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BalanceTRAK > System Tools > Client Settings

RETURN TO: Overview for Administrators

KEY TOPICS:

  • What are Client (Organization-based) Settings?
  • How Client Settings Support the balanceTRAK Experience
    • Administrators: Get Additional Assistance for Client Settings

What are Client (Organization-based) Settings?

Although Client Settings, determined during the initial Implementation, are not be visible you, they work behind the scenes to control system and database operations in critical ways. Accordingly, these settings will be locked at Implementation to ensure proper system operation.

How Client Settings support the balanceTRAK Experience

Client Settings are involved in the following software operations, and more:

  • Displaying content and activating features on the Job Posting Page
  • Turning on and managing Integrations^ with job boards, Background Check providers, and Onboarding services
  • Controlling the operation of Requisitions
    • Setting up a Requisition numbering system
    • Determining Fields and their characteristics
    • Protecting Forms from editing once a Job Seeker applies
    • Allowing users to send Job Seeker information (and Forms) to others
    • Managing workflow processes, including approval, open and close triggers
  • Controlling how Forms are displayed to Job Seekers
    • Allowing international formats for telephone and postal information
  • Controlling how Job Seekers are displayed to software users
    • Securing the display of a Job Seeker's personal information
    • Managing the progression of Job Seeker Stages
    • Managing Administrator tools, including settings for handling duplicate records
  • Managing system notifications#
    • Allowing users to receive Forms as part of a relevant notification
  • Determining defaults for user displays, settings, and time zone
    • Controlling user access

Administrators: Get Additional Assistance for Client Settings

If you have any questions, please contact Berkshire’s Product Support department at product.support@berkshireassociates.com; or use our Product Support Request, which is also available from each software application's Support button in the page header.

Notes:
^Integration Options
balanceTRAK integrates with the following job boards:

  • America’s Job Exchange
  • Indeed.com (with Indeed Apply option)
  • Careerbuilder.com
  • DC Jobs
  • Dice
  • Monster
  • us.jobs (formerly JOBCentral.com)
  • ZipRecruiter

#Options for Automatic System Notifications
While each user can determine how to receive system notifications under User Profile Settings , Client Settings control what initial, or default, settings are in place. The default options for sending notifications about system activities are to —

Notify users when:

  • A requisition is closing. Sent at 7:00 AM Eastern Time.
  • Someone applies for a job. If this option is selected, a further selection can be made to receive this type of notification:
    • On the day they apply at 10:00 PM Eastern Time, or
    • Immediately after they apply
  • Someone completes a background check form.
  • Notify me during each step of an approval process when I am a participating user.