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Review the Requisition Summary and Fields

RETURN TO: Navigate the Requisition Detail

KEY TOPICS:

  • View the Requisition Summary
    • View the Job Seeker Breakdown
      • View Job Seeker Activity
    • Change Requisition Category between Open and Closed
    • Perform Requisition Actions
  • Edit Fields (Administrators only)
  • Review Requisition Forms

RELATED TOPIC:

Start with Requisition Building Blocks: Summary, Fields, and Forms

Below, this article outlines the Requisition detail's first three tabs:

  • Summary
  • Fields
  • Forms
tabs.

View the Requisition Summary

The left column contains the Requisition Details, (pulled from the Fields tab) including:

  • Posting Start Date
  • Posting End Date
  • Location
  • City, State, Zip

Also in the left column, Links to your organization's Job Posting page(s) will display for easy access at any time.

In addition, tools for basic Requisition actions and a Job Seeker Breakdown are shown, as described next.

View the Job Seeker Breakdown

Keep track of Requisition progress by accessing Requisition Detail > Summary tab and reviewing the Job Seeker Breakdown table, comprised of numerical statistics by Job Seeker stage and disposition. Links, representing statistics within the table, serve as access points for reviewing Job Seeker activity.


View Job Seeker Activity
If you have not opened the Requisition detail, highlight one in the left-hand column to display the detail and its Summary tab. In the Job Seekers table, click the link for a statistic, located in one of the following columns:

  • Current
  • Dispositioned

    • OR

  • Reached

MORE/NEW?

The Job Seekers are displayed by:

  • Name
  • Application Date
  • Applicant Status
  • Applicant Status Date
  • Score —
    PASS / FAIL, if an ASSESSMENT is in use, or numerical, if a Scoring Scheme is in use

The following tools will also help you review applicants:

  • Applicant Status Filter — Based on your balanceTRAK Implementation, the Requisition Status, selected on the Requisition Information menu, will control which Job Seekers are displayed within the Requisition. Click the applicant statuses link, below the table header to view how the filter was applied, in creating the Job Seekers table.

  • Job Seeker Icons —
    • Click the [Review] icon for a quick link to the Review Job Seeker detail.
    • View a RESUME (R), COVER LETTER (C), the completed PRESCREENER (P), or the completed APPLICATION (A), by clicking the corresponding icon.

Change Requisition Category between Open and Closed

The current Requisition Category will be indicated on the right side of the Requisition Detail header: (Pending, Open, or Closed).

Quick Reminders: A Requisition undergoing an Approval Process will be: Pending. If an Approval Process is not associated with the Requisition, it will automatically be Open when created. Once Open, a Requisition cannot be returned to Pending.

To change the Category, access Details on the left side of the Requisition's Summary tab. In the lower toolbar, click the [Open], or alternatively [Close], button to change the Requisition Category.

Perform Requisition Actions

Reopen a Requisition
A closed Requisition will display a [Reopen] button in the Details toolbar. Click this button to change the Category from Closed back to Open. Proceed to reset the settings for: Post the Job Listing Internally and/or Externally and Accept New Job Seekers, as described below.

Copy a Requisition (Administrators only)
From the Summary tab under Details, the Administrator may copy a Requisition. Click [Copy], the second button from the left. Check off whether to:

  • Copy Job Seekers
  • Copy Category

Then select [Go].

Delete a Requisition (Users with appropriate permissions)
In the Details toolbar, click the [Delete] button to remove the Requisition from the system.

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.

Edit Fields (Administrators only)

The user with Administrative-level permissions can reorganize Field Groups on the Requisition detail > Fields tab. Click the Edit icon at the top of window, and locate the Field below. Then, change the text entry to match a different Group for each relevant Field, and [Save] to apply.

Review Requisition Forms

Typically (and for compliance purposes) a Requisition's Forms will remain the same for the duration of the job posting. However, the Forms tab in the Requisition detail can be accessed to review those Forms, plus statistics on the number of Job Seekers who have completed, or started to complete, each Form.

Tools will be available to assist you in reviewing Job Seeker information, once the following actions have occurred in the system: