Data Tables
Notes: The term "Required," as shown in the column headers below, refers to a system requirement for operation of the Data table.
Fields in italic below are placeholders for special data. For a list of Help resources on special data, see: Custom Data Capabilities.
Applicant
Field Name |
Data Type |
Length |
Required |
MP Required |
Applicant # |
Text |
11 |
No |
No |
First Name |
Text |
50 |
No |
No |
Last Name |
Text |
50 |
No |
No |
Race Code |
Text |
20 |
No |
No |
Gender Code |
Text |
20 |
No |
No |
Job Code |
Text |
20 |
Yes |
Yes |
Job Title |
Text |
50 |
No |
No |
Job Group |
Text |
20 |
No |
No |
Job Group Name |
Text |
50 |
No |
No |
Dep(ar)t(ment) Code |
Text |
20 |
No |
No |
Disp(osition) Code |
Text |
20 |
Yes |
Yes |
Reason |
Text |
50 |
Yes |
Yes |
IWD (Disability Status)
|
True/False |
- |
No |
No |
Protected Veteran (Status)
|
True/False |
- |
No |
No |
Exclude |
True/False |
- |
No |
No |
Unsuccessful |
True/False |
- |
No |
No |
Internally |
True/False |
- |
No |
No |
Externally |
True/False |
- |
No |
No |
Hire Date |
Date^ |
- |
No |
No |
Application Date |
Date^ |
- |
No |
No |
Req(uisition) # |
Text |
50 |
No |
No |
Employee # |
Text |
11 |
Yes |
Yes |
Referral Source |
Text |
50 |
No |
No |
Plan Code (Master Plan)
|
Text |
50 |
No |
No |
Zip Code |
Number |
5 |
No |
No |
User Field |
Text |
255 |
No |
No |
Drilldown Field |
Text |
255 |
Yes* |
Yes* |
Rollup Field |
Text |
255 |
No |
No |
New Hire
Field Name |
Data Type |
Length |
Required |
MP Required |
Employee # |
Text |
11 |
Yes |
Yes |
First Name |
Text |
50 |
No |
No |
Last Name |
Text |
50 |
No |
No |
Race |
Text |
20 |
Yes |
Yes |
Gender |
Text |
20 |
Yes |
Yes |
Job Code |
Text |
20 |
Yes |
Yes |
Job Title |
Text |
50 |
No |
No |
Job Group |
Text |
20 |
No |
No |
Job Group Name |
Text |
50 |
No |
No |
Dep(ar)t(ment) Code |
Text |
20 |
No |
No |
Dept Name |
Text |
50 |
No |
No |
Hire Date |
Date^ |
- |
No |
No |
Referral Source |
Text |
50 |
No |
No |
Req(uisition) # |
Text |
50 |
No |
No |
Application Date |
Date^ |
- |
No |
No |
Plan Code |
Text |
50 |
No |
Yes |
IWD (Disability Status)
|
True/False |
- |
No |
No |
Protected Veteran (Status)
|
True/False |
- |
No |
No |
User Field |
Text |
255 |
No |
No |
Drilldown Field |
Text |
255 |
Yes* |
Yes* |
Rollup Field |
Text |
255 |
No |
No |
Field Name |
Data Type |
Length |
Required |
MP Required |
Employee # |
Text |
11 |
Yes |
Yes |
First Name |
Text |
50 |
No |
No |
Last Name |
Text |
50 |
No |
No |
Race |
Text |
20 |
Yes |
Yes |
Gender |
Text |
20 |
Yes |
Yes |
Old Job Code |
Text |
20 |
Yes |
Yes |
Old Dep(ar)t(ment) Code |
Text |
20 |
No |
No |
Old Job Title |
Text |
50 |
No |
No |
Old Job Group |
Text |
20 |
No |
No |
Old Job Group Name |
Text |
50 |
No |
No |
New Job Code |
Text |
20 |
Yes |
Yes |
New Dept Code |
Text |
20 |
No |
No |
New Job Title |
Text |
50 |
No |
No |
New Job Group |
Text |
20 |
No |
No |
New Job Group Name |
Text |
50 |
No |
No |
Prom(otion) Date |
Date^ |
- |
No |
No |
Reason |
Text |
50 |
Yes |
Yes |
Old Plan Code (Master Plan)
|
Text |
50 |
No |
Yes |
New Plan Code (Master Plan)
|
Text |
50 |
No |
Yes |
Promotion ID |
Text |
20 |
No |
No |
Competitive |
True/False |
- |
No |
No |
User Field |
Text |
255 |
No |
No |
Drilldown Field |
Text |
255 |
Yes* |
Yes* |
Rollup Field |
Text |
255 |
No |
No |
Note: Add a Promotion ID column to support ADVERSE IMPACT reporting. .
Roster
Field Name |
Data Type |
Length |
Required |
MP Required |
Employee # |
Text |
11 |
Yes |
Yes |
First Name |
Text |
50 |
No |
No |
Last Name |
Text |
50 |
No |
No |
Race |
Text |
20 |
Yes |
Yes |
Gender |
Text |
20 |
Yes |
Yes |
Job Code |
Text |
20 |
Yes |
Yes |
Job Title |
Text |
50 |
No |
No |
Job Group |
Text |
20 |
No |
No |
Job Group Name |
Text |
50 |
No |
No |
Grade |
Text |
20 |
No |
No |
Dep(ar)t(ment) Code |
Text |
20 |
Yes |
Yes |
Dept Name |
Text |
50 |
No |
No |
Annualized Salary |
Number^ |
20 |
No |
No |
Starting Salary |
Number^ |
20 |
No |
No |
Hire Date |
Date^ |
- |
No |
No |
Reports In (Master Plan)
|
True/False |
- |
No |
No |
Reports Out (Master Plan)
|
True/False |
- |
No |
No |
Annotation Only |
True/False |
- |
No |
No |
Work Location |
Text |
50 |
No |
No |
Report Location |
Text |
50 |
No |
No |
Reports to Plan |
Text |
50 |
No |
No |
Plan Code (Master Plan)
|
Text |
50 |
No |
Yes |
Supervisor |
True/False |
- |
No |
No |
Supervisor Emp(loyee) # |
Text |
11 |
No |
No |
IWD (Disability Status)
|
True/False |
No |
No |
|
Work Zip Code |
Number |
5 |
No |
No |
Home Zip Code |
Number |
5 |
No |
No |
Remote |
True/False |
- |
No |
No |
Protected Veteran (Status)
|
True/False |
- |
No |
No |
User Field |
Text |
255 |
No |
No |
Drilldown Field |
Text |
255 |
Yes* |
Yes* |
Rollup Field |
Text |
255 |
No |
No |
Roster: Additional Fields for Compensation Export
Field Name |
Data Type |
Length |
Required |
MP Required |
Wage Rate |
Number^ |
20 |
No |
No |
Typical Hours |
Integer |
20 |
No |
No |
Other Comp(ensation) |
Number^ |
20 |
No |
No |
Status |
Text |
20 |
No |
No |
Roster: Additional Fields for EEO-1 Component 2
Cross-reference: For more information, refer to: BalanceAAP > EEO-1 Report / Prepare Component 2 Data.
Field Name |
Data Type |
Length |
Required |
MP Required |
W2 Box 1 |
Number |
20 |
- |
- |
Hours Worked |
Integer |
20 |
- |
- |
Termination
Field Name |
Data Type |
Length |
Required |
MP Required |
Employee # |
Text |
11 |
Yes |
Yes |
First Name |
Text |
50 |
No |
No |
Last Name |
Text |
50 |
No |
No |
Race |
Text |
20 |
Yes |
Yes |
Gender |
Text |
20 |
Yes |
Yes |
Job Code |
Text |
20 |
Yes |
Yes |
Job Title |
Text |
50 |
No |
No |
Job Group |
Text |
20 |
No |
No |
Job Group Name |
Text |
50 |
No |
No |
Dep(ar)t(ment) Code |
Text |
20 |
No |
No |
Department Name |
Text |
50 |
No |
No |
Term(ination) Code |
Text |
20 |
Yes |
Yes |
Voluntary |
True/False |
- |
No |
No |
Reason |
Text |
50 |
No |
No |
Term Date |
Date^ |
- |
No |
No |
Plan Code (Master Plan)
|
Text |
50 |
No |
Yes |
Term(ination) ID |
Text |
20 |
No |
No |
User Field |
Text |
255 |
No |
No |
Drilldown Field |
Text |
255 |
Yes* |
Yes* |
Rollup Field |
Text |
255 |
No |
No |
Note: Add a Termination ID column to support ADVERSE IMPACT reporting.
Transfer
Field Name |
Data Type |
Length |
Required |
MP Required |
Employee # |
Text |
11 |
Yes |
Yes |
First Name |
Text |
50 |
No |
No |
Last Name |
Text |
50 |
No |
No |
Race |
Text |
20 |
Yes |
Yes |
Gender |
Text |
20 |
Yes |
Yes |
Old Job Code |
Text |
20 |
Yes |
Yes |
Old Dep(ar)t(ment) Code |
Text |
20 |
No |
No |
Old Job Title |
Text |
50 |
No |
No |
Old Job Group |
Text |
20 |
No |
No |
Old Job Group Name |
Text |
50 |
No |
No |
New Job Code |
Text |
20 |
Yes |
Yes |
New Dept Code |
Text |
20 |
No |
No |
New Job Title |
Text |
50 |
No |
No |
New Job Group |
Text |
20 |
No |
No |
New Job Group Name |
Text |
50 |
No |
No |
Transfer Code |
Text |
20 |
No |
No |
Transfer Date |
Date^ |
- |
No |
No |
Reason |
Text |
50 |
No |
No |
Old Plan Code (Master Plan)
|
Text |
50 |
No |
Yes |
New Plan Code (Master Plan)
|
Text |
50 |
No |
Yes |
User Field |
Text |
255 |
No |
No |
Drilldown Field |
Text |
255 |
Yes* |
Yes* |
Rollup Field |
Text |
255 |
No |
No |
Drilldown Fields: As marked above with an (*) asterisk, Drilldown fields are required by the system ONLY if you include a Drilldown Reference table.
^Year format is: 2-digit month/2-digit day/2- or 4-digit year. Number includes two decimal places.
Report Distribution Users
Cross-reference: The table below supports setting up users to securely view AAP results by role. For more information, see: BalanceAAP > Publish Plan.
Field Name |
Data Type |
Length |
Required |
MP Required |
Email Address |
Text |
250 |
Yes |
Yes |
First Name |
Text |
50 |
Yes |
Yes |
Last Name |
Text |
50 |
Yes |
Yes |
Publish Group |
Text |
50 |
No |
No |
Plan Code (Master Plan)
|
Text |
50 |
No |
No |