Learn about BalanceTRAK Form Types and Workflow

JUMP TO:

• Settings > Form Templates (Administrators only)
• Add New Requisition > Assemble Job Seeker Forms
• Review the Job Seeker's Submitted Forms

Prescreener

A PRESCREENER contains specific Questions that determine whether a candidate meets (or fails to meet) the minimum qualifications for a job opening.

balanceTRAK may be set up during Implementation to assign a final Applicant Stage (and disposition) to Job Seekers who fail to meet those minimum requirements. If so, only those Job Seekers exceeding the minimum threshold can move on to completing an APPLICATION. Workflow options include implementing a PRESCREENER account-wide, allowing the use of a PRESCREENER by Requisition, or omitting one.

Assessment

As another objective tool for screening applicants, an ASSESSMENT can be introduced to Job Seekers for completion.

In balanceTRAK, the scoring system is based on: PASS or FAIL. Options include implementing randomized Questions; assigning a time requirement for completion; and determining a timeframe for the validity of a PASS score. In the workflow, a PRESCREENER must precede the ASSESSMENT.

Application

An APPLICATION collects the majority of information used to determine a Job Seeker’s suitability for hiring, including employment history, education, and professional references.

Self-Identification

SELF-ID forms allow the Job Seeker to voluntarily disclose race, gender, Veteran, and/or disability status.

Background Check

For those organizations that perform background checks, typically using third-party services, the BACKGROUND CHECK form collects information to meet the specific needs of the investigation. The form may also be used to collect an unique instance of the applicant's acknowledgement and/or signature.