Learn about an Update Plan
- What is an Update Plan?
- Working in BALANCEaap to Develop an Update Plan
- Data Requirements for an Update Plan
- Update Plan Reports
- Recent Plans, Open Plan, and Plan Lists / Plan Types by Icon
- Create Plan / Steps 1 and 6
- History Source / History Source for an Update Plan
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. The Update Plan is always linked to the preceding Annual plan.
Working in BALANCEaap to Develop an Update PlanWhen an Update plan is developed, using the Create Plan tab, the connection to the preceding Annual plan is established. (For more information, see the Help article, linked above.) This connection allows the Annual and Update plans to share the same building blocks, such as Reference Tables and Availability figures.
While working in an Update plan, the Availability module will not display in the side navigation menu. The IWD/Veterans analyses may be activated, but the results will reflect the corresponding Annual plan.
Data Requirements for an Update PlanA new data set for the interim reporting period is required, including:
- Roster Data table
- Data tables for Personnel Actions
- New Hire
^Refer to the corresponding Annual plan to see if the Transfer table was included.
Update Plan ReportsBased on the level of personnel activity during the interim analysis period, an Update plan provides key Affirmative Action results, including Reports such as:
- GOAL ATTAINMENT
- APPLICANT SUMMARY
- NEW HIRE SUMMARY
- PROMOTION SUMMARY BY OLD JOB
- TERMINATION SUMMARY
You may also choose to prepare Adverse Impact analyses for the interim period.
For communication purposes within your organization, the PROGRESS SUMMARY highlights the following key findings:
- Total Minority and Female Employment
- Personnel Activity
- Adverse Impact
- Goal Attainment