BalanceTRAK Overview and Navigation
KEYUse TOPICS:
Introductionthe Table of Contents link above, in the page header, tobalanceTRAKModulesImplementationPermissions to Access Screens and FunctionsSide Navigation MenuWorking with the Module ViewThe List ViewShow More RecordsThe Detail View and Tab LayoutShow More Tabs (When applicable)Performaccess aQuicklistSearch
Introduction to balanceTRAK
From posting a job opening - 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
Implementation
During the initial Implementation, the applicant 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 will have been determined.Modules
In organizing both job- Requisitions (Job openings, or postings)
- Job Seekers (Applicants, or job candidates)
In support of the above efforts, Reports (Requisitioncan andbe Jobrun Seekerto statistics)track
statistics.
If you are an Administrator, Administrative theSettings followingand System modulesTools allow you to review or update components in the balanceTRAK workflow:
Settings(accessed from theside navigation menu)(System Tools, accessed from thepage header)
workflow.
Implementation
Permissions to Access Screens and Functions
In addition, settings may be in place that "intuitively" show or hide task areas, based on Requisition Category (i.e., Pending, Open, or Closed).
If you have any questions, please contact your organization's balanceTRAK Administrator.
Side Navigation Menu
Available from the left side on every page, To expand the working area, the side navigation bar will be hidden while a module is displayed. Press the [Expand] icon to show the side navigation bar. For Reports and Settings, modules with multiple task areas, click the [Expand] arrow to display those access points.
Data Working with the Module ViewSearch
A list of existing records in the left-handcolumnAn active detail for a selected record, in the right-handwindow
AND
The List View
global Show More Records[Search] — The list footer will indicate the number of records being displayed, to the left. On the right, click the Show More link to increase the maximum length of the list. The additional records can be accessedtool in the columnpage header. byEnter scrollinga complete search-term to return the right-handbest navigationresults. bar.
Cross-references:Multiple Toresults learnwill morebe aboutorganized in the listcategories column,of Job Seekers and toolsRequisitions, foras organizing the display, please read:
The Detail View and Tab Layout
Quick Tip: ToQuickly supportlocate navigatinga theJob sameSeeker areasby offull interestname, inor multiple detail records, the tab that is currently active will also displaytype in a subsequentRequisition detail,Number whento opened.access a job posting record.
Show More Tabs (When applicable) — Depending onClick the available screen width for the Requisition or Job Seeker detail, the entire length of the tab header may not be visible. Select the [Expand][Clear Search] icon to view those tabs in a second header row.
Cross-references: To learn more aboutrestore the detailfull layoutsdisplay. andA whatmodule-specific tabsSearch areis available,also pleaseavailable read:
- within Administrative Settings.
Navigate the Requisition DetailNavigate the Job Seeker Detail