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BalanceTRAK > Home page Dashboard

RETURN TO: Home page Tools

KEY TOPICS:

  • How to Organization the Dashboard Layout
  • Dashboard Notifications
    • Pending Approvals: Requisitions and Job Seekers
    • System Activity
  • Searches
    • Recent Quick Searches
    • Job Seeker [Saved Searches]
  • Graph: (View Recent) Job Seekers
  • Calendar: View Upcoming Events

Gain Insight through Dashboard Metrics

The Home page Dashboard contains two graphical objects, each representing information about Requisitions and Job Seekers, respectively. As displayed below these two objects, a Calendar helps you stay on top of Events as applicants move through the consideration process.

How to Organize the Dashboard Layout

Available Objects by Type

Lists

  • (Tasks) To Do
  • BALANCEview Blog

Graph: (View Recent Job) SeekersGraphs

    Click the

  • Job Seekers object header to activate this object. A bar chart will show the # (number) of Applications
  • Job SeekersSeeker by Application Date for the previous ten days. Hover your mouse over a bar in the chart to view the corresponding numerical count.

    Progression

    • Below the chart, a list of the ten most recent Job Seekers will display. Click the [Review] icon to review a Job Seeker’s information. Click the [Resume] icon to view the associated resume document. Click the More link at the bottom of the list to view the Job Seekers page.

Calendar:Counters View Upcoming Events(Tiles)

Once added, the graphical Calendar displays Events by month. Titles for the scheduled Events will also display to the right of the graphical display. If an Event was created in a Review Job Seeker’s detail, it is labeled with the Job Seeker’s name. An Event created in the Review Requisition detail is labeled with the Requisition Number.

Click on a [date in bold red] to display the associated Event title; use the browser’s [Refresh] button to again display the full Event list. At the far right of each title is [Reminder] icon for sending an appointment to each participant’s Outlook calendar or saving the Event as a calendar file (.ICS).

Use the [Scrolling arrows] to view earlier or later months on the Calendar.

Cross-references: