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BalanceTRAK > Additional Software Header Tools

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Dashboard Notifications

Requisitions Needing Approval

If you are an approver for Requisitions and one requires your approval, an alert banner will display at the top of the Home page Dashboard. The reminder will list the Requisition by:

  • Requisition Number
  • Job Code
  • Job Title

Click the [Review] icon associated with the Requisition to display the corresponding Review Requisition detail. A notification message will also appear at the top of the screen when the detail is displayed.

  • within the message, click the link: See approval section below

OR

  • Scroll down to the Approval Process menu

Choose to [Approve] or [Not Approve] the Requisition. You can also enter: Comments.

Job Seekers Needing Approval

If one or more Job Seekers require your approval for hiring, a banner will display at the top of the Dashboard.Dashboard, entitled: New Hires Needing Approval. Click the [Review] icon for a particular Job Seeker to display the Review Job Seeker detail. Using the Approval Process menu, select either: [Approve] or [Not Approve] and optionally, enter: Comments.

Saved Views List

If you have filtered the Requisitions or Job Seekers list — and saved the results as a customized view — the Dashboard's Saved Views banner provides quick access to the filtered view.

Cross-references: