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Navigate the Requisition Detail

BEGIN HERE:

KEY TOPICS:

  • Overview of the Requisition Information Toolbar
    • Edit Information
    • Send Email
    • Copy Requisition
  • Assign Requisition Status
    • Post the Job Listing to the Company Career Page
  • View the Job Seekers List, Filtered by the Requisition

Related Topics:


Work with the Requisition Information Menu

Once the Requisition has been added to the Requisitions list, click the corresponding [Review] icon to enter the Review Requisition detail. Here, you will find the top menu is comprised of key Requisition Information, including:

  • Information, entered when the Requisitions was added
  • Header toolbar icons, offering quick links to key actions

Overview of the Requisition Information Toolbar

Edit Information

The Edit Requisition Information menu will display the current information. Update the entries, as necessary, and click [Save] if changes are made.

Send Email

The Send Mail menu opens. Compose an email, select recipients, and [Preview and Send] the message.

Copy Requisition

A new Requisition may be created by copying some (or all) of an existing one. Drop-downs will display options for the current Requisition's:

  • [Business unit] Code
  • Job Code
  • (Requisition) Status

However, the drop-downs will also display other options that are available, either in the system or from other Requisitions. Make a new selection, as needed.

Then select whether to also copy the Job Seekers, and their statuses, to the new Requisition. Finally, click [Copy].

Assign Requisition Status

If the Requisition Status has been made available for revision, that entry will appear as a link. After, clicking [Status entry], review the Status drop-down, and choose the appropriate option. Click [Save] to apply changes.

Note: Because the Status will trigger certain tools to become available within the system, ensure that it is set accurately to your workflow.

Quick Tip: For cumulative totals, view the Requisitions graph and accompanying Requisition Status table on the Home page Dashboard.

Post the Job LIsting to the Company Career Page

By default, a Job Posting page goes live when the Status of Accepting Applications is displayed and the Requisition has at least one form assigned. balanceTRAK may also be configured to NOT allow a Requisition to be Closed, until all associated Job Seekers have been given a Final status that is defined by the Administrator.

Important Caution: If a Requisition has not been approved in the system, and the user attempts to change the Status to one indicating approval, a warning message will appear. Click [OK] to verify the change, or [Cancel] it.

Cross-references: If you are an Administrator, refer to:

View the Job Seekers List, Filtered by the Requisition

Click the [Numerical entry] under: # of Job Seekers. The Job Seekers list will be limited to those who applied to the Requisition.