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BalanceTRAK User Account (and Security)

KEY TOPICS:

  • Set Preferences for Automatic Notifications
  • Change the Default Page Displays
  • Change the Default Time Zone

Customize Settings by User Account

Select the Account button from the software header to access theaccess: Manage Account Settings page.. To begin, make sure the balanceTRAK tab is active on the Manage Account Settings screen.active. If any changes are made to the settings, as described below, click [Save]. to apply them.

Set Preferences for Automatic Notifications

On the balanceTRAK tab > Notifications menu, check off the appropriate settings:settings to individualize the receipt of system notifications:

  • A requisition is closing. (Sent at 7:00 am.)
  • Someone applies for a job. If this option is checked, choose one of the following:
    • On the day the job seeker applies at 10:00 pm.
    • Immediately after the job seeker applies.
  • Someone completes a Background Check form.
  • Notify me during each step of the approval process when I am a participating user.

Important Quick Tip: WhenConsider determininghow whether to implement notifications, consider the number ofmany job applications your organization receives. For a small organization or(or a recruiter who must address eachevery application,application), notification by individual Job Seeker event may be appropriate. For a large organization, a daily message withat a10:00 listpm, oflisting all new Job SeekersSeekers, may be preferred.preferable.

Change the Default Screen Displays

Navigate to the Manage Job Seekers menu, which controls the default view of the Job Seekers page. The Job Seekers list can be displayed by:

  • All
  • Recent
  • Not Assigned
  • Internal
  • Flagged

Navigate to the Manage Requisitions menu to set the default view of the Requisitions page. The default view is based on Requisitions status,Status, depending on your balanceTRAK Implementation. Some typical statusStatus options include:

  • Pending
  • Accepting Applications
  • Awaiting Approval
  • Closed (Position Filled)
  • Closed (Position not Filled)
  • Hiring Manager Review

Change the Default Time Zone

To change the Time Zone used by the system, choose another from the provided drop-down at the bottom of the page. You may also check or uncheck whether the system relies on daylight savings time.