balanceTRAK Table of Contents

Home page and Related Tools

• balanceTRAK Overview and Navigation
• balanceTRAK (User) Account Settings
• Home page Tools
• Dashboard Objects

Pie Chart: (View Current) Requisitions

Graph: (View Recent) Job Seekers

Calendar

• balanceTRAK (User) Account Settings

Set Preferences for Notifications

Change the Default Page Displays

Change the Time Zone

Requisitions

• Use the Requisitions tab
• Add a Requisition
• View, Filter, and Sort Requisitions
• Other Requisitions List Tools
• Use the Review Requisitions Detail
• Build a Requisition

Forms

Job Description

Sources (and Links)

• Requisition Approval Process
• Other Requisition Tools

Export Job Description

Requisition Calendar

Requisition History/Notes

• Review Job Seekers who have Applied
• Customize and Save Views
• Export Requisitions

Job Seekers

• Use the Job Seekers List
• View, Filter, and Sort the Job Seekers List
• Job Seeker List Icons
• Work with the Job Seeker Detail

Jobs Applied To

Calendar

History Notes

• Use Job Seeker Toolbar

Copy Selected (to Another Requisition)

Assign Applicant Status

Send Bulk Email to Job Seekers

Import a Resume to Update Job Seeker Data

Send Job Seeker Information

View Selected Job Seekers

• Customize and Save Views
• Export Job Seekers

Reports

• Select Reports
• Select Reports: Tools and Settings
• Select Reports for Export
• Export Settings
• Filter (Optional)
• Report Settings (Optional)

Administrative Settings

• Reference Tables
• Questions (Library)
• Learn about Question Types
• Select (Answer) Options
• Form Templates
• Learn about Form Types
• Scoring Schemes
• Email Templates
• Approval Processes (for Requisitions)

System Tools (for Administrators)

• Security
• User Management
• Profile Management
• General
• Client Settings

User Access Tools

• Job Description Settings
• Email Settings
• Client Usage Report