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BalanceTRAK Overview and Navigation

KEYUse TOPICS:

  • Introductionthe Table of Contents link above, in the page header, to balanceTRAK
    • Modules
  • Implementation
    • Permissions to Access Screens and Functions
  • Side Navigation Menu
  • Working with the Module View
    • The List View
      • Show More Records
    • The Detail View and Tab Layout
      • Show More Tabs (When applicable)
  • Performaccess a Quicklist Search
of balanceTRAK Help topics.

Introduction to balanceTRAK

From posting a job opening (to(on a branded Website page and on major career sites) to ultimately hiring the most-qualified candidate, balanceTRAK supports the recruiting process with database, information-sharing, and communication tools.process. As a software user engaged in this process, you may belong to one of the following audiences:

  • Human Resource (HR) professionals who manage or coordinate recruiting and/or hiring
  • Hiring managers or other collaborators who participate in, or make decisions about, hiring
  • Data specialists who develop compliance or voluntary reporting on HR activities

Implementation

During the initial Implementation, the applicant workflow in balanceTRAK was determined, based on a collaboration between your organization and Berkshire's Product Support team. Typically, your organization will have a designated Administrator. At that time, permissions for your access to, and work in, balanceTRAK functions will have been determined.

Modules

In organizing both job openings,openings storingand applicant information, and providing reporting on related activity, the software relies on three keytwo modules, accordingly:

  • Requisitions (Job openings, or postings)
  • Job Seekers (Applicants, or job candidates)

In support of the above efforts, Reports (Requisitioncan andbe Jobrun Seekerto statistics)track statistics.

If you are an Administrator, Administrative theSettings followingand System modulesTools allow you to review or update components in the balanceTRAK workflow:

  • Settings (accessed from the side navigation menu)
  • (System Tools, accessed from the page header)

Use the Table of Contents link above, in the page header, to access a complete list of balanceTRAK Help topics by software module.
workflow.

Implementation

As a collaboration between your organization and Berkshire's Product Support team, balanceTRAK will be implemented to meet your organization's job posting and applicant management needs. During this initial Implementation, your organization will designate an Administrator, who will then administer account-wide settings and user permissions going forward. Your access to the software and permissions to perform specific functions will be based on your role in the organizational workflow.

Permissions to Access Screens and Functions

Each software user may have different permissions to view, edit, add, and/or delete information while working in BALANCEbTRAK's user-facing modules. Therefore, some task areas or page elements described in Help may be hidden or grayed out for you.

In addition, settings may be in place that "intuitively" show or hide task areas, based on Requisition Category (i.e., Pending, Open, or Closed).

If you have any questions, please contact your organization's balanceTRAK Administrator.

Side Navigation Menu

Available from the left side on every page, thean expandable/collapsible side navigation menu offers easy access to the balanceTRAK modules, or worktask areas, which have beenare introduced in this article, above.

To expand the working area, the side navigation bar will be hidden while a module is displayed. Press the [Expand] icon to show the side navigation bar. For Reports and Settings, modules with multiple task areas, click the [Expand] arrow to display those access points.

Data Working with the Module ViewSearch

The default displayModules for both Home, Requisitions, and Job Seekers isdisplay a combination screen, comprised of:

  • A list of existing records in the left-hand column

    • AND

  • An active detail for a selected record, in the right-hand window

The List View

The starting point for accessing information is the Requisition or Job Seeker list, each providing an overview of the current volume and status of workflow.

global Show More Records[Search] — The list footer will indicate the number of records being displayed, to the left. On the right, click the Show More link to increase the maximum length of the list. The additional records can be accessedtool in the columnpage header. byEnter scrollinga complete search-term to return the right-handbest navigationresults. bar.

Cross-references:Multiple Toresults learnwill morebe aboutorganized in the listcategories column,of Job Seekers and toolsRequisitions, foras organizing the display, please read:

The Detail View and Tab Layout

Both the Requisition and the Job Seeker record — or detail — rely on a tab-based layout, providing access to relevant task areas. Meanwhile, each tab provides specific task-driven tools that support everything from detailed data collection and recordkeeping to logistics and decision-making. applicable.

Quick Tip: ToQuickly supportlocate navigatinga theJob sameSeeker areasby offull interestname, inor multiple detail records, the tab that is currently active will also displaytype in a subsequentRequisition detail,Number whento opened.access a job posting record.

Show More Tabs (When applicable) — Depending onClick the available screen width for the Requisition or Job Seeker detail, the entire length of the tab header may not be visible. Select the [Expand][Clear Search] icon to view those tabs in a second header row.

Cross-references: To learn more aboutrestore the detailfull layoutsdisplay. andA whatmodule-specific tabsSearch areis available,also pleaseavailable read: