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Assemble Job Seeker Forms

PRIOR STEP: Determine Requisition Approvals

KEY TOPICS:

NEXT STEP: Select Sources to Post a Job

Present an Application (and other Forms) to the Job Seeker

TheIn the fourth step of creating a new Requisition is to associateRequisition, an APPLICATION (and perhaps, other Forms) will be associated with the Requisition sofor thatcompletion theby responding Job Seeker may complete the Form(s).Seekers. To initiate this step, select the Forms bar from the side navigation menu as you Add a New Requisition.

On the Forms screen, all options for Form Templates, as authorized by your organization, will appear in the left-hand column, organized by type (e.g., PRESCREENER, APPLICATION).

Quick Tip: If a Requisition Template was applied during new Requisition Setup, the appropriate Forms will already be included.

About Form Templates

By presenting uniform Questions in a consistent format to Job SeekersSeekers, in an organized layout, Form Templates provide a strong and equitable framework for documenting, screening for,reviewing, and comparing their qualifications, whether the template is created for a Job SeekerTitle/Code, qualifications.a Location, and/or an applicant category. For your convenience, a library of these Form Templates is stored in balanceTRAK, andunder will be maintained on anthe ongoing basismanagement byof your organization's client-side Administrator.

Add External (and Internal) Forms to a Requisition

The Forms screen relies on a drag-and-drop method to facilitate the selection of Forms. This method is as follows:

  1. Drag a Form by type from the Form Templates column.

    2. AND

  2. Drop the Form by type into the External or Internal column, based on the intended Job Seeker audience.

A dotted line will indicate the target drop location.

If the External (and Internal) Forms should match, check the box under the Internal column header for: Use Same Process.

Notes:

  • The system will constrain the drag movement across the columns to occur by Form type.
  • The system will also allow only one Form to be dragged over by type.

    • Quick Tip: Check the OTHER category, if your organization uses supplemental APPLICATIONS or other Forms.

  • Based on your organization's process, each Requisition must be associated with a PRESCREENER and/or an APPLICATION for the Requisition to be posted on line.

View More Form Template Options

While viewing the Form Templates column, Expand and Collapse arrows in the Form type header bar to see or hide Forms, respectively.

Use the Form Template Toolbar

Each included form will have a toolbar available by clicking the Expand icon to the right:

  • Edit — Update the Form’s questions.
  • Remove — Return the form to the Form Templates column.
  • History — Review the History log for events, such as when the Form Template was added to the system and when it was last revised.
  • Scoring Scheme — Edit or develop a scoring scheme for the Form Template to “grade” Job Seekers by their answers.
  • Settings — Return to Administrative Settings for the Form Template.

The permissions to accessedit tools for updating an includeda Form may vary.vary If a Form requires editing, it is also recommended that you do so while creating the new Requisition. Based on system controls for yourby organization, Location Code, and/or user credentials. In addition, Form editing may be disabled at a later point in the Requisition lifecycle (e.g.,due afterto thestatus ApprovalCategory Process is complete, after at least oneor Job Seeker applies). activity. Therefore, it is recommended that a Form be finalized at the time you create the Requisition.

Cross-reference for Administrators: For more on editing and saving Form Templates, see: Design/Edit a Form Template.

Proceed to the next step, adding Sources, by clicking [Next Step].