balanceTRAK Table of Contents

Home page and Related Tools

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

Security Settings

• Notification Center
• Home page Dashboard Objects Lists, Graphs, Counters & Recent Searches

Requisitions

• Get Started with some Requisition Basics Overview, Fields, Numbering & more
• Use the Requisition List Filter, Sort, Display a Requisition & more
• Add a New Requisition
• Develop the Full and Short Job Description
• Determine the Approval Process
• Assemble Job Seeker Forms
• Manage Sources to Post Job
• Implement Keywords to Score Applications
• Set Requisition Workflow

Requisition Detail

• Navigate the Requisition Detail (and Universal Tools)
• Approve a Requisition
• Review Approval Status
• Edit Key Words and Check Matches
• Review Job Seeker Activity
• Other Requisition Detail ToolsCalendar Events, Documents, History & Notes

Job Seekers

• Organize the Job Seeker List Filter, Sort, Display a Job Seeker & more
• Run an Advanced Search
• Resolve Duplicate Job Seekers (Administrators only)
• Perform 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

Job Seeker Detail

• Manage Job Seeker Information
• Assign Job Seeker Stage and Disposition
• Review Submitted Forms
• Display the Job Seeker's Documents
• Perform an Action by Job Seeker Copy, Delete, Mark as New & more
• Communicate with a Job Seeker
• 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
• Organize Approval Templates
• Job Posting Settings
• 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 withAbout User Credentials and Profiles
• UnderstandingWorking with User Access/Location Codes
• User Management
• Profile Management
• Understanding Client Settings (Requisitions, User Access, Email, Job Posting Page)
• Email Settings
• Client Usage Report