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Other Job Seeker Detail Tools

KEY TOPICS:

  • CalendarInterview
    • AddSchedule an EventInterview (and attach Job Seeker's Resume)
  • History
  • Notes
    • Add a Note
  • Export Notes or History to Excel

Work with the Calendar, History, and Notes

From the Job Seeker detail, tools for developing Calendar events, reviewing the system history regarding the Job Seeker record, and adding Notes are also available.

Email a Blank Form to the Job Seeker

The following link is visible after clicking the [Expand] triangle:

Documents

The Documents table stores files, associated with the Job Seeker, with links to the Job Seeker's:

  • Most Recent Resume
  • (Where required or included) Most Recent Cover Letter

Add (and Delete) a Document to the Job Seeker Record

System-compatible formats are:

  • PDF
  • DOC
  • DOCX
  • RTF
  • TXT

Click the [Plus sign], located in the Documents menu header. From the Upload Documents menu, select Document Type:

  • Resume
  • Cover Letter
  • Other

(Optional) Enter a Description.

Finally, use the [Browse] function to Select a File, and click [Upload].

The Document will be listed by: File Name and Description. To remove the Document, click the [Delete] icon to the left of the File Name. When the confirmation message appears, click [OK].

Note: Only one (Most Recent) Resume and one (Most Recent) Cover Letter may be saved. If a new version is uploaded, the system will ask whether to overwrite the prior version. [OK] or [Cancel] the upload. To save additional versions of the same document, use: Other.

Calendar

Displays existing event dates (in red) on a graphical Calendar, along with a list of event descriptions. To the right of each event are three icons, offering quick links to:

  • [Edit] Event
  • [Remove] Event
  • Send [Reminder] to Outlook

Note: An event is limited to one Date. Typical events may include an interview, a deadline, or an approval meeting.

Add an Event (and send Job Seeker's Resume)

Click on the [Plus sign] on the right side of the Calendar menu header. In the Add Event menu, enter:

  • Description
  • Date
  • Start Time
  • End Time

Then, from a pre-populated menu of system users: Select the People to Include for this Event. By default, the user creating the event is checked. Using the provided check box, determine whether to: Send participants a notification e-mail.

If applicable, check the box next to: Attach the job seeker's resume to the notification email. When the entries are complete, select [Save].

Each recipient will receive the notification, an ICS file for import into Outlook’s Calendar, and optionally, a PDF of the Job Seeker’s Resume.

History

balanceTRAK automatically builds a system History for each Job Seeker to log the Job Seeker's activities in the system, such as the completion of a Form. In addition, the History records Job Seeker-related activities performed by balanceTRAK users, such as transmittal of communications, data entry/deletion, Calendar entries, and the assignment of Job Seeker Stage and/or Disposition.

To view the History/Notes in a print format, click on the [Report] icon, located in the table header. The History/Notes appear in a new window, suitable for printing or saving.

Notes

Notes are displayed by:

  • Date
  • Email (of user associated with the action)
  • Requisition Number (if the record is associated with one)
  • Description

Add a Note

Add a comment to the Job Seeker’s History/Notes by clicking on the [Plus sign] on the right of the table header. In the Add Note menu, enter a Note, select None or the Requisition Number, and click [Save].

After the Note is added, icons become available to [Edit] or [Delete] the Note.