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Add a New Requisition

KEY TOPICS:

  • How to Approach Requisition Building and Editing
  • Initiate the Process to Add a New Requisition
  • Navigate and Save the Draft Requisition
    • Navigate through Draft Requisition Steps
    • Save for Later/Resume Creating a Requisition
    • Discard a Draft Requisition
  • Choose Setup Information
    • Select Location Code (where available) and Job Code
    • Select a Requisition Template (Optional)
    • Reuse the Latest Requisition (If one is available)
  • Enter Requisition Details

NEXT STEP: Develop the Job Description

FINAL STEP: Review Summary and Save the Requisition

Begin Creating a New Requisition for a Job Opening

First, access Requisitions from the side navigation menu to begin adding of a Requisition to the system. balanceTRAK will guide you through the process of developing the Requisition. Begin by reading the next section below and considering the best approach for building the new Requisition.

How to Approach Requisition Building and Editing

With balanceTRAK, a complete Requisition can be built all at one time, including setting up automated workflow features that will be triggered as the Requisition advances. In addition, the system supports the flexibility to:

  • Use a Requisition Template or a prior Requisition to auto-populate content (as described below)
  • Begin the development of a new Requisition and return to the draft later (as discussed below)
  • After the Requisition has been added to the system, edit or add certain content or features, using the Requisition detail

Important Reminder: For best operation of Requisition features, all steps in the Add New Requisition process should be completed. Limitations may exist on editing the Requisition detail later, based on administration settings or active operations.

Initiate the Process to Add a New Requisition

Click [Add New], a button located above the Requisition list, to initiate the guided process to create a Requisition. Requisition-building steps will be displayed as bars in the side navigation menu:

  • Setup (Outlined in this article, below)
  • Details (Outlined below)
  • Job Description
  • Approvals
  • Forms
  • Sources
  • Keywords
  • Workflow (Users with appropriated permissions^)
  • Summary (Review and confirm settings, as described below)

^As determined during software Implementation or by your system Administrator, global Client Settings and local Requisition Workflow settings govern job posting procedures.

Once the Requisition is saved to the system, the corresponding Requisition detail becomes accessible from Requisitions > Requisition list. Within the detail, tabs closely aligning to the steps above, will display content and features, based on the selections you have made.

Navigate and Save the Draft Requisition

Navigate through Draft Requisition Steps

Once Requisition Setup is complete (as described below), navigation buttons located at the bottom-right of the screen allow you to go to scroll between [Previous Step] and [Next Step] steps. On the Setup screen, the [Back] button on the bottom-left will return you to the Requisition list, without saving the draft Requisition.

Save for Later / Resume Creating a Requisition

After completing Setup or a subsequent step, you can click the [Save for Later] button to retain the draft Requisition in its current state.

The draft Requisition will appear above the Requisition list, adjacent to the [Add New] button. To access the draft and continue development at the prior exit point, click anywhere along that link.

Discard a Draft Requisition

While working in the draft Requisition, navigate to the left-bottom of the screen, adjacent to the [Save for Later] button. Select the [Discard] button. Respond to the confirmation menu by clicking the [OK] button.

Choose Setup Information

The first navigation bar for building a Requisition represents the Setup screen, which will record the Requisition's key identifiers and permit the selection of a Template (or recent Requisition) as a model for the new Requisition.

Select Location Code (where available) and Job Code

Location Code

From the provided Location Code drop-down, users with access to multiple Location Codes can select one of the displayed codes to identify the business unit to be associated with the job opening. If the user has access to only one site, the Location Code linked to that site will display.

Job Code

The second drop-down serves to associate the job opening with an existing Job Code (and Job Title). Select one, or (users with permissions) create a new Job Code.

Quick Tip: For organizations with a large number of Job Codes, type at least the first two characters of a term in the Search field at the top of the drop-down.

Add Job Code (If necessary, users with appropriate permissions) — If the Job Code drop-down is not sufficient, click the Add New Job Code link. The new Job Code will be inserted into the system’s Job Code Reference table, one of the system's Reference Tables, so that it will be available when adding a future Requisition.

Quick Reminder: For confirmation, Location and Job Code / Title information will appear at the top of each screen in the Requisition-building process.

Select a Requisition Template (Optional)

In building the Requisition's content, choose whether to:

  • Select a Template (and pick the desired template from the provided drop-down)^drop-down)

    • OR

  • Enter new information for this Requisition (default)

^

Quick Tip: If a Requisition Template is selected, only the Job Description will require assembling. The tabs for Fields, Forms, Keywords, Sources, Approval Process, and Workflow will be completed for you. Pay close attention to the Summary, during the final step, and ensure content is as desired.

Reuse the Latest Requisition (If one is available)

Based on Location Code and Job Code, the system may detect a recently saved Requisition that could serve as a model for the one being created. If so, an additional radio button (and accompanying drop-down) will display.

When Setup is complete, the [Next Step] is Details, which is explained next.

Enter Requisition Details

With this second step in creating a Requisition, key Details are entered, with some data headed for display on the Job Posting page, and all fields being critical to describing the job opening. Some typical fields include:

  • Posted Job Title (Tailor the Job Code / Title for external applicants)
  • Type of Position^ (e.g., Full Time, Temporary)
  • Number of Positions^
  • Salary Range
  • Posting Start Date^
  • Recruiter
  • Hiring Manager
  • City
  • State
  • Postal Code
  • Country

^Required fields

Missing Required Field Warning

A warning flag will appear in the Setup sidebar if a required field (marked with an asterisk) has been left blank. Return to the step, and complete the field.

When Details are complete, you can proceed to Job Description, which is the [Next Step].