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Develop the Full and Short Job Description

PRIOR STEPS: Add a New Requisition (Setup and Details)


  • Choose a Method for Developing the Job Description
  • Use an Existing Job Description
  • Create (or Edit) the Job Description by Section
    • Should the Short Job Description also be Developed?

NEXT STEP: Determine Approvals

Display the Job's Requirements to Job Seekers

As the third step in the Add New Requisition process, the Job Description screen is accessible from the side navigation menu, displaying two tabs:

  • Long Description (Required to post a job opening on line)
  • Short Description

The article below describes how to use or modify an existing Job Description, or develop a new one, while creating a new Requisition.

Choose a Method for Developing the Job Description

For client organizations that have prior Job Descriptions stored in balanceTRAK, theyou Requisition creator canwill be prompted to choose the relevant Job Description when building a new Requisition. This is accomplished in the system through Job Title/Code, which ties the Job Description and the Requisition together.

At the same time, the system allows an individual Requisition creator to develop a unique Job Description by job opening. Based on these considerations (and the desired result), choose one of the following methods:

  • Bring in a default Job Description (If available).^
  • See: Use an Existing Job Description.


  • Enter text, or paste the Job Description from an external source.
  • Jump to: Create (or Edit) the Job Description by Section.

^ Cross-reference for Administrators: Job Descriptions can be imported into the system, by one of two methods —

  • A single document may be brought into the system, within an existing Requisition: Import a Job Description
  • One or more Job Descriptions can be stored as system defaults, by Job Code: Job Code Table.

Use an Existing Job Description

If the system detects a default Job Description, by Job Code, the system will load the document for you. In this case, simply review the content, which is organized by Section. Make revisions by typing directly into each Section; if style changes would be beneficial, take advantage of the pop-up formatting toolbar.

Create (or Edit) the Job Description by Section

First, navigate to the Short Description or Long Description tab, as necessary.

Then, hover the mouse over a Section (e.g., Description/Job Summary, Required Skills) (under the Section heading), and click in the blank area (or within existing text, if already entered) to enable editing. A word processing toolbar will appear. By again hovering your mouse over icons in the toolbar, a caption describes each word processing tool.

Quick Tip: The most popular and easiest method for developing the Job Description by Section is to prepare content in Microsoft Word and take advantage of the toolbar's Paste from Word button.

For each Section, enter the appropriate text in the text editor, and format the text, using the available word processing tools.

Quick Tip: Although letters or words can be selected in the editing field after they are typed and formatted (e.g., italic), the quickest method for formatting the entire field is to select the formatting prior to entering text.

Should the Short Job Description also be Developed?

A second consideration is whether your Job Posting page would benefit from displaying the Short Job Description as a "teaser" to Job Seekers, before they click the [Apply Now] button and review the Long Job Description.

Because the Short Job Description is a component of the Grid Job Posting Style, visit the Job Posting page to turn on the style.

When the Job Description is complete, proceed to Approval Process, which is the [Next Step].