Learn about an Update Plan

For information on Annual plan components:

• Annual AAP Checklist

TobalanceAAP Help learn about plan types: Cross-references:

• Recent Plans, Open Plan, and Plan Lists / Plan Types by Icon

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What is an Update Plan?

An Update plan is created at an interim poin,t 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 the 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:

• A Roster Data table
• Data tables for Personnel Actions (e.g., applicants, new hires, terminations)^

Cross-reference:

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

^Your organization may include other personnel action data. Refer to the corresponding Annual plan to see what tables were included.