Add a New Requisition

Key Topics:

• Add (Create) a Requisition
• Add Multiple Requisitions

Add one or multiple Requisitions to the System

Add (Create) a Requisition

Click [Add] in the toolbar to open the Add Requisition menu. Enter the information for each required Requisition field, and click [Save].

Note: Required fields are marked with an asterisk. A warning message appears when required fields are left blank.

For the Posting Start Date, select the date that Applications will be accepted for the Requisition.

A Recruiter may be specified by numeric or text entry.

(Optional) If your balanceTRAK system has been configured to allow capping the number of job seekers, enter a number in the Maximum Number of Job Seekers field. From the provided drop-down, choose a requisition status to be triggered by the cap.

(For users with appropriate permissions) To supplement the Job Code drop-down, a function to Add New Job Code will display. If a new Job Code is added, it will also be inserted into the system’s Job Code reference table.

About Requisitions and Default Forms

For a Requisition to appear on the Internet Career page, a form must be associated with it. To make this possible, a form template must be developed in Administrative Settings>Form Templates. When a new Requisition is added, the system will then rely on the balanceTRAK administrator's settings to either include a default APPLICATION form or forms previously associated with the Requisition’s Job Code.

Example: For an organization with a universal employment APPLICATION, balanceTRAK loads this form automatically whenever the user Adds a Requisition.

Supplementary forms can be added, see: Add Forms and Post a Job Opening below.

About Requisition Numbering

Typically, balanceTRAK is configured to automatically number Requisitions, but the system may allow manual numbering via a required field in the Add Requisition menu.

Cross-reference: If you are an Administrator, see: .

Add Multiple Requisitions

To add more than one Requisition at a time, click [Save and Add], which will save the current Requisition and reopen the Add Requisition menu for the entry of the next Requisition. When finished, select [Save].

Clicking [Save] opens the Review Requisition detail for the new Requisition, where the actions described next may be performed. If multiple Requisitions were added, balanceTRAK opens the most recently saved Requisition.