What's New in BalanceTrak! Release Notes

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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 has performed the following 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:

June 2019

  • The opening menu for creating a Requisition has been improved to clarify whether an existing Requisition Template is available for selection.
  • The Actions menu on the Job Seekers list has been modernized for better ease of use.
    • When forwarding a Job Seeker's information (or copying a Job Seeker email to other users), suggestions for balanceTRAK recipients will be prompted for you, with the entry of at least two letters from the user name.
  • Based on user permissions, software users can now reopen, edit, AND save submitted Job Seeker Forms.
  • When Accepting New Applications and Internal/External job postings are off, existing Job Seekers can now continue to complete Forms (e.g., BACKGROUND CHECK).
  • The Reports > Export function for Job Seeker data now displays more options for filters and fields, including limiting the export file to Job Seekers who have completed a particular Form.
  • The feature to alert users when a Job Seeker is not eligible to receive an Offer letter has been added to the Job Seeker > Offer tab.
  • For the client-side Administrator:
    • Workflow options for dispositioning viewed Job Seekers can be set at the overall level, in addition to by Job Seeker Stage.
    • System-generated email notifications can be controlled from the Email Templates screen.
  • During customer migrations to Version 4.0 Implementations, we continue to enhance the newly designed interface in response to identified customer needs and to enhance performance or perform minor bug fixes.

May 2019

  • Enhanced filtering by individual Requisition fields has been added to the Home page Settings menu, for use in personalizing Dashboard widget data.
  • Requisition security has been enhanced to allow for individual user restrictions when creating and managing Requisitions.
  • User Management has been enhanced to allow for the copying of user profiles when creating new users.
  • During customer migrations to Version 4.0 Implementations, we continue to enhance the newly designed interface in response to identified customer needs and to enhance performance or perform minor bug fixes.

April 2019

  • A new "handshake" icon has been added to the Requisition list view, indicating that a closed Requisition resulted in the position(s) being filled.
  • On the Requisition detail > Summary tab, the Job Seeker by Stage table includes a new column for "undispositioned" Job Seekers.
  • In the Job Seeker detail, the BACKGROUND CHECK form can be automatically released to the Job Seeker from the Screenings > Background Check tab.
  • The Offers tab is now available in the Job Seeker detail to support sending a personalized merge letter on company letterhead to the selected candidate. The recipient can then respond to the Offer letter from the Profile area of the Job Seeker account.
  • At Reports > Export > Requisition > Fields, the selection options have been expanded so that Requisition exports can be further customized to include specific fields.
  • To accompany the Offers tab:
    • An administrative Settings area will house Offer Templates.
    • Client Settings, as implemented by Berkshire Product Support for client accounts, will control the display of the Offers tab, as triggered by the Offer stage.
  • Client organizations can take advantage of an even wider array of editable Email Templates, for use in system notifications. The full library includes templates for a Requisition closing; a hire being made; Background Check completion; and Approval Processes, among others. For system activities where applicable, there are separate templates for real-time and daily reminders.
  • During customer migrations to Version 4.0 Implementations, we continue to enhance the newly designed interface in response to identified customer needs and to enhance performance or perform minor bug fixes.

March 2019

  • The Job Seeker list can be shown in the following configurations:
    • Displayed in Grid view for a comprehensive view of, and access to, applicant data.
    • Filtered to show Job Seeker Stage/Disposition for each applicant.
  • As part of a follow-up interaction with the Job Seeker, an additional Form (as stored in the requisition under: Other Forms) can be automatically released to the Job Seeker from the Job Seeker detail. Form completion status will be indicated on the Forms tab, and the corresponding email message is recorded on the Communications tab.
  • The platform for Help videos has been upgraded, and new offerings have been uploaded to this viewer. The new topical videos can be accessed by users from a corresponding balanceTRAK task area.
  • During customer migrations to Version 4.0 Implementations, we continue to enhance the newly designed interface in response to identified customer needs and to enhance performance or perform minor bug fixes.

February 2019

  • The Job Posting page has been updated with the following settings:
    • The company name used when sharing openings can now be updated on Job Posting Page settings.
    • To increase security, Search engines have been restricted from scanning Internal Job Posting pages.
  • For clients with Job Seeker > Communication turned on:
    • Via Account settings, each user can opt to receive an email to Outlook when a Job Seeker replies to a balanceTRAK-initiated email.
    • The process for recognizing incoming texts from Job Seekers has been enhanced to prevent duplicates when the Job Seeker has applied to multiple Requisitions.
  • Ability for an Incomplete and dispositioned Job Seeker to access partially completed APPLICATION and/or PRESCREENER will be restricted. However, this type of Job Seeker can still receive a Form for completion from a balanceTRAK user by email.
  • Via Reference Tables > Job Code, separate videos can be displayed to Job Seekers by Job Description, to replace the default video, where suitable.
  • During customer migrations to Version 4.0 Implementations, we continue to enhance the newly designed interface in response to identified customer needs and to enhance performance or perform minor bug fixes.