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Product Release Notes

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BalanceWORKS Family of Software

If you would 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

This plan preparation software has been updated to include updated features at the intervals below:

March 2019

  • The Plans area now helps you track audit AAPs, including the option to show audited and/or unaudited plans on the Open Plan tab and Recent Plans list. Audit plans will be indicated on these lists through highlighting.
  • After the reorganization of External Availability in the prior release, Census Coding tools have been enhanced with the following features:
    • The layout has been redesigned to feature a table format, displaying all relevant Census Coding information — including Census/Job Code matches — PLUS a direct work area for updating these matches.
    • The Census Coding table can be filtered 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 work area now features comprehensive, multi-level Search tools to find Census Codes.
    • Census code assignments can be exported to Excel, via a quick-click button.
  • File Consistency > Batch Ops have been augmented with options that consider and help resolve multiple personnel transactions for an employee when they occur on the same day.
  • The Plans area now helps you track audit AAPs, including the option to show audited and/or unaudited plans on the Open Plan tab and Recent Plans list. Audit plans will be indicated on these lists through highlighting.
  • We continue to enhance the newly designed interface in response to previously identified customer needs and to enhance performance or perform minor bug fixes.

February 2019

  • For better ease of use, the software's Availability > External Availability components have been segregated into two distinct work areas, accessible 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

The following applicant tracking features have been enhanced at the following intervals:

March 2019

  • The Job Seeker list can be shown in the following configurations:
    • Displayed in Grid view for a comprehensive view of, and access to, applicant data
    • Filtered to show Job Seeker Stage/Disposition for each applicant
  • An Offers tab is now part of the Job Seeker detail to facilitate building an Offer letter, sending it to a selected Job Seeker, and receiving the Job Seeker's response.
  • The platform for Help videos has been upgraded, and new offerings have been uploaded to this viewer. The new topical videos can be accessed by users from a corresponding balanceTRAK task area.

February 2019

  • The Job Posting page has been updated with the following settings:
    • The company name used when sharing openings can now be updated on Job Posting Page settings.
    • To increase security, Search engines have been restricted from scanning Internal Job Posting pages.
  • For clients 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 balanceTRAK-initiated email.
    • The process for recognizing incoming texts from Job Seekers has been enhanced to prevent 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 by 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 settings, under Account user 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 client organization has no currently open positions. This allows an applicant to create a profile or submit a RESUME when positions are open in the future.
    • Permit the inclusion of a message to Job Seekers when no positions are currently open, via Job Posting Page settings.
  • (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 to enhance performance or perform minor 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.
  • When performing a Job Seeker data Export:
    • A Filter for Hire Date is available.
    • The Source tracking code can be included.
  • On the Approvals tab, an ongoing Approval Process for a Requisition or Job Seeker can be canceled by 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.