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Add a New Requisition

Key Topics:

  • Add (Create) a Requisition
  • Add Multiple Requisitions

Add one or multiple Requisitions to the System

Add (Create) a Requisition

Click [Add] in the toolbar to open the Add Requisition menu. Enter the information for each required (and optional) Requisition field, and click [Save].

Below are some tips for entering information about the Requisition:

  • The fields will be configured, based on your organization's terminology and workflow.
  • Required Fields (marked— As marked with an asterisk)asterisk, — Typicaltypical required fields include: Type of Position. [Business unit] Code, Job Code, Location, and Posting Start Date. Other fields may also be required.  Posting Start Date
  • Posting Start Date — Select the date that Applications will be accepted for the Requisition.
  • Recruiter — Specify by numeric or text entry.
  • (Optional, where configured) Cap Job Seekers — Enter a number for: Maximum Number of Job Seekers. Then, from the provided drop-down, choose a Requisition status to be triggered by the cap.
  • Job Seeker Filter Settings —
    • Show All
    • Must Complete One Form (A Job Seeker will not be shown in balanceTRAK until at least one form (PRESCREENER or APPLICATION), is completed.)
    • Must Complete Application (A Job Seeker will not be shown until the APPLICATION is completed.)
  • (Users with appropriate permissions) Add Job Code — If the Job Code drop-down is not sufficient, click the Add New Job Code link. If a new Job Code is added, it will also be inserted into the system’s Job Code Reference table, so that it will be available when adding a future Requisition.

After clicking [Save], a window will appear, providing additional activities for the requisition you created. These activities are described here: Review Requisition screen.

The Requisition is also added to the Requisitions list.

About Requisitions and Default Forms

For a Requisition to appear on the Internet Career page, a form must be associated with it. To make this possible, a form template must be developed in Administrative Settings>Form Templates. When a new Requisition is added, the system will then rely on the balanceTRAK administrator's settings to either include a default APPLICATION form or forms previously associated with the Requisition’s Job Code.

Example: For an organization with a universal employment APPLICATION, balanceTRAK loads this form automatically whenever the user Adds a Requisition.

Supplementary forms can be added, see: Add Forms and Post a Job Opening below.

About Requisition Numbering

Typically, balanceTRAK is configured to automatically number Requisitions, but the system may allow manual numbering via a required field in the Add Requisition menu.

Cross-reference: If you are an Administrator, see: .

Add Multiple Requisitions

To add more than one Requisition at a time, click [Save and Add], which will save the current Requisition and reopen the Add Requisition menu for the entry of the next Requisition. When finished, select [Save].

Clicking [Save] opens the Review Requisition detail for the new Requisition, where the actions described next may be performed. If multiple Requisitions were added, balanceTRAK opens the most recently saved Requisition.