Product Release Notes: 2023-2024

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Product Release Notes


As part of our efforts to continually improve our products and services, Berkshire performs periodic upgrades to balanceAAP, balanceTRAK, and REACH software.

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


Release # Release Date Item Type Product Description
2024.11.331.6November 26, 20249484Feature AdditionbalanceAAPA new option has been added to the Internal Availability Feeder Options page where Job Feeders can now be established based on Job Code and Job Group.
2024.11.331.6November 26, 20249676Feature AdditionbalanceAAPA new feature has been added to the Census Coding page where users may now import and associate multiple Census Codes to individual Job Codes.
2024.11.331.6November 26, 20249861Feature CorrectionbalanceAAPThe Recruitment Area Wizard was modified to correct an issue where the created area did not consistently match the desired settings when Worksite Data was chosen.
2024.11.331.6November 26, 20249935Feature CorrectionbalanceAAPCorrection of a reported issue where the BCP Publish Plan email notifications were listing plans for which the user did not have access.
2024.11.331.6November 26, 20249952Feature CorrectionbalanceAAPCorrection of an issue where users were reporting invalid date values when editing Data Table entries.
2024.11.331.6November 26, 20249997Feature CorrectionbalanceAAPThe Email Settings page, within balanceAAP, has been adjusted to resolve a reported error.
2024.11.319.4November 14, 20249893Feature CorrectionbalanceAAPbalanceAAP Narrative preview has been updated to resolve a reported issue where in isolated situations the reports were not previewing as expected.
2024.11.319.1November 14, 20249878Feature CorrectionbalanceAAP - Berkshire Client PortalCorrection of an issue where plans that contained advanced Reporting Assignments may have been displaying incorrect plan totals on the Data Visualization page and within select reports.
2024.11.319.1November 14, 20249928Feature CorrectionbalanceAAP - Berkshire Client PortalThe Document Center has been updated to correct a reported issue where select users were unable to submit files.
2024.11.313.2November 7, 20246900Feature UpdatebalanceAAPThe balanceAAP Plan Publish feature has been enhanced and now includes additional options to cancel and/or retry a plan publish.
2024.11.313.2November 7, 20247905Feature CorrectionbalanceAAPCorrection of a reported issue where in isolated situations availability feeders were being incorrectly handled with the Check Factor 2 feature.
2024.11.313.2November 7, 20249309Feature CorrectionbalanceAAPThe balanceAAP Publish Plan settings were modified to ensure the plan's current status was accurate in all situations and with all users having access.
2024.11.312.3November 7, 20248654Feature UpdatebalanceAAP - Berkshire Client PortalThe Overview DataViz page has been enhanced and will now display the month and year next to the plan name when similar plans are selected.
2024.11.312.3November 7, 20248815Feature CorrectionbalanceAAP - Berkshire Client PortalCorrection of a reported formatting issue on the Individuals with Disabilities Utilization Goals report.
2024.11.312.3November 7, 20248833Feature UpdatebalanceAAP - Berkshire Client PortalThe Individuals with Disabilities section has been updated to ensure consistent results when compared to the balanceAAP counterpart.
2024.11.312.3November 7, 20249151Feature CorrectionbalanceAAP - Berkshire Client PortalCorrection of a reported issue where the Incumbency vs Estimated Availability report was not correctly displaying data when run in an Update Plan.
2024.11.312.3November 7, 20249310Feature CorrectionbalanceAAP - Berkshire Client PortalThe bulk action options, on the Manage Users page, has been updated to improve performance and reliability.
2024.11.312.3November 7, 20249327Feature CorrectionbalanceAAP - Berkshire Client PortalCorrection of a reported issue where the Document Center was allowing uploads without full sender detail.
2024.11.312.3November 7, 20249619Feature CorrectionbalanceAAP - Berkshire Client PortalbalanceAAP Update Plans have been modified and will now display compensation reports.
2024.11.312.3November 7, 20249642Feature CorrectionbalanceAAP - Berkshire Client PortalAnnotated Employee reports have been updated to ensure report headers and details match their balanceAAP counterpart.
2024.11.312.3November 7, 20249680Feature CorrectionbalanceAAP - Berkshire Client PortalCorrection of a reported issue where the Protected Veteran Benchmark was not being calculated properly in all situations.
2024.11.312.3November 7, 20249719Feature CorrectionbalanceAAP - Berkshire Client PortalCorrection of a reported error that occurred when logging into the Berkshire Client Portal using Single Sign-On and Multi-Factor Authentication.
2024.10.277.4October 3, 20249452Feature CorrectionbalanceAAP - Berkshire Client PortalAn adjustment was made to the BCP Service Deliverables to correct a reported issue where in isolation situations downloading files was producing an error.
2024.10.277.4October 3, 20249468Feature CorrectionbalanceAAP - Berkshire Client PortalThe Employment tab within the Data Visualizations has been adjusted to ensure consistency in all situations for the Employment by Plan charts.
2024.10.277.4October 3, 20249509Feature CorrectionbalanceAAP - Berkshire Client PortalBCP client roles were modified to ensure all users have accurate permissions for each action on the Personnel Activity tab within the Data Visualization sections.
2024.10.277.4October 3, 20249542Feature UpdatebalanceAAP - Berkshire Client PortalThe individual BCP user password reset process has been modified to improve performance and efficiency.
2024.10.277.4October 3, 20249547Feature CorrectionbalanceAAP - Berkshire Client PortalThe Annotated Employee reports have been corrected to ensure accurate reporting in all plan data situations.
2024.10.277.4October 3, 2024-Feature UpdatebalanceAAP - Berkshire Client PortalGeneral system updates have been made to improve the overall performance and usability of the Berkshire Client Portal
2024.9.256.3September 12, 20249329Feature CorrectionbalanceAAP - Berkshire Client PortalCorrection of a reported issue where Client Admin users were unable to grant support access to the Berkshire Product Support team.
2024.9.256.3September 12, 20249338Feature CorrectionbalanceAAP - Berkshire Client PortalCorrection of a reported issue where in isolated situations newly created users were not given proper access to their requested BCP client.
2024.9.256.1September 12, 20249322Feature CorrectionbalanceAAPbalanceAAP to BCP Plan Publish was modified to correct a reported issue where canceling an in progress plan publish was not being handled correctly in all situations.
2024.9.249.2September 5, 20249289Feature CorrectionbalanceAAP - Berkshire Client PortalThe Document Center email notifications have been updated to ensure all email communications are current and up to date.
2024.9.249.2September 5, 20249319Feature CorrectionbalanceAAP - Berkshire Client PortalCorrection of a reported issue where in limited situations the Data Visualization pages, within the Berkshire Client Portal, were not consistently displaying data after the plan's Level of Analysis value was changed.
2024.8.242.4August 29, 20246504Feature UpdatebalanceAAP - Berkshire Client PortalCorrection of a reported issue where Archived balanceAAP plans were still appearing in BCP after the Archive date had passed.
2024.8.242.4August 29, 20247775Feature UpdatebalanceAAP - Berkshire Client PortalThe Incumbency vs Estimated Availability section of the Plan Summary report has been updated to fully match all individual settings of the Incumbency vs Estimated Availability report.
2024.8.242.4August 29, 20248026Feature CorrectionbalanceAAP - Berkshire Client PortalCorrection of a reported issue in Manage Users where individual plans cannot be selected if the list is filtered by Plan Code.
2024.8.242.4August 29, 20248183Feature UpdatebalanceAAP - Berkshire Client PortalUsers will now receive an on-screen warning when they attempt to upload duplicate files within the same Document Center upload.
2024.8.242.4August 29, 20248208Feature CorrectionbalanceAAP - Berkshire Client PortalWhen enabled, the Single Sign-On identifier now appears in the user's Basic Information section within the BCP Manage User section.
2024.8.242.4August 29, 20248408Feature UpdatebalanceAAP - Berkshire Client PortalPlan Summary reports were failing to export in select situations due to similar Establishment Names causing an error when building the Excel report.
2024.8.242.4August 29, 20248437Feature CorrectionbalanceAAP - Berkshire Client PortalCorrection of a reported issue where the Job Group links within the Applicant Flow DataViz page were not properly formatted.
2024.8.242.4August 29, 20248490Feature CorrectionbalanceAAP - Berkshire Client PortalThe My Profile page has been updated to properly display the user's name after a profile adjustment has been made.
2024.8.242.4August 29, 20248526Feature UpdatebalanceAAP - Berkshire Client PortalThe Document Center file history has been enhanced and will now display all historical entries for each uploaded file.
2024.8.242.4August 29, 20248528Feature UpdatebalanceAAP - Berkshire Client PortalThe Recipient drop-down list within the BCP Document Center has been updated to always reflect the most up to date list of available Berkshire consultants.
2024.8.242.4August 29, 20248540Feature UpdatebalanceAAP - Berkshire Client PortalThe Pie and Bar Charts for Top 5 Disposition Code data on the Applicant Flow tab have been modified and now both reflect the same sort order.
2024.8.242.4August 29, 20248541Feature UpdatebalanceAAP - Berkshire Client PortalThe Job Groups Met by Plan chart on the IWD Data Visualization page has been updated and now calculates the total against plan employment.
2024.8.242.4August 29, 20248772Feature UpdatebalanceAAP - Berkshire Client PortalFootnotes for the Individuals with Disabilities reports, within the BCP, have been updated to reflect the most recent regulations.
2024.8.242.1August 29, 20248023Feature CorrectionbalanceAAPWhen enabled, the Single Sign-On identifier now appears in the User Management section of balanceAAP.
2024.8.242.1August 29, 20248812Feature UpdatebalanceAAPCorrection of a reported issue where in isolated situations, the Batch Operations feature within balanceAAP, produced an error when updated values from another linked reference tables and plan.
2024.7.207.3July 25, 20248562Feature CorrectionbalanceAAP - Berkshire Client PortalCorrection of a reported issue where plans, that contained duplicate job group descriptions, were not displaying the full job group list in the Overview Summary and showed an incorrect job group total on the Overview Data Visualization tab.
2024.7.207.3July 25, 20248582Feature CorrectionbalanceAAP - Berkshire Client PortalCorrection of a reported issue where in isolated situations, the Protected Veteran Benchmark met icon was not being displayed.
2024.7.207.3July 25, 20248662Feature UpdatebalanceAAP - Berkshire Client PortalThe Adverse Impact Data Visualization tab has been updated to improve performance and efficiency.
2024.7.193.1July 11, 20246533Feature UpdatebalanceAAPThe Batch Operations feature has been updated to improve performance and efficiency.
2024.7.193.1July 11, 20248343Feature CorrectionbalanceAAPCorrection of a reported issue where roster entries were incorrectly placed into errors as a result of edits made within File Consistency.
2024.7.193.5July 11, 20248390Feature UpdatebalanceAAP - Berkshire Client PortalThe Berkshire Document Center has been updated to provide Client Admin users with the ability to view all documents within their account.
2024.7.193.5July 11, 20248475Feature CorrectionbalanceAAP - Berkshire Client PortalCorrection of a reported issue where the Berkshire Client Portal email notifications did not display the proper images.
2024.7.193.5July 11, 20248480Feature UpdatebalanceAAP - Berkshire Client PortalManage Users has been updated to ensure all client user roles have the required Berkshire Client Portal permissions.
2024.6.177.4June 25, 20248152Feature CorrectionbalanceAAP - Berkshire Client PortalThe Applicant Flow DataViz section has been updated to resolve a reported discrepancy with the Top 5 Disposition Code charts when viewed by job group and job code.
2024.6.177.4June 25, 20248345Feature CorrectionbalanceAAP - Berkshire Client PortalCorrection of a reported issue where in limited situations the Berkshire Client Portal email messages did not display the proper logo.
2024.6.177.4June 25, 20248353Feature CorrectionbalanceAAP - Berkshire Client PortalThe on-screen messaging, within the Berkshire Client Portal Document Center, has been enhanced to more accurately reflect a user's permission level when viewing uploaded files.
2024.6.169.4June 17, 20248284Feature CorrectionbalanceAAP - Berkshire Client PortalThe New Plans Assigned email, sent from the Berkshire Client Portal, has been updated to resolve a reported plan link error.
2024.6.169.1June 17, 20248265Feature CorrectionbalanceAAPThe balanceAAP Narrative editor has been modified to ensure all formatting related changes are accurately reflected in the final published Narrative document.
2024.6.163.1June 11, 20248219Feature CorrectionbalanceAAP - Berkshire Client PortalCorrection of an issue where the requisition number format, within the balanceAAP applicant data table, was preventing plans from being published successfully to the Berkshire Client Portal.
2024.6.163.1June 11, 20248232Feature CorrectionbalanceAAP - Berkshire Client PortalCorrection of a reported issue where in isolated situations the balanceAAP Narratives were not being fully published.
2024.6.162.4June 10, 20248214Feature CorrectionbalanceAAPCorrection of a reported issue where users are unable to add new Narrative Exhibits into their affirmative action plan.
2024.6.162.4June 10, 20248218Feature CorrectionbalanceAAPCorrection of a reported issue where in selection situations, balanceAAP users are unable to make and save Narrative changes.
2024.6.159.1June 6, 20247006Feature UpdatebalanceAAP - Berkshire Client PortalThe Plan and Overview Summaries have been updated to display a progress bar when the reports are being exported from the DataViz Overview and AAP Summaries page.
2024.6.159.1June 6, 20247523Feature UpdatebalanceAAP - Berkshire Client PortalThe Document Center file uploader has been enhanced to improve performance and prevent upload failures when upload subject line contained invalid characters.
2024.6.159.1June 6, 20247696Feature UpdatebalanceAAP - Berkshire Client PortalThe DataViz plan selector has been updated to correct a situation where users have not had a plan automatically selected after logging in to view their recently published plan.
2024.6.159.1June 6, 20247717Feature CorrectionbalanceAAP - Berkshire Client PortalThe Veteran Benchmarks for Hiring Analysis report settings have been corrected to providers users with the ability to run the report by plan or by job group.
2024.6.159.1June 6, 20247976Feature CorrectionbalanceAAP - Berkshire Client PortalThe Overall Summaries report has been updated to resolve an export failure that occurs in limited situations when the number of hires exceeds the report threshold.
2024.6.159.1June 6, 20248156Feature CorrectionbalanceAAP - Berkshire Client PortalCorrection of an issue where Adverse Impact reports, run by Job Code, are not displaying the correct information when the Adverse Impact reports are set to be filtered by individual Job Groups.
2024.6.159.1June 6, 2024Feature UpdatebalanceAAP - Berkshire Client PortalGeneral system updates have been made to improve the overall performance and usability of the Berkshire Client Portal.
2024.1.025.1May 9, 20247882Feature UpdatebalanceAAPThe Plan Publish functionality was updated for plans that use the IPEDS EEO Job Classification.
2024.1.025.1May 9, 2024Feature UpdatebalanceAAPGeneral system updates have been made to improve the overall performance and usability of balanceAAP.
2024.5.130.7May 9, 20247834Feature UpdatebalanceAAP - Berkshire Client PortalThe Plan and Overview Summaries have been updated to ensure the VEVRAA Hiring Benchmark formatting is consistent.
2024.5.130.7May 9, 20247835Feature CorrectionbalanceAAP - Berkshire Client PortalThe reported issue with the inability to disable and reenable the IWD and Protected Veterans sections within the Plan Summaries has been resolved.
2024.5.130.7May 9, 20247864Feature CorrectionbalanceAAP - Berkshire Client PortalCorrection of a reported issue where the Plan Summaries section icons were incorrectly displayed for sections without data.
2024.5.130.7May 9, 2024Feature UpdatebalanceAAP - Berkshire Client PortalGeneral system updates have been made to improve the overall performance and usability of the Berkshire Client Portal.
2024.4.116.11April 25, 20247750Feature CorrectionbalanceAAP - Berkshire Client PortalThe Plan Publish feature was modified to accommodate larger Adverse Impact selection ratios where applicable.
2024.4.116.11April 25, 20247751Feature CorrectionbalanceAAP - Berkshire Client PortalCorrection of a reported issue where Berkshire Client Portal users were unable to send an email to Product Support through the help menu.
2024.4.116.11April 25, 20247766Feature CorrectionbalanceAAP - Berkshire Client PortalThe client Admin role has been updated and Berkshire Client Portal users with the proper permissions can now change user roles, within their account, when needed.
2024.4.116.11April 25, 2024-Feature UpdatebalanceAAP - Berkshire Client PortalGeneral system updates have been made to improve the overall performance and usability of the Berkshire Client Portal
2024.4.109.4April 18, 20247612Feature UpdatebalanceAAP - Berkshire Client PortalThe Overall Summaries report has been updated to improve performance and efficiency.
2024.4.109.4April 18, 20247700Feature UpdatebalanceAAP - Berkshire Client PortalBerkshire Client Portal has been updated to better account for and report on plan feeders which originate outside of the main plan.
2024.4.109.4April 18, 20247727Feature CorrectionbalanceAAP - Berkshire Client PortalIn response to the recent change of the Vietnam Era Veterans’ Readjustment Assistance Act (VEVRAA) Hiring Benchmark, all AAP Reports, which display this value, have been updated to ensure the correct percentage is used after a plan is created and published.
2024.4.102.3April 11, 20247629Feature CorrectionbalanceAAPCorrection of a reported error where the Best Utilization Report was not running for select plans when run by the All Plans or Each Plan Separate setting.
2024.4.102.6April 11, 2024Feature UpdatebalanceAAP - Berkshire Client PortalGeneral system updates have been made to improve the overall performance and usability of the Berkshire Client Portal
2024.4.095.2April 4, 20247425Feature UpdatebalanceAAPUpdates were made to the Plan Summary report in balanceAAP to ensure the Adverse Impact Action Type entries are in the same order when compared to the Plan Summaries report in the Berkshire Client Portal.
2024.4.095.2April 4, 20247551Feature UpdatebalanceAAPIn accordance with the Vietnam Era Veterans’ Readjustment Assistance Act (VEVRAA) the national hiring benchmark has been adjusted. For all plans with a Plan Date on or after March 31, 2024, the new VEVRAA Hiring Benchmark is 5.2%.
2024.4.095.6April 4, 20246224Feature AdditionbalanceAAP - Berkshire Client PortalThe Berkshire Client Portal has been enhanced and now contains the ability to post global System Alerts for all clients and users. Additionally, individual users can update their profile and elect to have these System Alerts sent via email.
2024.4.095.6April 4, 20246698Feature UpdatebalanceAAP - Berkshire Client PortalThe Berkshire Client Portal has been enhanced to better accommodate AAP Update Plans. Changes includes the removal of the DataViz Goals section when only Update Plans are selected, DataViz column and tile headers will be updated when Update Plans are selected, and the Reports and Summaries sections will be changed accordingly.
2024.4.095.6April 4, 20246852Feature UpdatebalanceAAP - Berkshire Client PortalThe Plan Summaries report now displays a message within each section to indicate no results, when appropriate.
2024.4.095.6April 4, 20247426Feature CorrectionbalanceAAP - Berkshire Client PortalUpdates were made to the Plan Summaries report in the Berkshire Client Portal to ensure the Adverse Impact Action Type entries are in the same order when compared to the balanceAAP Plan Summary.
2024.4.095.6April 4, 20247485Feature UpdatebalanceAAP - Berkshire Client PortalUsers will now be presented with a message when viewing the Reports page if no plans are available.
2024.4.095.6April 4, 20247510Feature CorrectionbalanceAAP - Berkshire Client PortalThe Plan Summaries report has been updated to correct an issue where the report's tabs were not consistently linked to the list of available plans.
2024.4.095.6April 4, 20247537Feature CorrectionbalanceAAP - Berkshire Client PortalThe Document Center Upload page has been modified to reflect the current list of Berkshire recipients.
2024.4.095.6April 4, 20247594Feature CorrectionbalanceAAP - Berkshire Client PortalCorrection of a file upload error that occurred in the Service Deliverables section in select situations.
2024.4.095.6April 4, 2024Feature UpdatebalanceAAP - Berkshire Client PortalGeneral system updates have been made to improve the overall performance and usability of the Berkshire Client Portal
2024.4.095.6April 4, 2024Feature UpdatebalanceAAP - Berkshire Client PortalThe Berkshire Document Center has been updated to improve performance and efficiency.
2024.3.074.1March 14, 20247156Feature CorrectionbalanceAAPThe Compensation Summary by Job Title report was updated to display information in order by Job Code.
2024.3.074.2March 14, 20247122Feature CorrectionbalanceAAP - Berkshire Client PortalThe Job Group Analysis Summary report was updated to remove unused column totals.
2024.3.074.2March 14, 20247220Feature CorrectionbalanceAAP - Berkshire Client PortalBCP plan publish process was modified to correct a report error which occurred in limited situations.
2024.3.064.10March 4, 20246933Feature CorrectionbalanceAAP - Berkshire Client PortalThe Overall Summaries report was updated to correct an error that occurred in limited situations when run by Sub Plans.
2024.3.064.10March 4, 20247077Feature CorrectionbalanceAAP - Berkshire Client PortalThe Utilization Summary tab, in the Overall Summaries report, was updated to ensure all protected classes, with placement goals, are correctly listed.
2024.3.064.10March 4, 20247078Feature CorrectionbalanceAAP - Berkshire Client PortalAdverse Impact Data Visualization page totals were modified to ensure consistency with all selected Action Types and the Overall Summaries report.
2024.3.064.10March 4, 20247079Feature CorrectionbalanceAAP - Berkshire Client PortalCorrection of an issue where Berkshire Client Portal users received an error when attempting to upload a file through the Document Center.
2024.3.064.10March 4, 20247104Feature CorrectionbalanceAAP - Berkshire Client PortalThe Placement Goals report was updated so that all columns utilize the same data format.
2024.2.060.2February 29, 20246560Feature CorrectionbalanceAAPOrganizational Display report was updated to correct an isolated issue that appeared when the report was filtered by a Sub Plan.
2024.2.060.2February 29, 20246561Feature CorrectionbalanceAAPVeterans Data Collection Analysis was modified to prevent an isolated issue where duplicates were appearing when the report was set to run by job group.
2024.2.060.2February 29, 20246775Feature UpdatebalanceAAPProfile Management has been updated to include the Publish Plan to BCP option for all new accounts.
2024.2.060.2February 29, 20246888Feature CorrectionbalanceAAPFile Consistency has been updated to resolve an issue where in isolated situations roster records were being incorrectly labeled as not matching the prior year's roster.
2024.2.060.2February 29, 2024-Feature UpdatebalanceAAPGeneral system updates have been made to improve the overall performance and usability of balanceAAP.
2024.2.060.3February 29, 2024-Feature UpdatebalanceAAP - Berkshire Client PortalThe Berkshire Document Center has been updated to improve performance and efficiency.
2024.2.060.3February 29, 2024-Feature UpdatebalanceAAP - Berkshire Client PortalGeneral system updates have been made to improve the overall performance and usability of the Berkshire Client Portal
2024.2.053.3February 22, 20246898Feature CorrectionbalanceAAP - Berkshire Client PortalThe Manage Users page has been modified to display a confirmation message for all user profile changes.
2024.2.053.3February 22, 20246906Feature CorrectionbalanceAAP - Berkshire Client PortalCorrection of a reported issue where users in the Client Admin profile were receiving an error when Multi-Factor Authentication was activated.
2024.2.053.3February 22, 2024-Feature UpdatebalanceAAP - Berkshire Client PortalThe Berkshire Document Center has been updated to improve performance and efficiency.
2024.2.046.12February 15, 20245935Feature UpdatebalanceAAP - Berkshire Client PortalPlan Summary reports have been enhanced and now have the option to include or exclude the Minorities/Non-Minorities totals in the Adverse Impact section.
2024.2.046.12February 15, 20246248Feature UpdatebalanceAAP - Berkshire Client PortalThe Manage Users page now displays a confirmation message when user bulk actions are completed.
2024.2.046.12February 15, 20246329Feature CorrectionbalanceAAP - Berkshire Client PortalUsers can now be added to the Berkshire Client Portal through the balanceAAP Publish Plan Users Settings tab.
2024.2.046.12February 15, 20246438Feature UpdatebalanceAAP - Berkshire Client PortalIndividual Plan Identifier values can now be used as a search option when setting plan permissions in the Manage User page.
2024.2.046.12February 15, 20246686Feature CorrectionbalanceAAP - Berkshire Client PortalCorrection of a reported issue where individuals using the Add All option, when selecting plans, can add a plan more than once.
2024.2.046.12February 15, 20246689Feature CorrectionbalanceAAP - Berkshire Client PortalThe Applicant Flow tab has been modified to correct a reported issue where the Top 5 Disposition Code bar graphs were not consistently filtering on individual disposition codes.
2024.2.046.12February 15, 20246787Feature CorrectionbalanceAAP - Berkshire Client PortalPlan Summary reports have been updated to match individual AAP Report settings.
2024.2.046.12February 15, 20246790Feature UpdatebalanceAAP - Berkshire Client PortalThe Plan Summary default settings for new BCP user have been modified to match Berkshire recommendations.
2024.2.046.12February 15, 2024-Feature AdditionbalanceAAP - Berkshire Client PortalMulti-factor Authentication (MFA) has been added to the Berkshire Client Portal and can be activated through the Manage Security page.
2024.2.046.12February 15, 2024-Feature AdditionbalanceAAP - Berkshire Client PortalSingle Sign On has been added to the Berkshire Client Portal and can be activated through the Manage Security page.
2024.2.043.4February 12, 20246748Feature CorrectionbalanceAAP - Berkshire Client PortalCorrection of the Contact Support request error.
2024.2.043.4February 12, 20246772Feature CorrectionbalanceAAP - Berkshire Client PortalDocument Center was updated to provide email notifications to all relevant users.
2024.2.043.4February 12, 20246792Feature UpdatebalanceAAP - Berkshire Client PortalBerkshire Product Support contact information was updated.
2024.1.025.2January 25, 20246342Feature CorrectionbalanceTRAKThe balanceTRAK Data Export feature was updated to correct a report deficiency where for select clients duplicate job seeker entries appeared in the final export file.
2024.1.025.2January 25, 20246341Feature CorrectionbalanceTRAKCorrection of an error that was produced when removing reference table entries by balanceTRAK accounts that used the job code filter option when creating new requisitions.
2024.1.025.1January 25, 20246519Feature CorrectionbalanceAAPFile Consistency has been updated to improve performance and resolve an error that occurred in isolated situations when a plan's prior year history was added to the File Consistency Check options.
2024.1.025.4January 25, 20246497Feature CorrectionbalanceAAP - Berkshire Client PortalBerkshire Client Portal AAP Reports were modified to resolve an issue where duplicates job groups were appearing in isolated Adverse Impact reports.
2024.1.025.4January 25, 20246358Feature CorrectionbalanceAAP - Berkshire Client PortalCorrection of a file download error that occurred in the Service Deliverables section in select situations.
2024.1.025.4January 25, 2024balanceAAP - Berkshire Client PortalGeneral system updates have been made to improve the overall performance and usability of the Berkshire Client Portal.
2024.1.004.2January 4, 20246378Feature CorrectionbalanceAAP - Berkshire Client PortalCorrection of a reported issue where users were not able to log in if their email address contained a hyphen.
2024.1.004.2January 4, 2024-Feature Update-General system updates have been made to improve the overall performance and usability of balanceAAP and balanceAAP, Berkshire Client Portal.
2023.11.325.1November 21, 20235882Feature UpdatebalanceAAPThe EEO-1 preview report, within balanceAAP, has been modified and all Race/Ethnicity columns now match the displayed column order of the EEO-1 Data Collection site.
2023.11.325.1November 21, 20235965Feature UpdatebalanceAAP The EEO-1 File Export has been modified to correct previously reported upload errors, related to the “Consolidated Report” Data Row.
2023.1.1299.6October 26, 202314008Feature UpdatebalanceAAPThe EEO-1 data file creation process (Reports > EEO-1 Report) has been updated to match the new 2022 EEO-1 Component 1 Data Collection Fle Upload Specifications.

The following changes have been made:

  • Filers are no longer required to submit a data row representing the “Consolidated Report.” However, the inclusion of the data row in the file upload will not cause errors and the row will not be processed on submission.
  • The Establishment Information import and edit pages have been updated to include the following fields.
    • Federal Contractor Designation (Field 13) indicator has been added and can now be set per Establishment.
    • Unique Entity ID (UEI) (Field 188) which is required for all federal contractor establishments.
    • Establishment Level Comments (Field 189) can now be entered and included with the file export.
  • The following fields are no longer required in the file upload. However, the inclusion of these values in your file upload will not cause upload errors.
    • 10: Question B.2.C – Was an EEO-1 Component 1 report filed for this establishment last year?
    • 11: Question C.1 – Does the entire company have 100 or more employees?
    • 12: Question C.2 – Is your company affiliated through common ownership and/or centralized management with other entities in an enterprise with a total employment of 100 or more employees?
    • 14: Data Universal Numbering System (DUNS) number
    • 18: Title Of Certifying Official^
    • 19: Name Of Certifying Official^
    • 20: Telephone Number^
    • 21: Email Address Of Certifying Official^
    • 172-186: Individual Column Totals for Rows 1-10 of the Workforce Demographic Data Matrix

^“Certifying Official” information will be entered directly into the OFS when certifying the 2022 EEO-1 Component 1 report

Additional information on the 2022 EEO-1 Component 1 Data Collection can be found here.

2023.1.1299.6October 26, 2023-Feature UpdatebalanceAAPGeneral system updates have been made to improve the overall performance and usability of balanceAAP
2023.1.1285.9October 12, 202313956Feature UpdatebalanceAAPbalanceAAP has been enhanced to provide eligible clients with the ability to publish plans to the Berkshire Client Portal. Additional information can be obtained by contacting Berkshire’s Product Support department at: product.support@berkshireassociates.com.
2023.1.1285.9October 12, 202314004Feature UpdatebalanceAAPThe Document Center has been updated and relocated to the Berkshire Client Portal.
2023.1.1285.9October 12, 2023-Feature UpdatebalanceAAPGeneral system updates have been made to improve the overall performance and usability of balanceAAP
2023.1.1258.1September 19, 202313995Feature CorrectionbalanceAAPCorrection of a reported issue where balanceAAP users were not able to unlock plans which had been previously locked.
2023.1.1254.1September 14, 2023-Feature UpdatebalanceAAPGeneral system updates have been made to improve the overall performance and usability of balanceAAP.
2023.1.1215.2August 3, 202313962Feature UpdatebalanceAAPThe Apps to Hires feature, found on the Applicant data table, has been updated to improve performance and efficiency.
2023.1.1215.2August 3, 202313951Feature UpdatebalanceAAPThe balanceAAP Document Center list of allowed files has been updated to include MP4 files.
2023.1.1187.1July 6, 202313830Feature CorrectionbalanceAAPCorrection of a reported issue where, in isolated situations, saving multiple Narrative Tags caused an error.
2023.1.1187.1July 6, 202313942Feature CorrectionbalanceAAPCorrection of an isolated issue where the balanceAAP Dashboard was not being set to recalculate each time an IWD or Protected Veteran data table value was updated.
2023.1.1187.1July 6, 202313945Feature CorrectionbalanceAAPFile Consistency has been modified to improve performance.
2023.1.1187.1July 6, 202313947Feature CorrectionbalanceAAPbalanceAAP Notification Panel has been updated to enhance readability.
2023.1.1181.3July 6, 2023-Feature CorrectionbalanceTRAKMinor system updates have been made to improve the overall performance and usability of balanceTRAK.
2023.1.1146.3June 15, 202313920Feature UpdatebalanceAAPThe balanceAAP EEO-1 report verification tool has been updated with the most recent NAICS codes.
2023.1.1136.3May 18, 202313907Feature CorrectionbalanceAAPThe balanceAAP report functionality, when run by a Drilldown level, was modified to improve performance.
2023.1.1135.3May 18, 202313908Feature CorrectionbalanceTRAKCorrection of a reported issue where balanceTRAK users, in isolated situations, were unable to edit and save answers when completing the job seeker Interview Forms.
2023.1.1135.3May 18, 202313913Feature UpdatebalanceTRAKThe Voluntary Self-Identification of Disability Form has been updated within balanceTRAK. Beginning June 1, 2023, this form is for use by covered employers to invite applicants to voluntarily disclose their disability status during their application process.
2023.1.1136.3May 18, 202313916Feature UpdatebalanceAAPThe balanceAAP report export process was modified to improve performance and efficiency.
2023.1.1135.3May 18, 202313923Feature UpdatebalanceTRAKThe Indeed job board integration has been modified to improve searchability.
2023.1.1136.3May 18, 202313926Feature CorrectionbalanceAAPCorrection of an issue where balanceAAP reports, when run by a Drilldown level, were not consistently exported in the same order.
2023.1.1121.1May 4, 202313912Feature CorrectionbalanceAAPCorrection of a reported issue where saving a new Narrative Tag was generating an error if the tag name was included in the tag value section.
2023.1.1114.1April 27, 202313882Feature CorrectionbalanceAAPCorrection of a reported issue where a Narrative Tag and Section could not both have the same name within a plan.
2023.1.1114.1April 27, 202313883Feature CorrectionbalanceAAPWhen a Narrative Section Tag has been added to the Document Body and it is not in the primary Section Tag list, the resulting document will now inform the user of the missing tab and not generate an error.
2023.1.1114.1April 27, 202313889Feature CorrectionbalanceAAPNarrative Tags have been updated and will no longer create an error if the tags are set up to feed themselves.
2023.1.1116.3April 27, 202313896Feature UpdatebalanceTRAKThe Indeed job board integration has been changed to begin sending the Type of Position (Full-Time, Part-Time, etc.) and the Salary Range for each requisition.
2023.1.1116.3April 27, 202313900Feature CorrectionbalanceTRAKbalanceTRAK job posting pages have been updated to correct a display issue which was introduced with a recent Chrome/Edge browser update.
2023.1.1114.1April 27, 202313901Feature CorrectionbalanceAAPThe Narrative Table of Contents page has been updated to correct an issue where the page totals did not accurately reflect all the included Reports and Exhibits.
2023.1.1114.1April 27, 202313903Feature CorrectionbalanceAAPCorrection of a reported issue where in isolated situations the Plan Effective Date Range Narrative Tag was being incorrectly populated during plan creation.
2023.1.1116.3April 27, 202313909Feature UpdatebalanceTRAKThe ZipRecruiter job board integration has been changed to begin sending the Type of Position (Full-Time, Part-Time, etc.) and the Salary Range for each requisition.
2023.1.1102.1April 27, 202313978Feature CorrectionREACHCorrection of an issue where the REACH Reports would fail to run in isolated situations.
2023.1.1102.1April 27, 2023-Feature CorrectionREACHAdditional minor system updates have been made to improve the overall performance and usability of REACH
2023.1.1102.1April 13, 202313895Feature UpdatebalanceAAPIn accordance with the Vietnam Era Veterans’ Readjustment Assistance Act (VEVRAA) the national hiring benchmark has been adjusted. For all plans with a Plan Date on or after March 31, 2023, the new VEVRAA Hiring Benchmark is 5.4%.
2023.1.1081.1March 23, 202313810Feature CorrectionbalanceAAPCorrection of a reported issue where, in isolated situations, availability report totals are not aligned when plan is set to use Rollups or Drilldowns.
2023.1.1081.1March 23, 202313811Feature CorrectionbalanceAAPCorrection of an issue where Internal Availability feeders were not consistently cascading down to Sub Plans based on their employment threshold.
2023.1.1081.1March 23, 2023-Feature UpdatebalanceAAPAdditional minor system updates have been made to improve the overall performance and usability of balanceAAP.
2023.1.1052.2February 23, 202313796Feature UpdatebalanceTRAKCorrection of an issue where users were receiving a notification error after the removal of a job seeker stage.
2023.1.1052.2February 23, 202313808Feature CorrectionbalanceTRAKThe balanceTRAK State Job Board integration list of available states has been updated.
2023.1.1039.1February 9, 202313733Feature CorrectionbalanceTRAKCorrection of a reported issue where users were able to save a required requisition field, on a previously created requisition, without a value.
2023.1.1039.1February 9, 202313740Feature CorrectionbalanceAAPCorrection of a reported issue where Aggregate Census Codes were being created without a description.
2023.1.1039.1February 9, 202313751Feature UpdatebalanceTRAKThe balanceTRAK State Job Board integration has been enhanced to include a report of sent requisitions which is located in the Metrics report section.
2023.1.1039.1February 9, 202313777Feature CorrectionbalanceAAPCorrection of a reported issue where balanceAAP was not recalculating when individuals used the Assign Reports feature on the Roster data table.
2023.1.1039.1February 9, 202313779Feature CorrectionbalanceAAPCorrection of a reported issue where balanceAAP users, in select situations, were receiving an error when attempting to delete a feeder on the Internal Availability page.
2023.1.1039.1February 9, 2023-Feature CorrectionbalanceTRAKAdditional system updates have been made to improve the overall performance and usability of balanceTRAK.
2023.1.1033.1February 2, 202313328Feature CorrectionbalanceAAPCorrection of a reported issue where users were unable to export the default Narrative Document Body.
2023.1.1033.1February 2, 202313693Feature CorrectionbalanceAAPFile Consistency Batch Operations was updated to modified results display when no valid records were found.
2023.1.1033.1February 2, 202313694Feature UpdatebalanceAAPbalanceAAP calculation process was modified to improve performance and usability.
2023.1.1033.1February 2, 202313747Feature CorrectionbalanceAAPRecruitment Area Wizard was modified to enhance area assignment for selected County Sets.
2023.1.1033.1February 2, 202313754Feature CorrectionbalanceAAPCorrection of Recruitment Area Wizard error when run by plan.
2023.1.1020.1 January 20, 202313718Feature CorrectionbalanceTRAKCorrection of a reported issue where users were not able to open the TRAK tab in User Management.
2023.1.1020.1 January 20, 202313719Feature CorrectionbalanceTRAKCorrection of a reported issue where balanceTRAK users were not able to access the Data Export page.
2023.1.1019.1January 19, 202313701Feature UpdatebalanceAAPThe Plan ID will now appear on page footer throughout the balanceAAP application.
2023.1.1019.1January 19, 202313706Feature CorrectionbalanceAAPCorrection of a reported issue, where in isolated situations, the Recruitment Area Wizard returned areas that did not contain availability data.
2023.1.1019.1January 19, 2023-Feature CorrectionbalanceTRAKMinor performance corrections have been made to the job seeker application process.
2023.1.1019.1January 19, 2023-Feature UpdatebalanceTRAKAdditional performance updates have been made to the balanceTRAK Archive process.
2023.1.1017.1January 17, 202313704Feature UpdatebalanceAAPThe balanceAAP Document Center was enhanced to allow file uploads of up to 500MB.
2023.1.1005.1 January 5, 2023 13583 Feature Update balanceAAP Plan Review Item 2.1 (File Consistency) has been enhanced to provide additional details after the File Consistency is run, including the number of employees with issues and/or ignored.
2023.1.1005.1 January 5, 2023 13622 Feature Correction balanceAAP Correction of a previously reported issue where in isolated situations, backed-up and restored Affirmative Action Plans, required Product Support intervention.
2023.1.1005.1 January 5, 2023 13623 Feature Update balanceAAP The File Consistency Report has been updated with a new design to improve readability and additional fields to improve usability. The new Excel report will have one issue type per tab, include new fields to assist with resolving file consistency issues, and include new visual differentiators to easily separate entries.
2023.1.1005.1 January 5, 2023 13624 New Feature balanceAAP A new File Consistency Batch Operations entry has been added which will identify employees who have multiple Personnel Actions on the same day and remove all but the first Personnel Action. The new entry will only be available after the initial File Consistency check has been run with the corresponding File Consistency option to identify employees with multiple transactions on the same day.
2023.1.1005.1 January 5, 2023 13625 New Feature balanceAAP A new File Consistency Batch Operations entry has been created that will identify employees whose most recent Personnel Action entry does not fully match their Roster job code, department code, or plan code. When selected and run, the Personnel Action entry will be updated to match the Roster table.
2023.1.1005.1 January 5, 2023 13626 Feature Update balanceAAP When File Consistency is run from a Sub Plan, the resulting issue list will now include issues found for each employee across all Sub Plans.
2023.1.1005.1 January 5, 2023 13627 Feature Update balanceAAP The File Consistency View Filters page has been enhanced to provide balanceAAP users with the ability to filter issues by Plan Code. This option will only be available within Master Plans.
2023.1.1005.1 January 5, 2023 13628 Feature Update balanceAAP balanceAAP's default File Consistency Ignored Employees option has been changed from Include to Exclude.
2023.1.1005.1 January 5, 2023 13629 New Feature balanceAAP A new File Consistency Batch Operations entry has been added which will allow users to exclude all remaining employees identified through a previous File Consistency check. This entry will only appear after the initial File Consistency check has been run.
2023.1.1005.1 January 5, 2023 13630 Feature Update balanceAAP The File Consistency View Filters page has been modified to include the ability to select or deselect all found File Consistency types.
2023.1.1005.1 January 5, 2023 13668 Feature Update balanceAAP The default admin profile for balanceAAP has been updated to provide users access to the Personnel Action Order settings page and the Job Group Structure tab.
2023.1.1005.1 January 5, 2023 - - balanceAAP Additional technology and security updates have been included to enhance performance and maintain usability.