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Assemble Job Seeker Forms

RETURN TO PRIOR STEP: Determine Requisition Approvals

KEY TOPICS:

  • About Selecting and Applying a Form Template
  • Add Internal and/or External Forms to a Requisition
  • Edit the Form (Users with appropriate permissions)

NEXT STEP:

Associate an Application and other Forms with the Requisition

The fourth step of creating a new Requisition is to associate an APPLICATION (and perhaps, other Forms) with the Requisition so that the responding Job Seeker may complete the Form(s).

To initate this step, select the Forms bar from the side navigation menu as you Add a New Requisition. The resulting drag-and-drop menu will display the possible options for Forms by Form type (e.g., PRESCREENER, APPLICATION) and facilitate their selection by Job Seeker audience (i.e., Internal or External).

Quick Tip: If a Requisition Template was applied during new Requisition Setup, the appropriate Forms will already be included.

About Selecting and Applying a Form Template

For your convenience, a library of Form Templates, as authorized by your organization, will be stored within balanceTRAK; this library is maintained by your organization's client-side Administrator.

Note: Regular users who have questions about the design or content of Form Templates, including Questions, should inquire with the client-side Administrator.

Add Internal and/or External Forms to a Requisition

All of the authorized options will appear in the left-hand column, under the Form Templates header, organized by type.

If necessary, Expand and Collapse arrows in the bar for each Form type to see or hide Forms, respectively. Simply drag a Form Template from the left column and drop it into the desired column to the right, either:

  • Internal

    • OR

  • External

A dotted line will indicate the target drop location.

If the Internal and External Forms should match, check the box under the Internal column header for: Use Same Process.

Notes:

  • The system will constrain the drag movement across the columns to occur by Form type.
  • The system will also allow only one Form to be dragged over by type.
  • Based on your organization's process, each Requisition must be associated with a PRESCREENER and/or an APPLICATION for the Requisition to be posted on line.

About Organizing Multiple Forms of the Same Type

Because only one Form per Type may be put in place, balanceTRAK offers a Type, called OTHER. For example, if your organization uses a secondary APPLICATION for particular Job Titles, this Form may be included in the left column, under: OTHER.

Understanding Form Workflow

For all workflows, the APPLICATION will be shown to the Job Seeker who is applying on line. However, if a PRESCREENER is in place (recommended), this Form will precede the APPLICATION. If an ASSESSMENT is also in place, the ASSESSMENT will follow the PRESCREENER, with both Forms shown to the Job Seeker prior to the APPLICATION.

Edit the Form (Users with appropriate permissions)

If an added Form requires editing, it is recommended that this occur during the Add New Requisition process. Based on system controls for your organization, Form editing may be disabled at a later point in the Requisition lifecycle (e.g., after the Approval Process is complete).

Cross-reference for Administrators: For more on editing and saving Form Templates, see: Design/Edit a Form Template.

Proceed to the next step, adding Sources, by clicking [Next Step].