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Indeed Apply Process

RETURN TO: Current Release Notes

Release 3.7 - February 15, 2016


Introducing the Indeed Apply Integration

As a new addition to the balanceTRAK job application workflow, Berkshire announces an expanded system integration with Indeed, called Indeed Apply.

When Indeed Apply is activated, a Job Seeker who accesses your organization's job postings through Indeed may click "Apply Now" and complete a "short application" directly from the posting. Because the Job Seeker may simply plug in his or her stored Indeed profile (and RESUME), this method is particularly useful for the Job Seeker who is applying through the Indeed app on their mobile devices. We expect that this convenience for Job Seekers will help you increase candidate traffic.

By default, the Indeed Apply integration will be turned on for existing balanceTRAK customers after an initial opt-out period. Those who opt out can proceed with the current Indeed integration.

New clients can request standard Indeed OR Indeed Apply during the initial software implementation.

If you have any questions, regarding the integrated workflow, please contact Product Support. You may also contact your Berkshire Account Executive.


How the Job Seeker will interact with Indeed

Current Indeed Integration

When the Job Seeker clicks the Apply Now in the Indeed job posting, he or she is taken to the balanceTRAK Job Description page, where the form associated with the Job Posting page, typically a PRESCREENER or APPLICATION, can be accessed.

New Indeed Apply Process

When the Job Seeker clicks Apply Now in the Indeed job posting, an INDEED APPLY form displays. The form will collect contact information (email and telephone number), a RESUME (required), a COVER LETTER (optional), and answers to a few questions. The Job Seeker can store a profile within Indeed to assist with applying.

The Job Seeker will then receive an email receipt. A link in the email message will provide access for proceeding with the balanceTRAK application process, as it is currently established in the software. It will be important for the Job Seeker to follow up with this step and complete the application process.

Note: If a question is duplicated between the Indeed Apply form and the PRESCREENER/APPLICATION, the system will populate the answer for the subsequent occurrence.

Considerations for the balanceTRAK Administrator and User

Below are some workflow considerations and impacts for the system Administrator and other users.

  1. The balanceTRAK application processes will remain: The INDEED APPLY form will be treated as a separate, initial form that precedes other forms. Accordingly, the INDEED APPLY form will have a specific tab, under: Form Templates.
  2. Two default questions will appear on the INDEED APPLY form, but you may modify the Questions or add new ones. (Since the INDEED APPLY form will be universal, changes will impact all job Requisitions where the posting will be pushed to Indeed.)
  3. The default email receipt message may be retained, or Berkshire can customize the templates, which are based on whether the Job Seeker's account is new or existing. These settings will be stored at: Client Settings > Integrations > Indeed.
  4. balanceTRAK processes will still trigger system notifications, as they are currently implemented or set up by the user.
  5. The Job Seeker who completes Indeed Apply will display in BALANCEbTRAK's lists, based on the same filter settings that control the display of Job Seekers, coming in from other sources.


If you have any questions, regarding workflow, the application form, or system notifications, please contact Product Support.