balanceTRAK Table of Contents

Home page and Related Tools

• balanceTRAK Overview and Navigation
• balanceTRAK (User) Account Settings Set notification preferences, default displays, and time zone
• Home page and Tools
• Dashboard Objects Requisitions pie chart, Job Seekers graph, and Calendar

Requisitions

• Manage Requisitions
• Add a Requisition
• Requisitions List Tools
• Use the Review Requisition Detail
• Requisition Information Menu, Toolbar, and Status
• Build the Requisition Forms, Job Description, and posting to Sources
• Start (or Participate in) the Approval Process
• Review Job Seekers who have Applied
• Other Review Requisition Detail ToolsDocuments, Calendar, export Job Description, History/Notes
• Customize and Save Views
• Export Requisitions

Job Seekers

• Manage Job Seekers
• Job Seekers List Tools Perform actions, for one or more Job Seekers
• Use the Review Job Seeker Detail Information, Jobs Applied to, Calendar, and History/Notes
• Perform Job Seeker-related Actions
• Customize and Save Views
• Export Job Seekers

Reports

• Select Reports
• Export Settings
• Filter (Optional)
• Report Settings (Optional)

Administrative Settings

• Reference Tables
• Special Tools by Reference TableApplicant status, global Job Description, multiple Career pages
• Questions (Library)
• Learn about Question Types
• Determine Options for Answers
• Form Templates
• Design/Edit a Form Template
• Scoring Schemes
• Email Templates
• Approval Processes
• Administrative Tools for Approval Processes

Additional Information

• Form Types
• Federal Internet Applicant Recordkeeping Rule

Library

• balanceTRAK Training Guide

System Tools (for Administrators)

• Security
• User Management
• Profile Management
• General
• Client Settings

User Access Tools

• Email Settings
• Client Usage Report

Previous Release Notes