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BalanceTRAK > Settings > Form Templates

KEY TOPICS:

  • Administrative Tabs for Form Types
  • Form Template List Tools
    • Sort a Form Template List
    • Add a Form Template
  • Table Controls for the Form Template List
    • Add or Edit a Scoring Scheme
    • Review an Existing Form Template

      • Edit a Form Template

    • Delete an Existing Form Template
    • Set the Default Self-ID Form

Manage Form TemplatesForms to be Completed by Job Seekers

Under Administrative Settings, a library of Form Templates is stored, for use during the Job Seeker's application process. An Administrator may update this library, as needed, including editing some aspects of Form Templates and creating new templates, based on existing ones.

Administrative Tabs for Form Types

Form Templates are organized by the following types, each represented in balanceTRAK by a tab in the tab header:

  • Applications — For collecting key information by applicant audience (e.g., Internal, External, International, Non-Exempt)
  • Assessments — To gauge the skill level of applicants in job-related tasks, with Pass or Fail scores
  • Prescreeners — To screen applicants on basic minimum requirements
  • Self-ID Forms — For collecting voluntary information from the Job Seeker on race, gender, disability status, and protected Veteran status
  • Background Check Form — To gather additional information from the Job Seeker, as required for a background or credit check

On entry, each tab is similar in content and function; if tasks are specific to one type of form, they are described in this article.

Form Template List Tools

Since default Form Templates for your balanceTRAK Implementation will already be stored in the system, tools for working with these lists are discussed next.

Sort a Form Template list

The Form Template list on any tab may be sorted by clicking on the Form Name (or other displayed) column header.

Add a Form Template

To create a new Form Template, click the [Add] button. From the Add Form Template menu, determine whether to:

  • Start with a Blank Template (and enter a Template Name)
  • Copy from an Existing Template^
  • Copy from an Existing Form^

^Follow the prompts to enter a Form Name, and select the source.

Click [Save]. Then proceed to: Edit the Form Template. Meanwhile, the Form Template will be added to the system, displaying on the Form Template list.

Table Controls for the Form Template List

Review an Existing Template

Enter an existing Form Template by clicking the [Edit] icon corresponding to a Form Name, which opens the Form Template detail.

Add or Edit a Scoring Scheme

For each APPLICATION or PRESCREENER Template Type, a Scoring Scheme can be assigned for use in comparing Job Seeker responses on those forms. Once a template has been added to the Form Template list, add a Scoring Scheme by clicking on the
[Add scoring scheme] icon. Once the Scoring Scheme is established, the % [Edit Scoring Scheme] icon will appear to the left of the Form Name.

Set the Default Self-ID Form

The default Self-ID form will be indicated by a [Check mark] in the Default Form column. To select a different default, click the inactive, or grayed out, Check mark for the appropriate SELF-ID Form Template. A confirmation message will appear; click [OK].

The system uses the default SELF-ID form when you select to automatically display the form or email it to a Job Seeker.

Cross-reference: See: Edit the Form Template / Form Settings / Self-ID Forms.

Delete an Existing Form Template

To remove a Form Template from the list, check the appropriate box, located to the left of the Form Name. Then choose the [Delete Selected] button from the upper toolbar.