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HELP / Video Tutorials

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

Please login to balanceTRAK and balanceAAP, 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. You can also Search for a topic, using the Video drop-down.


balanceAAP

Getting Started

  • Creating Your AAP
  • 2014-2018 ACS Tabulation Data

Data Management

  • Import Reference and Data Tables
  • Troubleshooting Your Import
  • Recruitment Area Walkthrough
  • Internal Availability Walkthrough
  • Factor Weights Walkthrough
  • Census Coding Filters
  • Census Coding
  • IWD and Veterans
  • Hiring Overview
  • History Tab

Narratives

  • Narrative Settings
  • Editing the Narrative
  • Narrative Sections
  • Narrative Tags

balanceTRAK

Home Page

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

Requisitions

  • Creating and Using Requisition Templates
  • Creating Requisitions

Interviews

  • Creating Interview Form Templates
  • Scheduling Interviews

Offer Letters

  • Managing Offer Letters

Other Quick Review Lessons

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