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BalanceTRAK > Settings > Workflow

KEY TOPICS:

  • System Workflow Settings for Job Seekers
  • System Workflow Setting for Requisitions


Set up System Settings for Workflow

The balanceTRAK Administrator can access Settings from the side navigation menu to review or change some system Workflow settings for his or her organization. These settings support efforts to track applicants consistently by Job Seeker Stage and help ensure all Job Seekers are properly accounted for when a Requisition is: Closed.

Note: If you have questions about Settings, please contact your system Administrator or Berkshire’s Product Support, as appropriate for your role and organization.

System Workflow Settings for Job Seekers

Assign Job Seeker Stage Automatically when Application is Complete

The first menu item turns on automation for assigning Job Seeker Stage, and then allows this setting to be applied globally or when an individual Requisition is being added or edited:

Allow automatic assigning of job seeker stage after application completion.

If checked, a pair of radio buttons, with the following taglines, control how this setting is instituted:

Turn on for all Requisitions —

Note: If this option is activated, a Job Seeker Stage, as chosen from the provided drop-down, will be assigned to the Job Seeker upon completion of the APPLICATION (e.g., HR Review).

OR

Choose specific requisition (will be set when creating or editing a requisition)

Cross-reference: For more on applying this setting at the Requisition level, see:

Turn on Prompt when Position is Filled

When a job seeker is assigned a hired disposition code, and the number of hired jobseekers then meets or exceeds the number of positions for the requisition, prompt the user to disposition the remaining candidates.

The message the user will receive is: There are now (number of) job seekers assigned a hired disposition code, and the requisition currently has (number of) positions to be filled. Do you want to close the requisition?

In answer to the above question, the user may select [Yes] or [No].

Disposition Viewed Candidates when Requisition is Closed

A list of your Stages and corresponding drop-downs, containing possible Disposition Codes will appear below the tagline If there are still viewed job seekers without a final disposition code when closing a Requisition, assign their disposition to:

System Workflow Setting for Requisitions

When checked off, this system setting prevents a Requisition from being put in the Closed Category until all Job Seekers who applied have Disposition Codes:

Do not allow a user to change this requisition's category to Closed unless all job seekers are assigned a final disposition code.