balanceAAP > Plan Review

Plan Review

The balanceAAP Plan Review is an automated verification tool used to validate your affirmative action plan. This feature breaks your plan down into sections with an itemized list of tasks to review and complete. While not a requirement, Berkshire recommends using the Plan Review prior to downloading your final plan reports.

Automatic Item Review

Upon first entering the Plan Review, balanceAAP will evaluate the current plan. If any sections pass using the initial automatic scan, the item number, on the left, will highlighted in green and identified with a .

Closing Plan Review Items

All Tags can be edited by selecting the Edit Tag icon.

Tags can be edited by selecting the Edit Tag icon.

Tags can be edited by selecting the Edit Tag icon.

After a Tag's content has been added, it can be placed into the document based on the cursor's location by clicking the

icon. Removal of an individual Tag must be done through the Document Body.

Tags can be edited by selecting the Edit Tag icon.

Tags can be edited by selecting the Edit Tag icon.

---

                                                                                                                                                                                                                                                                                                                                                                                                       

Section Name	Item	Description	Type	Master Plan	Sub Plan	Regular Plan	Update Plan
Plan Information	1	Confirm that that plan date is correct in the plan information screen, and plan date range is correct. The plan date range should be the 12 months prior to the plan date.	Manual	Yes	Yes	Yes	Yes
Plan Information	1.1	Verify that the Company Name and Establishment Name are spelled correctly in the plan information screen.	Manual	Yes	Yes	Yes	Yes
Plan Information	1.2	Verify that EEO Schedule selected in the plan information screen is correct for type of company.	Manual	Yes	Yes	Yes	Yes
Plan Information	1.3	Plan Code Table: Company and Establishment Names are spelled correctly.	Manual	Yes	No	No	No
Plan Information	1.4	Plan Code Table: Document explanation for plans under 50 employees	Auto	Yes	No	No	No
Plan Information	1.5	Determine if any catch-all plans are used. For example, a plan that includes all remote sales workers, or all locations less than 50 employees combined in one plan. Confirm this is appropriate and document explanation.	Manual	Yes	Yes	No	Yes
Plan Information	1.6	Current plan employee count is compared to the history source plan’s employee count, document explanation if the difference in employee count is more than a 25% difference.	Auto	Yes	Yes	Yes	Yes
Plan Information	1.7	Plan Information: Plan Code Structure in Update Plan Matches Annual Plan.	Auto	Yes	No	No	Yes