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Requisition Templates

KEY TOPICS:

  • Requisition Template Components
  • Work with the Requisition Template List

Administrator Tools for Developing Requisition Templates

The balanceTRAK Administrator accessing Settings from the side navigation menu can manage a library of prepopulated Requisition Templates for hisselection orby herother organization.users. If the software Implementation allows a Requisition creator/owner to do so, an individual Requisition can then be customized for certain components, as necessary.

Requisition Template Components

The Requisition Template detail layout mirrors the components that comprise a template:

  • Template (Requisition) Information
  • Fields
  • Forms
  • Keywords
  • Sources
  • Approvals
  • Workflow

As you can see from the above list, the Job Description will not be included in a Requisition Template, but rather will be part of building each new Requisition.

Work with the Requisition Template List