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Requisition Templates

KEY TOPICS:

  • Requisition Template Components
  • Template Tools
    • Edit an Existing Requisition Template
    • Delete a Requisition Template
  • Work with the Requisition Template List
  • Edit an Existing Requisition Template
  • Add a New Requisition Template
  • Delete a Requisition Template

RELATED USER INSTRUCTIONS:

Administrator Tools for Developing Requisition Templates

The balanceTRAK Administrator accessing Settings from the side navigation menu can manage a library of prepopulated Requisition Templates to support other users in quickly and consistently building Requisitions. Templates are ideal for groups of positions, for example, having similar requirements for Forms, Approvals, and Sources.

Quick Tip For Multiple Locations: Requisition Templates can be named for location and/or function so that users recognize the appropriate templates (e.g., Columbus Drivers, Fairbanks Manufacturing).

As described in this article, the tabs (and tools) for developing the Requisition are very similar to those used when adding a new Requisition or working with the Requisition detail.

After a template is applied to a new Requisition, the creator will develop or bring in the Job Description as a separate step. If the software Implementation allows, the Requisition creator/owner can also edit other components (e.g., Keywords) that were derived from the template.

Work with the Requisition Template List

The Requisition Template list relies on the balanceTRAK view as displayed in all of the user-facing modules, with the list of existing records appearing in the left-hand column.

Requisition Templates are labeled by Template (Name), Create Date, and Active(/Inactive) notations.

Requisition Template Components

Because the Requisition Template forms the basis for creating a new Requisition, Requisition Template, it shares the same building blocks (i.e., tabs):

  • Template (Requisition) Information
  • Fields
  • Forms
  • Keywords
  • Sources
  • Approvals
  • Workflow

Quick Reminder: As you can see from the above list, the Job Description will not be included in a Requisition Template, but rather the Job Description will developed (or selected from the system's library) for each new Requisition.

Work with the Requisition Template List

The Requisition Template list also mirrors the balanceTRAK view in the user-facing modules, by appearing in the left-hand column.

Requisition Templates are labeled by Template (Name), Create Date, and Active(/Inactive) notations.

Edit an Existing Requisition Template

Simple highlight a Requisition Template in the left column, and work through the Requisition Template detail by tab to review and make the necessary changes. Click the [Save] button at the bottom of the tab window if edits are made.

The updated template will be made available to users for selection when creating a new Requisition.

Add a New Requisition Template

Go to the top of the Requisition Template list, and click the Add New icon. A blank detail will display in the right-hand window. Proceed to addressing each tab, in order, beginning with Template Information:

  • Enter a descriptive Template Name.
  • Turn on (or off) the status of: Active.
  • [Save] the tab, which will add the record to the top of the Requisition Template list (in bold face).

MORE HERE

Remember to [Save] each remaining tab when the content is complete. Content areas that are not completed will be shown to the users as blank.

Delete a Requisition Template

Enter the Requisition detail, and view Template Information. Then, click the [Delete] button and hold down the mouse click.

The updated template will display when users creating new Requisitions. Existing Requisitions on the Requisition list — and any saved drafts (as displayed to the user above the list) — will not be impacted.