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Assemble Job Seeker Forms

RETURN TO PRIOR STEP: Determine Requisition Approvals

KEY TOPICS:

  • About Selecting and Applying a Form Template
  • Add Internal and/or External Forms to a Requisition
  • Learn about Form Types
  • About Organization Multiple Forms by Type

NEXT STEP:

Associate an Application and other Forms with the Requisition

The fourth step of creating a new Requisition is to associate an APPLICATION (and perhaps, other Forms) with the Requisition so that the responding Job Seeker may complete the Form(s).

To initate this step, select the Forms bar from the side navigation menu as you Add a New Requisition. The resulting drag-and-drop menu will display the possible options for Forms by Form type (e.g., PRESCREENER, APPLICATION), and facilitate their selection by Job Seeker audience (i.e., Internal or External).

About Selecting and Applying a Form Template

For your convenience, a library of Form Templates, as authorized by your organization, will be stored within balanceTRAK; this library is maintained by your organization's client-side Administrator.

Note: If you questions regarding Form Template contact, please inquire with your organization's client-side Administrator.

Cross-reference for Administrators: For more on designing and saving Form Templates, see: Design/Edit a Form Template

Add Internal and/or External Forms to a Requisition

All of the authorized Form options will appear in the left-hand column, under the Form Templates header, organized by type.

Simply drag a Form Template from the left column and drop it into the desired column to the right, either:

  • Internal

    • OR

  • External

A dotted line will indicate the target drop location.

Notes:

  • The system will constrain the drag movement across the columns to occur by Form type.
  • The system will also allow only one Form to be dragged over by type.
  • TheBased systemon your willorganization's alsoprocess, constraineach Requisition must be associated with a PRESCREENER and/or an APPLICATION for the dragRequisition movementto acrossbe theposted columnson by Form type.line.

Quick Tip:

  • If a Requisition Template was applied during new Requisition Setup, the appropriate Forms will already be included.
  • Based on your organization's process, each Requisition must be associated with a PRESCREENER and/or an APPLICATION for the Requisition to be posted on line.

Quick Tips:

  • For clients with several Form Templates by type in the left-hand column, expand and collapse arrows in the bar for each Form type allow you to see or hide Forms, respectively.
  • If the Internal and External Forms should match, check the box under the Internal column header for: Use Same Process.

Edit the Form

If an added Form requires editing, it is recommended that this occur during the Add New Requisition process. Based on system controls for your organization, Form editing may be disabled at a later point in the Requisition lifecycle (e.g., after the Approval Process is complete).

About Organizing Multiple Forms of the Same Type

Because only one Form per Type may be put in place, balanceTRAK offers a Type, called OTHER. For example, if your organization uses a secondary APPLICATION for particular Job Titles, this Form may be included in the left column, under: OTHER.

Proceed to the next step, adding Sources, by clicking [Next Step].