balanceTRAK Table of Contents

Overview and Home page

• balanceTRAK Overview and Navigation Layout, Permissions & more
• Software Header Tools
• balanceTRAK User Profile (and Security)
• Recent User Activity
• Help and Support
• Notification Center
• Perform a Basic Search
• Home page Dashboard Lists, Graphs, Counters & Recent Searches

Requisitions

• Get Started with some Requisition Basics Fields, Numbering & more
• Use the Requisition List Filter, Sort, Display a Requisition & more
• Add a New Requisition
• Develop Full and Short Job Description
• Determine Approval Process
• Assemble Job Seeker Forms
• Manage Sources to Post Job
• Implement Keywords to Score Applications
• Set Requisition Workflow

Requisition Detail

• Navigate the Requisition Detail / Universal Tools
• Preview, Edit, and Export the Job Description
• Approve a Requisition
• Review Approval Status
• Edit Key Words and Check Matches
• Review Job Seeker Activity
• Other Requisition Detail Tools Forms, History & Notes

Job Seekers

• Organize the Job Seeker List Filter, Sort, Display a Job Seeker & more
• Run an Advanced Search
• Resolve Duplicate Job Seekers (Administrators only)
• Perform Job Seeker Actions Copy, "Mark as", Assign Stage/Disposition
• Send Email from the Job Seeker ListInvite to Apply, Send Forms, Forward Job Seekers & more

Job Seeker Detail

• Manage Job Seeker Information
• Assign Job Seeker Stage and Disposition
• Review Submitted Forms
• Display Job Seeker Documents
• Perform an Individual Job Seeker Action Copy, Delete, Mark as New & more
• Communicate with a Job Seeker
• Schedule / Support the Job Seeker Interview
• Send an Offer
• Submit to Background Screening / Onboarding
• Other Job Seeker Detail Tools Calendar, History & Notes

Reports

• Select Reports
• Export Settings
• Filter (Optional)
• Report Settings (Optional)
• Export Data Use Requisition & Job Seeker data outside balanceTRAK

Settings (for Administrators)

• Reference Tables
• Special Settings by TableJob Seeker Stage/Disposition, global Job Description, multiple Job Posting pages
• Questions (Library)
• Learn about Question Types
• Determine Options for Answers
• Form Templates
• Design/Edit a Form Template
• Email Templates
• Requisition Templates
• Workflow
• Approval Process Templates
• Define an Approval Process
• Job Posting Page
• Home Page
• System (Settings)Job Seeker Ineligibility, Default User, Application settings & more
• Archive Settings

Additional Information

• Learn about Form Types
• Understanding Key Information in the balanceTRAK Archive
• Federal Resources for Covered Employers (Use browser's Back button to return to Help.)
• OFCCP Internet Applicant Recordkeeping Rule
• OFCCP Section 503 Compliance Checklist
• VEVRAA Job Posting Requirements / ECFR.gov (§60‑300.5)
• OFCCP EEO Poster
• OFCCP Pay Transparency Notice

User Reference Materials

• balanceTRAK Training Guide
• balanceTRAK Specifications Overview
• Administrator Reference Materials
• balanceTRAK 4.0 Migration Guide
• Quick Start Guide for Setting up balanceTRAK Users
• balanceTRAK Recommended Pay Transparency Notice

System Tools (for Administrator Reference)

• Overview for Administrators
• About User Access / Location Codes (Implementations with multiple locations)
• Profile Management
• Client Settings
• Email Settings
• Client Usage Report