What's New in BalanceTRAK

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BalanceTRAK

Part of the balanceWORKS family of software

If you would like to review recent interface design changes, please see:   Software Transition Crosswalk.

Version 4.0


As part of our efforts to continually improve our products and services, Berkshire performs periodic upgrades to balanceTRAK software.

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


The following applicant tracking features in Version 4.0 have been enhanced at the following intervals:

September 2020

  • balanceTRAK has partnered with Glassdoor to begin posting your requisitions free of charge. Requisitions can be added to Glassdoor from the Sources tab by selecting Glassdoor from the Add Integrated Sources option.
  • Job Seeker Interview has been updated to properly reflect user and job seeker time zone differences when scheduling interviews.
  • Users can now only select active Interview forms when scheduling Job Seeker Interviews.
  • Job Seeker Interview and HR Forms now display character limit warning when completing Long Text questions.
  • Job Seeker password reset has been updated to display dynamic company logos and security questions.

July 2020

  • An updated Voluntary SELF-IDENTIFICATION of Disability form is now available for all balanceTRAK Implementations. In conformance with OFCCP requirements as of August 4, 2020, this form is for use by covered employers to invite applicants to voluntarily disclose disability status (along with surveying employees at least once every five years).
  • The APPLICATION process and Job Description pages have been enhanced to incorporate Google Tag Manager, which allows marketing teams to add and update embedded tags for site analytics and conversion tracking.
  • Requisition and Job Seeker Approval process emails have been updated to improve the Notifications process.
  • Job Seeker management and Search capabilities have been augmented for enhanced usability.
  • Tools for Add a New Requisition and Requisition management have been improved for increased efficiency in job posting and tracking.
  • Relevant BalanceTRAK > Reports will now display descriptive information for Pending, Open, and Closed Categories (e.g.,Pending - Awaiting Approval) to harmonize with the Requisition detail > Summary display.
  • As part of our continual efforts to improve software performance, we have improved the platform’s underlying stability and addressed minor bug fixes.

June 2020

  • As part of the Indeed integration, options for Indeed job postings now include indicating if the position is remote, and if so, the type of remote arrangement (e.g., temporary, fully remote, flexibility to work from home). This supports an applicant’s ability to search Indeed postings, using these criteria.
  • BalanceTRAK can now be integrated with Jobfindah.
  • As part of our continual efforts to improve software performance, we have improved the platform’s underlying stability and addressed minor bug fixes.

April 2020

  • For a Requisition’s Sources, the Date Sent column will better document the autopost function for various integrated job boards and the user’s actions.
  • For the list column in Job Seekers, the Show Incomplete Job Seekers toggle icon will remain on until the user turns it off, even after the page is refreshed or the user navigates to another module.
  • For client organizations with multiple Job Posting pages (typically reflecting separate business units), the Job Description page header can be customized for each business unit.
  • In upgraded balanceTRAK notification emails, visual elements, including the employer’s job posting logo, will be displayed.
  • Approval Process notifications from balanceTRAK have been additionally upgraded as follows:
    • The notification triggers and process has been streamlined to better target recipient audiences, based on the participating user’s role and the action.
    • The Job Description will be attached to a Requisition Approval Process email message, in PDF.
  • The process of developing an Approval Process template has been centralized, limiting their creation to the Settings > Approval Process Templates module. (Previously, a new template could be developed while creating a Requisition template.)
  • System Tools > Profile Management will now include a control on the Administration tab to disable the Skip approver function for Approval Processes.
  • Enhancements have been made to Settings > System > Archives to improve data compilation and performance.
  • We continue to enhance the 4.0 interface in response to customer feedback, for minor bug fixes, for visual appeal, and to improve performance.

February 2020

  • Permissions for Requisition and Job Seeker Approval Processes have been modified to account for ad-hoc processes.
  • The settings for Requisition detail > Keywords have been adjusted to limit the number of keywords to 10.
  • When Job Seekers are copied to another Requisition for consideration, and the option to notify the Job Seeker is selected, a customized email message can now be sent. (An Administrator can edit/develop the message at: Settings > Email Templates.)
  • We continue to enhance the 4.0 interface in response to customer feedback, for minor bug fixes, for visual appeal, and to improve performance.

January 2020

  • The Job Seeker list will now display the full Disposition code description, and the Keyword score will automatically activate for new Job Seekers.
  • When a Requisition end date is reached, the toggle switches for Posted Internally/Externally and Accepting New Job Seekers will automatically turn off in all situations.
  • For an Offer letter to the chosen hire, your company representative’s signature will now display in script when entered into the Signature field.
  • ZipRecruiter joins our list of free, opt-in job posting feeds, available via balanceTRAK.
  • We continue to enhance the 4.0 interface in response to customer feedback, for minor bug fixes, for visual appeal, and to improve performance.

2019 BalanceTRAK Release Notes