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Product Release Notes

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BalanceWORKS Family of Software

  Software Transition Crosswalk

Version 4.0

July 2018 – February 2019

As part of our efforts to continually improve our products and services, Berkshire has performed the following upgrades to the family of balanceWORKS software products.

If you have any questions or comments, please contact Berkshire’s Product Support department at: product.support@berkshireassociates.com. OR from within the software, access Support from the Help icon in the software header to send a message to Berkshire.


Berkshire’s Product Support Team


BalanceAAP

VersionThis 4.0plan preparation software has been updated to include the following:


BalanceTRAK

Version 4.0 introduceshas been enhanced with the following:

  • New balanceTRAK user interface for better navigation and usability
  • New logos for all applications in the balanceWORKS suite, including balanceTRAK
  • Re-designed Profile Management, which allows an Administrator to turn on/off access to fields, functions, and screens, easily via checkbox
  • User Management, including location/department permissions, has been consolidated throughout and is now controlled through balanceWORKS.
  • The Job Seeker Export has been enhanced to include new data fields, date range options, the ability to save custom exports and several default export templates, including exporting Job Seeker data for use in balanceAAP.
  • Several Client Settings have been moved to the System tab, located within the Settings menu. These options include Default User Settings, Archive, and Job Seeker login instructions.
  • Standard Job Posting Pages can now be modified through the Settings menu, where users can update header information, Requisition filters, and each page’s style and color.
  • The Job Posting Page layout has been updated with user-friendly filtering options that can be customized per account.