Requisition Information Menu, Toolbar, and Status
- Overview of the Requisition Information Toolbar
- Edit Information
- Send Email to Colleagues
- Copy Requisition
- Assign Requisition Status
- Post the Job Listing to the Company Career Page
- View the Job Seekers List, Filtered by the Requisition
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 InformationThe Edit Requisition Information menu will display. Update the entries, as necessary, and click [Save] if changes are made.
Send Email to ColleaguesThe Send Mail menu opens. Compose an email; select recipients (from a menu of balanceTRAK users); and [Preview and Send] the message.
Copy RequisitionOptions will display to copy some (or all) aspects of an existing Requisition when creating a new one.
From the current Requisition, you may copy:
- [Business unit] Code
- Job Code
- (Requisition) Status
The menus will also display other options that are available in the system or from other Requisitions. Make a new selection, as needed, to build the new Requisition, appropriately.
Then select whether to also copy the Job Seekers, and their statuses, to the new Requisition. Finally, click [Copy].
Assign (or Update) Requisition StatusIf Requisition Status has been made available for revision, the current Status entry will appear as a link. When the current [Status entry] is selected, a menu of other Status options will appear. Assign a different Status, and click [Save] to apply the change. Because the Status entry will trigger certain tools to become available within the system, ensure that it is set accurately to your applicant workflow.
Quick Tip: For cumulative totals of Requisitions by Status, view the Requisitions graph and accompanying table on the Home page Dashboard.
HELP Cross-reference: The System Administrator may prevent a Requisition from being Closed until all Job Seekers who applied are assigned a final Disposition code. If you are an Administrator, find more information under Settings and Statuses here: System Tools > Client Settings / Requisitions.
Post the Job Listing to the Company Career PageBy default, a Job Posting page goes live when the Status of Accepting Applications is displayed, and the Requisition has at least one Form assigned.
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.
View the Job Seekers List, Filtered by the RequisitionClick the [Numerical entry] under: # of Job Seekers. The Job Seekers list will be limited to those who applied to the Requisition.