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Add a New Requisition

KEY TOPICS:

  • Initiate the Process to Add a New Requisition
    • Save for Later/Resume Creating a Requisition
    • Discard a Draft Requisition
  • Choose Setup Information
    • Select a Requisition Template (Optional)
  • Add Multiple Requisitions

NEXT STEP:

Create a Requisition for a Job Opening

Choose Requisitions from the side navigation menu to add one or more Requisitions to the system. balanceTRAK will guide you through the process of developing the Requisition.

Initiate the Process to Add a New Requisition

Click [Add New], a button located above the Requisition list, to initiate the guided process to create a Requisition. Requisition-building steps will be displayed in the side navigation menu:

  • Setup
  • Details
  • Job Descriptions
  • Approval Process
  • Forms
  • Sources
  • Keywords
  • Workflow Settings (Users with appropriated permissions)
  • Summary

Note: Particular Workflow settings will be configured, based on your organization's screening and hiring procedures.

Once the Requisition is set up, navigation buttons located at the bottom-right of the screen allow you to go to the [Previous Step] or proceed to the [Next Step].

The [Back] button on the bottom-left will return you to the Requisition list.

Save for Later/Resume Creating a Requisition

After completing Setup or a subsequent step in creating a Requisition, you can click the [Save and Return Later] button. Access the saved Requisition by ......

Discard a Draft Requisition

Choose Setup Information

The first navigation bar accesses the Setup menu, which will record the Requisition's key identifying information:
  • Location
  • Job Code

Select a Requisition Template (Optional)

In building the Requisition, select whether to:
  • Select a Template (and pick the template from the provided drop-down)

    • OR

  • Enter new information for this Requisition (default)

Next, proceed to the [Next Step].

  • Required Fields — As marked with an asterisk, typical required fields include: Type of Position. [Business unit] Code, Job Code, Location, and Posting Start Date. Other fields may also be required.
  • Posting Start Date — Select the date that Applications will be accepted for the Requisition.
  • Recruiter — Specify by numeric or text entry.
  • Cap Job Seekers — If configured, enter a number for: Maximum Number of Job Seekers. Then, from the provided drop-down, choose a Requisition status to be triggered by the cap.
  • Job Seeker Filter Settings —
    • Show All
    • Must Complete One Form (A Job Seeker will not be shown in the system until at least one form, PRESCREENER or APPLICATION, is completed.)
    • Must Complete Application (A Job Seeker will not be shown until the APPLICATION is completed.)
  • Add Job Code — (Users with appropriate permissions) If the Job Code drop-down is not sufficient, click the Add New Job Code link. The new Job Code will be inserted into the system’s Job Code Reference table, one of the system's Reference Tables, so that it will be available when adding a future Requisition.

If you have no additional Requisitions to add, click [Save]. The system will display the Review Requisition detail, which is comprised of menus for building the Requisition you just created. See: Build the Requisition. The Requisition is also added to the Requisitions list.

Discard a Draft Requisition

Add Multiple Requisitions

Click [Save and Add] when saving the first Requisition. This will open the Add Requisition menu for the next Requisition. When finished, select [Save], or continue with [Save and Add]. If multiple Requisitions were added, the Review Requisition detail will open for most recently saved Requisition.

To develop content for any of the other new Requisitions, select Requisitions from the side navigation menu, and open the Review Requisition detail.