Additional Internal Availability Tools

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Read Feeders from Promotions and/or Transfers

If your promotion information is representative of your typical promotion activity, BALANCEaap can help you identify feeders by reading them from your promotion data. Though not as common, BALANCEaap can also use your transfer information to define feeders, if appropriate.

Click Read Feeders to access this function. Select the appropriate options as follows:

Read Feeders from Promotions or Transfers–Select one or both tables. The job code the employee moved from will be added as a feeder to the job group of the job code they moved to. Apply to Current Job Group or All Job Groups–Select whether you want the function to apply to all job groups in your plan, or only the job group currently set as the target group. Append or Overwrite–Select Append if you already have feeders assigned to groups that should not be lost. Select Overwrite, and any existing feeders will be replaced with the feeders added by the function. Cascade to Sub Plans–Available only in a Master Plan. Select Yes to have the feeders carry down to the job groups in the appropriate sub plans as well. Once you have selected your options, click Apply Read Feeders.

Import Feeders from Existing Plan or External Files

If you have your feeders in an external file, or you have done a plan in the online version of BALANCEaap in the past, you can import the feeders assigned in another plan into this plan.

Click Import to access this function. Choose From an Existing Plan or From an External File.

If you selected the From an Existing Plan option, choose the Company, Establishment, and Plan from the drop-down lists, and click Import Feeders.

If you selected the From an External File, choose a file type from the drop-down list from Excel, Access or a text file. NOTE: If your file is in Excel or Text format, you have the option to indicate if the first row in the file contains column headers. Also, if your file is in Text format, select the appropriate field delimiter from the drop-down list. Click Browse to select the file and click Next.

Select a file and the appropriate file options (e.g. spreadsheet, table name, etc.). You will then be prompted to match your fields. A preview of the data to be imported will be displayed. Click Next when completed. Click Import to complete the import process.

Remove Downward Movement

By definition, feeders should represent only upward movement within your company. If you have assigned feeders based on your promotions or transfers, it is advised to ensure inappropriate feeders have not been assigned. Click Remove Downward Movement to automatically remove any feeders in which the feeder is in a higher job group than the target job group it is feeding. A pop-up window will appear with the option to apply this function to the current job group or all job groups. Select the desired option, and click Remove Downward Movement.