Accessing the Active Plan Status Report in BalancedResults

This report helps Client Admins ensure that all of the necessary Plan steps have been completed at the end of the year!

1. In BalancedResults, in admin mode, go to Reports.
   
2. Click on the Active Plan Status card:
   

From here, you'll be able to view the report, which indicates whether:

• the conclusions were filled out by the employee and supervisor
• the final approval process has been initiated
• the e-signatures were entered by the employee and supervisor