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Set Workflow / Posting Dates

KEY TOPICS:

Workflow: Cap the Number of Job Seekers
Determine Posting Dates

RELATED TOPIC:

If you are an Administrator: Settings > Workflow

NEXT STEP: Review Summary and Save the Requisition

Automate Job Posting Settings

Representing the final step in building a new Requisition, the Workflow tab regulates the timing for posting of the job opening, as well as providing the option to cap the number of Job Seekers. After the Requisition is added to the system, the accompanying Requisition detail > Workflow tab will house these settings.

For organizations using Requisition Templates, Workflow settings can be auto-populated into the new Requisition. In addition, default Workflow settings are managed by your organization's balanceTRAK Administrator; and permissions to change them may be limited.

Cap the Number of Job Seekers

Navigate down to the Job Seeker Limits menu:

Check the box to turn this feature on, next to the tagline: Stop accepting new candidates when [XX] people have applied.
Using the provided Up/Down arrows, enter a maximum number of Job Seekers allowed.

When the limit is reached, the header setting in the Requisition detail for Accepting New Job Seekers (along with Posted Externally / Posted Internally) will be turned off.

Click the [Next Step] button to move on to the Workflow menu.

Determine Job Posting Dates

If your organization has a Requisition Approval Process in place and you want to align the Approval with the Job Posting Start Date, check the box, next to the tagline:

Default Posting Start Date to Approval Date

Next, review and a group of toggle switches, related to the Posting Start Date, and determine the appropriate settings —

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

Accept new job seekers
Post Externally
Post Internally