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BalanceAAP Reports & Dashboard Primer

KEY TOPICS:

  • Introduction to balanceAAP Tabs
    • Organizations
    • DASH

      Navigate to another Master Plan

    • SHARE
    • REACH
  • Set the Default Entry Tab

Introduction to BALANCEaap Tabs

As a BALANCEhub user, you may belong to one of the following audiences:

  • Plan owners and Administrators, who are actively working in balanceAAP and BALANCEhub software, engaged in plan preparation and/or system administration
  • Managers and executives, Human Resource personnel, recruiters, or other colleagues, who will access BALANCEhub only

Therefore, the modules, tabs, and information you see in BALANCEhub are governed by your role in the AAP process and system permissions, granted by the Administrator.

For Additional Help: Click the links below or access Help > Documentation from the page header in each BALANCEhub module.

Organizations (Where installed)

For organizations with subsidiaries, establishments, or units, having separate Regular or Master Plans, the BALANCEhub user with appropriate permissions may open the Organizations tab. From the BALANCEhub landing page, choose Organizations from the tab header. To view each unit’s list list of plans (SHARE) >and Plans:other modules, Select a Name from the Organizations list.

DASH (Master Plans)

The BALANCEhub user may view and export graphical displays, representing overviews of plan information. The BALANCEhub Administrator may determine DASH settings for the BALANCEhub user.

Navigate to another Master Plan — On entry to DASH, the most recently completed and published Master Plan will display. To view a Master Plan for a different year, click on the Change Plan link, found in the lower status bar; and select a different plan from the provided list.

SHARE

The SHARE tab serves as the repository for the results of your organization’s completed Affirmative Action plans, displaying Plans, which have been published from balanceAAP to BALANCEhub.

balanceAAP Cross-reference: Turn on BALANCEhub Access: Reports > BALANCEhub Settings.

Home (SHARE > Plans)

Click the [Home] icon in the BALANCEhub page header to return to the Plans tab, housing the list of plans.

REACH

REACH helps Human Resource personnel document Good Faith Efforts (GFEs) for inclusion in an Affirmative Action plan (AAP).

Set the Default Entry Tab

The system displays a default entry tab for all users. However, if the BALANCEhub Administrator has provided you access to multiple tabs, you can select customize the choice for default entry screen.

Choose Account from the BALANCEhub header. From the BALANCEhub tab / Account Settings menu, select a different Default Tab from the provided Account drop-down; then click [Save]. Click Home to return to the SHARE > Plans tab.