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Product Release Notes

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balanceAAP, BALANCEhub, & balanceTRAK Upgrades

Version 3.8
June 1, 2016

To continually improve our products and services, Berkshire is pleased to announce upgrades to the family of balanceWORKS software products. If you have any questions or comments, please contact Berkshire’s Product Support department at product.support@berkshireassociates.com; or use our Product Support Request, which is also available from each application's Support button in the page header.

While deploying this upgrade, software applications may be intermittently unavailable on Wednesday, June 1, 2016 between 9:00pm - 11:00pm Eastern Time.

We thank you in advance for your patience during this upgrade,
Berkshire’s Product Support Team


The balanceAAP & BALANCEhub upgrades include the following:

  • The Recruitment Area Wizard has been enhanced so users can apply Recruitment Area results to selected plans and/or Job Groups.

  • Additional options have been built into the Apps to Hires feature, which is located on the Applicant table, to allow for the export of an Apps to Hires workbook to assist in the reconciliation with the applicant flow and new hires file. Users can now correct the fields for multiple applicant records at a time through various predetermined actions. The user can also import changes made to the Apps to Hires workbook.

  • The DASH summary export has been enhanced to better represent current AAP guidelines and display the data by individual protected classes.

  • User Defined Personnel Actions have been expanded to provide users with the option to choose the source of pool data for the newly created action’s Adverse Impact reports. The new option allows the pool and selected candidates to be contained in a single table, helpful for calculating such actions as internal applicant flow.

  • The job feeder options, within Internal Availability, have been enhanced to allow job feeders to be read when feeders are being assigned by Job Group. Additionally, the feeder weight options have been enhanced to allow them to be calculated different ways, such as by the number of total personnel action movements or by current employment totals.


This balanceTRAK upgrade includes the following:

  • A Requisition limit notification has been added to all balanceTRAK accounts. When the number of Requisitions created, in each calendar year, reaches 80% and 100% of your account’s plan, the account administrators will notified through a system alert. If you are unclear of your account’s current Requisition limit, please contact Berkshire's Product Support.

  • New subscription options have been added so Job Seekers can restrict their job posting notifications, based on each Requisition’s full-time/part-time status and the Requisition’s designated city, state, and postal code values.

  • A new email option has been added to each balanceTRAK account that, when activated, will send all manual emails from the system-designated email address and not from the individual user’s email address.

  • The Send Job Seeker to Others feature has been updated to allow the Job Seeker’s PRESCREENER form to be included in the email.

  • Approval Processes for Requisitions have been updated to incorporate several new workflow options. The new options include the ability to select the specific status in which a Requisition will be placed upon approval, rejection, or if the process remains idle for a predetermined amount of time. For additional information on this feature or to update Approval Process options, please contact Product Support.

  • The Job Codes displayed on the (Add) Requisition page can now be restricted, based on organizational information. For more information on this feature, please contact Product Support.

  • The Job Seeker APPLICATION pages and the Job Description pages have an improved color scheme, allowing for a better display on a variety of devices.