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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
  • Software Implementation
    • About Permissions to Access Screens and Functions
  • Modules
  • Side Navigation Menu
  • Navigate Between Applications
  • Perform a Quick Data Search

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

Software Implementation

During Implementation, the workflow in balanceTRAK workflow was determined, based on a collaboration between your organization and Berkshire's Product Support team. Your organization's workflow will include certain organization-specific components, such as job posting templates, approval processes, recruiting sources, and applicant forms.

Going forward, your organization will have a designated client-side Administrator, who will maintain and update the system, including managing permissions for users at your organization to access screens and functions.

About Permissions to Access Screens and Functions

As introduced above, the process to post job announcements, screen candidates, make hiring decisions, and track related activities is often a joint effort, involving a group of your work colleagues. Therefore, each user will each have different needs for accessing balanceTRAK, as well as varying authorization to view screens, perform functions, and edit information. In addition, your organization may being using the software at various locations. Accordingly, your access to the software will conform to these process and security needs.

If you have questions about the screens and functions available to you, please contact your organization's client-side Administrator.

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 and System Tools allow you to review or update components in the balanceTRAK workflow.

Side Navigation Menu

Available from the left side on every page, an expandable/collapsible side navigation menu offers easy access to the balanceTRAK task areas, which are introduced in this article, above.

Navigate between Applications

If other balanceWORKS applications are installed (such as REACH, the Good Faith Efforts recruiting activities tracker), choose the appropriate icon from the left side of page header to access the other application.