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Requisition Templates

KEY TOPICS:

  • Work with the Requisition Template List
  • Components of Requisition Templates
  • Template Detail Tools
    • Edit an Existing Requisition Template
    • Delete a Requisition Template
  • Develop a New Requisition Template
    • Considerations by Requisition Tab

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, having similar requirements for such components as Forms, Approvals, and Sources.

Quick Tip For Multiple Locations: Requisition Templates can be named for location and/or function so that users recognize the appropriate templates (e.g., Columbus Drivers, Fairbanks Manufacturing).

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.

Work with the Requisition Template List

Just like balanceTRAK's user-facing modules, the layout for Requisition Templates relies on the standard list/detail view: A column, comprised of existing records, appears on the left side of the screen. Then, a detail for the highlighted Template appears in the right-hand window.

On the list, information about existing Requisition Templates is organized into the following columns: Template (Name), Create Date, and an indicator for Active (or Inactive).

Components of Requisition Templates

Because an existing Requisition Template forms the basis for creating a new Requisition, Requisition Template, it will share the same building blocks (i.e., tabs):

  • Fields
  • Approvals (Approval Process)
  • Forms
  • Keywords
  • Sources
  • Workflow

Quick Reminder: The Job Description will be developed (or selected from the system's library) for each new Requisition.

Template Detail Tools

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.

Delete a Requisition Template

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

The updated template will display when users creating new Requisitions. Existing Requisitions on the Requisition list — and any saved drafts (as displayed to the user above the list) — will not be impacted.

Develop a New Requisition Template

BEFORE YOU BEGIN: Please review the user instructions for each step of adding a new Requisition to understand its components. While the Administrator-specific menus are described here, information on the additional steps can be accessed from the following article: Add a New Requisition Setup & Details.

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:

  • Begin with the Template Information tab, which displays on entry:
    • Enter a descriptive Template Name.
    • Turn on (or off) the status of: Active.
    • [Save] the tab, which will add the record to the top of the Requisition Template list (in bold face).
  • Proceed to addressing each tab, in order.

Remember to [Save] each remaining tab before moving on to the next task area. Content areas that are not completed will be shown to other users as blank.

Considerations by RequisitionsRequisition Tab

While creating the Requisition Template, the Administrator can build components and manage how users will interact with each one:

  • All Tabs — Make the element Editable and/or make it Required.
  • Forms — Associate Form(s) from the system's library with the template, by Form type and whether the Form is External/Internal.
  • Sources — Link Manual Posting Sites, Integrated Job Boards, and Social Media sites to the template.
  • Approvals — Develop and save an Approval Process, including dragging-and-dropping Approvers in a simple process OR using the Advanced Designer.
  • Workflow — Turn on a Job Seeker limit; and then, set the numeric threshold that stops the job posting from accepting Job Seekers.
  • Posting Dates — Choose from two options: Date Range OR Approval/Open Date. Set the job posting period by number of days.