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
    • Revert Job Description to the Job Code Default (If one is available)
  • Should the Short Description also be Developed?

NEXT STEP: Design Requisition Approvals

Display the Job's Duties and Requirements

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

  • Long Description (Required to post a job opening on line)
  • Short Description (Provides a teaser for the Job Posting page, if the Block Style is in place)

The article below describes how to select (and modify) a previously saved Job Description, or develop a new one, while creating a new Requisition.

Choose a Method for Developing the Job Description

Your organization may have a balanceTRAK Job Description library, organized by Job Code (and Location, if applicable). Or a Job Description for the current Job Code, and Location, may have been saved previously to a Requisition. If so, the wizard will scan for matches and prompt you to choose a relevant one.

At the same time, an individual Requisition creator can develop a unique Job Description for a new job opening, either from scratch or by modifying the suggested Job Description.

Cross-references: An Administrator can import Job Descriptions and make them available to others —

Use an Existing Job Description

If a prior or default Job Description is chosen in response to system prompts, the content will load for you, organized by Section.

In this case, simply review the content and, if necessary:

  • Make revisions
  • AND

  • [Save] the Job Description

The following topics, below, cover these steps.

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 field (e.g., Description/Job Summary, Required Skills), and click in the blank field (or within the existing text) 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 or formatting tool.

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

Enter the appropriate text in the text editor, and if desired, format the content for each Section, using the word processing toolbar. Then, [Save] the Job Description, as described below at: Select Save Options for the Job Description.

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.

Revert Job Description to the Job Code Default (If one is available)

If changes were made inadvertently or are not satisfactory, select the button for Reset to default for Job Code, located just below the tab header.

Should the Short Description also be Developed?

Your Job Posting page may benefit from displaying a "teaser," or Short Description, to Job Seekers, in efforts to spark their interest in viewing the Long Job Description. However, the Short Description only displays when the Block Style is applied to the Job Posting page.


  • An Administrator can turn on the Block Style, by visiting: Settings > Job Posting page.
  • In an existing Requisition, a preview of the Job Posting page layout can be accessed via a Summary tab link.

Reminder: So that content is not lost, click the [Save for Later] button if you are going to exit the wizard at this stage.

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