balanceTRAK Table of Contents

Home page and Related Tools

• balanceTRAK Overview and Navigation
• balanceTRAK (User) Account Settings Set notification preferences, default displays, and time zone
• Home page and Tools
• Dashboard Objects Requisitions pie chart, Job Seekers graph, and Calendar

Requisitions

• ManageGetting RequisitionsStarted with Requisition Basics
• Add a New Requisition
• Build Requisition ContentForms, Job Description, and posting to Sources
• Use Requisitions List Tools

• RequisitionNavigating Informationthe Menu,Detail Toolbar, and StatusView
• Build the Requisition Forms, Job Description, and posting to Sources

Manage Sources for a Requisition

• Start (or Participate in) the Approval Process
• Review Job Seekers who have Applied
• Other Review Requisition Detail ToolsDocuments, Calendar, export Job Description, History/Notes

Job Seekers

• Manage Job Seekers
• Job Seekers List Tools Perform actions, for one or more Job Seekers

Send Email from the Job Seekers List

Resolve Duplicate Job Seekers (Administrators only)

• Use the Review Job Seeker Detail Information, Jobs Applied to, Calendar, and History/Notes
• Perform Job Seeker-related Actions
• Customize and Save Views
• Export Job Seekers

Reports

• Select Reports
• Export Settings
• Filter (Optional)
• Report Settings (Optional)

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
• Administrative Tools for Approval Processes
• 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 with User Credentials and Profiles
• Understanding User Access/Location Codes and Default Client Settings
• User Management
• Profile Management
• Client Settings
• Requisitions
• User Access Tools
• Email Settings
• Client Usage Report