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Requisition Templates

KEY TOPICS:

  • Requisition Template Components
    • About Location Codes and Requisition Templates
  • Work with the Requisition Template List
  • Edit an Existing Requisition Template
  • Add a New Requisition Template
  • Delete a Requisition Template

RELATED USER INSTRUCTIONS:

Administrator Tools for Developing Requisition Templates

The balanceTRAK Administrator accessing Settings from the side navigation menu can manage a library of prepopulated Requisition Templates to support other users in quickly and consistently building Requisitions. Templates are ideal for groups of positions, for example, having similar requirements for Forms, Approvals, and Sources.

As described in this article, the tabs (and tools) for developing the Requisition are very similar to those used when adding a new Requisition or working with the Requisition detail.

After a template is applied to a new Requisition, the creator will develop or bring in the Job Description as a separate step. If the software Implementation allows, the Requisition creator/owner can also edit other components (e.g., Keywords) that were derived from the template.

Requisition Template Components

The Requisition Template detail layout mirrors the components that comprise any Requisition:

  • Template (Requisition) Information
  • Fields
  • Forms
  • Keywords
  • Sources
  • Approvals
  • Workflow

Quick Reminder: As you can see from the above list, the Job Description will not be included in a Requisition Template, but rather will be part of building each new Requisition.

About Location Codes and Requisition Templates

(Multi-location clients)The Location Code associated with each user will determine the Requisition Template options that are displayed to the user when adding a new Requisition.

HOW DOES THIS WORK?

Work with the Requisition Template List

The Requisition Template list also mirrors the balanceTRAK view in the user-facing modules, by appearing in the left-hand column.

Requisition Templates are labeled by Template (Name), Create Date, and Active(/Inactive) notations.

Edit an Existing Requisition Template

Simple highlight a Requisition Template in the left column, and work through the Requisition Template detail by tab to review and make the necessary changes. Click the [Save] button at the bottom of the tab window if edits are made.

The updated template will be made available to users for selection when creating a new Requisition.

Add a New Requisition Templates

Go to the top of the Requisition Template list, and click the Add New icon. A blank detail will display in the right-hand window. Proceed to addressing each tab, in order, beginning with Template Information:

  • Enter a descriptive Template Name.
  • Turn on or off the status of: Active.

Remember to [Save] each tab when the content is complete. Content areas that are not completed will be show to the users as blank.

Delete a Requisition Template

Enter the Requisition detail, and view Template Information. Then, click the [Delete] button.button and hold down the mouse click.

What happens to an active template?