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Add a New Requisition

KEY TOPICS:

  • Initiate the Process to Add a New Requisition
    • Navigate Requisition Building and Editing Tools
      • Navigating the Draft Requisition
      • Save for Later/Resume Creating a Requisition
      • Discard a Draft Requisition
  • Choose Setup Information
    • Determine Key Details
    • Select a Requisition Template (Optional)
    • Reuse the Latest Requisition (If one is available)

NEXT STEP:

Begin Creating a New Requisition for a Job Opening

First, access Requisitions from the side navigation menu to initiate the adding of a Requisition to the system. balanceTRAK will guide you through the process of developing the Requisition.

Initiate the Process to Add a New Requisition

Click [Add New], a button located above the Requisition list, to initiate the guided process to create a Requisition. Requisition-building steps will be displayed in the side navigation menu:

  • Setup
  • Details
  • Job Description
  • Approval Process
  • Forms
  • Sources
  • Keywords
  • Workflow Settings (Users with appropriated permissions^)
  • Summary (Review and confirm settings)

^As determined during the balanceTRAK Implementation or by your system Administrator, Client Settings work together with Requisition Workflow settings to govern job posting procedures, based on your organization's practices.

Once the Requisition is created, the corresponding Requisition detail becomes accessible from the Requisitions > Requisition list. Within the detail, tabs will correspond to the Requisition-building steps above, displaying the content and features, resulting from the selections you have made.

Navigate Requisition Building and Editing Tools

balanceTRAK provides flexibility to:

  • Build a complete Requisition all at one time, including automated workflow features
  • Start developing a new Requisition and return to the draft later
  • Once required elements are in place, edit or add Requisition content or features later, using the Requisition detail

Important Reminder: For best operation of Requisition features, all steps in the Add New Requisition process should be completed. Limitations may exist on editing the Requisition detail later, based on Implementation settings or elements being in use.)


Navigating the Draft Requisition
Once Requisition Setup is complete (as described below), navigation buttons located at the bottom-right of the screen allow you to go to scroll between [Previous Step] and [Next Step] steps. On the Setup screen, the [Back] button on the bottom-left will return you to the Requisition list, without saving the draft Requisition.


Save for Later / Resume Creating a Requisition
After completing Setup or a subsequent step, you can click the [Save for Later] button to retain the draft Requisition in its current state.

The draft Requisition will appear above the Requisition list, adjacent to the [Add New] button. To access the draft and continue development at the prior exit point, click anywhere along that link.


Discard a Draft Requisition
While working in the draft Requisition, navigate to the left-bottom of the screen, adjacent to the [Save for Later] button. Select the [Discard] button. Respond to the confirmation menu by clicking the [OK] button.

Choose Setup Information

The first navigation bar for building a Requisition leads to the Setup menu, which will record the Requisition's key identifiers and permit the selection of a Template (or recent Requisition) as a model for the new Requisition.

Determine Key Details

Location Code

From the provided Location Code drop-down, users with access to multiple Location Codes can select one of the displayed codes to identify the business unit to be associated with the job opening. If the user has access to only one site, the Location Code linked to that site will display.

Job Code

The second drop-down serves to associate the job opening with an existing Job Code (and Job Title). Select one, or (users with permissions) create a new Job Code.

Quick Tip: For organizations with a large number of Job Codes, type at least the first two characters of a term in the Search field at the top of the drop-down.

Add Job Code (If necessary, users with appropriate permissions) — If the Job Code drop-down is not sufficient, click the Add New Job Code link. The new Job Code will be inserted into the system’s Job Code Reference table, one of the system's Reference Tables, so that it will be available when adding a future Requisition.

Select a Requisition Template (Optional)

In building the Requisition's content, choose whether to:

  • Select a Template (and pick the desired template from the provided drop-down)

    • OR

  • Enter new information for this Requisition (default)

Quick Tip: If a Requisition Template is selected and the content will be same in the new Requisition, go directly from Setup (the first step) to Summary (the final step).

Reuse the Latest Requisition (If one is available)

Based on Location Code and Job Code, the system may detect a recently saved Requisition that could serve as a model for the one being created. If so, an additional radio button (and accompanying drop-down) will display.

When Setup is complete, you can proceed to Job Description, which is the [Next Step].