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BalanceTRAK > Settings > Workflow

KEY TOPICS:

  • Administer Global Settings for Posting Dates
  • Set the Global Cap for Number of Job Seekers

The user instructions for these settings are located at: Set Requisition Workflow

Administrator Tools for Default Job Seeker and Requisition Workflow Settings

The balanceTRAK Administrator accessing Settings from the side navigation menu can determine universal, or default, Workflow settings for his or her organization. If the software Implementation allows a Requisition creator/owner to do so, Workflow settings can then be customized at a more granular level, by Requisition.

Administer Global Settings for Posting Dates

If your organization's Requisition Workflow includes an Approval Process, the Job Posting period can be automatically triggered when a successful Approval has been recorded. The Administrator can turn this setting on or off, by using the check box next to the tagline: Default Posting Start Date to Approval Date.

Next, a group of toggle switches control what happens when the Posting Start Date is reached —

When job is approved or posting start date is reached, set the following:

  • Accept new job seekers
  • Post Externally
  • Post Internally

Finally, the Posting End Date is controlled by a check box next to the tagline: Post for a total of [XX] days. To set or change the displayed number of days, scroll with the provided Up/Down arrows, and select a numerical entry.

Set the Global Cap for Number of Job Seekers

The final Administrative control will cap the number of Job Seekers applying to a Requisition. When the limit is reached, the following Requisition detail settings will be turned off:

  • Accepting New Job Seekers
    • Posted Externally
    • Posted Internally (as applicable)

Using the Job Seekers menu at the bottom of the screen, this feature is governed by a check box, next to the tagline: Stop accepting new candidates when [XX] people have applied.

Next, Up/Down arrows allow the Administrator to enter or change the maximum number of Job Seekers allowed to apply.