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BalanceTRAK > Settings > Workflow

KEY TOPICS:

  • SystemJob Seeker Workflow Settings for Job Seekers
    • Assign Job Seeker Stage after Application is Complete
    • TurnClose the Requisition on Disposition Alert when Position is Filled
    • Disposition Candidates when Requisition is ClosedHire(s)
  • SystemRequisition Workflow SettingSettings
    • Restrict forRequisition RequisitionsClosing
    • Assign Disposition Codes to Viewed Job Seekers
    • Assign a Disposition Code to Unviewed Job Seekers

System Settings for Workflow

The balanceTRAK Administrator can access Settings from the side navigation menu to review or change system Workflow settings for the client account. 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.

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

As outlined below, the Workflow window is divided into:

  • Job Seeker Workflow

    • AND

  • Requisition Workflow

However, please review all of the administrative settings (below) because they are interrelated.

SystemJob Seeker Workflow Settings for Job Seekers

Assign Job Seeker Stage after Application is Complete

The first menu item turns on automation for assigning Job Seeker Stage at completion of the APPLICATION. This automation tocan 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 [Select the appropriate Job Seeker Stage from the drop-down]

OR

ChooseSet specificfor requisitionindividual (willrequisitions (can be set when creatingadding or editing a requisition)

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

TurnClose the Requisition on DispositionHire(s)

Complete Alertthe whensecond Position is FilledThe next setting turns on a promptmenu to remindcontrol what happens to the balanceTRAK user to disposition Job Seekersrequisition when a position is filled —

When a job seeker is assigned a hired disposition code, and the number of hired job seekers thenhires meets or exceeds the number of positionsjobs for the requisition, prompt the user to disposition the remaining candidates. open:

The

message Take theno useraction will(default)

OR

receive is: There are now [number of] job seekers assigned a hired disposition code, and the Close 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]. automatically

Disposition

Requisition CandidatesWorkflow whenSettings

The Requisition is ClosedThe first part of each setting on thisWorkflow menu turns on automatic dispositioning of Job Seekers when a Requisition is closed,divided basedinto onthree whethersegments, a candidate has been viewed or not viewed.

The second part of each menu controls what Disposition Code should be applied. Additionally, for viewed Job Seekers, drop-downs for selecting Disposition Codes by Stage will be organized belowrepresenting the following tagline, if checked —settings:

Restrict IfRequisition there are still viewed job seekers without a final disposition code when closing a Requisition, assign their disposition to: (Stage and Disposition Code]

For Job Seekers that have not been viewed, simply select a Disposition Code from the provided drop-down, next to the tagline, if checked —

If there are still unviewed job seekers without a final disposition code when closing a Requisition, assign their disposition to: [Disposition Code]

System Workflow Setting for Requisitions

ClosingWhen the box is checked, 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 thisa requisition's category to Closed unless all job seekers are assigned a final disposition code.code

Assign Disposition Codes to Viewed Job Seekers

On Requisition close, the second menu turns on automatic dispositioning for viewed Job Seekers who are Not Dispositioned. When activated, drop-downs for selecting Disposition Codes by Stages will become active —

To activate menu options, check the box next to the tagline: Assign the following disposition codes to any viewed job seekers without a final disposition code when closing a requisition.

Then, consider the best Disposition, by Job Seeker Stage, and make selections. (The Overall Disposition Code will be applied for each Stage lacking a selection.)

Assign a Disposition Code to Unviewed Job Seekers

The third menu turns on the automatic dispositioning of unviewed applicants who are Not Dispositioned, allows the assignment of a Disposition Code —

Check the box next to the tagline: Assign the following disposition code to any unviewed job seekers without a final disposition code when closing a requisition.

From the active drop-down, choose a: [Disposition Code].

If changes are made, press the [Save] button at the bottom of the page.