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BalanceTRAK > Settings > Form Templates

KEY TOPICS:

  • balanceTRAK 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/EditReview an Existing Form Template
  • Review/EditEdit the Form Template Detail
    • Delete an Existing Form Template
    • Set the Default Self-ID Form

Manage Form Templates to be Completed by Job Seekers

A library of Form Templates — for use during the job application process — is stored under Administrative Settings. An Administrator may update the library, as needed.

balanceTRAK Tabs for Form Types

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

  • Applications — Central templates, used to collect information by applicant audience (e.g., Internal, External, International, Non-Exempt)
  • Assessments — Tests, used to gauge the skill level of applicants in job-related tasks, by Pass or Fail
  • Prescreeners — Forms used to screen applicants, based on meeting basic minimum requirements
  • Self-ID Forms — Voluntary forms, used to collect information on the applicant’s race, gender, disability, and protected Veteran status
  • Background Check Form — A template for collecting 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 will already exist in the system, based on your balanceTRAK Implementation, this article discusses tools for working with these lists 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 Form Template Sections. Meanwhile, the Form Template will be added to the system, displaying on the Form Template list.

Table Controls for the Form Template List

Review/Edit an Existing Template

Edit an existing Form Template by clicking the [Edit] icon corresponding to a Form Name, which opens the template’s detail page (described via the linked topic above).

Add or Edit a Scoring Scheme

For each APPLICATION or PRESCREENER template type, a Scoring Scheme can be assigned to aid in comparing Job Seeker responses on those forms. Once a form template is added, add a Scoring Scheme by clicking on the Scoring Scheme icon.

Set the Default Self-ID Form

The default Self-ID form will be indicated by a check Green check mark in the Default Form column. To select a different default, click the inactive [Inactive 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 (as described below under: 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.