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BalanceTRAK > Settings > Workflow

KEY TOPICS:

  • System Workflow Settings for Job Seekers
    • Assign Job Seeker Stage when Application is Complete
    • Turn on Disposition Alert when Position is Filled
    • Disposition Candidates when Requisition is Closed
  • System Workflow Setting for Requisitions

System Settings for Workflow

The balanceTRAK Administrator can access Settings from the side navigation menu to review or change system Workflow settings for the client account. These settings support efforts to track applicants consistently by Job Seeker Stage and help ensure all Job Seekers are properly accounted for when a Requisition is: Closed.

Note: If you have questions about Settings, please contact your system Administrator or Berkshire’s Product Support, as appropriate for your role and organization.

System Workflow Settings for Job Seekers

Assign Job Seeker Stage when Application is Complete

The first menu item turns on automation for assigning Job Seeker Stage, and then allows this automation to be applied globally or when an individual Requisition is being added or edited —

Allow automatic assigning of job seeker stage after application completion.

If checked, a pair of radio buttons, with the following taglines, control how this setting is instituted:

Turn on for all Requisitions [and a Job Seeker Stage is selected from the provided drop-down]

OR

Choose specific requisition (will be set when creating or editing a requisition)

Cross-reference: For more on applying this setting at the Requisition level, see: Set Requisition Workflow.

Turn on Disposition Alert when Position is Filled

The next setting turns on a prompt to remind the balanceTRAK user to disposition Job Seekers when a position is filled —

When a job seeker is assigned a hired disposition code, and the number of hired job seekers then meets or exceeds the number of positions for the requisition, prompt the user to disposition the remaining candidates.

The message the user will receive is: There are now [number of] job seekers assigned a hired disposition code, and the requisition currently has [number of] positions to be filled. Do you want to close the requisition?

In answer to the above question, the user may select [Yes] or [No].

Disposition Candidates when Requisition is Closed

The first part of each setting on this menu turns on automatic dispositioning of Job Seekers when a Requisition is closed, based on whether a candidate has been viewed or not viewed.

The second part of each menu controls what Disposition Code should be applied. Additionally, for viewed Job Seekers, drop-downs for selecting Disposition Codes by Stage will be organized below the following tagline, if checked —

If there are still viewed job seekers without a final disposition code when closing a Requisition, assign their disposition to: (Stage and Disposition Code]

For Job Seekers that have not been viewed, simply select a Disposition Code from the provided drop-down, next to the tagline, if checked —

If there are still unviewed job seekers without a final disposition code when closing a Requisition, assign their disposition to: [Disposition Code]

System Workflow Setting for Requisitions

When the box is checked, this system 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.

If changes are made, press the [Save] button at the bottom of the page.