Open Plan

General Information

This allows the user to select a plan to work with. The window can be accessed by clicking the Open Plan icon on the toolbar. To open a plan quickly, the user may double-click a plan in the list. If you right-click on a plan, the Plan Information window will appear that will allow you to view and edit the plan information.

Controls

• Search

This text box will allow the user to search for a plan quickly in the list based on criteria typed in the box.

• Create a New Plan Button

This button will allow the user to add a new plan to the company. Users wishing to add a plan from another version of The Complete AAP may create the plan shell before restoring or upgrading a plan into the company.

• Work With All Plans Button

This button allows the user to perform most activities to all plans within a company without selecting a individual plan.

• Edit Values Button

This button allows the user to easily edit plan information for all of the plans within a company in one grid. Columns in the grid can be reordered and sized by the user.

• Open AAP Button

This button allows the user to select a single plan.

• Cancel Button

Closes the open Select a plan to work with window.

Data Fields

Plan Code – The unique code to identify the plan and may contain up to 10 alphanumeric characters.

Plan Name –The unique name for a plan containing up to 150 characters.

Identifier – Up to 10 characters to help distinguish one plan from another.

of Emps – Employee count from workforce import and manually added employee records.

State – State shown on Plan Information Narrative tab.

Zip – Zip Code shown on Plan Information Narrative tab.

Address 1 – Address 1 shown on Plan Information Narrative tab.

Address 2 – Address 2 shown on Plan Information Narrative tab.

City - City shown on Plan Information Narrative tab.

EEO Coordinator - This is the name of the individual given responsibility by the Executive Officer for the creation and implementation of the AAP.

EEO Email - This is the EEO Coordinator's email address.

EEO Company - This is the name of the facility where the EEO Coordinator is located.

EEO Address - This is the address for the EEO Coordinator.

EEO City - This is the city for the EEO Coordinator.

EEO State - This is the sate for the EEO Coordinator.

EEO Zipcode - This is the zipcode for the EEO Coordinator.

Executive Officer - This is the top-level company official who has overall responsibility for the current plan.

Executive Officer's Title - This is the Executive Officer's job title.

Dun & Brad - This is the Duns number issued by Dun & Bradstreet, Inc.

EIN - This is the Employer Identification Number issued by the IRS.

EEO-1 - This is the employer identification number issued by the Equal Employment Opportunity Commission for the EEO-1 report.

Parent Company - This is the name of the parent company for the currently selected plan.

Parent Dun & Brad - This is the Parent Company's Duns number issued by Dunn & Bradstreet, Inc.

Parent EIN - This the the Parent Company's Employer Identification Number issued by the IRS.

Parent EEO-1 - This is the Parent Company's employer identification number issued by the Equal Employment Opportunity Commission for the EEO-1 report.

Optional Data Fields may be turned on/off from the General tab of the Options menu under Utilities.

Goals – A green shaded icon indicates the plan has no goals, red indicates the plan has goals and blue indicates the report hasn’t been run.

Adv. Imp. - A green shaded icon indicates the plan has no Adverse Impact, red indicates the plan has Adverse Impact and blue indicates the report hasn’t been run.

Comp. - A green shaded icon indicates the plan has no potential compensation issues, red indicates the plan has potential compensation issues, and blue shading indicates the report hasn’t been run.

See Also

Plan Information - General Info Tab
Plan Information - Narrative Info Tab

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