Assign Job Seeker Stage and Disposition

RETURN TO: Navigate the Requisition Detail

KEY TOPICS:

• Understanding Job Seeker Tracking Codes
• How Job Seeker Stage and Disposition Work Together
• Update Job Seeker Stage and/or Disposition
• Change Stage/Disposition for an Individual Job Seeker

RELATED TOPICS (For Administrators):

• Special Settings by Reference Table / Job Seeker Stage and Disposition Code
• Notifications may be triggered —System Tools / General / Email Settings

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Track the Progress of Job Seekers

With precise control, the balanceTRAK user with appropriate permissions can work with the Job Seekers > Job Seeker list (or a Job's Seeker's detail) to track and manage applicants, with the assistance of tracking codes.

Understanding Job Seeker Tracking Codes

In balanceTRAK, the progress of each Job Seeker your organization reviews is tracked by:

• Job Seeker Stages, anticipating the typical paths applicants would take as they progress through the consideration process.

Example: At the beginning of the application process, all of the Job Seekers who were accepted as meeting minimum qualifications would be labeled as "Prescreened."

AND

• Disposition Codes, used to document the typical decision points at which a Job Seeker would no longer remain under consideration, or the Job Seeker's final outcome.

Example: A candidate could be assigned as "Withdrew Application" (at any time), while during the "Interview" Stage, a Job Seeker could be selected for "Schedule First Interview."

Depending on the software Implementation, certain Stages and/or Disposition Codes may be automatically assigned by the system.

Example: Job Seekers who fail to meet minimum qualifications during Prescreening can be automatically assigned the Disposition Code: Did not meet minimum qualifications.

How Job Seeker Stage and Disposition Work Together

While the governing Requisition is Open — and until it is Closed — Job Seeker Stage serves as the first level, or chronological, indicator. Then, during each Stage, Disposition is assigned to a Job Seeker in consideration of his or her situation or screening result. The two codes work together as the group of prospective candidates is narrowed, until one or more new hires are determined.

At each Stage, Job Seekers can take one of two paths:

1. Move forward to the next Job Seeker Stage (Accepted for further consideration)
2. Move out of consideration through Disposition (Not accepted for further consideration)

In some Implementations, balanceTRAKthe system will reinforce the following workflow aspects:

• Limit progression to forward movement through Stages
• Allow a Job Seeker to skip a Stage

Update Job Seeker Stage and/or Disposition

There are two methods for updating Job Seeker Stage and/or Disposition:

• Through a Job Seeker list Action
• By individual Job Seeker (As described below)

To update these attributes, navigate to the Job Seekers module.

Important Caution Please take care to understand your organization's processes, as an automatic email notification may be triggered by the assignment of Stage/Disposition. For example, the assignment of Not Best Qualified to a set of Job Seekers may trigger the transmittal of a rejection email to that group.

Assign Stage/Disposition for an Individual Job Seeker

From the Job Seeker list, highlight an individual Job Seeker to display his or her detail record:

• In the detail's secondary header, click on the current Job Seeker Stage, on the left, to display other available options. Select a different Stage,^ which will then display in the header

AND/OR

• Click on the current Job Seeker Disposition (on the right), and choose another option from the provided drop-down

^Note As described above, the menu choice may be limited to choosing the: Next Stage: [Job Seeker Stage Name/Code].