BalanceTRAK > Additional Software Header Tools

KEY TOPICS:

• Dashboard Notifications
• Saved Views List
• Dashboard Objects

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Dashboard Notifications

Requisitions Needing Approval

If you are an approver for Requisitions and a new Requisitionone requires your approval, an alert banner will display at the top of the Home page Dashboard. The reminder will list the Requisition by:

• Requisition Number
• Job Code
• Job Title

Click the [Review] icon associated with the Requisition to display the corresponding Review Requisition detail. A notification message will also appear at the top of the screen when the detail is displayed.

• within the message, click the link: See approval section below.

OR

• Scroll down to the Approval Process menu.menu

Choose to [Approve] or [Not Approve] the Requisition. You can also enter: Comments.

Job Seekers Needing Approval

If one or more Job Seekers require your approval for hiring, a banner will display at the top of the Dashboard. Click the [Review] icon for a particular Job Seeker to display the Review Job Seeker detail. Using the Approval Process menu, select either: [Approve] or [Not Approve] and optionally, enter: Comments.

Saved Views List

If you have filtered the Requisitions or Job Seekers list — and saved the results as a customized view — the Dashboard's Saved Views banner provides quick access to the filtered view.

Cross-references:

• To learn about the Requisition Approval Process, see: Requisitions / Start (or Participate in) the Approval Process.
• For more on the Job Seekers module, begin here: Use the Job Seekers tab.
• For information on how to create and save filters, refer to: Customize and Save (Requisition) Views and Customize and Save (Job Seeker) Views.