page to locate the document on your computer. When the file name appears below the field, click the [Upload] button. The file will bebe:

    • Added to the system's Plan Documents list
    • Made available to all users with permissions to view balanceAAP > Reports for the specific plan location

    Upload Company Documents

    On the Company Documents tab, use [Browse] field at the bottom of the page to locate the document on your computer. When the file name appears below the field, click the [Upload] button. The file will be:

    • Added to the system's Company Documents list
    • Made available to all users with permissions to view balanceAAP > Reports under your organization's account

    Any documents added to the system will appear on the Reports > AAP Reports tab, under the applicable Report Group for Plan Documents list.and/or Company Documents.

    Use Document Library Tools

    Administrator tools for working with uploaded documents include:

    • Remove This File — Select the document; click the Remove icon; and answer Yes to the confirmation message.
    • Edit Display Name of This File — Select the document; click the [Edit]Edit icon; edit the name, and click [Save].
    • Reorder the Documents list — Use the [Move Up/Down arrows] on the right side of the list.
    • Preview a Document — (Select the document from the provided drop-down, and click the [Preview] button to open it in a PDF window.

    Once documents are added to the system, they will appear in BALANCEhub > SHARE on the Additional Documents > Company Documents tab.