Reports by Compliance Type
Default Reports by Compliance Type
The reports available in balanceAAP can change by client, by plan, and by compliance type. Each client is able to determine which reports appear in their account, and these selections can be made on the Report Groups page. However, Berkshire has created a default list of reports that vary by the plan's chosen compliance type.
| Report Name | Report Group | Non-Discrimination | 503/VEVRAA | State and Local Reporting | Workforce Analytics Under Attorney-Client Privilege |
| Plan Summary | Overview Reports | X | - | X | X |
| Minorities and Women Narrative | Narratives | - | - | X | - |
| Individuals with Disabilities Narrative | Narratives | X | X | X | - |
| Protected Veterans Narrative | Narratives | X | X | X | - |
| Workforce Analysis | Main AAP Reports | - | - | X | - |
| Organizational Display | Main AAP Reports | - | - | X | - |
| Supervisor by Department | Main AAP Reports | - | - | X | - |
| Annotated Employee List by Department | Main AAP Reports | - | - | X | - |
| Job Group Analysis | Main AAP Reports | X | - | X | X |
| Job Group Analysis by EEO Code | Main AAP Reports | X | - | X | X |
| Job Group Analysis Summary | Main AAP Reports | X | - | X | X |
| Annotated Employee List | Main AAP Reports | - | - | X | - |
| Availability Factor Computation Form | Main AAP Reports | X | - | X | X |
| Incumbency vs Estimated Availability | Main AAP Reports | X | - | X | X |
| Placement Goals | Main AAP Reports | - | - | X | - |
| Goal Attainment | Main AAP Reports | - | - | X | - |
| Applicant Summary | Main AAP Reports | - | - | X | - |
| New Hire Summary | Main AAP Reports | - | - | X | - |
| Promotion Summary by Old Job | Main AAP Reports | - | - | X | - |
| Termination Summary | Main AAP Reports | - | - | X | - |
| History Source Summary by Job Group | Main AAP Reports | X | - | X | X |
| Requisite Skills Calculations | Utilization | X | - | X | X |
| Feeder Job Calculations | Utilization | X | - | X | X |
| Census Code Assignments | Utilization | X | - | X | X |
| Shortfall | Utilization | - | - | X | - |
| Availability Worksheet | Utilization | X | - | X | X |
| Recruitment Area Composition | Utilization | X | - | X | X |
| Feeder Worksheet | Utilization | X | - | X | X |
| Current Year Promotion Calculations | Utilization | X | - | X | X |
| Job Groups With Default RRA | Utilization | X | - | X | X |
| Applicant Summary by Disposition Code | Personnel Activities | X | - | X | X |
| Promotion Summary by New Job | Personnel Activities | - | - | X | - |
| Promotion Summary by Old Job | Personnel Activities | - | - | X | - |
| Promotion Summary for Goal Attainment | Personnel Activities | - | - | X | - |
| Transfer Summary by Old Job | Personnel Activities | - | - | X | - |
| Termination Summary by Termination Code | Personnel Activities | X | - | X | X |
| Involuntary Termination Summary | Personnel Activities | - | - | X | - |
| Voluntary Termination Summary | Personnel Activities | - | - | X | - |
| Competitive Promotion Summary | Personnel Activities | - | - | X | - |
| Competitive Promotion Summary by Disposition Code | Personnel Activities | X | - | X | X |
| Non-competitive Promotion Summary by New Job | Personnel Activities | - | - | X | - |
| Non-competitive Promotion Summary by Old Job | Personnel Activities | - | - | X | - |
| Non-competitive Promotion Summary for Goal Attainment | Personnel Activities | - | - | X | - |
| Hiring Analysis Summary | Personnel Activities | - | - | X | - |
| Hiring Analysis Summary by Disposition Code | Personnel Activities | X | - | X | X |
| Roster Checklist | Checklists | - | - | X | - |
| Applicant Checklist | Checklists | - | - | X | - |
| New Hire Checklist | Checklists | - | - | X | - |
| Promotion Checklist | Checklists | - | - | X | - |
| Transfer Checklist | Checklists | - | - | X | - |
| Termination Checklist | Checklists | - | - | X | - |
| Involuntary Termination Checklist | Checklists | - | - | X | - |
| Voluntary Termination Checklist | Checklists | - | - | X | - |
| History Source Roster Checklist | Checklists | - | - | X | - |
| Competitive Promotions Checklist | Checklists | - | - | X | - |
| Hiring Analysis Checklist | Checklists | - | - | X | - |
| Non-Competitive Promotions Checklist | Checklists | - | - | X | - |
| Adverse Impact for Applicants | Adverse Impact | X | - | X | X |
| Adverse Impact for Competitive Promotions | Adverse Impact | X | - | X | X |
| Adverse Impact for Hiring Analysis | Adverse Impact | X | - | X | X |
| Adverse Impact for Involuntary Terminations | Adverse Impact | X | - | X | X |
| Adverse Impact for Non-Competitive Promotions | Adverse Impact | X | - | X | X |
| Adverse Impact for Promotions | Adverse Impact | X | - | X | X |
| Adverse Impact for Terminations | Adverse Impact | X | - | X | X |
| Adverse Impact for Transfers | Adverse Impact | X | - | X | X |
| Adverse Impact for Voluntary Terminations | Adverse Impact | X | - | X | X |
| Detail for Applicants | Adverse Impact | X | - | X | X |
| Detail for Competitive Promotions | Adverse Impact | X | - | X | X |
| Detail for Hiring Analysis | Adverse Impact | X | - | X | X |
| Detail for Involuntary Terminations | Adverse Impact | X | - | X | X |
| Detail for Non-Competitive Promotions | Adverse Impact | X | - | X | X |
| Detail for Promotions | Adverse Impact | X | - | X | X |
| Detail for Terminations | Adverse Impact | X | - | X | X |
| Detail for Transfers | Adverse Impact | X | - | X | X |
| Detail for Voluntary Terminations | Adverse Impact | X | - | X | X |
| Applicant Pool Analysis | Monitoring | X | - | X | X |
| Labor Force Calculations | Monitoring | X | - | X | X |
| Promotion/Hiring Comparison | Monitoring | X | - | X | X |
| Data Collection for Individuals with Disabilities | IWD & Vets | X | X | X | - |
| Data Collection for Protected Veterans | IWD & Vets | X | X | X | - |
| Individuals with Disabilities Utilization Goals | IWD & Vets | X | X | X | - |
| Veteran Benchmarks for Hiring Analysis | IWD & Vets | X | X | X | - |
| Five Factor Benchmark | IWD & Vets | X | - | X | - |
| Compensation Summary by Grade | Compensation | X | - | X | X |
| Compensation Summary by Job Group | Compensation | X | - | X | X |
| Compensation Summary by Title | Compensation | X | - | X | X |
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