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BalanceTRAK > Settings > Workflow

KEY TOPICS:

  • Job Seeker Workflow
  • Requisition Workflow

Administrator Tools for System Workflow

The balanceTRAK Administrator accessing can access Settings from the side navigation menu canto determinereview theor system'schange criticalsome system Workflow settings for his or her organization. These settings support efforts to track applicants consistently by Job Seeker Stage and help ensure all Job Seekers are properly accounted for when a Requisition is: Closed.

Job Seeker Workflow

The first menu item turns on automation for assigning Job Seeker Stage, and then allows this setting to be applied globally or when an individual Requisition is being added or edited:

Allow automatic assigning of job seeker stage after application completion.

If checked, then:

Turn on for all Requisitions

OR

Choose specific requisition (will be set when creating or editing a requisition)

Position is Filled
When a job seeker is assigned a hired disposition code, and the number of hired jobseekers then meets or exceeds the number of positions for the requisition, prompt the user to disposition the remaining candidates.

The message the user will receive is: There are now (number of) job seekers assigned a hired disposition code, and the requisition currently has (number of) positions to be filled. Do you want to close the requisition?

In answer to the above question, the user may select [Yes] or [No].

Up/Down arrows, and select a numerical entry.

Posted Externally Posted Internally (as applicable)

A drop-down menu contains the statuses your organization has in place (e.g., Pending, Awaiting Approval, Accepting Applications, Closed – Position Filled).

Requisition Workflow

When checked off, this system setting prevents a Requisition from being put in the Closed Category until all Job Seekers who applied have Disposition Codes:

Do not allow a user to change this requisition's category to Closed unless all job seekers are assigned a final disposition code.