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BalanceTRAK > Settings > Form Templates

KEY TOPICS:

  • Tabs for Form Types
  • Form Templates List Tools
    • Sort a Form Templates List
    • Add a Form Template
  • Line-item Controls for the Form Templates List
    • Add or Edit a Scoring Scheme
    • EditReview/Edit an Existing Form Template
    • Delete an Existing Form Template
    • Set the Default Self-ID Form
  • About Form TemplatesTemplate Sections
    • What Form Sections are Available?
    • Introductory and Finishing Pages
  • Edit a Form Template

Manage Form Templates to be Completed by Job Seekers

A library of Form Templates — for use during the job application process — is stored under Administrative Settings. An Administrator may update the library, as needed.

Tabs for Form Types

Form Templates are organized by the following types:

  • Applications — Central templates, used to collect information by applicant audience (e.g., Internal, External, International, Non-Exempt)
  • Assessments — Tests, used to gauge the skill level of applicants in job-related tasks, by Pass or Fail
  • Prescreeners — Forms used to screen applicants, based on meeting basic minimum requirements
  • Self-ID Forms — Voluntary forms, used to collect information on the applicant’s race, gender, disability, and protected Veteran status
  • Background Check Form — A template for collecting additional information from the Job Seeker, as required for a background or credit check

Each balanceTRAK form type has a corresponding tab under Form Templates. On entry, each tab is similar in content and function; if tasks are specific to one type of form, they are described in this article.

Form Template List Tools

Since default Form Templates will already exist in the system, based on your balanceTRAK Implementation, this article discusses tools for working with these lists next.

Sort a Form Template list

The Form Template list on any tab may be sorted by clicking on the Form Name (or other displayed) column header.

Add a Form Template

To create a new form, click the [Add] button. From the Add Form Template menu, determine whether to start with a Blank Template (enter a Template Name); Copy from an Existing Template; or Copy from an Existing Form; and click [Save]. If a Copy option is chosen, follow the prompts to enter a Form Name, select the source; and click [Save]. A page to edit the settings for that particular form will open (as described below).

Line-Item Controls for Form Templates

Edit an Existing Template

Edit an existing form template by clicking the [Edit] icon corresponding to a Form Name, which opens the form template’s detail page (described below).

Add or Edit a Scoring Scheme

For each APPLICATION or PRESCREENER template type, a Scoring Scheme can be assigned to aid in comparing Job Seeker responses on those forms. Once a form template is added, add a Scoring Scheme by clicking on the Scoring Scheme icon.

Set the Default Self-ID Form

The default Self-ID form will be indicated by a check Green check mark in the Default Form column. To select a different default, click the inactive [Inactive check mark] for the appropriate SELF-ID form template. A confirmation message will appear; click [OK].

The system uses the default SELF-ID form when you select to automatically display the form or email it to a Job Seeker (as described below under: Form Settings: SELF-ID forms).

Delete an Existing Form Template

To remove a Form Template from the list, check the appropriate box, located to the left of the Form Name. Then choose the [Delete Selected] button from the upper toolbar.

About Form Templates

Use the template’s detail page to set form parameters and develop each individual form Section. The Section being displayed is listed in the Section drop-down menu at the top of the page. The drop-down’s Sections are listed in the order that a Job Seeker will see them.

What Sections are Available?

The following default Sections, which are applicable depending on form type, are typically installed:

  • Personal Information
  • Position
  • Eligibility Requirements
  • Education
  • References
  • Employment
  • Applicant’s Statement
  • HR-Use Only (for internal display only)

Additional Sections may be available for selection in the system. For more information, contact Berkshire’s Product Support.

Introductory and Finishing Pages

When Introductory Page or Finishing Page is selected from the Section drop-down, this content may be edited by means of a text editor. Content will apply across all forms in the Type. When the content for these pages is left blank, the pages will be omitted.

Review and Edit a Form Template

The tools for reviewing and editing a Form Template include:

Basic Detail Controls

Apply Changes to Form Templates — As form template changes are made, click the [Save] button at the bottom of the page.

Because forms originating from Form Templates are typically in use, the user determines at this time how to apply changes via the Copy Form Template Changes menu. Using the radio buttons, select whether to: Apply (the changes) to this template only; Apply to this template and all active requisitions; or Apply to this template and all Requisitions.

View Form Template History — To view the History for a displayed form template, navigate to History, a table located at the bottom of the template’s detail page. Click the [Expand] triangle to display the current History.

Click on the [Display] icon, located on the right side of the History header bar, to view the information in an extracted format. A new window opens. [Print] the information, as needed.

Preview the Form — To preview the form in a printable format, click the [PDF] icon. To preview the form as the Job Seeker will see it, click the [Preview] icon.