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Develop the Full and Short Job Description

RETURN TO PRIOR STEP: Add a New Requisition

KEY TOPICS

  • Choose a Method for Developing the Job Description
    • Should the Short Job Description also be Developed?
  • Use an Existing Job Description
  • Create (or Edit) the Job Description by Section

NEXT STEP:

Display the Job's Duties and Requirements to Potential Job Seekers

As the second step in the Add New Requisition process, the Job Description screen is accessible from the side navigation menu, displaying two tabs:

  • Long Description (Required to post a job opening on line)
  • Short Description

The article below describes how to use or modify an existing Job Description, or develop a new one, while creating a new Requisition.

Choose a Method for Developing the Job Description

At the "macro" level, balanceTRAK supports Job Description development with capabilities for an organization to maintain a default Job Description library for use across multiple Requisition creators. At the same time, the individual Requisition creator has flexibility to develop a unique Job Description for a particular job opening. Accordingly,Based on what tools or information is available, choose one of the instructions below are organized around these three mainfollowing methods:

  • If a Requisition Template (with Job Description) was selected during Setup, go to: Use an Existing Job Description.
  • If a default Job Description is in place for the Job Title/Code, go to: Use an Existing Job Description.
  • To enter or paste the Job Description, jump to: Create (or Edit) the Job Description by Section.

Should the Short Job Description also be Developed?

The second consideration is whether your Job Posting page would benefit from displaying the Short Job Description as a "teaser" to Job Seekers, before they click the [Apply Now] button and review the Long Job Description.

Cross-reference: To accommodate this option, the Job Posting page must be designed in Grid view to accommodate the Short Job Description: Settings > Job Posting Page.

Use an Existing Long Job Description

If a Requisition Template was applied during Requisition Setup —

The Long Job Description will be populated. Simply review the content, and proceed directly to the [Next Step] in the Add New Requisition process.

To apply a default Long Job Description —

The system detects whether the Job Code is associated with an existing default Job Description.

Create (or Edit) the Job Description by Section

First, navigate to the Short Description or Long Description tab, as necessary.

Then, hover the mouse over a Section (e.g., Description/Job Summary, Required Skills) (under the Section heading), and click in the blank area (or within existing text, if already entered) to enable editing. A word processing toolbar will appear. By again hovering your mouse over icons in the toolbar, a caption describes each word processing tool.

Quick tip: The most popular and easiest method for developing the Job Description by Section is to prepare content in Microsoft Word and take advantage of the toolbar's Paste from Word button.

For each Section, enter the appropriate text in the text editor, and format the text, using the available word processing tools.

Quick tip: Although letters or words can be selected in the editing field after they are typed and formatted (e.g., italic), the quickest method for formatting the entire field is to select the formatting prior to entering text.

Import a Job Description for the Requisition (and Job Code)

Select the [Edit the Job Description] button to open the editor. Then select the [Import] button from the menu footer in any Job Description section. This will direct you to the wizard for importing a default Job Description for the Job Code.

  1. Browse and locate the document on your computer. Then click the [Next] button.
  2. The Identify Section Headers menu displays. By default, the drop-downs will display every paragraph identified in the document.

    • Navigate to the bottom of the page for [Apply Filter] tools, which can be used to reduce the list of data recognized for import. Here, identify how section headers in the document are formatted, either bold, italicized, or by font size (value).

  3. Return to the top of the page. From the Identify Section Headers menu, check the box for each of the default Sections to include. Then choose matches from the incoming file for each one from the corresponding Section Header and Next Section Header drop-downs.

    • Click [Next].

    Note: The system identifies the beginning and end of each Section, using these selections. The end of the one Section is typically, but not always, the beginning of the next. Beginning of Document and the End of Document tags are also available.

  4. A menu displays, with options to: Overwrite Existing Job Descriptions.

    Select one of the following options for saving the imported Job Description to:

    • This requisition and the default job description
    • This requisition only
    • This requisition, the default job description and all open or pending requisitions that use this job code

    Click the [Import] button.

  5. The Review Requisition detail displays, with the imported Job Description.

Cross-reference: An Administrator may import multiple default Job Descriptions. See: Special Tools by Reference Table / Import Job Descriptions.

When the Job Description is complete, proceed to Approval Process, which is the [Next Step].