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Manage the Job Seeker Profile

KEY TOPICS:

  • Flag a Job Seeker
  • Internal Job Seeker Designation
  • View (and Update) Contact Information
    • Update Contact Information
    • View Jobs Applied To
    • Mark Job Seeker as Ineligible
    • Review Security Settings

      • Change Password (System Administrator only)

  • Assign Job Seeker Stage and Disposition
  • Import a Resume to Update Job Seeker Data

Work with a Job Seeker's Basic Information

Basic information about the applicant is stored in the Job Seeker's Profile tab. The Profile tab is divided into five sub-tabs:

  • Contact Information
  • Jobs Applied To
  • Subscriptions
  • Ineligibility
  • Security

View (and Update) Contact Information

From the Profile > Contact Information tab, review the field(s) and locate any that requiring editing. The following fields are typically available:

  • First Name, Middle Name, Last Name
  • Social Security Number (secure)
  • Race Code, Gender Code
  • Email Address, Phone Can Text, Extension
  • Date of Birth
  • Street Address, City, State/Province, Zip/Postal Code
  • Country
  • At This Address, At This Address Since
  • Other Names, Maiden Name
  • Driver License Number
  • Additional Phone, Additional Phone Can Text

After entering the updated information, select the [Save Personal Information] button, at the bottom of the menu.

Note: Berkshire develops and maintains balanceTRAK in accordance with industry standards for the security and confidentiality of data that identify Job Seekers. For more information on Berkshire's policies and BALANCEbTRAK's role-based permissions to limit access to personally identifiable information (PII), contact Berkshire's Product Support.

Internal Job Seeker Designation

If the Job Seeker indicated he or she is an Internal applicant, the Internal icon will be activated in the secondary header of the Job Seeker detail, at the upper right.

View Requisitions Applied To

For a cumulative list of open positions to which the Job Seeker applied, scroll down to: Job Applied To. This table displays job information by:

  • Requisition Number (Click the entry to view Requisition.)
  • Job Title (Click the entry to view the Job Description.)
  • Application Date

The Job Seeker’s [Resume], and [Cover Letter], as applicable, are available through an icon to the right of each record.

View and Edit Applicant Status

Click the Applicant Status entry to assign status or edit the displayed status.

View Submitted Job Seeker Forms on the Forms tab

To access Forms — submitted by the Job Seeker in response to job postings — navigate to: Jobs Applied To. Then, [Expand] a Requisition record. Following the Form name, the status of the Form is listed, either Completed, Started But Not Completed, or Not Started — depending on what the Job Seeker has saved in the system.

To view the PDF, click the appropriate [PDF] icon. To edit the Job Seeker's Form, click the [Edit] icon.

The Job Seeker may submit the following Forms (or others specific to your organization), which will be access bile in PDF format:

  • PRESCREENER
  • APPLICATION
  • BACKGROUND CHECK
  • SELF-IDENTIFICATION

Cross-reference: The above Form categories are described at: Learn About Form Types.

Import a Resume to Update Job Seeker Data

Prepare File(s) — The following document formats are accepted:

  • Microsoft Word (DOC, DOCX)
  • Acrobat (PDF)
  • Rich text (RTF)
  • Plain text (TXT)

Begin — Choose the [Import] button from the toolbar.

  1. Select one of two File Type options from the Upload Files menu:

    • Upload separate files for each resume.
    • Upload a zip file containing resumes.

    Use the [Browse] function to locate the file on your computer. If additional files are to be uploaded, use the [Add Another File] button. When finished, select [Next] to continue.

  2. From the Overwrite Type menu, select one of two options:

    • Update existing job seekers with the information being imported — Replace the Job Seeker’s data with the uploaded data; old data for that Job Seeker will be lost.
    • Do not update existing job seekers and show a list of duplicates — View a list of updated and existing records to choose the data to retain.

    Click on the [Import] button at the bottom of the menu.

  3. A results message will display. Choose [Import More Job Seekers] if there is an additional Job Seeker RESUME to upload

    OR

    Select [Back to Job Seeker List] to view the updates.

A Job Seeker record is created from each file; and the RESUME is available for view, via the [Resume] icon.