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Manage Forms

KEY TOPICS:

  • View Forms and Perform Form Actions
  • Add a New Form to the Requisition

Access Forms in the Requisition Detail

As a best practice, the Forms associated with a Requisition will remain the same for the duration of a Job Posting, so that consistent Questions are presented to Job Seekers who apply. In this manner, Job Seekers can be screened and compared, using the same factors, and the documentation your organization collects will conform from applicant to applicant.factors.

However, the Forms tab can be accessed in the Requisition detail to manage, review, or edit a Form, when necessary. In addition, statistics will be displayed on the number of Job Seekers who have completed, or started to complete, each Form.

Important Alert: To protect Form integrity, Form editing may be disabled, according to each user's permissions and/or whether a certain Requisition action occurred (e.g., the approval process is complete; a Job Seeker has applied).

Please contact your organization's balanceTRAK Administrator or Berkshire's Product Support for more information as appropriate for your role and organization.

Cross-reference: If you are an Administrator, a description of Implementation settings is located here: Client Settings.

View Forms and Perform Form Actions

Forms are stored within the Requisition detail on the Forms tab. Just like how Forms were displayed while the Requisition was being created, they are organized by the following columns:

  • Form Templates — The library of available Forms
  • External — Forms currently associated with the Requisition's external posting
  • Internal — Forms currently associated with the internal posting

Within the last two columns, listed above, each existing Form (e.g., Prescreener, Application) is shown as a bar for viewing or editing.

To access each Form's toolbar, click the Expand icon within each Form's bar. Based on each user's permissions, the toolbar will contain the following icons for working with the particular Form:

  • View — View a PDF of the Form (and print, if needed)
  • Edit — Modify an existing Form, and make form changes
  • Delete — Remove a Form (and click [OK] to confirm the deletion)
  • History — Follow a quick link to the Form's Template's editing History
  • % Scoring — Create a Scoring Scheme that will assign values to applicant responses
  • Settings — Follow a quick link to the underlying Form Template's Settings

Add a New Form to a Requisition

First, access the Forms tab. Again, in the same manner that a Form is added during Add New Requisition, drag a Form from the Form Templates column on the left to one of the External or Internal columns on the right.