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BalanceTRAK > Settings > Workflow

KEY TOPICS:

  • Job Seeker Workflow
  • Requisition Workflow

The user instructions for these settings are located at:

Administrator Tools for Default Job Seeker and Requisition Workflow

The balanceTRAK Administrator accessing Settings from the side navigation menu can determine universal, or default, Workflow settings for his or her organization.

Default Posting Start Date to Approval Date.

Next, a group of toggle switches control what happens when the Posting Start Date is reached —

Up/Down arrows, and select a numerical entry.

Posted Externally Posted Internally (as applicable)

Requisition Workflow

When checked off, this global Administrative setting prevents a Requisition from being put in the Closed Category until all Job Seekers who applied have Disposition Codes:

Do not allow a user to change this requisition's category to Closed unless all job seekers are assigned a final disposition code