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BalanceTRAK User Account (and Security)

KEY TOPICS:

  • Set Preferences for Automatic Notifications
  • Set Default Displays for Manage Requisitions and Manage Job Seekers
  • Set Time Zone


Customize Settings by User Account

Selecting the Account button from the page header to set up automatic Notifications from balanceTRAK and determine other options. Once on the Manage Account Settings screen, make sure the balanceTRAK tab is active.

On the Notifications menu, Selecting the check off the appropriate settings:

  • 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 Caution: When determining whether to implement notification options, consider the number of job applications your organization receives. For a small organization or a recruiter who must address each application, notification by individual job seeker may be appropriate. For a large organization, a daily message with a list of all new job seekers may be preferred.

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 to use daylight savings time.

When the settings are complete, click [Save].

Determine the Default Displays for Manage Requisitions and Manage Job Seekers

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

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

Set Time Zone

Select the Time Zone from the provided drop-down, and check the provided box if daylight savings time is observed.