balanceTRAK Table of Contents

Home page and Related Tools

• Home page Notifications

Requisitions Needing Approval

Job Seekers Needing Approval

• Dashboard Objects

Current Requisitions Pie Chart and Table

Recent Job Seekers Graph and List

• balanceTRAK Side Navigation Menu

Requisitions

• Use the Requisitions tab
• View, Filter, and Sort Requisitions
• Create (Add) a Requistion
• Other Requisitions List Tools
• Use the Review Requisitions Detail
• Requisition Information
• Forms
• Job Description
• Requisition Approval Process
• Review Job Seekers who have Applied
• Other Requisition Tools

Sources and Links

Export Job Description

Requisition Calendar

Requisition History/Notes

• Customize and Save Views
• Export Requisitions

Job Seekers

• Use the Job Seekers tabList
• View, Filter, and Sort the Job Seekers List
• Use Job Seeker List Tools

Job Seeker List Icons

View Multiple Job Seekers

Assign Applicant Status

Send Job Seeker Information

Send Bulk Email to Job Seekers

Copy Job Seekers to Another Requisition

• Customize and Save Views
• Export Job Seekers

Reports

• Select Reports
• Select Reports: Tools and Settings
• Select Reports for Export
• Export Settings
• Filter (Optional)
• Report Settings (Optional)

Administrative Settings

• Questions
• Form Templates
• Email Templates
• Approval Processes