balanceTRAK Table of Contents

Home page and Related Tools

• balanceTRAK Overview and Navigation Implementation, Permissions, Layout & more
• Universal Header Tools
• balanceTRAK User Profile Settings /Actions

Security Settings

• Notification Center Alerts about needed Approvals & System Activity

• Home Pagepage and Tools
• Dashboard Layout and Objects Lists, Graphs, Counters & Recent Searches

Requisitions

• Get Started with Requisition Basics Numbering, Components, Fields & more
• Add and Build a New Requisition
• Develop Job Description / Job Posting Text
• Determine Approval Process
• Associate Job Seeker Forms with the Requisition
• Manage Sources to Post Job
• Implement Key Words to Score Applicants
• Set Requisition Workflow
• Work with the Requisition Detail
• Navigate the Requisition Detail (and related Tools)
• Review Approval Status

Participate in the Approval Process

• Edit Key Words
• Review Job Seeker Activity
• Other Requisition Detail ToolsCalendar Events, Documents, History & Notes
• Requisition List Tools Filter, Sort, Display a Requisition & more
• Requisition Warning Flags
• Run an Advanced Search

Job Seekers

• Organize and Review Job Seekers
• Job Seeker List Tools Filter, Sort, Display a Job Seeker & more
• Run an Advanced Search
• Perform Bulk Job Seeker Actions Copy, Mark as New, Mark as Ineligible & more

Send Email from the Job Seeker ListInvite to Apply, Send Forms, Forward Job Seekers & more

• Resolve Duplicate Job Seekers (Administrators only)
• Use the Job Seeker Detail
• Review (and Update) Information View Profile, completed Forms & more
• Communicate with a Job Seeker
• Perform a Job Seeker Action Copy, Delete, Mark as New & more

Assign Applicant Stage and Disposition

Send an Offer

Submit to Background Screening / Onboarding

• Other Job Seeker Detail Tools Calendar Events, History & Notes

Reports

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

Settings

• Reference Tables
• Special Settings by TableApplicant status/stage, global Job Description, multiple Career pages
• Questions (Library)
• Learn about Question Types
• Determine Options for Answers
• Form Templates
• Design/Edit a Form Template
• Scoring Schemes
• Email Templates
• Ineligibility Settings
• Requisition Templates
• Approval Process Templates
• Approval Process (Library) Tools
• Default Homepage
• 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 Mandatory 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 Administrators)

• Overview for Administrators
• Working with User Credentials and Profiles
• Understanding User Access/Location Codes and Default Client Settings
• User Management
• Profile Management
• Client Settings
• Requisitions
• User Access Tools
• Email Settings
• Client Usage Report