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Establish Recruitment Areas in a Master Plan

RETURN TO:

BEFORE YOU BEGIN:

Review External Availability (linked above), as the same methods will generally be used.

KEY TOPICS:

  • Assign Reasonable Recruitment Areas in a Master Plan
    • Assign RRA By Job Group in a Master Plan with EEO Job Group Structure
    • Use Plan Groups to Assign RRA by Job Group
  • Using the Recruitment Area Wizard in a Master Plan
  • Additional Considerations
    • Assign Recruitment Areas by Job Group in a Sub plan
    • When Importing Recruitment Areas from another balanceAAP Plan
    • How Census Code Edits Apply in a Master Plan
  • Using the Recruitment Area Wizard in a Master Plan

Master Plan Considerations for External Availability Settings

Assign Reasonable Recruitment Areas in a Master Plan

In determining External Availability, the sub plan's default RRA will initially reflect the Master Plan default. However, at the sub-plan level:

  • Default RRAs may be set on the By Plan tab.^
  • RRAs may be added to the system and made available for assignment.

^When an area is not chosen for a Job Group, the default RRA will apply.

You may also choose to make later changes in the Master Plan and override the sub-plan settings, by checking the box for: Yes, cascade to my sub plans.

Assign RRA by Job Group in a Master Plan with EEO Job Group Structure

If a Master Plan has at least one sub plan associated — under Plan Codes — with an EEO Job Group structure, the menu header will display Corporate Job Groups and EE0 Job Groups tabs. Assign RRAs to the groups under both tabs to make the Master Plan assignments available for sub plans. Although any changes made will cascade to the sub plans, customization at the sub-plan level remains available.

Cross-reference: For information on job group structure, see: Plan Codes.

Use Plan Groups to Assign RRA by Job Group

While working on the Recruitment Areas > By Job Groups tab, a Plan Group can be selected from a drop-down beneath the menu header. This drop-down is available if Plan Groups have been established as Reporting Levels. Sub plans will reflect the Plan Group settings.

Quick Reminder: Review the RRAs for each Plan Group that is displayed in the drop-down.

Cross-reference: For instructions on creating Plan Groups, see: Master Plan Reporting Levels.

Using the Recruitment Area Wizard in the Master Plan

If the Recruitment Area Wizard was used in the Master Plan, those selections will automatically cascade to the sub plans. Wizard settings are not available by sub plan.

Additional Considerations

Assign Recruitment Areas by Job Group in a Sub plan

Any edits made to Recruitment Areas > By Job Group will apply to those job groups where they appear across sub plans. Recruitment Areas may be customized by sub plan.

When Importing Recruitment Areas from another balanceAAP Plan

An Assign Sub Plans menu will display, from which you can choose:

  • Do not assign recruitment areas to sub plans at this time.
  • Cascade recruitment areas to sub plans.

How Census Code Edits Apply in a Master Plan

Saved changes in a Master Plan for a Job Title/Code will apply to any sub plans containing that Job Title/Code.

Quick Tip: To restrict the change to the Master Plan, use the following method:

  1. Display the Census Coding tab by Job Title.
  2. Click on the Census Code/Description entry.
  3. Select a different code.
  4. Click Save.

Using the Recruitment Area Wizard in the Master Plan

If the Recruitment Area Wizard was used in the Master Plan, those selections will automatically cascade to the sub plans. Wizard settings are not available by sub plan.