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BalanceTRAK Overview and Navigation

Use the Table of Contents link above, in the page header, to access a complete list of balanceTRAK Help topics by module.

KEY TOPICS:

  • Introduction to balanceTRAK
    • Implementation
    • Modules
  • Side Navigation Menu
  • Basic Search from the Header
    • Clear Search Terms
  • List / Detail View Display Framework
    • Alternate Display by Grid View
  • Navigate the Tab-based Detail View
    • Permissions to View / Edit Tabs
    • Requisition Record
    • Job Seeker Record
    • Show More Records

Use the Table of Contents link above, in the page header, to access a complete list of balanceTRAK Help topics by module.

Introduction to balanceTRAK

From posting a job opening (on a branded Website page and major career sites) to ultimately hiring the most-qualified candidate, balanceTRAK supports the recruiting process. As a software user engaged in this process, you may belong to one of the following audiences:

  • 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 job openings, storing applicant information, and providing reporting on related activity, balanceTRAK relies on three key modules, accordingly:

  • Requisitions (Job openings, or postings)
  • Job Seekers (Applicants, or job candidates)
  • Reports (Requisition and Job Seeker statistics)

If you are an Administrator, the following modules allow you to review or update components in the balanceTRAK workflow:

  • Settings (accessed from the side navigation menu)
  • System Tools (accessed from the page header)

Use the Table of Contents link above, in the page header, to access a complete list of balanceTRAK Help topics by module.

Side Navigation Menu

Available from the left side on every page, the side navigation menu offers easy access to the balanceTRAK task areas, which have been introduced in this article.

First Level: Display/Hide Side Bar

Second Level: Expand/Minimize Menu Items

Basic Data Search from the Header

The balanceTRAK page header will display a global [Search] bar. Enter a complete search-term to return the best results. Multiple results will be organized in the categories of Job Seekers and Requisitions, as applicable.

Quick Tip: Quickly locate a Job Seeker by full name, or type in a Requisition Number to access a job posting record.

Cross-reference: An Advanced Search is also from the page header when working in each module:

Clear Search Words

Click the [Clear Search] icon to restore the full display.

List / Detail View Display Framework

Alternate Display by Grid View

Navigate the Tab-based Detail View

Permissions to View / Edit Tabs

Requisition Record

Job Seeker Record

Show More Records