< back

Assemble Job Seeker Forms

RETURN TO PRIOR STEP: Determine Requisition Approvals

KEY TOPICS:

  • About Selecting and Applying a Form Template
  • Add Internal and/or External Forms to a Requisition
  • Learn about Form Types
  • About Organization Multiple Forms by Type

NEXT STEP:

Associate an Application and other Forms with the Requisition

The fourth step of adding a new Requisition is to associate an APPLICATION (and perhaps, other Forms) with the Requisition so that the responding Job Seeker may complete the Form(s).

To initate this step, select the Forms bar from the side navigation menu as you Add a New Requisition. The resulting drag-and-drop menu will facilitate the selection of each Form by Job Seeker audience and Form Type.

About Selecting and Applying a Form Template

For your convenience, a library of Form Templates, as authorized by your organization, will be stored within balanceTRAK; this library is maintained by your organization's client-side Administrator.

On the resulting screen, a menu of Forms will be available for selection in the left-hand column, under the Form Templates header, organized by type.

Note: If you questions regarding Form Template contact, please inquire with your organization's client-side Administrator.

Cross-reference for Administrators: For more on designing and saving Form Templates, see: Design/Edit a Form Template

Add Internal and/or External Forms to a Requisition

Simply drag and drop the desired Form Template into one of two columns to the right:

  • Internal
  • External

Notes:

  • If a Requisition Template was applied during new Requisition Setup, the appropriate Forms will already be included.
  • Based on your organization's process, each Requisition must be associated with a PRESCREENER and/or an APPLICATION for the Requisition to be posted on line.
  • Only one Form per Type may be dragged over. In addition, the system will prevent a Form from being dropped into an incorrect Type location.

Quick Tips:

  • For clients with several Form Templates by type in the left-hand column, expand and collapse arrows in the bar for each Form type allow you to see or hide Forms, respectively.
  • If the Internal and External Forms should match, check the box under the Internal column header for: Use Same Process.

Edit the Form

If an added Form requires editing, it is recommended that this occur during the Add New Requisition process. Based on system controls for your organization, Form editing may be disabled at a later point in the Requisition lifecycle (e.g., after the Approval Process is complete).

About Organizing Multiple Forms of the Same Type

Because only one Form per Type may be put in place, balanceTRAK offers a Type, called OTHER. For example, if your organization uses a secondary APPLICATION for particular Job Titles, this Form may be included in the left column, under: OTHER.

Proceed to the next step, adding Sources, by clicking [Next Step].