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Navigate the Requisition Detail

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KEY TOPICS:

  • Review and Update Requisition Information
  • Overview of the Requisition Information Toolbar
  • Assign Status

Work with the Requisition Information Menu

Review and Update Requisition Information Menu

Once the Requisition has been added to the Requisitions list, click the [Review] icon to enter the Review Requisition detail.

Review and Update Requisition Information Menu

Here, information entered when the Requisition was added can be reviewed,reviewed and additionalupdated, informationas can be added to build the Requisition.necessary.

Overview of the Requisition Information Toolbar

  • [Edit Information] — The Edit Requisition Information menu opens. Update the entries, as necessary. Click [Save].
  • [Send Email] — The Send Mail menu opens. Compose an email, select recipients, and [Preview and Send] the message.
  • [Copy Requisition] — To aid in creating a new Requisition, based on an existing one, a menu displays options for the current [business unit] Code, Job Code, and (Requisition) Status. Other options can be chosen, Then select whether to also copy the Job Seekers and their statuses to the new Requisition. Finally, click [Copy].

Assign Status

If the Requisition Status has been made available for revision, that entry will appear as a link. Click the link. From the Status drop-down, choose the appropriate option. Click [Save] to apply changes.

Quick Tip: View the Requisitions graph and accompanying Requisition Status table on the Home page Dashboard for cumulative totals.

By default, a Job Posting page goes live when the Status of Accepting Applications is displayed and the Requisition has at least one form assigned. balanceTRAK may also be configured to NOT allow a Requisition to be Closed, until all associated Job Seekers have been given a Final status that is defined by the Administrator.

Important Caution: If a Requisition has not been approved in the system, and the user attempts to change the Status to one indicating approval, a warning message will appear. Click [OK] to verify the change, or [Cancel] it.

Cross-references: If you are an Administrator, refer to: