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Other Requisition Detail Tools

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KEY TOPICS:

  • Stay Current with Events on the Calendar
  • Export a Job Description
  • Add a Document to a Requisition
  • Track History/Notes

Use other Tools to Develop Requisition Content

Stay Current with Events on Calendar

The 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 (Event)]
  • [Remove (Event)] • Send a [Reminder] to Outlook.

Notes: An event is limited to one Date. Typical events may include a status meeting, the last day of work for the outgoing incumbent, or the scheduled day(s) for interviews. A Closed Requisition will not display the Calendar.

Add an Event Click the [Plus sign] on the right side of the menu bar. In the Add Event menu, enter Description, Date, Start Time, and End Time. Then, from a pre-populated menu of system users, use checkboxes to Select the People to Include for this Event. By default, the user creating the event is checked. Using a checkbox, determine whether to Send participants a notification e-mail. When the entries are complete, select [Save].

In addition to displaying within the Requisition, the event will display on the Dashboard Calendar, identified by Requisition number, for all people included in the event.

Export a Job Description

The Job Description can be exported out of balanceTRAK. From the Job Description table, select File Type from the drop-down, either HTML or Word; then click [Export]. [Open] or [Save] the file from a new window.

Track History/Notes

The History/Notes table records the actions associated with the Requisition. Each History/Notes record 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.

Add a Note Click on the [Plus sign] on the right of the menu bar to open the Add Note menu. Enter a Note; select None or the Requisition number;and click [Save].

To view the most current History/Notes (especially right after an action is performed), click the browser’s [Refresh] button.

To view the History/Notes in print format, click the [Display] icon, also located in the menu bar. The History/Notes appear in a new window, suitable for printing or saving.

Add a Document to a Requisition

First, [Add] a Requisition, or click the [Edit] icon for an existing one to open the Requisition detail. Navigate to the Documents menu.

Click on the [Plus Sign], located on the right of the Documents menu bar. The Upload Documents menu appears. Provide a Description; then Select a File, using the [Browse] function. Click [Upload] to add the file to the Documents list by File Name and Description.