< back

Add a New Requisition

KEY TOPICS:

  • How are Requisitions Numbered?
  • About Default Form(s) and the Requisition
  • Add (Create) a Requisition
    • Helpful Tips for Creating the Requisiition
    • About a Requisition's Default Form(s)

  • Add Multiple Requisitions

NEXT STEPS:

Add one or Multiple Requisitions to the System

Choose Requisitions from the side navigation menu to add one or more Requisitions to the system. Once the Requisition is added, it content can be developed, as described in the Next Steps linked above.

How are Requisitions Numbered?

Typically, balanceTRAK is configured to automatically number Requisitions, but your Implementation may allow manual numbering, instead. If so, a required field for Requisition Number will display in the Add Requisition menu, which is described next.

Cross-reference: If you are an Administrator, see: Client Settings / Requistions.

About Default Form(s) and the Requisition

Each Requisition will become a job posting on your organization's Internet Career page; in response to that posting, a Job Seeker will apply. Therefore, when a new Requisition is added, a default APPLICATION (or other form previously tied to the Requisition’s Job Code) will automatically be included.

Example: For an organization with a universal employment APPLICATION, balanceTRAK loads this form automatically whenever the user adds a Requisition.

Cross-references:

  • Supplementary forms can be added, see: Add Forms and Post a Job Opening below.
  • If you are an Administrator, balanceTRAK relies on Administrative Settings for Form Templates to accomplish the Requisition-Form linkage.

Add (Create) a Requisition

Click [Add] in the toolbar to open the Add Requisition menu. Enter the information for each required (and optional) Requisition field, and click [Save].

Helpful Tips for Creating the Requisition

BelowAt arethis sometime, tipsbasic for enteringidentifying information aboutwill thebe Requisitionentered into the RequisitionsRequisition's fields:fields.

Note: The particular fields will be configured and labeled, based on your organization's terminology and applicant workflow.

  • Required Fields — As marked with an asterisk, typical required fields include: Type of Position. [Business unit] Code, Job Code, Location, and Posting Start Date. Other fields may also be required.
  • Posting Start Date — Select the date that Applications will be accepted for the Requisition.
  • Recruiter — Specify by numeric or text entry.
  • Cap Job Seekers — If configured, enter a number for: Maximum Number of Job Seekers. Then, from the provided drop-down, choose a Requisition status to be triggered by the cap.
  • Job Seeker Filter Settings —
    • Show All
    • Must Complete One Form (A Job Seeker will not be shown in balanceTRAK until at least one form, PRESCREENER or APPLICATION, is completed.)
    • Must Complete Application (A Job Seeker will not be shown until the APPLICATION is completed.)
  • (Users with appropriate permissions) Add Job Code — If the Job Code drop-down is not sufficient, click the Add New Job Code link. The new Job Code will be inserted into the system’s Job Code Reference table, one of the system's Reference Tables, so that it will be available when adding a future Requisition.

AfterIf clickingyou have no additional Requisitions to add, click [Save],. The system will display the Review Requisition detaildetail, displays,which providingis comprised of menus for building the Requisition you just created. See: Build the Requisition. The Requisition is also added to the Requisitions list.

AboutThe a Requisition's Default Form(s)

Each Requisition ultimately becomes a job posting on your organization's Internet Career page. Therefore, a form must be associated with the Requisition. balanceTRAK relies on Administrative Settingsinstructions for Formadding Templatesmultiple toRequisitions accomplish this linkage. When a new Requisition is added, a default APPLICATION (or other form previously tied to the Requisition’s Job Code) will automatically be associated with it.

Example: For an organization with a universal employment APPLICATION, balanceTRAK loads this form automatically whenever the user adds a Requisition.

Supplementary forms can be added, see: Add Forms and Post a Job Openingfollow below.

Add Multiple Requisitions

Click [Save and Add] when saving the first Requisition. This will open the Add Requisition menu for the entry of the next Requisition's fields. When finished, select [Save], or continue with [Save and Add]. If multiple Requisitions were added, balanceTRAK opens the Review Requisition detail for most recently saved Requisition.

To develop content for any of the other new Requisitions, select Requisitions from the side navigation menu, and open the Review Requisition detail.