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BalanceTRAK > Additional Software Header Tools

KEY TOPICS:

Dashboard Notifications

Requisitions Needing Approval

If Requisitions require your approval, they will be listed in an alert banner at the top of the Home page Dashboard. If you receive this alert, click the [Review] icon associated with the Noted Requisition to display the Review Requisition detail.

A message will also appear at the top of the Review Requisition screen. Within the message, click See approval section below, or scroll down to the Approval Process menu. Choose to [Approve] or [Not Approve] the requisitions. You can also enter: Comments.

Job Seekers Needing Approval

If Job Seekers require your approval for hiring, they will be listed in a message area at the top of the Home page. Click the [Review] icon for a particular Job Seeker to display the Review Job Seeker detail. Using the Approval Process menu, select either: [Approve] or [Not Approve] and optionally, enter: Comments.

Saved Views List

If you have a large number of job openings to manage, you can reduce either the Requisitions list or the Job Seekers list, and save the filter as a customized view. The Saved Views list on the Dashboard provides quick access to these views.

Cross-references:

  • To learn about the Approval Process for Requisitions, see: Requisition Approval Process.
  • To learn about creating Requisitions for job openings and the detail view, see:
  • For more on the Job Seekers module, see:
  • For information on how to create and save filters, refer to: .