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Product Release Notes: 2023-2024

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balanceAAP - 2023 Updates

Part of the balanceWORKS family of software


As part of our efforts to continually improve our products and services, Berkshire performs periodic upgrades to balanceAAP software.

If you have any questions or comments, please contact Berkshire’s Product Support department at: product.support@berkshireassociates.com.
OR from within the software, access Support from the Help icon in the software header to send a message to Berkshire.

Berkshire’s Product Support Team

balanceAAP Updates

Release # Release Date Item # Type Description
2020.3.202211161January 5, 202313583Feature CorrectionCorrection of previously reported issue where Plan Review item 2.1 was
2020.3.202211161 January 5, 2023 13622 Feature Correction Correction of previously reported issue where in isolated situations, backed-up and the restored Affirmative Action Plans, required Product Support intervention.
2020.3.202211161 January 5, 2023 13623 Feature Update The File Consistency Report has been updated with a new design to improve readability and additional fields to improve usability. The new Excel report will have one issue type per tab, include new fields to assist with resolving file consistency issues, and include new visual differentiators to easily separate entries.
2020.3.202211161 January 5, 2023 13624 New Feature A new File Consistency Batch Operations entry has been added which will identify employees who have multiple Personnel Actions on the same day and remove all but the first Personnel Action. The new entry will only be available after the initial File Consistency check has been run with the corresponding File Consistency option to identify employees with multiple transactions on the same day.
2020.3.202211161 January 5, 2023 13625 New Feature A new File Consistency Batch Operations entry has been created that will identify employees whose most recent Personnel Action entry does not fully match their Roster job code, department code, or plan code. When selected and run, the Personnel Action entry will be updated to match the Roster table.
2020.3.202211161 January 5, 2023 13626 Feature Update When File Consistency is run from a Sub Plan, the resulting issue list will now include issues found for each employee across all Sub Plans.
2020.3.202211161 January 5, 2023 13627 Feature Update The File Consistency View Filters page has been enhanced to provide balanceAAP users with the ability to filter issues by Plan Code. This option will only be available within Master Plans.
2020.3.202211161 January 5, 2023 13628 Feature Update balanceAAP's default File Consistency Ignored Employees option has been changed from Include to Exclude.
2020.3.202211161 January 5, 2023 13629 New Feature A new File Consistency Batch Operations entry has been added which will allow users to exclude all remaining employees identified through a previous File Consistency check. This entry will only appear after the initial File Consistency check has been run.
2020.3.202211161 January 5, 2023 13630 Feature Update The File Consistency View Filters page has been modified to include the ability to select or deselect all found File Consistency types.
2020.3.202211161 January 5, 2023 13668 Feature Update The default admin profile for balanceAAP have been updated to provide users access to the Personnel Action Order settings page and the Job Group Structure tab.
2020.3.202211161January 5, 2023-Feature CorrectionAdditional technology and security updates have been included to enhance performance and maintain usability of the balanceAAP Plan Review.