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BalanceTRAK Overview and Navigation

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

Introduction to balanceTRAKBalanceTRAK

From posting a job opening (on a branded Website page and major career sites) to ultimately hiring the most-qualified candidate, balanceTRAK supports the recruiting process. As a software user engagedAs 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

Software Implementation

During the initial Implementation, the applicantJob Seeker 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 were determined. Typically, your organization will have beena determined. designated Administrator, who will oversee permissions going forward.

Modules

In organizing both job openings and applicant information, the software relies on two modules, accordingly:

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

In support of the above efforts, Reports can be run to track statistics.

If you are an Administrator, Administrative Settings and System Tools allow you to review or update components in the balanceTRAK workflow.

Side Navigation Menu

Available from the left side on every page, an expandable/collapsible side navigation menu offers easy access to the balanceTRAK task areas, which are introduced in this article, above.

Navigate between Applications

If other balanceWORKS applications are installed (such as REACH, the Good Faith Efforts recruiting activities tracker), choose the appropriate icon from the left side of page header to access the other application.

Software Header

Simple Data Search

ModulesJust below the software header, the modules for Home, Requisitions, and Job Seekers displayfeature a global "quick" [Search]Search toolbar.

Enter a few letters, some digits, or a word, and the results, as applicable, will display in the list pagecolumn headeron the left side of the view.

Examples:.

  • Quickly Enterlocate an applicant by first name or a completefew search-termletters to returnof the bestlast results. Multiple results will be organizedname in the categories of Job Seekers and Requisitions, as applicable.

    Quick Tip: Quicklymodule. locate

  • While aworking Job Seeker by full name, orin Requisitions, type in a Requisitionfew Numberdigits toor accessletters of a jobRequisition postingNumber, record.or

    enter a few letters from a Job Title.

Click the [ClearClear Search]Search icon to restore the full list display. A module-specific Search is also available within Administrative Settings.