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Navigate the Requisition Detail

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KEY TOPICS:

  • Overview of the Requisition Information Toolbar
    • Edit Information
    • Send Email
    • Copy Requisition
  • Assign Requisition Status
  • 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 [Review] icon to enter the Review Requisition detail, where you will find the top menu is comprised of key Requisition Information, including information entered when the Requisitions was added and basic header bar tools.

Overview of the Requisition Information Toolbar

  • [Edit Information] — Access the Edit Requisition Information menu to update the displayed entries, as necessary. 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] — To aid in creating a new Requisition, based on an existing one, a menu displays options for the current [business unit] Code, Job Code, and (Requisition) Status. Other options can be chosen, 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. Click the link. From the Status drop-down, choose the appropriate option. Click [Save] to apply changes.

Quick Tip: View the Requisitions graph and accompanying Requisition Status table on the Home page Dashboard for cumulative totals.

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.