BalanceTRAK > Additional Software Header Tools

KEY TOPICS:

• Dashboard Notifications
• Saved Views List
• Dashboard Objects

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Dashboard Notifications

Requisitions Needing Approval

If you are an approver for Requisitions and one requires your approval, an alert banner will display at the top of the Home page Dashboard. The reminder will list the Requisition by: *Requisition

• Requisition Number
  • Job Code
  • Job Title

  Click the [Review] icon associated with the Requisition to display the corresponding Review Requisition detail. A notification message will also appear at the top of the screen when the detail is displayed.

  • within the message, click the link: See approval section below

  OR

  • Scroll down to the Approval Process menu.

  Choose to [Approve] or [Not Approve] the Requisition. You can also enter: Comments.

  Job Seekers Needing Approval

  If one or more Job Seekers require your approval for hiring, a banner will display at the top of the Dashboard. Click the [Review] icon for a particular Job Seeker to display the Review Job Seeker detail. Using the Approval Process menu, select either: [Approve] or [Not Approve] and optionally, enter: Comments.

  Saved Views List

  If you have filtered the Requisitions or Job Seekers list — and saved the results as a customized view — the Dashboard's Saved Views banner provides quick access to the filtered view.

  Cross-references:

  • To learn about the Requisition Approval Process, see: Requisitions / Start (or Participate in) the Approval Process.
  • For more on the Job Seekers module, begin here: Use the Job Seekers tab.
  • For information on how to create and save filters, refer to: Customize and Save (Requisition) Views and Customize and Save (Job Seeker) Views.