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BalanceTRAK > Settings > Workflow

KEY TOPICS:

Job Seeker Workflow
Requisition Workflow

Administrator Tools for Default Job Seeker and Requisition Workflow

The balanceTRAK Administrator accessing Settings from the side navigation menu can determine the system's critical Workflow settings for his or her organization.

These settings support your organization's users in tracking applicants by Job Seeker Stage and help ensure that all Job Seekers are properly accounted for when a Requisition is: Closed.

Job Seeker Workflow

A drop-down menu contains the statuses your organization has in place (e.g., Pending, Awaiting Approval, Accepting Applications, Closed – Position Filled).

Position is Filled

When a job seeker is assigned a hired disposition code, and the number of hired job seekers then meets or exceeds the number of positions for the requisition, prompt the user to change the requisition status to: [make selections from drop-downs].

The message the user will receive is: There are now (number of) job seekers assigned a hired disposition code, and the requisition currently has (number of) positions to be filled. Do you want to close the requisition?

In answer to the above question, the user may select [Yes] or [No].

Up/Down arrows, and select a numerical entry.

Posted Externally Posted Internally (as applicable)

Requisition Workflow

When checked off, this system setting prevents a Requisition from being put in the Closed Category until all Job Seekers who applied have Disposition Codes: