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Approve a Job Seeker

KEY TOPICS:

  • Create a Customized View
  • Opening an Existing View
  • Remove an Existing View

Create Custom Views and Save them for Future Use

The Requisitions > Customize View tab allows the user to create, save, and apply filter, search, and display options for the Requisitions tab.list. Optional fields can be added or removed to adapt the Requisitions display for specific needs.

Select Customize View from the tab header. On entry, the Customize View tab displays:

  • Default Fields Included in View menu, containing the static Job Seeker fields
  • Optional fields that are currently defined via the Job Seekers and/or Customize View tabs.

Create a Customized View

(Recommended) To begin, enter a: View Name; select the radio button for: New; and check the box adjacent to the message: Save this view for later use.

Quick Tip: The Home page lists any Saved Views at the top of the Dashboard.

Augment the current set of fields by choosing one or more options from the Add Fields to View menu. Selections will then appear in the Optional Fields Included in View list. Optional fields can be reordered for the Requisitions tab by clicking and dragging one or more entry bars to create the desired order.

To delete an optional field from the Add Additional Fields to View menu, click the [Delete] button to the right of the entry.

When finished, select [Apply Search]. The Requisitions tab will display, based on the Customize View settings.

Note: The Add Fields to View menu is based on System Tools > Client Settings for Requisitions Fields, as determined during the balanceTRAK Implementation.

Example: To view the Status field in the Requisitions list —

  • Click that field name under Add Fields to View. Then select [Apply Search].
  • Status will then be displayed in the expanded view of all Requisitions records.
  • To refine the Requisitions results further, return to the menu. Choose and apply, for example, the optional Search Value of Interview Scheduled.
  • Status will again display, but only Requisitions with the Status of Interview Scheduled will be listed.

Open an Existing View

On reentry to the Customize View tab, select: Existing. Then select a View name from the drop-down menu.

Note: If there are no Existing Views, the toolbar is grayed out.

Click [Apply Search].

Remove an Existing View

A View Name must be selected from the Existing (View) drop-down. Click on the adjacent [Remove this View] button. A confirmation message will appear; click [OK].