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Product Release Notes

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BalanceTRAK Version 4.0: Coming Soon

BalanceWORKS Family of Software

Interim

If Versionyou 4.0

Julywould 2018

like to review recent interface design changes, please see:   Software Transition Crosswalk

.

Version 3.9 – 4.0


As part of our efforts to continually improve our products and services, Berkshire has performed the following quarterly 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 from within the software, access Support from the Help icon in the software header to send a message to Berkshire.


Berkshire’s Product Support Team

BalanceAAP

VersionThis 4.0plan preparation software has been updated to include updated features at the following:intervals below:

March 2019

  • NewAfter balanceAAPthe userreorganization interfaceof forExternal better navigation and usability
  • New logos for all applicationsAvailability in the balanceWORKSprior suite, includingrelease, balanceAAPCensus Coding
  • Re-designed Profiletools Management, which allows an Administrator to turn on/off access to fields, functions, and screens, easily via checkbox
  • User Management, including individual plan permissions, hashave been consolidatedenhanced throughout and is now controlled through balanceWORKS.
  • REACH has been separated out and is now a stand-alone product. Connectivity to balanceAAP remains in place, without change.
  • BalanceHUB SHARE,with the reportsfollowing distribution portal, has been reincorporated into balanceAAP. features:
  • Controls to Publish Plan for distribution are now directly listed on the side navigation menu.
    • The AAP Reports menulayout has been redesigned withto feature a moretable modernformat, layout,displaying reorganizedall Reportrelevant Groups,Census andCoding improvedinformation functionality. All balanceAAP reports,— including thoseCensus/Job previouslyCode foundmatches in— SHARE,PLUS a direct work area for updating these matches.
    • The Census Coding table can be foundfiltered here.by Job Code, EEO Code, Census Code, revision version, and whether in use.
    • A Census code listing can be expanded to display the SOC (Standard Occupation Code) definition and demographic statistics from the U.S. Census database.
    • The Dashboardwork hasarea alsonow beenfeatures incorporatedcomprehensive, intomulti-level balanceAAPSearch tools to find Census Codes.
    • Census code assignments can be exported to Excel, via a quick-click button.
  • We continue to enhance the newly designed interface in response to previously identified customer needs and isto nowenhance locatedperformance directlyor inperform minor bug fixes.

February 2018

  • For better ease of use, the side navigation menu.
  • software's NarrativesAvailability (including> templatesExternal andAvailability settings)components have been separatedsegregated from Reportsinto andtwo candistinct nowwork beareas, accessedaccessible directly from the side navigation menu.:
    • Recruitment Areas
    • Census Coding
  • The BEST UTILIZATION RULE report (Availability > Factor Weights) now outputs improved analysis when the "All Plans" option is selected for a Master/sub plan set.
  • We continue to enhance the newly designed interface in response to previously identified customer needs and to enhance performance or perform minor bug fixes.

September 2018

  • To support clients with their recordkeeping needs, Excel documents can now be uploaded into Reports, including in the libraries available for storing Plan Documents and Company Documents alongside AAP results.
  • We continue to enhance the newly designed interface in response to previously identified customer needs and to enhance performance or perform minor bug fixes.

BalanceTRAK

VersionThe 4.0following introducesapplicant tracking features have been enhanced at the following:following intervals:

February 2019

  • NewThe balanceTRAKJob userPosting interface for better navigation and usability
  • New logos for all applications in the balanceWORKS suite, including balanceTRAK
  • Re-designed Profile Management, which allows an Administrator to turn on/off access to fields, functions, and screens, easily via checkbox
  • User Management, including location/department permissions,page has been consolidatedupdated throughoutwith andthe isfollowing settings:
    • The company name used when sharing openings can now controlledbe throughupdated on balanceWORKSJob Posting Page. settings.
    • To increase security, Search engines have been restricted from scanning Internal Job Posting pages.
  • For Theclients with Job Seeker > Communication turned on:
    • Via Account settings, each user can opt to receive an email to Outlook when a Job Seeker replies to a ExportbalanceTRAK-initiated email.
    • The process for recognizing incoming texts from Job Seekers has been enhanced to includeprevent duplicates when the Job Seeker has applied to multiple Requisitions.
  • Ability for an Incomplete and dispositioned Job Seeker to access partially completed APPLICATION and/or PRESCREENER will be restricted. However, this type of Job Seeker can still receive a Form for completion from a balanceTRAK user via email.
  • Via Reference Tables > Job Code, separate videos can be displayed to Job Seekers by Job Description, to replace the default video, where suitable.
  • During customer migrations to Version 4.0 Implementations, we continue to enhance the newly designed interface in response to identified customer needs and to enhance performance or perform minor bug fixes.

December 2018

  • (4.0) Each balanceTRAK user can access new datasettings, fields,under dateAccount rangeuser options,name:
    • The user can configure a default Requisition list view to show on entry, by selecting and applying one or more filters from detailed menus.
  • The Job Posting page has been updated to:
    • Allow Job Seekers to login even when the abilityclient organization has no currently open positions.
    • Permit the inclusion of a message to saveJob customSeekers exportswhen no positions are currently open.
  • (4.0) Administrative tools under Settings > Workflow have been modified:
    • For better efficiency, menus have been reorganized to align with how settings impact Requisition/Job Seeker activities.
    • To allow for flexibility in Requisition automation, each client can decide to close a Requisition when the number of hires meets/exceeds the number of job openings OR have the system take no action.
  • During customer migrations to Version 4.0 Implementations, we continue to enhance the newly designed interface in response to identified customer needs and severalto defaultenhance exportperformance templates,or includingperform exportingminor bug fixes.

September 2018

  • The Login-"Forget Password" menu has been augmented to enhance security and usability.
  • The Job Posting page has been updated to include settings for the client-side Administrator to hide the Date Posted for job listings.
  • The PDF version of each Job Seeker Form is now clearly labeled with the Job Seeker's name, application date, and Requisition-identifying information.
  • (4.0) An integration is available between Microsoft Office 365 and the software's Requisition > Calendar and Job Seeker Interview > Calendar.
  • When performing a Job Seeker data Export:
    • A Filter for useHire inDate balanceAAP.is available.
    • SeveralThe ClientSource Settingstracking havecode beencan movedbe toincluded.
  • On the SystemApprovals tab, locatedan withinongoing theApproval SettingsProcess menu.for Thesea optionsRequisition include Default User Settings, Archive, andor Job Seeker login instructions.
  • Standard Job Posting Pages can now be modified through the Settings menu, where users can update header information, Requisition filters, and each page’s style and color.
  • The Job Posting Page layout has been updated with user-friendly filtering options that can be customizedcanceled perby account.the client-side Administrator having appropriate permissions.
  • During customer migrations to Version 4.0 Implementations, we continue to enhance the newly designed interface in response to identified customer needs and to enhance performance or perform minor bug fixes.