Add a New Requisition
Key Topics:
- Add (Create) a Requisition
- Add Multiple Requisitions
Add one or multiple Requisitions to the System
Add (Create) a Requisition
Click [Add] in the toolbar to open the Add Requisition menu. Enter the information for each required Requisition field, and click [Save].
Note: Required fields are marked with an asterisk. A warning message appears when required fields are left blank.
Below are some tips for entering information about the Requisition:
- Posting Start Date — Select the date that Applications will be accepted for the Requisition.
- Recruiter — Specify by numeric or text entry.
- (Optional, where configured) Cap Job Seekers — 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.
- (Users with appropriate permissions) Add Job Code — If the Job Code drop-down is not sufficient, click the Add New Job Code link. If a new Job Code is added, it will also be inserted into the system’s Job Code Reference table, so that it will be available when adding a future Requisition.
- The Job Seeker Filter Settings —
- Show All
- Must Complete One Form – A Job Seeker will not be shown in balanceTRAK 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.
After clicking [Save], a window will appear, providing additional activities for the requisition you created. These activities are described here: Review Requisition screen.
The Requisition is also added to the Requisitions list.
About Requisitions and Default Forms
For a Requisition to appear on the Internet Career page, a form must be associated with it. To make this possible, a form template must be developed in Administrative Settings>Form Templates. When a new Requisition is added, the system will then rely on the balanceTRAK administrator's settings to either include a default APPLICATION form or forms previously associated with the Requisition’s Job Code.
Example: For an organization with a universal employment APPLICATION, balanceTRAK loads this form automatically whenever the user Adds a Requisition.
Supplementary forms can be added, see: Add Forms and Post a Job Opening below.
About Requisition Numbering
Typically, balanceTRAK is configured to automatically number Requisitions, but the system may allow manual numbering via a required field in the Add Requisition menu.
Cross-reference: If you are an Administrator, see: .
Add Multiple Requisitions
To add more than one Requisition at a time, click [Save and Add], which will save the current Requisition and reopen the Add Requisition menu for the entry of the next Requisition. When finished, select [Save].
Clicking [Save] opens the Review Requisition detail for the new Requisition, where the actions described next may be performed. If multiple Requisitions were added, balanceTRAK opens the most recently saved Requisition.