BalanceTRAK > Settings > Workflow
KEY TOPICS:
- Job Seeker Workflow
- Requisition Workflow
Administrator Tools for Default Job Seeker and Requisition Workflow
The balanceTRAK Administrator accessing Settings from the side navigation menu can determine the system's critical Workflow settings for his or her organization. These settings support yourefforts organization'sto users in trackingtrack applicants consistently by Job Seeker Stage and help ensure that 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 Turn on for all Requisitions
Choose specific requisition (will be set when creating or editing a requisition)
A drop-down menu contains the statuses your organization has in place (e.g., Pending, Awaiting Approval, Accepting Applications, Closed – Position Filled).
Position is Filled
When a job seeker is assigned a hired disposition code, and the number of hired
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)
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.