Requisition Templates
KEY TOPICS:
- Requisition Template Components
- Work with the Requisition Template List
- Edit an Existing Requisition Template
- Add a New Requisition Template
RELATED USER INSTRUCTIONS:
Administrator Tools for Developing Requisition Templates
The balanceTRAK Administrator accessing Settings from the side navigation menu can manage a library of prepopulated Requisition Templates to support other users in quickly and consistently building Requisitions. Templates are ideal for groups of positions, for example, having similar requirements for Forms, Approvals, and Sources. For multi-location clients, the template will be available across all Location Codes, but can be labeled location or organizational unit if that is pertinent.
As described in this article, the tabs (and tools) for developing the Requisition are very similar to those used when adding a new Requisition or working with the Requisition detail.
After a template is applied to a new Requisition, the creator will develop or bring in the Job Description as a separate step. If the software Implementation allows, the Requisition creator/owner can also edit other components (e.g., Keywords) that were derived from the template.
Requisition Template Components
The Requisition Template detail layout mirrors the components that comprise any Requisition:- Template (Requisition) Information
- Fields
- Forms
- Keywords
- Sources
- Approvals
- Workflow
Quick Reminder: As you can see from the above list, the Job Description will not be included in a Requisition Template, but rather will be part of building each new Requisition.
Work with the Requisition Template List
The Requisition Template list also mirrors the balanceTRAK view in the user-facing modules, by appearing in the left-hand column.Requisition Templates are labeled by Template (Name), Create Date, and Active(/Inactive) notations.
Edit an Existing Requisition Template
Simple highlight a Requisition Template in the left column, and work through the Requisition Template detail by tab to review and make the necessary changes. Click the [Save] button at the bottom of the tab window if edits are made.The updated template will be made available to users for selection when creating a new Requisition.
Add a New Requisition Templates