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BalanceTRAK Overview and Navigation

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

KEY TOPICS:

  • Introduction to balanceTRAK
    • Implementation
    • Modules
    • Permissions to Access Views and Functions
  • Side Navigation Menu
  • Working with the List / Detail View
  • Introduction to the Tab-based Detail View
    • Requisition Record Contents
    • Job Seeker Record Contents
    • Show More Tabs (When applicable)

Introduction to balanceTRAK

From posting a job opening (to a branded Website page and on major career sites) to ultimately hiring the most-qualified candidate, balanceTRAK supports the recruiting 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 job openings, storing applicant information, and providing reporting on related activity, the software relies on three key modules, accordingly:

  • Requisitions (Job openings, or postings)
  • Job Seekers (Applicants, or job candidates)
  • Reports (Requisition and Job Seeker statistics)

If you are an Administrator, the following modules 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.

Permissions to Access Views and Functions

Each software user may have different permissions to view, edit, add, 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. If you have any questions, please contact your organization's balanceTRAK Administrator.

Side Navigation Menu

Available from the left side on every page, the side navigation menu offers easy access to the balanceTRAK modules, which have been introduced in this article.

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.

Working with the List / Detail View

The default display for both Requisitions and Job Seekers is the List / Detail view, a combination screen comprised of:

  • A list of twoexisting windows:
    • Inrecords in the left-handright-hand column, the Requisition list identifies each Requisition, and a selected Requisition will be indicated by gray highlight and boldface.

      • AND

    • ForAn aactive, highlightedor Requisition,open, detail record in the Requisitionright Detail houses all key information and tasks for each job posting.window

    Show More Records

    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 accessed in the column by scrolling the right-hand navigation bar.

    Alternate Display by Grid View

    Introduction to the Tab-based Detail View

    In Requisitions and Job Seekers, tab-based detail views display when a record is chosen from the Requisition list or the Job Seeker list, respectively.

    The tab that is currently active will also display in a subsequent detail, when the detail is opened.

    Requisition Record Contents

    A full Requisition record, or detail, is comprised of the following tabs:

    • Summary
    • Fields
    • Forms
    • Job Description
    • Keywords
    • Sources
    • Approvals
    • Job Seeker Activity
    • Notes
    • History
    • Workflow
    • Calendar

    Job Seeker Record

    The complete Job Seeker detail contains the following tabs:

    • Profile
    • Forms
    • Documents
    • Communication
    • Interview
    • Notes
    • History
    • Duplicates (Administrators only)
    • Screenings

    Show More Tabs (When applicable)

    Depending on 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] icon to view those tabs in a second header row.

    Cross-references: To learn more about the detail layouts, please read: