What's New in 2023

RETURN TO: Product Release Notes Index


Software Release Notes - 2023


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
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.