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BalanceTRAK > Settings > System

KEY TOPICS:

System Settings for:

  • Ineligibility
  • Default User
    • Set Notifications
    • Determine the Default Display for Job Seekers
    • Determine the Default Display for Requisitions
    • Set Time Zone
  • Archive Settings
  • Application
  • Templates

System Settings

Available under Settings in the side navigation menu, the System module controls five areas of default settings, which are outlined in this article:

  • Ineligibility
  • Default User Settings
  • Archive (linked above)
  • Application
  • Templates

Remember to [Save] the tab after its content is updated.

Ineligibility

For organizations that wish to mark those applicants who will be ineligible for applying to future job openings, the Ineligibility tab houses two tools:

  1. A toggle switch that activates (or deactivates) the feature.
  2. A menu with check boxes to identify the ineligible Job Seeker and {{{ drop-down options to assign Job Seeker Stage and Disposition.

Default User

Cross-reference: The individual user can later change the Default User Settings for page displays and notifications, by accessing Account tools from the software header. See: User Account (and Security).

Checkboxes on the Client Settings > Default User Settings tab refer to options for reverting account settings, initiating notifications, time zone, and page list displays.

The box may be checked on the Default User Settings menu to: Revert all user account settings to the client default values.

Set Notifications

The default options for sending notifications about system activities are determined, using the following menu —

Notify users when:

  • A requisition is closing. Sent at 7:00 AM Eastern Time.
  • Someone applies for a job. If this option is selected, a further selection can be made to receive this type of notification:
    • On the day they apply at 10:00 PM Eastern Time, or
    • Immediately after they apply
  • Someone completes a background check form.
  • Notify me during each step of an approval process when I am a participating user.

Quick Tip: These options may be left unselected, so that each user can determine whether to receive notifications.

Determine the Default Display for Job Seekers

The Manage Job Seekers menu controls the default filter for Job Seekers, on entry. The Job Seeker list can be displayed by:

  • All
  • Recent
  • Not Assigned
  • Internal
  • Flagged

Determine the Default Display for Requisitions

The Manage Requisitions menu is used to control the default filter for Requisitions, on entry. The Requisition list can be filtered by Job Seeker Stage, depending on the Implementation. Some examples include:

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

Set Time Zone

The (U.S.) Time Zone is determined, based on drop-down options; and the provided box may be checked, if daylight savings time is observed. Several system activities (e.g., Calendar events/notifications, Job Seeker applied, Requisition History/Notes) will be time-stamped by the system, based on the selected Time Zone.

Application

Templates