Navigate the Requisition Detail

BEGIN HERE:

• Add a Requisition

KEY TOPICS:

• Overview of the Requisition Information Toolbar
• Edit Information
• Send Email
• Copy Requisition
• Assign Requisition Status
• Post the Job Listing to the Company Career Page
• View the Job Seekers List, Filtered by the Requisition

Related Topics:

• Build the Requisition
• Review Job Seekers who have Applied

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Work with the Requisition Information Menu

Once the Requisition has been added to the Requisitions list, click the corresponding [Review] icon to enter the Review Requisition detail. Here, you will find the top menu is comprised of key Requisition Information, including:

• Information, entered when the Requisitions was added
• Header toolbar icons, offering quick links to key actions

Overview of the Requisition Information Toolbar

Edit Information

The Edit Requisition Information menu will display the current information.display. Update the entries, as necessary, and click [Save] if changes are made.

Send Email

The Send Mail menu opens. Compose an email, select recipients, and [Preview and Send] the message.

Copy Requisition

AOptions newwill Requisitiondisplay mayto be created by copyingcopy some (or all) aspects of an existing Requisition when creating a new one. Drop-downs will display options for

From the current Requisition's:Requisition, you may copy:

• [Business unit] Code
• Job Code
• (Requisition) Status

However,The the drop-downsmenus will also display other options that are available, eitheravailable in the system or from other Requisitions. Make a new selection, as needed.needed, to build the new Requisition, appropriately.

Then select whether to also copy the Job Seekers, and their statuses, to the new Requisition. Finally, click [Copy].

Assign Requisition Status

If the Requisition Status has been made available for revision, that entry will appear as a link. After, clicking [Status entry], review the Status drop-down, and choose the appropriate option. Click [Save] to apply changes.

Note: Because the Status will trigger certain tools to become available within the system, ensure that it is set accurately to your workflow.

Quick Tip: For cumulative totals, view the Requisitions graph and accompanying Requisition Status table on the Home page Dashboard.

Post the Job LIstingListing to the Company Career Page

By default, a Job Posting page goes live when the Status of Accepting Applications is displayeddisplayed, and the Requisition has at least one formForm assigned. balanceTRAK may also be configured to NOT allow a Requisition to be Closed, until all associated Job Seekers have been given a Final status that is defined by the Administrator.

Important Caution: If a Requisition has not been approved in the system, and the user attempts to change the Status to one indicating approval, a warning message will appear. Click [OK] to verify the change, or [Cancel] it.

Cross-references: If you are an Administrator, refer to:

• Administrative Settings > Reference Tables
• System Tools > Client Settings / Requisitions > Statuses

View the Job Seekers List, Filtered by the Requisition

Click the [Numerical entry] under: # of Job Seekers. The Job Seekers list will be limited to those who applied to the Requisition.