balanceTRAK Table of Contents
Welcome to BalanceTRAK's Newest Release
Software Transition Crosswalk
Overview and Home page
- Overview and Navigation Layout, Permissions & more
- User Account (and Security)
- Software Help and Support
- Additional Software Header Tools
- Recent User Activity
- Notification Center
- Home page Dashboard Lists, Graphs, Counters & Recent Searches
Requisitions
- Start with Requisition Basics Fields, Numbering, Status Categories
- Add a New Requisition Setup & Details
Requisition Detail
- Navigate the Requisition Detail Layout & Easy-click Header Tools
- Review Summary and Fields Including Requisition Actions & Job Seeker Activity
- Manage Forms
- Preview, Edit, Export Job Description
- Manage and Track Sources
- Edit Key Words and Check Matches
- Approve a Requisition
- Other Requisition Detail Tools Calendar, History & Notes
Job Seekers
- Organize the Job Seeker List Filter, Sort, Display a Job Seeker & more
- Perform Job Seeker Actions Copy, "Mark as", Assign Stage/Disposition
Job Seeker Detail
- Navigate the Job Seeker Detail Layout & Header Tools
- Review Completed Forms
- Display Resume, Cover Letter, and Documents
- Perform an Individual Job Seeker Action
- Communicate with the Job Seeker
- Schedule an Interview
- Submit for Approval or Background
CheckCheck //  Onboarding - Other Job Seeker Detail ToolsHistory & Notes, including Export to Excel
Settings (for Administrators)
Additional Information
- Learn about Form Types and Workflow
- Understanding Key Information in the BalanceTRAK Archive
- Federal Resources for Covered Employers (Use browser's Back button to return to Help.)
User Reference Materials
Use browser's Back button to return to Help.
- BalanceTRAK Training Guide
- BalanceTRAK Specifications Overview
- Administrator Reference Materials
System Tools (for Administrators)