< back

Learn about an Update Plan

For information on Annual plan components:

To learn about plan types:


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 a 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:

  • Roster
  • Personnel Actions (e.g., applicants, new hires;hires, terminations — Refer to the corresponding Annual Plan for the full array of included tables.)

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