balanceTRAK Table of Contents

Home page and Related Tools

• balanceTRAK Overview and Navigation
• Home page Notifications

Requisitions Needing Approval

Job Seekers Needing Approval

• Dashboard Objects

Current Requisitions Pie Chart and Table

Recent Job Seekers Graph and List

• Calendar
• Saved Views List

Requisitions

• Use the Requisitions tab
• View, Filter, and Sort Requisitions
• Create (Add) a Requistion
• Other Requisitions List Tools
• Use the Review Requisitions Detail
• Requisition Information
• Forms
• Job Description
• Requisition Approval Process
• Review Job Seekers who have Applied
• Other Requisition Tools

Sources (and Links)

Export Job Description

Requisition Calendar

Requisition History/Notes

• Customize and Save Views
• Export Requisitions

Job Seekers

• Use the Job Seekers List
• View, Filter, and Sort the Job Seekers List
• Job Seeker List Icons
• Use Job Seeker Toolbar

Copy Selected (to Another Requisition)

Assign Applicant Status

Send Bulk Email to Job Seekers

Import a Resume to Update Job Seeker Data

Send Job Seeker Information

View Selected Job Seekers

• Customize and Save Views
• Export Job Seekers

Reports

• Select Reports
• Select Reports: Tools and Settings
• Select Reports for Export
• Export Settings
• Filter (Optional)
• Report Settings (Optional)

Administrative Settings

• Questions
• Learn about Types of Questions
• Add and Edit Questions for Forms

Review and Complete Basic Information

Preview the Question

Determine Permissions by Question

• Use other Question list Tools

• Form Templates
• Email Templates
• Approval Processes