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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 software module.

KEY TOPICS:

  • Introduction to balanceTRAK
    • Implementation
    • Modules
  • Side Navigation Menu
  • List / Detail View Display Framework
    • Show More Records
    • Alternate Display by Grid View
  • Navigate the Tab-based Detail View
    • About Permissions to View / Edit balanceTRAK Settings and Data
    • Requisition Record Contents
    • Job Seeker Record Contents
  • Show More Tabs (Job Seeker Detail)

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, the software 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 software module.

Side Navigation Menu

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

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.

List / Detail View Display Framework

Show More Records

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 accessed in the column by scrolling the right-hand navigation bar.

Alternate Display by Grid View

Navigate the Tab-based Detail View

The tab that is open will display in a subsequent records.detail, when opened.

Permissions to View / Edit Tabs

Requisition Record Contents

A full Requisition record, or detail, is comprised of the following tabs:

  • Summary
  • Fields
  • Forms
  • Job Description
  • Keywords
  • Sources
  • Approvals
  • Job Seeker Activity
  • Notes
  • History
  • Workflow
  • Calendar

Job Seeker Record

The complete Job Seeker detail contains the following tabs:

  • Profile
  • Forms
  • Documents
  • Communication
  • Interview
  • Notes
  • History
  • Duplicates
  • Screenings

Show More Tabs (Requisition and Job Seeker Details)

Depending on 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] icon to view those tabs in a second header row.