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BalanceTRAK > Settings > Design/Edit a Form Template

RETURN TO: Form Templates

KEY TOPICS:

  • Common Form Section Elements
    • Form Settings

      Applications

      Assessments

      Prescreeners

      Self-ID Forms

    • Instructions
    • Selected Questions
  • Variable Form Section Elements

Learn about Section Components and use Section Tools

Form Settings

While working in a Form Template, certain Form Settings can be modified for each Section.

Some typical Basic Settings, across all or most form types, include:

  • Number the Questions — If you would like the questions on a Form Template to be numbered, check the box for: Number the Questions.

  • Display Company Logo — Browse for the image file on your computer and upload it. The logo will only display in the form's PDF.

Some specific Form Settings by form type are as follows:

Applications

For an APPLICATION, the user can allow Job Seekers to attach RESUMES by selecting the check box for: Include Resume. To require a RESUME, select the checkbox for: Make Resume Required check box.

Assessments

Prescreeners

The following Form Settings are specific to a PRESCREENER:

Show APPLICATION Next — For a PRESCREENER, theThe APPLICATION can be automatically shown to Job Seekers upon completion of the PRESCREENER, if they are not assigned an applicant disposition status (as described below). Check the box for: Automatically Show Application; then enter a message under Message to Show Job Seekers.

Attach Resume — Job Seekers can be allowed or required to attach a RESUME, using: Include Resume and Make Resume Required.

Auto Assign Applicant Status — An Applicant Status can automatically be assigned to specific answers for certain questions, which may eliminate the Job Seeker from further consideration. Only the following types of questions will allow for Applicant Status to be automatically assigned: Option Buttons, Check Boxes, Table Driven, Numeric, and Yes/No.

Example: A candidate who has less experience than the 10 years required could be automatically assigned a status, reflecting insufficient qualifications. Navigate to the Selected Questions menu bar; and locate the question regarding years of experience. Next, click the Assign Applicant Status link for the question. A list of possible answers for the currently Selected Question will display. For answer(s) describing less than 10 years, choose from the drop-down: Does not meet minimum qualifications. Click [Save] to apply.

Cross-reference balanceTRAK will follow Administrative Settings, assigned in the Reference Tables tab in auto-assigning Applicant Status.

Self-ID Forms

For the SELF-ID form, settings will determine when the SELF-ID form will be shown to a Job Seeker:

  • Manually — The SELF-ID form will be emailed to the Job Seeker from the Manage Job Seeker screen. (Include an opt-out question in the content so the applicant may submit or decline to submit the information.)
  • Automatically — Once the form associated with the Job Postings page is completed by the applicant, the SELF-ID form will display for completion. (Include an opt-out question in the content so the applicant may submit or decline to submit the information.)
  • Automatically with Opt-Out — The applicant may confirm or decline submission of self-identification information without viewing the SELF-ID form. (The Disclaimer/Opt-Out Message field activates; enter a message.)

Instructions

The Instructions area is available for all form types for all Sections and can be tailored for the particular form or Section’s needs. The Instructions will be visible at the top of the form Section.

Example: A Job Seeker may be instructed to provide only 10 years of employment history in the Employment Section of the APPLICATION.

Selected Questions

Although unique to each use, the Selected Questions menu is available for all form types and Sections. Fields, containing questions that are available to add to the forms, are listed under Available Fields, on the left. Questions currently in use will be displayed in the right column: Selected Fields.

Make a Question Available — Click the [Add Question] button, and fill in the question description and the question type; click [Save].

Search — Enter keywords into the text field below the Available Fields header, and use the icons to perform and clear the Search, respectively. When a Search is performed, questions that contain the keywords entered will be listed.

Include a Question — Click an Available Field, and drag it to Selected Fields on the right, in the order you want it to appear. Move the sequence of the Selected Fields by clicking and dragging a question’s header bar to the new location.

Edit Text or Choices for Selected Fields — Click the Edit link to enter the Edit Question page. To Delete fields and questions from the form, click the Delete icon next to the Selected Question. Select the Required check box if the question is required for the Job Seeker to fill out.

Quick Reminder: Once all changes have been made, click [Save] before selecting a different Section to manage.

Cross-reference: For more information about saving questions and making them available, see: .

Variable Section Elements

Depending on the form type and the balanceTRAK Implementation, other Section elements may be available:

  • Personal Information — Available Fields are dragged and dropped to Selected Fields.
  • Education — Contains Include and Required check boxes for: High School, Undergraduate College, Graduate College, and Trade School. Checking Include displays the Education Option; checking Required mandates the Job Seeker to make one entry for a displayed Education Option; the School Name and School Location are required. Clicking a More Options link displays optional fields to Include (or Exclude).
  • Employment — Collects the Company Name (required) and Location of Employers. Checking Include will allow Job Seekers to enter Employers. Checking Required will mandate that the Job Seeker add at least one Employer. The list of optional fields to Include (and Exclude) are displayed under Employment Options.
  • References — Collects Name and Phone by default, with the ability to add: More Options. Checking Include will allow Job Seekers to enter Reference information; entering the # of References Required will require the Job Seeker to enter that many References. To add/remove Reference Options, check or uncheck the boxes next to the field name.
  • Applicant's Statement and/or Certification — Contains the terms required to submit the APPLICATION and/or the agreement with terms. To modify the text for either item, click the [Edit] button, and make the necessary changes.
  • Previous Addresses — Can Include, and make at least one Previous Address: Required.
  • Header and/or Footer — Display supporting information, such as the Equal Employment Opportunity Statement.