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Preview, Edit, Export the Job Description

KEY TOPICS:

  • Preview the Job Description
    • Print the Job Description
  • Edit an Existing Job Description
  • Save the Job Description (and Apply Changes)
  • Revert Job Description to Job Code Default
  • Export a Job Description

Manage the Job Description in an Existing Requisition

As a required Requisition component, the Job Description is populated during the Add New Requisition process. However, several functions are available in the Requisition detail to work with a Job Description in a current Requisition.

These functions are listed below.

Note: For content that is displayed on an external job board, there may be a time delay before updates appear. Please consult the on-line provider for more information.

Preview the Job Description

After displaying the Requisition detail and navigating to the Job Description tab, access the Full Description or Short Description sub-tab, as necessary.

Select the [Preview] icon from the header toolbar. The Job Description will display in a new window.

Print the Job Description

Edit an Existing Job Description

Click the [Edit] icon, located on the right side of the Job Description header. Make any changes, following the applicable instructions provided above to: Create a Job Description.

Save a Job Description (and Apply Changes)

Important Note: As managed by your balanceTRAK Administrator, role-based permissions control Job Description integrity at both the account-wide and Requisition levels: Some users may not have permission to edit Job Descriptions, while others may be limited to making edits at the Requisition level.

If edits are made to the Job Description, scroll to the bottom of the window. Then, select the appropriate option (after reading the descriptions below) —

Save Job Description Changes to:

  • This requisition only — The saved changes will be limited to the current Job Description.
  • This requisition and the default job description for [Job Code] — (Default setting) Any updates to the current Job Description will also be applied to the default Job Description (as stored with the Job Code Reference table) and all new Requisitions for the Job Code.

OR

  • This requisition, the default job description and all open or pending requisitions that use this Job Code — The changes you made will be applied thesaved most broadly, including to openOpen or pendingPending Requisitions for the same Job Code.

Revert Job Description to Job Code Default

(When available) To remove any edits made to the current Job Description and restore it to the Job Code’s default, click the [Revert to Default] button.

Export a Job Description

The Job Description can be exported for use outside of balanceTRAK. From the upper toolbar on the Job Description tab, select the Export icon. Then follow the browser's prompts to save or open the PDF file.