Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Contact Us
  • Home
  • balanceAAP
  • Job Group Structure

Job Group Structure Summary

Written by Paul Gorman

Updated at March 7th, 2025

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • balanceWORKS
  • balanceAAP
    About balanceAAP Plans Home Settings Data Help for the AAP Data Import Job Group Structure Organizational Profile Availability History IWD/Veterans Narratives Publish Plan Reports Dashboard Plan Review Additional Information System Tools (for Administrators)
  • Berkshire Client Portal
    About Berkshire Client Portal Data Visualizations System Tools Reports BCP Tools
  • REACH
    About REACH Modules System Tools
  • Release Notes
+ More

Table of Contents

Interacting with the Summary Table Split a Job Group Combine and Rename Job Group Additional Options

Before Job Groups are customized, the Summary table will display the default or currently applied structures by EEO category. In a Master plan, the Job Groups will be additionally organized by sub plan, separated by header bars. As Job Group Structures are saved, using the Create Structures screen, those structures will be available for display, as described under the next heading.

Interacting with the Summary Table

Table Fields

The Summary table includes statistics to help understand current Job Group composition. The header fields include the following:

  • EEO Code
  • Roster Count
  • PA (Personnel Actions)
  • Average Salary
  • Salary Range

Filter Data

In the upper right, a Filter drop-down can be accessed via the down arrow, to filter the summary by the following: 

  • Roster Count
  • Job Title Count
  • Salary Difference (a required value entry for Less Than OR Greater Than)

The setting can be removed by pressing the Clear Filter button, located at the bottom of this drop-down.

Search Data

The screen will include a Search field in the upper right to help you hone in on information when there are several Job Groups. Simply enter the first three or more letters of a relevant term. To return the full display, click the Clear icon.

Expand/Compress Job Group Detail

Useful in a Master plan comprised of sub plans, each plan listing can be expanded or minimized, via the down arrow and the right arrow, respectively.

Split a Job Group

After reviewing the Job Groups, if you feel they are too large, they can be divided into smaller units. Select the group you wish to change and click the Split Selected button that will open the Job Group Split menu. In the left column, you can select the Field(s) that will determine how the group will be split. The Preview, on the right, will adjust to your selections. If the split is satisfactory, click the Apply Changes button in the lower toolbar and the new groups will be added to the summary. 

 

Combine and Rename Job Group

Initially, the split process may show too many Job Groups in the Preview, so these preliminary splits may be further refined. From the Job Group Split screen, select the Combine and Rename button. 

On the Job Group Split Advanced page, users can create new group codes, names, and combine job groups into other job groups. This process is similar to the process described on the Job Group Structures page. After the changes have been made, click the Apply Changes button in the lower toolbar and the new groups will be added to the summary. 

Additional Options

At any time after Job Groups have been reconfigured, the system can return these settings to the default EEO categories. Navigate to the lower toolbar, and press Revert to Default, the third button from the left. You may also Cancel changes at any time.  

The Export button is also available for those wishing to create an Excel spreadsheet of the Job Groups for use outside the system.

role overview work division

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • User-Defined Personnel Actions
  • Match Applicants and New Hires
  • Reviewing Master Plan Data
MicrosoftTeams-image (4)

Berkshire is a human resources and technology firm specializing in affirmative action, pay equity, and workforce data analytics.

Solutions
  • Compliance
  • Pay Equity
  • People Insights
About Us
  • History
  • Careers
  • Our Team
  • Contact Us
  • Privacy Policy

© Copyright 2024

Expand