Other Job Seeker Detail Tools
KEY TOPICS:
- Review or Add Job Seeker Information
- View Submitted Job Seeker Forms
- Add a Document to the Job Seeker Record
Use the Review Job Seeker Detail
Review or Add Job Seeker Information
To review a detailed Job Seeker record, click on the review [Review] icon in the Job Seekers list.
The Review Job Seeker detail includes:
- Job Seeker Information — Shows contact information and Date [Record was] Created.
- Jobs Applied to — Displays job information by Requisition Number, Job Title, and Applicant Status. The Job Seeker’s resume [Resume] is available through an icon to the right of each record.
View Submitted Job Seeker Forms
To access Forms associated with the Requisition, navigate to Jobs Applied To, and use the expand [Expand] icon on the left of each record.
Note: Typical forms, in PDF format, may include PRESCREENER, APPLICATION, BACKGROUND CHECK, and/or SELF-IDENTIFICATION.
To view the PDF, click the appropriate PDF PDF icon. To edit the form, click on the edit [Edit] icon. Following the Form name, the status of the Form is listed, either Completed, Started But Not Completed, or Not Started—depending on what the Job Seeker has completed in the system.
- Document s— Stores files uploaded by the Job Seeker, with links to Most Recent Resume and (where required or included) Most Recent Cover Letter in system-compatible formats (PDF, DOCX, TXT).
Add a Document
to the Job Seeker Record
Click the add[Plus document [plus sign],sign], located in the Documents menu bar. From the Upload Documents bar, then select Document Type, either Resume, Cover Letter, or Other. (Optional) Enter a Description. Finally, use the [Browse] function to Select a File, and click [Upload].
Note: Only one (Most Recent) Resume and one (Most Recent) Cover Letter may be saved. If a new version is uploaded, the system will ask whether to overwrite the prior version ([OK]) or [Cancel] the upload. To save additional versions, use Other.
- Calendar — Displays existing event dates on a graphical calendar (in red), along with a list of event descriptions. To the right of each event are three icons, offering quick links to edit remove reminder [Edit (Event)], [Remove (Event)], or send an Outlook [Reminder]. Note: An event is limited to one Date. Typical events may include an interview, a deadline, or an approval meeting.
Add an Event (and send Job Seeker's Resume
Resume)
Click on the add event [plus sign] on the right side of the Calendar menu bar. In the Add Event menu, enter Description, Date, Start Time, and End Time. Then, use check boxes to Select the People to Include for this Event from a pre-populated menu of system users. By default, the user creating the event is checked. Using the provided check box, determine whether to Send participants a notification e-mail. Check the box next to Attach the job seeker's resume to the notification email, if applicable. When the entries are complete, select [Save]. Each recipient will receive the notification, an .ICS file for import into Outlook’s Calendar, and optionally, a .PDF of the Job Seeker’s resume.
- History/Notes — Lists the Date, Email (of user associated with the action), Requisition Number, and Description. balanceTRAK automatically records History for several activities related to data entry/deletion, completed of required activities, communications, approvals, and status.
To view the History/Notes in a print format, click on the report [Report] icon, also located in the menu bar. The History/Notes appear in a new window, suitable for printing or saving.
Add a Note
Add a note to the Job Seeker’s History/Notes by clicking on the add notes [plus sign] on the right of the menu bar. In the Add Note menu, enter a Note, select None or the Requisition number, and click [Save].