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BalanceTRAK > Manage and Track Sources

KEY TOPICS:

  • Track and Complete Sources
    • Complete Third-Party Menus for Integrated Sources
    • Post to Manual and Social Media Sources
  • Add, Edit, or Delete a Source
  • Checklist: Actions Required to Post a Job On-line

Manage Sources for an Existing Requisition

By accessing the Sources tab in a current Requisition, menus for Integrated Sources can be completed, while the job opening can also be pushed to Manual Sources and Social Media sites. Sources will be displayed in the same two tables shown in the Add New Requisition wizard:

  • Manual Sources
  • Integrated Sources

A section will also display for: Social (Media sites). Tools for working with these meus are outlined below.

Track and Complete Sources

Once one or more Sources have been added to the Manual Sources table or the Integrated Sources table, the table view will remain expanded. Navigate to the following columns to review key tracking information:

  • Cost — (Optionally, Edit the entry, and updated the current Cost, as necessary.)
  • Link — Click the Link icon to view the associated Web page.
  • In Use — If at least one Job Seeker has applied through the Source, the item will display a Check mark.
  • Posted (Integrated Sources) — For each Source displaying a Check mark in the Posted column, the Job Posting is live.
  • (Number of Job Seekers) — See which Sources are most effective by viewing this column.

Complete Third-Party Menus for Integrated Sources

Expand the down arrow for the Integrated Source to show Source-specific settings for the external job board. (Menu options will vary by job board.)

Post to Manual and Social Media Sources

Manual— Because a link will be copied from the software and transferred to the external job board, begin by reviewing the job board's instructions for building/posting a job announcement. Then, return to balanceTRAK:

  1. Locate the Source on the Manual Sources table, and navigate to the Link column.
  2. (PC) Right-click and hold your mouse OR (Mac) Control-click on the Link icon, to display the Job Posting's balanceTRAK address. Copy the link, according to the provided menu.
  3. Return to the external site, and paste the link to the external Source, according to the job board's instructions.
  4. Once the job opening is posted, the connection can be tested from balanceTRAK(or the page, previewed) by single-clicking on the Source's Link icon.

Social — Choose the icon for one of the following sites:

  • Facebook
  • Twitter
  • LinkedIn

Add, Edit, or Delete a Source

Although Sources are ideally finalized when the Requisition is created, they can be added, edited, or deleted in an existing one. Keep in mind there may be lag time involved for a live posting, as the external job board aggregates the change.

Cross-reference: Follow the same instructions as outlined at: Manage and Track Sources.

Checklist: Actions Required to Post a Job On-line

The following actions must be in place for a job listing to appear on the branded Job Posting page:

  1. A Form must be associated with the Requisition and set to show on the Career page (PRESCREENER or APPLICATION).
  2. The Job Description must have content.
  3. The Requisition Category must be: Open.
  4. The Open Requisition must be "turned on" as: Accepting New Job Seekers and Posted Externally.
  5. The Posting Start Date must be reached.

These actions are described in more detail, by reviewing to the various Help instructions for building a Requisition. The software will also facilitate seamless posting to Integrated Sources. For a job listing to appear on a third-party job board:

  • A separate agreement or contract with the third-party may be required.
  • BalanceTRAK Requisition entries for City and State (Details tab) are required for external job boards.
  • Any specific third-party menus must be completed on the Sources tab.