< back

Navigate the Requisition Detail

RETURN TO: Add a New Requisition and Build Content

KEY TOPICS:

  • Review Information and Perform Tasks via Tab Format
    • Requisition Identifiers
  • Overview of Requisition Summary
    • Review Details (Set during Add a New Requisition)Summary
    • Job Seeker Breakdown
    • Edit Information
  • Perform Requisition Detail Actions
    • Close a Requisition
    • Copy a Requisition
    • Delete a Requisition
  • Use Requisition Header Tools
    • Post the Job Listing Internally (Toggle)
    • Accepting Applications (Toggle)

Review Information and Perform Tasks in the Requisition Detail

Once the Requisition has been added to the Requisitions list, click the corresponding [Review] icon to enter the Review Requisition detail. Here, you will find the top menu is comprised of key Requisition Information, including:

  • Information, entered when the Requisitions was added
  • Header toolbar icons, offering quick links to key actions

Overview of the Requisition Summary

Change Requisition (Status) Category

Send Email to Colleagues

The Send Mail menu opens. Compose an email; select recipients (from a menu of balanceTRAK users); and [Preview and Send] the message.

Copy Requisition

Options will display to copy some (or all) aspects of an existing Requisition when creating a new one.

From the current Requisition, you may copy:

  • [Business unit] Code
  • Job Code
  • (Requisition) Status

The menus will also display other options that are available in the system or from other Requisitions. Make a new selection, as needed, to build the new Requisition, appropriately.

Then select whether to also copy the Job Seekers, and their statuses, to the new Requisition. Finally, click [Copy].

Assign (or Update) Requisition Status

If Requisition Status has been made available for revision, the current Status entry will appear as a link. When the current [Status entry] is selected, a menu of other Status options will appear. Assign a different Status, and click [Save] to apply the change. Because the Status entry will trigger certain tools to become available within the system, ensure that it is set accurately to your applicant workflow.

Quick Tip: For cumulative totals of Requisitions by Status, view the Requisitions graph and accompanying table on the Home page Dashboard.

Cross-reference: The System Administrator may prevent a Requisition from being Closed until all Job Seekers who applied are assigned a final Disposition code. If you are an Administrator, find more information under Settings and Statuses here: System Tools > Client Settings / Requisitions.

Post the Job Listing to the Company Career Page

By default, a Job Posting page goes live when the Status of Accepting Applications is displayed, and the Requisition has at least one Form assigned.

Important Caution: If a Requisition has not been approved in the system, and the user attempts to change the Status to one indicating approval, a warning message will appear. Click [OK] to verify the change, or [Cancel] it.

View the Job Seekers List, Filtered by the Requisition

Click the [Numerical entry] under: # of Job Seekers. The Job Seekers list will be limited to those who applied to the Requisition.