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Product Release Notes

JUMP TO: Software Transition Crosswalk

RELATED TOPIC: Previous Product Release Notes

balanceWORKS BalanceWORKS Family of Software

Version 3.9.14.0

AprilJuly 20172018

As part of our efforts to continually improve our products and services, Berkshire performed upgrades to the family of balanceWORKS software products.

If you have any questions or comments, please contact Berkshire’s Product Support department at at: product.support@berkshireassociates.com; or. use our Product Support Request, which is also availableOR from eachwithin softwarethe application'ssoftware, access Support from the SupportHelp buttonicon in the pagesoftware header. to send a message to Berkshire.


Berkshire’s Product Support Team


The balanceAAPVersion & BALANCEhub upgrades include the following:

  • The Plan Settings menu for Adverse Impact calculations now offers an option to activate a threshold for determining a favored group when analyzing applicant data. Once turned on, a minimum number of applicants can be entered, representing the lowest number of applicants allowed before a class can be considered as the favored group.
  • A batch-processing button was added to the Applicant table in Data Tables for use in reconciling IWD and Protected Veteran (PV) fields in the Applicant, Roster, and personnel action tables to support consistency across the records.
  • Refinements to the Availability display filters now allow more areas, as calculated by the Recruitment Area Wizard, to be included (or excluded) on the screen. This change will ensure single-region areas display when the filter to include these areas is in place.
  • Internal Availability has been enhanced with an option to export Feeders to an Excel workbook, using a toolbar button.
  • The IWD (Individuals with Disabilities)/Veterans module4.0 has been updated to reflectinclude the newfollowing:
    • New ProtectedbalanceAAP Veteranuser hiring benchmarkinterface for Marchbetter 30, 2017, as published by the Office of Federal Contractor Compliance Programs (OFCCP) under the Vietnam Veterans Readjustmentnavigation and Assistance Act (VEVRAA).usability
    • PagesNew logos for all applications in the balanceWORKS suite, including balanceAAP
    • Re-designed Profile Management, which allows access on/off to fields, functions, and screens, easily via check box
    • 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 numbered,accessed bydirectly activating an option onfrom the Narrativesside >navigation Settings tab.
    • The HISTORY SOURCE SUMMARY report, previously available by Job Group, can now be run by Job Code.menu.
    • In REACH, the ACTIVITY DETAIL LIST report has been reorganized to include evaluation scores and notes.
    • Minor updates were made to improve performance and resolve bugs.


    This balanceTRAK upgrade includes the following:

    • The SELF-IDENTIFICATION section/form for disability status to be completed by the Job Seeker is now available in English OR Spanish through Administrative Settings > Form Templates.
    • The SELF-IDENTIFICATION section/form for disability status also reflects a revised Federal Office of Management and Budget (OMB) expiration date of January 31, 2020.
    • For improved communication of your organization’s compliance language, multiple versions of EEO and PAY TRANSPARENCY documents can be stored for display to Job Seekers during the application process. In particular, this change allows for the storage of English and Spanish versions of these attachments.
    • Minor changes have been made to improve performance and resolve bugs.

    Version 4.0 introduces the following

    • New balanceTRAK user interface for better navigation and usability
    • New logos for all applications in the balanceWORKS suite, including balanceTRAK
    • Re-designed Profile Management, which allows access on/off 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 moved to the System tab, located within the Settings menu. These options include Default User Settings, Archive, and Job Seeker login instructions.
    • Standard Job Posting 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 Job Posting Page layout has been updated with user-friendly filtering options that can be customized per account.

    A table outlining how functions have changed in both releases can be found at: Software Transition Crosswalk.