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HELP / Video Tutorials

BalanceTRAK

Berkshire is currently building a library of video lessons within the software.

Please login to balanceTRAK, and navigate to the software task area of interest. Then click the Video icon, located on the right side of the page header. Where tutorials are available, they will be linked in the provided drop-down.

Current offerings:
  • Creating and Using Requisition Templates
  • Creating Requisitions

  • Home Page
    Home Page Overview
  • Editing the Home Page
  • Customizing Individual Home Page Widgets
  • Setting Up Home Page Default Display

  • Communications Tab Overview

  • Creating Interview Form Templates
  • Scheduling Interviews
  • Using Interview Form Templates

  • Managing Offer Letters
  • Creating Offer Letters

Quick Review Lessons
  • Requisition Details
  • Job Descriptions
  • Summary Tab
  • Fields Tab
  • Forms
  • Posting Dates
  • Approvals
  • Sources
  • Keywords
  • Workflow