Organize the Requisition List

KEY TOPICS:

• View Requisitions by Status
• Set the Default Requisitions View Option
• Add Optional Fields for the Requisition List
• Filter the Requisitions List
• Set the Number of Records per Page
• Sort Requisition Records

View, Filter, and Sort the Requisitions List

On entry from the side navigation menu, the Requisitions tab displays. Two supporting tabs—Customize View and Export (Requisitions)—are available.

View Requisitions by Status

The Requisitions tab displays Requisitions by Status, based on the selection made in the upper drop-down menu, such as Accepting Applications or Pending.

The Requisitions list shows existing Requisitions by Requisition Number, Business Unit Code, Job Title/Job Code, and # of Job Seekers.

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

Set the Default Requisitions View Option

EnterAccess the [Account] button atfrom the topsoftware of the page.header. Choose the BALANCEworksbalanceWORKS tab, and navigate to the Manage Requisitions section. 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 Requisition List

To add optional fields across all records, click [Change Fields] on the button bar. 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.

When optional fields are present, a maximize [Expand List] becomes available on the far right of each record. Click the maximize [Plus Sign] to expand a record.

Select the minimize [Collapse List] to collapse the additional line of information. To perform these functions for all records, click on the [Expand List]/[Collapse List] buttons in the button bar.

Notes: The side navigation menu will not display when the Requisitions list is expanded. Any optional fields set for the Job Seekers list will be cleared when the [Clear Search] button is clicked.

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

Filter the Requisitions List

Filter the Requisitions list by clicking the search [Search] icon in the column header.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[View Search] — Opens the Customize View tab (described above).
• •[Clear[Clear Search]—RestoresSearch] — Restores the default view.

To set and quickly reapply filters, access the Customize View tab.

Set the Number of Records per Page

By default, 20 Requisitions are displayed per page. Change this default by clicking on the [Account] button at the top of the page. Select the >BALANCEworks tab, and change the Records Per Page number.

Sort Requisition Records

Click on the sort [Sort] icon, located at the top left of the list. Select one of the following options from the Sort button bar: [Requisition Number], [Business Unit Code], [Job Title/Job Code], and [# of Job Seekers]. A down [Down Arrow] appears, indicating a sort in ascending order. Click the button again, and an up [Up Arrow] indicates a sort in descending order. Click the button a third time to clear the sort.

Add additional levels to the sort by clicking on additional [Sort] buttons.