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Review the Requisition Summary and Fields

RETURN TO: Navigate the Requisition Detail

KEY TOPICS:

  • View the Requisition Summary
    • Survey the Job Seeker Breakdown
      • View Job Seekers who Applied
    • Change Requisition Category between Open and Closed
  • Perform Requisition Actions
    • Reopen a Requisition
    • Copy a Requisition
    • Delete a Requisition (Administrators only)
    • Send a Requisition to Others
  • Update Fields

RELATED TOPIC:

Work with the Requisition's First Two Tabs

The navigation path for each Requisition begins with the Summary tab, which provides unique tools for working with a Requisition after it has been saved to the system.

Although Fields were determined during the Add New Requisition process, tools for interacting with this second tab are also discussed at the end of this article.

View the Requisition Summary

Your interaction with an existing Requisition begins with the Summary tab, the critical point of entry for:

  • Performing Requisition actions
  • Reviewing Job Seeker statistics, and
    • Jumping off to view Job Seekers who have applied
  • Previewing and accessing the Job Posting on your organization's Website

Survey the Job Seeker Breakdown

Keep track of Requisition progress by accessing Requisition Detail > Summary tab and reviewing the Job Seeker Breakdown table, comprised of numerical statistics by Job Seeker stage and disposition. Links, representing statistics within the table, serve as access points for reviewing Job Seeker activity.

Job Seeker activity can be accessed, once the following actions have occurred in the system:

  1. A Requisition is created (and if applicable, approved).
  2. The job opening is posted on line

    3. AND

  3. At least one Job Seeker has applied


View Job Seekers who Applied
After navigating to the Requisition's Summary tab, view the Job Seekers table, and choose the link for a statistic, located in one of the following columns:

  • Current
  • Dispositioned

    • OR

  • Reached

A list of Job Seekers will display, filtered by the selected statistic. The uppermost Job Seeker's detail will display, with the Documents tab active. From there, other aspects of the Job Seeker's record can be reached by clicking through the tab header.

Or simply navigate to another Job Seeker by selecting his or her name on the filtered Job Seeker list. Then, navigate this record in the same manner as above.

Change Requisition Category between Open and Closed

The current Requisition Category will be indicated on the right side of the Requisition Detail header:

  • Pending
  • Open

    • OR

  • Closed

Quick Reminders: A Requisition undergoing an Approval Process will be: Pending. If an Approval Process is not associated with the Requisition, it will automatically be Open when created. Once Open, a Requisition cannot be returned to Pending.

To change the Category, access Details on the left side of the Requisition's Summary tab. In the lower toolbar, click the [Open], or alternatively [Close], button to change the Requisition Category.

Perform Requisition Actions

Reopen a Requisition

A closed Requisition will display a [Reopen] button in the Details toolbar. Click this button to change the Category from Closed back to Open. Proceed to reset the settings for: Post the Job Listing Internally and/or Externally and Accept New Job Seekers, as described below.

Copy a Requisition (Administrators only)

From the Summary tab under Details, the Administrator may copy a Requisition. Click [Copy], the second button from the left. Check off whether to:

  • Copy Job Seekers
  • Copy Category

Then select [Go].

Delete a Requisition (Administrators only)

In the Summary tab toolbar, click the [Delete] button to remove the Requisition from the system.

Cross-reference: The Administrator may prevent a Requisition from being Closed until all Job Seekers who applied are assigned a final Disposition code. If you are an Administrator, refer to this description of Implementation settings: Client Settings.

Send a Requisition to Others

Requisition information may be sent to colleagues via the Summary tab toolbar by chossing the [Send] button.

  1. If your organization uses Email Templates, select one from the drop-down. This will populate the message Subject and body. Per step 6 below, this information can be reviewed and edited.
  2. (Optional) Check the box for: BCC me.
  3. (Optional) Add any Attachments, in formats such as PDF, DOCX, or PNG and up to 5 megabytes in size.
  4. If the recipient is a balanceTRAK user, enter the first few letters of the email address OR first or last name. If the colleague is external, enter his or her email address in the To: field.
  5. Enter the Subject Line; then, compose the message body, using the text field and formatting toolbar.
  6. (Optional) Click the Preview icon (at the top of the tab) to review the email.

When the email message is satisfactory, press the [Send Email] button.

Note: For the email to be sent, both the Subject and the body must contain content.

Update Fields

On the Fields tab, review the information entered under Details when the Requisition was created. If edits are made, click the [Save] button.

Caution: So that all Job Seekers who apply see the same information, it is recommended that Fields be finalized before the opening is posted on line. In addition, if changes are made after posting, there may be a delay before the active posting reflects the new information.