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Product Release Notes

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balanceAAP, BALANCEhub, & balanceTRAK Upgrades

Version 3.9
September 14, 2016

To continually improve our products and services, Berkshire is pleased to announce 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 use our Product Support Request, which is also available from each application's Support button in the page header.

While deploying this upgrade, software applications may be intermittently unavailable on Wednesday, September 14, 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 include the following:

    BALANCEaap and BALANCEhub •       The

  • The Recruitment Area wizard has been enhanced to allow users to run the area assignments in the background. Once the area assignments have finished, the user will be notified through the Notifications panel. •       BALANCEaap
  • balanceAAP History settings have been enhanced to provide users with the option to include new hires in the history pools for selected personnel actions. •       The
  • The Minorities/Women narrative has been updated to remove the Sexual Discrimination Policy section, by default, for all plans created after August 15, 2016. The policy was removed from the Executive Order narrative in light of recent regulatory changes. Although the policy has been removed from the narrative, upon request, Berkshire will provide clients a template sex discrimination policy that can be more easily customized to reflect a client’s current compliance practices.
    • •       Individual
  • Individual narrative template sections can now be included or excluded from the tableTable of contents. •       UsersContents.
  • Users can now import custom narrative tags and values into master plans, using a system-generated Excel template. This allows users to quickly populate narrative information for multiple plans at the same time. •       BALANCEaap
  • balanceAAP Administrators (Admins) can now view BALANCEhub as another system user within their account. •       An
  • An option has been added to Adverse Impact reports to allow the name of the favored group to be suppressed for audit situations. •       An
  • An additional option has been added to Apps to Hires that will update the job code of all applicants within a requisition to have the same job codecode, making applicant flow data more consistent.


This balanceTRAK upgrade includes the following:

balanceTRAK •       Links have been added to the Requisitions and Job Seekers list and detail pages to improve access to related information. •       balanceTRAK users can now add themselves as a BCC recipient when sending emails directly to job seekers. •       Several enhancements have been made when creating and editing Questions: o       A new question type, called “Time Stamp,” is now available. When added to a form, this question will record the date the job seeker completed the specific section or form. o       Individual form questions can now be hidden from view for job seekers through the HR Use Only feature. o       The additional options feature available on several question types, now includes a long freeform text option. •       The feature to notify balanceTRAK users, when a job seeker has been placed into a specific stage, has been modified to allow the selection of entire user profile groups, instead of just individual users. •       Additional changes have been made throughout the requisition, job seeker and home pages to improve performance.