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BalanceTRAK > Settings > Workflow

KEY TOPICS:

  • System Workflow Settings for Job Seekers
  • System Workflow Setting for Requisitions

Set up System Settings for Workflow

The balanceTRAK Administrator can access Settings from the side navigation menu to review or change some system Workflow settings for his or her organization. These settings support efforts to track applicants consistently by Job Seeker Stage and help ensure all Job Seekers are properly accounted for when a Requisition is: Closed.

Note: If you have questions about Settings, please contact your system Administrator or Berkshire’s Product Support, as appropriate for your role and organization.

System Workflow Settings for Job Seekers

Assign Job Seeker Stage Automatically when Application is Complete

The first menu item turns on automation for assigning Job Seeker Stage, and then allows this setting to be applied globally or when an individual Requisition is being added or edited:edited —

Allow automatic assigning of job seeker stage after application completion.

If checked, a pair of radio buttons, with the following taglines, control how this setting is instituted:

Turn on for all Requisitions —

Note: If this option is activated, a Job Seeker Stage, as chosen from the provided drop-down, will be assigned to the Job Seeker upon completion of the APPLICATION (e.g., HR Review).

OR

Choose specific requisition (will be set when creating or editing a requisition)

Cross-reference: For more on applying this setting at the Requisition level, see:

Turn on Prompt when Position is Filled

The next setting turns on a prompt to remind the balanceTRAK user to disposition Job Seekers when a position is filled:filled —

When a job seeker is assigned a hired disposition code, and the number of hired job seekers then meets or exceeds the number of positions for the requisition, prompt the user to disposition the remaining candidates.

The message the user will receive is: There are now (number of) job seekers assigned a hired disposition code, and the requisition currently has (number of) positions to be filled. Do you want to close the requisition?

In answer to the above question, the user may select [Yes] or [No].

Disposition Viewed Candidates when Requisition is Closed

First, this setting turns on automatic dispositioning of Job Seekers when a Requisition is closed.

Second, this menu controls what Disposition Code should be applied, based on each applicant's Job Seeker Stage. Accordingly, drop-downs for selecting Disposition Codes by Stage will be organized below the following tagline —

If there are still viewed job seekers without a final disposition code when closing a Requisition, assign their disposition to:

System Workflow Setting for Requisitions

When the box is checked off, this system setting prevents a Requisition from being put in the Closed Category until all Job Seekers who applied have Disposition Codes:

Do not allow a user to change this requisition's category to Closed unless all job seekers are assigned a final disposition code.

If changes are made, press the [Save] button at the bottom of the page.