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balanceAAP, BALANCEhub, & balanceTRAK Upgrades

Version 3.7
February 3, 2015
To continually improve our products and services, Berkshire is pleased to announce upgrades to balanceAAP, BALANCEhub, and balanceTRAK. If you have any questions or comments, please contact Berkshire’s Product Support department at product.support@berkshireassociates.com, or use Product Support Request, which is also available from the software's Support button in the page header.

While deploying this upgrade, balanceAAP, BALANCEhub, and balanceTRAK may be intermittently unavailable on Wednesday, February 3, 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 will include the following:

  • The Swap Hires option on the Applicant dataData table has been enhanced and renamed Apps to Hires.Hires. This enhanced feature provides users an extensive analysis in Excel format, comparing data in the Applicant and New HiresHire tables, which allowsallowing you to quickly reconcile inconsistencies in the data. Functions are also available to help automate some specific inconsistencies in batches to further expedite data clean upclean-up.
  • The Availability sectionsmodule (External,(External, Internal, and Factor Weights)Weights) havehas been enhanced to accommodate the use of Plan Groups. Plan Groups are pre-determined sets of sub plans that enable changes to be applied to multiple sub plans at a time. When Plan Groups are used to set recruitmentRecruitment areas,Areas, create internal feeder options and/or set factorFactor weights,Weights, those changes will only be reflected in plans that make up the Plan Group.
  • A new advanced searchSearch option was added to each Data and Reference table that will grant users the ability to search and filter within specified columns.
  • A new report will be available, within BALANCEhub,BALANCEhub, which showsshowing plan administrators which team members have viewed published AAP reports.
  • The ability to create separate reportReport groupsGroups, forbased Annualon Plansplan and Update Planstype, has been added to BALANCEhub.BALANCEhub. Report Groups are used to control the reports that are displayed to users in BALANCEhub, andBALANCEhub; this new feature will allow a different list of reports to be displayed in updateUpdate and annualAnnual plans.
  • Additional bug fixes and minor enhancements

This balanceTRAK upgrade will include the following:

  • The integration between balanceTRAK and Indeed has been enhanced to include balanceTRAK Indeed Applyand. This enhanced integration will be enabled for all balanceTRAK accountsaccounts, during the week of February 15th. This feature will provide job seekers with the flexibility to apply for jobs in balanceTRAK through Indeed Apply from Indeed’s mobile app or through theirthe website.Indeed Web site. Additional information on this feature is available HEREin the attached balanceTRAK Indeed Apply article, or by contacting Product Support.
  • Individual balanceTRAK user settings have been updated to provideallow users with the ability to change their current time zone. Changes to individual time zone settings will automatically adjust the date/time values throughout the system.
  • The ability to independently control a candidate’s Applicant Stage from their Disposition Code is now an available option within Profile Management forFor accounts that utilize the two-part Applicant Stage and Disposition Code feature.workflow, a candidate’s Applicant Stage can be independently controlled from the Disposition within Profile Management.
  • An option has been added to Profile Management that will grant a user universal access to all locations (or other user access code) when assigned the option.
  • Additional bug fixes and minor enhancements