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BalanceTRAK Overview and Navigation

KEY TOPICS:

  • Introduction 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)
  • Perform a Quick Search

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 with database, information-sharing, and communication tools. 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

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.

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 task areas, based on Requisition Category.

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, or work areas, which have been 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.

Working with the Module View

The default display for both Requisitions and Job Seekers is 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.

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.

Cross-references: To learn more about the list column, and tools for 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.

Quick Tip: To support navigating the same areas of interest in multiple detail records, the tab that is currently active will also display in a subsequent detail, when opened.

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 and what tabs are available, please read: