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Organize the Requisition List

KEY TOPICS:

  • View the Requisitions List by Drop-down Options
    • By Location
    • By Category
    • By Posting Options
  • Column Filter and Sort Options for the Requisitions List
    • Filter the Requisitions List
    • Sort Requisition Records
  • Requisition Tools
    • Display the Requisition Detail
    • Delete a Requisition
    • Understanding Requisition Alert Flags

View, Filter, and Sort the Requisitions List

Accessible from the side navigation menu, the Requisitions module will serve as the "home base," as job openings are posted, applications come in, and Job Seekers are screened, with the goal of making a new hire. Located to the right of the Requisitions list is the Requisition Detail for a selected Requisition, which is indicated by highlight.

View the Requisitions List by Drop-down Options

The Requisitions tab houses a list of your organization's job postings, organized by identifying information. Key options for honing in on Requisitions of particular interest are housed in the upper drop-down menu.

To display a full list of Requisitions, choose: All.

By Location

By Category

By Posting Options

The Requisitions list will display Requisitions, based on the selection made in the upper drop-down menu. Some typical selections may include:

  • Accepting Applications
  • Pending
  • Awaiting Approval
  • Internal Postings
  • Interview Scheduled
  • Hiring Manager Review
  • Closed (Filled or Not Filled)

The Requisitions list then shows existing Requisitions by:

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

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

Set the Default Requisitions View Option

Access the [Account] button from the software header. Choose the balanceWORKS tab, and navigate to the Manage Requisitions menu. In the Show requisitions… drop-down, select one of the provided options. Click the [Save] button at the bottom of the page.

Add Optional Fields for the Requisitions List

To add optional fields to the Requisitions list table, click [Change Fields] on the toolbar. Using available checkboxes in the pre-populated drop-down, select one or more fields (such as Status or Salary Range). Choose [Save] to return to the reconfigured list. To view the additional fields, you may have to scroll the page to the right-hand side.

Note: Any optional fields set for the list will be cleared when the [Clear Search] button is selected.

Set the Number of Records per Page

By default, 20 Requisitions are displayed per page. Change this default by accessing [Account] from the software header. Select the balanceWORKS tab, and change the numerical entry for: Records Per Page.

Simple Filter and Sort Options for the Requisitions List

Quick Reminder: To save and quickly reapply a View, open the Customize View tab.

Filter the Requisitions List

Filter the Requisitions list by clicking the [Search] icon in the column header. If a [Search] icon is not visible for the column header, a filter by that type of information is not available.

In the pop-up window, select or enter the filter value(s). Click [Save] to apply the filter. Once a filter is set for a column, the [Search] icon is outlined in red. A yellow banner appears, with buttons to:

  • [View Search] — Opens the Customize View tab (described above).
  • [Clear Search] — Restores the default view.

Sort Requisition Records

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 Tools

Review a Requisition

The [Review] icon provides access to the Requisition detail for a Requisition. While in the record, you can:

  • Develop job posting content
  • Apply Requisition Status
  • Update Requisition information
  • Post to Career page and external Sources
  • Review Job Seekers who have applied

Cross-references:

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.