balanceTRAK Table of Contents

Overview and Home page

• balanceTRAK Overview and Navigation Layout, Permissions & more
• Perform a Quick Search
• balanceTRAK User Account (and Security)
• Software Help and Support
• Other Software Header Tools
• Recent User Activity
• Notification Center
• Home page Dashboard Lists, Graphs, Counters & Recent Searches

Requisitions

• Start with Requisition Basics Fields, Numbering, Status Categories
• Organize the Requisition List Filter, Sort, Display a Requisition & more
• Add a New Requisition Setup & Details
• Develop the Job Description
• Determine Approvals
• Assemble Job Seeker Forms
• Select Sources to Post Job
• Implement Keywords to Score Resumes
• Set Workflow and Posting Dates
• Review Summary and Save the Requisition

Requisition Detail

• Navigate the Requisition Detail Layout, Summary, Fields & Forms
• Preview, Edit, and Export the Job Description
• Approve a Requisition
• Monitor Approval Status
• Edit Key Words and Check Matches
• Manage and Track Sources
• Review Job Seeker Activity
• Other Requisition Detail Tools Forms, Calendar, History & Notes

Job Seekers

• Organize the Job Seeker List Filter, Sort, Display a Job Seeker & more
• Run an Advanced Search
• Resolve Duplicate Job Seekers (Administrators only)
• Perform Job Seeker Actions Copy, "Mark as", Assign Stage/Disposition
• Send Email from the Job Seeker ListInvite to Apply, Send Forms, Forward Job Seekers & more

Job Seeker Detail

• Navigate the Job Seeker Detail Layout & Header Tools
• Manage the Job Seeker Profile
• Assign Job Seeker Stage and Disposition
• Review the Job Seeker's Completed Forms
• Display Resume, Cover Letter, and Documents
• Perform an Individual Job Seeker Action
• Communicate with the Job Seeker
• Schedule an Interview
• Approve a Job Seeker REMOVE??
• Submit to Background Screening / Onboarding
• Other Job Seeker Detail ToolsHistory & Notes, including Export to Excel

Reports

• Reports
• Filter (Optional)
• Report Settings for Fields (Optional)
• Export (Data) Use Requisition & Job Seeker data outside balanceTRAK

Settings (for Administrators)

• Reference Tables
• Special Settings by TableJob Seeker Stage/Disposition, global Job Description, multiple Job Posting pages
• Questions (Library)
• Learn about Question Types
• Determine Options for Answers
• Form Templates
• Design/Edit a Form Template
• Email Templates
• Requisition Templates
• Workflow
• Approval Process Templates
• Design an Approval Process
• Job Posting Page
• Home Page
• SystemJob Seeker Ineligibility, Default User, Application & Template settings
• Archive

Additional Information

• Learn about Form Types
• Understanding Key Information in the balanceTRAK Archive
• Federal Resources for Covered Employers (Use browser's Back button to return to Help.)
• OFCCP Internet Applicant Recordkeeping Rule
• OFCCP Section 503 Compliance Checklist
• VEVRAA Job Posting Requirements / ECFR.gov (§60‑300.5)
• OFCCP EEO Poster
• OFCCP Pay Transparency Notice

User Reference Materials

• balanceTRAK Training Guide
• balanceTRAK Specifications Overview
• Administrator Reference Materials
• balanceTRAK 4.0 Migration Guide
• Quick Start Guide for Setting up balanceTRAK Users
• balanceTRAK Recommended Pay Transparency Notice

System Tools (for Administrators)

• Overview for Administrators
• Client Settings (for Administrator reference)
• User Access / Location Codes (Multiple locations)
• Profile Management
• User Management
• Email Settings
• Client Usage Report