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BalanceTRAK Overview and Navigation

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

KEY TOPICS:

  • Introduction to balanceTRAK
    • Implementation
    • Modules
  • Side Navigation Menu
  • Basic Search from the Header
  • List / Detail View Display Framework
    • Tab-based Detail View

      • Navigate the Requisition Record

      • Navigate the Job Seeker Record

      • Show More Records
        • Permissions to Show/Hide Tabs
      • Grid View

    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 both job openings and applicant information, the software relies on two modules, accordingly:

    • Requisitions (Job openings, or postings)
    • Job Seekers (Applicants, or job candidates)

    In support of the above efforts, Reports can be run to track statistics.

    If you are an Administrator, Settings (accessed from the side navigation menu)and System Tools (access located in the header) allow you to review or update components in the balanceTRAK workflow.

    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.