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Other Job Seeker Detail Tools

KEY TOPICS:

  • View (and Update) Job Seeker Profile
  • View Requisitions Applied To
    • View and Edit Job Seeker Stage and Disposition
    • View Submitted Job Seeker Forms on the Forms tab
    • Email a Blank Form to the Job Seeker
    • View Keyword Match in Resume
  • Documents
    • Add (and Delete) a Document to the Job Seeker Record
  • Calendar
    • Add an Event (and attach Job Seeker's Resume)
  • History
  • Notes
    • Add a Note
  • Export Notes or History to Excel
  • Perform Job Seeker-related Actions

Work with the Calendar, History, and Notes

To enter the Review Job Seeker detail, select a [Review] icon from the Job Seekers list: Job Seeker information can be reviewed and added, or actions related to the Job Seeker can be performed, as described below and in the accompanying article, respectively.

Email a Blank Form to the Job Seeker

The following link is visible after clicking the [Expand] triangle:

Documents

The Documents table stores files, associated with the Job Seeker, with links to the Job Seeker's:

  • Most Recent Resume
  • (Where required or included) Most Recent Cover Letter

Add (and Delete) a Document to the Job Seeker Record

System-compatible formats are:

  • PDF
  • DOC
  • DOCX
  • RTF
  • TXT

Click the [Plus sign], located in the Documents menu header. From the Upload Documents menu, select Document Type:

  • Resume
  • Cover Letter
  • Other

(Optional) Enter a Description.

Finally, use the [Browse] function to Select a File, and click [Upload].

The Document will be listed by: File Name and Description. To remove the Document, click the [Delete] icon to the left of the File Name. When the confirmation message appears, click [OK].

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 of the same document, use: Other.

Calendar

Displays existing event dates (in red) on a graphical Calendar, along with a list of event descriptions. To the right of each event are three icons, offering quick links to:

  • [Edit] Event
  • [Remove] Event
  • Send [Reminder] to Outlook

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)

Click on the [Plus sign] on the right side of the Calendar menu header. In the Add Event menu, enter:

  • Description
  • Date
  • Start Time
  • End Time

Then, from a pre-populated menu of system users: Select the People to Include for this Event. By default, the user creating the event is checked. Using the provided check box, determine whether to: Send participants a notification e-mail.

If applicable, check the box next to: Attach the job seeker's resume to the notification email. 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

History/ Notes are displayed by:

  • Date
  • Email (of user associated with the action)
  • Requisition Number (if the record is associated with one)
  • 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] icon, located in the table header. The History/Notes appear in a new window, suitable for printing or saving.

Add a Note

Add a comment to the Job Seeker’s History/Notes by clicking on the [Plus sign] on the right of the table header. In the Add Note menu, enter a Note, select None or the Requisition Number, and click [Save].

After the Note is added, icons become available to [Edit] or [Delete] the Note.