balanceTRAK Table of Contents

Set notification preferences, default displays, and time zone

• Dashboard Objects

Requisitions pie chart, Job Seekers graph, and Calendar

• Add a Requisition
• View, Filter, and Sort the Requisitions List
• Requisitions List Icons and Tools

• Requisition Information,Information Tools,Menu, Toolbar, and Status
• Develop Requisition Content

Forms, Job Description, and Sources/Links

• Start or Participate in the Approval Process (Where available)
• Review Job Seekers who have Applied
• Other Requisition Detail Tools

• View, Filter, and Sort the Job Seekers List
• Job Seeker List Icons
• Job Seeker List Toolbar

Perform actions, for one or more Job Seekers

Information, Jobs Applied to, Calendar, and History/Notes

• Select Reports: Tools and Settings
• Select Reports for Export

• Learn about Question Types
• Select (Answer) Options

• Learn about Form Types
• Scoring Schemes

• User Management
• Profile Management

• Client Settings

User Access Tools

• Email Settings
• Client Usage Report