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Organize the Requisition List

RETURN TO: Start with Requisition Basics

KEY TOPICS:

  • View the Requisition List by Drop-down Filters
    • 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 Open Requisition Alert Flags

View, Filter, and Sort the Requisitions List

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

  • 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.

View the Requisitions List by Drop-down Filters

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 Open Requisition Alert Flags

balanceTRAK associates certain actions with an Open Requisition to ensure it is posted and applicants can apply; your organization may automate this process or use on-demand controls. Therefore, the Requisition list will alert you if the following Requisition detail actions are not set for an Open Requisition:

  • [Red stop alert] — The Open Requisition is not: Accepting New Job Seekers, nor is it: Posted Internally / Posted Externally.
  • [Yellow caution alert] — The Open Requisition has not yet been: Posted Internally / Posted Externally.