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Start with Requisition Basics

KEY TOPICS:

  • Build Requisitions to Support the Hiring Process
    • System Permissions for Viewing / Editing Data
    • Step-by-Step Guidance for Building a Requisition
    • Customized Requisition Workflow with Automatic Triggers
  • Requisition Categories
  • Understanding Requisition Components
    • How Requisitions are Numbered
    • Key Requisition Fields

      • Requisition Details

      Required versus Optional Fields

    • About the Default Job Seeker Form(s)

    Learn About Requisitions with this Primer

    Understanding Requisition Components

    How Requisitions are Numbered

    Typically, balanceTRAK is configured to automatically number Requisitions, but your Implementation may allow numbers to be added by the Requisition creator. If so, a required field for Requisition Number will display in the Add Requisition menu (which is described below under: Add a Requisition).

    Cross-reference: If you are an Administrator, see: Client Settings /Requisitions.

    About the Default Job Seeker Form(s)

    For most Implementations, a default PRESCREENER or APPLICATION Form will be included when a new Requisition is created. The system may also automatically include a default PRESCREENER or APPLICATION that has been previously associated with the Requisition's Job Code/Title.

    Note: In some Implementations, a PRESCREENER will be used to reduce the applicant pool to only those meeting basic, minimum qualifications.