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Organize the Requisition List

RETURN TO: Get Started with some Requisition Basics

KEY TOPICS:

  • View the Requisitions List by Drop-down OptionsFilters
    • By Location
    • By Job Seeker
    • By Category
  • Column Sort Options for the Requisitions List
    • Filter the Requisitions List
    • Sort Requisition Records
  • Requisition List Tools
    • Delete a Requisition
    • Understanding Requisition Alert Flags

View, Filter, and Sort the Requisitions List

View the Requisitions List by Drop-down OptionsFilters

Once one or more Requisitions have been created, the Requisitions list will display those items by:

  • Requisition (Number)
  • Job Title
  • Create Date
  • (Number of Job Seekers)
  • Category

Quick Tip: Click the entry in the # of Job Seekers column to view the Job Seekers associated with a Requisition.

Key options for honing in on Requisitions of particular interest are housed in the upper drop-down menus, from left to right:

  • Requisition Category — Pending, Open, Closed
  • Job Seeker Stage — New applicant, Interview, Final disposition, Offer, Hire, and other stages. Or click a label at the top of the menu to Select: All or None.
  • Location — For users with permissions to view multiple locations, search for and/or check off one or more locations to view)

Open the appropriate drop-down, and select an option to narrow the display of Requisitions. The default view is to show All Requisitions (limited to the locations for which the user has access).

Column Sort Options for the Requisitions List

Click on the [Sort] icon, located at the top left of the table header. From the Sort toolbar, select one of the following column buttons:

  • Requisition Number
  • Business Unit Code
  • Job Title/Job Code
  • # of Job Seekers

A sort in ascending order is indicated by a [Down Arrow], adjacent to the column label. Click the button again, and an [Up Arrow] indicates a sort in descending order. Click the button a third time to clear the sort; if no sort is applied, both up and down arrows will display.

Add additional levels to the sort by clicking on additional [Sort] buttons.

Requisition List Tools

Delete a Requisition

Select a Requisition, by clicking the check box to the left of the Requisition Number. Then choose [Delete Selected] from the upper toolbar.

Understanding Requisition Alert Flags

As Requisitions advance, balanceTRAK offers fingertip control of each phase: Requisition category works with other Requisition detail controls for precise advancement. Located with applicable entries on the Requisition list, the following two flags provide alerts to Requisition detail header controls that need to be set:

  • [Red atop alert] — A Requisition is Open, but is neither Accepting New Job Seekers nor Posted Internally / Posted Externally
  • [Yellow caution alert] — A Requisition is Open, but is not yet Posted Internally / Posted Externally