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BalanceTRAK > System Tools > Client Settings

RETURN TO: Understanding Overview for Administrators

KEY TOPICS:

  • About Client (Organization-specific) Settings
    • Integration Options
    • System Notification Options

About Client (Organization-specific) Settings

As a critical foundation for balanceTRAK operation,Client Settings control system operations (in overall and detailed ways), including settings that are specific to your organization, such as:

  • Controlling how Forms are displayed to Job Seekers
    • Allowing international formats for telephone and postal information
  • Displaying content and activating features on the Job Posting page
  • Turning on and managing Integrations with job boards, Background Check providers, and Onboarding services
  • Controlling how Job Seekers are displayed to software users
    • Securing the display of a Job Seeker's personal information
  • Managing the progression of Job Seeker Stages
  • Managing administrative tools, including allowing an Administrator to address duplicate Job Seekers
  • Controlling the operation of Requisitions
    • Determining Fields and their characteristics
    • Limiting the number of Job Seekers
    • Protecting Forms from editing once a Job Seeker applies
    • Managing workflow processes, including approval /open and close triggers
  • Managing system notifications
  • Determining defaults for user displays, settings, and time zone
    • Controlling user access

These functions, which are determined during the initial Implementation and stored at System Tools > Client Settings, will not be visible you, and the settings are locked. If you have questions or would like changes made, contact your system Administrator or Berkshire’s Product Support, as appropriate for your role and organization.

Below is some information that may be useful to know, regarding the software's Client Settings.

Integration Options

balanceTRAK integrates with the following job boards:

  • America’s Job Exchange
  • Indeed.com (with Indeed Apply option)
  • Careerbuilder.com
  • DC Jobs
  • Dice
  • Monster
  • us.jobs (formerly JOBCentral.com)
  • ZipRecruiter

System Notification Options

While each user can determine how to receive system notifications under xxx, Client Settings control what initial, or default, settings are in place. The default options for sending notifications about system activities are to —

Notify users when:

  • A requisition is closing. Sent at 7:00 AM Eastern Time.
  • Someone applies for a job. If this option is selected, a further selection can be made to receive this type of notification:
    • On the day they apply at 10:00 PM Eastern Time, or
    • Immediately after they apply
  • Someone completes a background check form.
  • Notify me during each step of an approval process when I am a participating user.