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Other Requisition Detail Tools

RETURN TO: Build the Requisition

KEY TOPICS:

  • Stay Current with Calendar Events
  • Export a Job Description
  • Add a Document to a Requisition
  • Track History/Notes

Use other Tools to Develop Requisition Content

Stay Current with Calendar Events

The Calendar object displays existing event dates (in red), along with a list of corresponding event descriptions. To the right of each event are three icons, offering quick links to:

  • [Edit] (Event)
  • [Remove] (Event)
  • Send a [Reminder] to Outlook.

Notes: An event is limited to one Date. Typical events may include a status meeting, the last day of work for the outgoing incumbent, or the scheduled day(s) for interviews. A Closed Requisition will not display the Calendar.

Add an Event — Click the [Plus sign] on the right side of the menu header. In the Add Event menu, enter:

  • Description
  • Date
  • Start Time
  • End Time

Then, from a pre-populated menu of system users, use check boxes to: Select the People to Include for this Event. By default, the user creating the event is checked. Using a checkbox, determine whether to: Send participants a notification e-mail. When the entries are complete, select [Save].

In addition to displaying within the Requisition, the event will display on the Dashboard / Calendar , identified by Requisition Number, for all users included in the Event.

Export a Job Description

The Job Description can be exported for use outside of balanceTRAK. From the Job Description /footer, select File Type from the provided drop-down, either:

  • HTML

OR

  • Word

Then, click [Export]. [Open] or [Save] the file from a new window.

Add a Document to a Requisition

First, [Add] a Requisition, or click the [Edit] icon for an existing one to open the Review Requisition detail. Navigate to the Documents menu.

Click on the [Plus Sign], located on the right of the Documents menu header. The Upload Documents menu appears. Provide a Description; then Select a File, using the [Browse] function. Click [Upload] to add the file to the Documents list by: File Name and Description.

Track History/Notes

The History/Notes table records the actions, associated with the Requisition. Each History/Notes record lists the Date, lists:

  • Date
  • Email (of user associated with the action), action)
  • Requisition Number,Number and(if Description.associated with the record)
  • Description

balanceTRAK automatically records the History for several activities related to data entry/deletion, completed of required activities, communications, approvals, and status.

Add a Note — Click on the [Plus sign] on the right of the menu header to open the Add Note menu. Enter a Note. Then, click [Save].

Quick Tip: To view the most current History/Notes immediately after an action is performed, click the browser’s [Refresh] button.

View the History/Notes in Print Format — Click the [Display] icon, also located in the menu header. The History/Notes appear in a new window, suitable for printing or saving.