BalanceTRAK > Additional Software Header Tools

KEY TOPICS:

• Dashboard Notifications
• Saved Views List
• Dashboard Objects

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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 one or more Job Seekers require your approval for hiring, a message will display at the top of the Dashboard. 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 filtered the Requisitions or Job Seekers list,list — and saved the filterresults as a customized view,view — the Dashboard's Saved Views list on the Dashboard provides quick access to the filtered view.

Cross-references:

• To learn about the Approval Process for Requisitions, see: Requisition Approval Process.
• For more on the Job Seekers module, begin here: Use the Job Seekers tab
• For information on how to create and save filters, refer to: Customize and Save (Requisition) Views and Customize and Save (Job Seeker) Views.