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Organize the Requisition List

KEY TOPICS:

  • View the Requisitions List
    • View Requisitions by Status
    • Set the Default Requisitions View Option
    • Add Optional Fields for the Requisitions List
    • Set the Number of Records per Page
  • Simple Filter and Sort Options for the Requisitions List
    • Filter the Requisitions List
    • Sort Requisition Records
  • Review a Requisition
  • Delete a Requisition

View, Filter, and Sort the Requisitions List

After selecting Requisitions from the side navigation menu, a corresponding tab — for housing a list of your organization's job Requisitions — will display. Two supporting task areas — Customize View and Export (Requisitions)— are available from the tab header.

View the Requisitions List

View Requisitions by Status

The Requisitions tab shows Requisitions by Status, based on the selection made in the upper drop-down menu. Some typical statuses may include:

  • Accepting Applications
  • Pending
  • Awaiting Approval
  • Interview Scheduled
  • Hiring Manager Review
  • Closed (Filled or Not Filled)

Or you may select: All.

The Requisitions list then shows existing Requisitions by:

  • Requisition Number
  • [Business Unit] Code
  • Job Title/Job Code
  • # of Job Seekers

Quick Tip: Click the entry in the # of Job Seekers column to view the Job Seekers associated with a Requisition.

Set the Default Requisitions View Option

Access the [Account] button from the software header. Choose the balanceWORKS tab, and navigate to the Manage Requisitions menu. In the Show requisitions… drop-down, select one of the provided options. Click the [Save] button at the bottom of the page.

Add Optional Fields for the Requisitions List

To add optional fields to the Requisitions list table, click [Change Fields] on the toolbar. Using available checkboxes in the pre-populated drop-down, select one or more fields (such as Status or Salary Range). Choose [Save] to return to the reconfigured list. To view the additional fields, you may have to scroll on the page to the display the right-hand side.

Notes: Any optional fields set for the list will be cleared when the [Clear Search] button is selected.

Cross-reference: To save and quickly reapply a View, open the Customize View tab.

Set the Number of Records per Page

By default, 20 Requisitions are displayed per page. Change this default by accessing [Account] from the software header. Select the balanceWORKS tab, and change the numerical entry for: Records Per Page.

Simple Filter and Sort Options for the Requisitions List

Cross-reference: To save and quickly reapply a View, open the Customize View tab.

Filter the Requisitions List

Filter the Requisitions list by clicking the [Search] icon in the column header. If a [Search] icon is not visible for the column header, a filter by that type of information is not available.

In the pop-up window, select or enter the filter value(s). Click [Save] to apply the filter. Once a filter is set for a column, the [Search] icon is outlined in red. A yellow banner appears, with buttons to:

  • [View Search] — Opens the Customize View tab (described above).
  • [Clear Search] — Restores the default view.

Quick Reminder: To set and quickly reapply filters, access the Customize View tab.

Sort Requisition Records

Click on the [Sort] icon, located at the top left of the table header. From the Sort toolbar, select one of the following column buttons:

  • Requisition Number
  • Business Unit Code
  • Job Title/Job Code
  • # of Job Seekers

A sort in ascending order is indicated by a [Down Arrow], adjacent to the column label. Click the button again, and an [Up Arrow] indicates a sort in descending order. Click the button a third time to clear the sort; if no sort is applied, both up and down arrows will display.

Add additional levels to the sort by clicking on additional [Sort] buttons.