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Previous Berkshire Product Release Notes

3.2 Release - Wednesday, October 29, 2014

This upgrade will include the following new features and enhancements, as well as fixes for previously reported issues:

  • The ability to access balanceTRAK, using a Single Sign On (SSO) connection method. Contact Product Support for more details.
  • Job Posting pages can now be set to operate in Kiosk Mode, which will allow multiple job seekers to apply to the same requisition, using the same browser session.
  • From the Review Requisition page, a link has been added that will take balanceTRAK users to the list of Job Seekers that have applied for the Requisition.
  • The ability to view the Cover Letter, Resume, Prescreener, and Application has been added to the Job Seekers section of the Review Requisition page.
  • The Job Seekers’ resume search has been enhanced to include a Boolean search option, using separators “and” or “or”.
  • Additional predefined text fields for the Job Seeker’s First Name and Last Name have been added to the Email Template options.
  • Job Seekers will now receive an email confirmation when they’ve successfully subscribed to new job postings.
  • An “In use” icon has been added to the Approval Process list to help identify which process has previously been used.
  • Inactive and unused user Function Profiles can now be removed from the system.
  • A new Function Profile has been added that can restrict a balanceTRAK user’s ability to delete a job requisition.
  • The ability to restrict access to specific requisition and job description fields has now been added to the Data Profiles page in Profile Management.
  • Requisition fields can now be re-ordered to better meet the needs of your company’s requisition process. Contact Product Support for more details.
  • Additional bug fixes

3.1 Release - Monday, May 5, 2014

This upgrade will include the following new features and enhancements, as well as fixes for previously reported issues:
  • An optional Workflow setting will now be available to automatically close a requisition when the number of hires meets the requisition’s specified number of positions
  • Individual job seeker Questions and answers will now be available for system data export
  • The User Permissions report has been enhanced to list active and inactive balanceTRAK users
  • Usability enhancements have been made for clients having multiple Job Posting pages
  • Enhancements have been made to the Requisition Detail, Job Seeker by Requisition, and Open Requisition reports to improve usability
  • The capability to delete Job Seekers has been restructured and placed into its own Function Profile
  • balanceTRAK users can now specify a default Application or Prescreener form on each requisition
  • General bug fixes

3.0 Release - Sunday, March 23, 2014

This upgrade will include the following new features and enhancements, as well as fixes for previously reported issues:
  • A new “look and feel” has been applied to balanceTRAK for improved usability
  • Ability to add an EEO Statement to the Job Posting page, the Job Description page, and the Job Seeker Login page
  • System enhancements for the Individuals with Disabilities (IWD) and Protected Veterans Regulations:
    • Addition of the IWD question to comply with the new regulations and with the mandated wording
    • Modification of the default Veterans question to comply with the new regulations and with the mandated wording
    • Ability to add the newly created IWD and Veterans question to existing Self-ID form or create and manage additional Self-ID forms.
    • IWD and Protected Veteran reporting enhancements
  • General system bug fixes

2.2 Release - Monday, October 28, 2013

This upgrade includes the following new features and enhancements, as well as fixes for previously reported issues:
  • Revised Application Process and Job Seeker Options
  • Improved Application Forms — The job seeker application process has been revised to work more fluidly on various browsers and devices. The application process was also enhanced to improve accessibility, and be more in line with accessibility standards, for Individuals with Disabilities.
  • Subscribe to Job Openings— Job Seekers can now sign up to receive email notifications from an organization when a job fitting their personalized selections has been opened.
    • Enhanced Job Seeker Profile Page—the Job Seeker’s profile page has been redesigned to improve usability, manage their subscriptions, and enable them to better manage their profile.
    • Improved Job Description Page Customization—the Job Description page has been improved to allow for additional information from the job posting to be included with the job description. Additionally, the look and feel of the job description page can now be customized to match job posting pages

  • Separate Applicant Stage and Disposition Code fields—the balanceTRAK system now has the ability to separate the Applicant Status field into a dual Applicant Stage/Applicant Status model that better reflects hiring processes. The new feature will allow job seekers to be grouped by their stage in the hiring process, and their current or final disposition within each stage. Please contact Product Support for activation information.
  • Client Usage Report—a system report has been added to the Client Settings menu which shows how many requisitions have been opened, how many job seekers have applied, and how often the system is being used by each of its users.
  • Job Seeker Limit—balanceTRAK now provides users with the ability to set a limit on the number of job seekers that can apply for a specific requisition. Please contact Product Support for activation information.
  • Importing Job Descriptions—the ability to import job descriptions has been added to the Job Code table.
  • Improved Email Features ◦Selecting Job Seeker’s Requisition—when sending an email to job seeker through balanceTRAK, or sending job seeker information to another balanceTRAK user, a specific requisition can now be selected for that candidate if they’ve applied to more than one requisition.
    • Attaching a Job Seeker’s Résumé to Calendar Event—when creating and sending a calendar event for a specific job seeker, users now have the option to include the job seeker’s résumé as part of the appointment.
    • System Email Delay—the ability to delay the auto response emails to job seekers has been added to the Email Settings page. This is useful when you do not want a job seeker to be notified when they immediately fail a Prescreener.
  • Job Seeker Management Enhancements—the Job Seekers list can now be filtered by Flagged Job Seekers and Internal Job Seekers by using new options in the View menu at the top of the Manager Job Seekers page.

2.1 Release - Wednesday, May 22nd, 2013

This upgrade includes the following new features and enhancements, as well as fixes for previously reported issues:

View Selected Job Seekers — Provides the ability to select and view the application form and résumé for multiple job seekers. Additionally, job seekers can be flagged for future reference and have their status codes changed.

Email Jobs to Friends — The ability to forward job postings to friends will be added to the Job Postings page.

Note: This feature will not be turned on by default. Contact Berkshire’s Product Support Team to have this enabled for your organization.

Approval Process Modification — The names of existing Approval Processes can now be edited.

Approval Process Email Templates — The emails sent by balanceTRAK during a requisition or hiring approval can now be customized.

New Standard Requisition Fields — Requisition Fields for City, State, Postal Code, and Country are now standard fields in balanceTRAK.

Form Template Auditing — Form template changes can now be tracked and monitored in the Form Templates pages under Administrative Settings.

Improved Veteran Tracking — A default Reference Table has been added for Veteran Status, and a designated Personal Info field to track Veteran status for future reporting.

Job Seeker Filter Enhancement — The Job Seekers list can now be adjusted to show all seekers, all seekers that have completed at least one form, or all seekers that have completed an application.

Expanded Form Permissions — The form permissions were enhanced to allow users to choose one of the following options: allow form edits after job seekers have applied, allow form edits until a job seeker has applied, or allow form edits until the approval process is complete.

Attach Documents to a Requisition — The ability to attach a document to a requisition has been added to the Review Requisition page.

Enhanced Portability of Job Seeker Resumés — All uploaded resumés will now be automatically converted into PDF format removing the need of Microsoft Word or other text editors local to your computer or mobile device.

More Flexible Email Template —s Email templates now allow the insertion of predefined text fields into the subject line.

Improved Requisition Source Section — The Sources section within a requisition has been combined with the job posting links to provide a more intuitive and integrated interface to manage your sources. Automatic postings to job boards, such as Indeed.com and US.jobs, can also be turned on or off by requisition, as necessary.

balanceTRAK API

balanceTRAK now includes version 1.0 of an API, allowing your IT professionals to read job seeker and requisition information programmatically to integrate with your other HR systems, including Payroll and HRIS.

2.0 Release - Thursday, November 8, 2012

balanceTRAK 2.0 was updated to run on ASP.NET 4.0 and updated version of supporting libraries, such as jQuery to improve efficiency of the application and enable for expanded functionality in future releases.

1.2.2 Release - Monday, December 19, 2011

This upgrade includes the following new features and enhancements, as well as fixes for previously reported issues:
  1. The requisition and job seeker list pages have been expanded to include the following additional features for efficiency purposes: a.Additional fields can now be added or removed to the display on these pages b.Users can now display all selected fields side by side on these pages by using the “Expand List” button c.Fields can now be filtered directly on these pages by clicking the magnifying class above the fields

  1. The Customize View page now differentiates between default fields and optional fields included as part of a view. Additionally optional fields may now be reordered on this screen so that they may be displayed in a particular order.
  2. When a user searches for requisitions or job seekers, balanceTRAK now stores this information for historical purposes. A new report has also been added to the Reports page which allows a user to see all searches performed for a requisition or job seeker.
  3. Inactive users are by default no longer displayed in the balanceTRAK user management screen. Inactive users are also removed from approval processes, notifications and scheduled events.
  4. An additional profile option has been added to allow / not allow users to create a new “Basic” approval process when submitting a requisition or hire for approval.
  5. Job seekers now have additional options for submitting a cover letter when applying for a position. The job seeker now has the ability to manually enter the cover letter in addition to uploading a separate document.
  6. Users now have the ability to disable Approval Processes no longer needed. Disabled processes no longer appear as options when selecting an approval process for a requisition or a hired job seeker.