Learn about BalanceTRAK Form Types and Workflow

JUMP TO:

• Administrative Settings > Form Templates
• Use the Job Seeker Review Detail / View Submitted Job Seeker Forms

Prescreener

A PRESCREENER contains Questions that determine whether a candidate meets the minimum qualifications for an opening.

balanceTRAK may be set up during Implementation to assign a final Applicant Stage (and disposition) to Job Seekers who fail to meet minimum requirements. If so, only those Job Seekers exceeding the minimum threshold can move on to completing an APPLICATION. Workflow options include foregoingimplementing a PRESCREENER, implementing onePRESCREENER account-wide, or allowing the use of a PRESCREENER by Requisition.Requisition, or omitting one.

Assessment

If your organization uses testing to screen applicants, an ASSESSMENT can be introduced to the Job Seeker for completion. The scoring system is based on: PASS or FAIL. Options include implementing randomized Questions, requiring timed completion, and determining a timeframe for the validity of a PASS score. In the workflow, a PRESCREENER must precede the ASSESSMENT.

Application

An APPLICATION collects the majority of information used to determine a Job Seeker’s suitability for hiring, including employment and education history.

Self-Identification

SELF-ID forms allow the Job Seeker to voluntarily disclose race, gender, Veteran, and/or disability status.

Background Check

For those organizations that perform background checks, typically using third-party services, the BACKGROUND CHECK form collects information to meet the specific needs of the investigation. The form may also be used to collect an unique instance of the applicant's acknowledgement and/or signature.