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Product Release Notes

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BalanceTRAK Version 4.0: Coming Soon

BalanceWORKS Family of Software

Interim Version 4.0

July 2018

If you would like to review recent interface design changes, please see:   Software Transition Crosswalk.

Version 4.0

August 2018 – February 2019

As part of our efforts to continually improve our products and services, Berkshire has performed the following 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

ThisVersion plan preparation software4.0 has been updated to include the following:

  • New balanceAAP user interface for better navigation and usability
  • New logos for all applications in the balanceWORKS suite, including balanceAAP
  • Re-designed Profile Management, which allows an Administrator to turn on/off access to fields, functions, and screens, easily via checkbox
  • User Management, including individual plan permissions, has been consolidated 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, the reports distribution portal, has been reincorporated into balanceAAP.
  • Controls to Publish Plan for distribution are now directly listed on the side navigation menu.
  • The AAP Reports menu has been redesigned with a more modern layout and improved functionality. All balanceAAP reports, including those previously found in SHARE, can be found here.
  • The Dashboard has also been incorporated into balanceAAP and is now located directly in the side navigation menu.
  • Narratives (including templates and settings) have been separated from Reports and can now be accessed directly from the side navigation menu.

BalanceTRAK

Version 4.0 has been enhanced withintroduces the following:

  • ForNew easebalanceTRAK ofuser use,interface for better navigation and usability
  • New logos for all applications in the software'sbalanceWORKS Externalsuite, Availabilityincluding componentsbalanceTRAK
  • 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, has been consolidated throughout and is now controlled through balanceWORKS.
  • The Job Seeker Export has been enhanced to include new data fields, date range options, the ability to save custom exports and several default export templates, including exporting Job Seeker data for use in balanceAAP.
  • Several Client Settings have been segregatedmoved into two distinct work areas, accessible directly fromto the sideSystem navigationtab, menu:
    • located within the RecruitmentSettings Areasmenu. These options include Default User Settings, Archive, and Job Seeker login instructions.
    • Standard CensusJob CodingPosting 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 AlongJob Posting Page layout has been updated with theuser-friendly reorganizationfiltering above,options Censusthat Codingcan toolsbe havecustomized beenper enhanced with the following features:account.