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Requisition Templates

KEY TOPICS:

  • Requisition Template Components
  • Work with the Requisition Template List

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.

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 a template:

  • Template (Requisition) Information
  • Fields
  • Forms
  • Keywords
  • Sources
  • Approvals
  • Workflow

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.