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BalanceTRAK > Settings > Reference Tables

KEY TOPICS:

  • What are Reference Tables?
  • View a Reference Table
    • Sort by a Reference Table Column
    • Display Inactive Codes
  • Edit a Reference Table Code
    • Make a Code Active/Inactive
    • Add a Code to a Reference Table
    • Rename a Reference Table
    • Delete a Code from a Reference Table
  • Add a Reference Table
    • Rename a Reference Table
  • Import Reference Tables
  • Export Reference Tables

Manage Reference Tables

By accessing Administrative Settings > Reference Tables, the balanceTRAK user with appropriate Administrative-level permissions can manage tables that support the system's operation.

What are Reference Tables?

The codes, or descriptors, displayed in balanceTRAK drop-down menus are stored in Reference Tables. Based on these codes, your organization's balanceTRAK Implementation will represent your workflow for filling job openings. A few typical examples of Reference Tables include:

  • Applicant Status
  • [Business unit] Code
  • Job Code
  • Referral Source
  • Position Type
  • Veteran Status

Each Reference table will have specific columns, reflecting the content type. However, all tables will display the following columns:

  • In Use
  • Active (based on user selection for display)

View Reference Tables

From the Select Table drop-down in the upper toolbar, choose a table, and the associated information will be displayed for review and editing, as described below.

Sort by a Reference Table Column

Sort the Reference Code in a table by clicking on each of the column headers. Click the column header once to sort in ascending order. Click the header again to sort in descending order. Click a third time to remove the sort.

You can also sort by multiple columns. The multiple column sort will show the codes in the order in which the columns were clicked.

Display Inactive Codes

For a complete display of the table, check the box next to the upper tagline: Display Inactive Reference Codes.

Edit a Reference Table Code

Once the table is displayed, clicking the [Edit] icon for a code line item. The fields for the line item will become active. Make any necessary changes, and click [Save].

Make a Code Active/Inactive

A Check mark in the Active column for a line item indicates that code is displayed to balanceTRAK users for selection. To make the code inactive, enter the line item from the Active/Inactive display (as described above). Then, deselect the check box. Click [Save] to gray-out the Check mark.

Note: When a current code is made inactive, the code will no longer be available for new records, but the code will appear for Requisition and Job Seeker records that previously used the value.

Add a Code to a Reference Table

Click the [Add] button in the second-level toolbar. A line item will be added to the table. Enter the Code and Description for the record. Click [Save].

Rename a Table

If the Reference table contains no records, the table may be renamed. Choose the [Rename] button from the upper toolbar; update the entry, and click
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} [Save].

Delete a Code from a Reference Table

Once the table is display, click the [Delete] icon to the left of the line item.

Add a Reference Table

Choose the [Add] button from the upper toolbar, and enter a: Table Name. Click [Save]. The Table Name will be added to the Select Table drop-down, and an empty table will display. Continue with adding line items, representing each code (as described above).

Rename a Table

If the Reference table contains no records, the table may be renamed. Choose the [Rename] button from the upper toolbar; update the entry, and click
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} [Save].

Import Reference Tables

Click the [Import] button. An import wizard will guide you through five steps:

  1. Select Import Type —c

  2. Select Tables — Move one or more tables from the Tables Available column to the Tables to Import column. Click [Next].

  3. Upload Files — If an external source, select a file type:
    • Excel
    • Access
    • Text

    Locate the file on your computer. Click [Next].

  4. Match Import Tables and Fields —If using an Excel file with multiple tables, select the sheet name. Match the balanceTRAK fields to the fields in the incoming table. Fields marked with an asterisk (*) are required. You can refer to the Preview of data at the bottom of the page.

  5. Process Data — Select one of the following options:
    • Overwrite (Delete all existing and replace)
    • Overwrite Matching (Delete and replace only for records that match)
    • Append (Add to existing records)

    Click [Import] to complete the process.

Export Reference Tables

From the page for any Reference table, choose the [Export] button from the table header bar. Check the box for each table you want to include, or select: All.

At the bottom of the menu, select a File Type:

  • Excel 97-2003
  • Excel 2007
  • Text (CSV)

Click the [Export] button. Then download, save, or print the file.