< back

Organize the Job Seeker List

KEY TOPICS:

View a Job Seeker's Detail Record
Learn about Key Job Seeker list Features
Filter the Job Seeker List

By Drop-down Options
By Header Icons

Sort the Job Seeker List by Data Point
Show Score (if a Scoring Scheme is in place)
Run an Advanced Search
Import Resumes to Build Job Seeker Data

Use the Job Seeker List to Support Applicant Workflow

On entry to the balanceTRAK Job Seekers module, the first column to the left is comprised of the Job Seeker list. This list serves as the "jumping off" platform to peruse individual applicants, each of whom will be associated with one or more Requisition Numbers, indicating the job opening(s) to which he or she applied.

View the Job Seeker's Detail Record

To view the Requisition-specific Job Seeker detail:

In the left-hand column, locate the Job Seeker by Name.
Highlight the desired Requisition, indented below the Job Seeker Name.

AND

View the Requisition-specific Job Seeker detail in the right-hand window.

Learn about Key Job Seeker list Features

Tools for organizing this list will help you refine the full registry of Job Seekers and hone in on relevant information, whether the task at hand is to locate Job Seekers who stand out, manage HR workload, monitor Job Seeker progress, or perform recordkeeping or other administrative tasks.

The list's key features are designed to help you:

Sort or filter Job Seekers, based on key criteria (e.g., Application Date, Keyword Score, New, Job Seeker Stage, Silver Medalist) — as outlined in this article, below.
View the Job Seeker's Resume Keyword Match Score (as shown in a green box), by Requisition, where Keywords are in place.
Quickly located Job Seekers who have been flagged.
Perform Bulk Job Seeker Actions (e.g., Delete records, Send forms to Job Seekers).

Filter the Job Seeker List

By Drop-down Options

Begin with the first drop-down filter menu, located above the Job Seeker list on the left. This menu will display the default option to show: All Job Seeker Stages. To limit the display by Stage, click the menu's down arrow and check off one or more options, as displayed in the provided menu. Some typical Stages may include:

New Applicant
HR Review
Hiring Manager Review
Offer
Hire

The second drop-down menu will display default Requisition options for all Requisitions (by number) that are Open. To limit the display by Requisition attributes, expand the drop-down and check off selections for:

[Requisition Number]

AND / OR

Category of: Open, Closed, or Open & Closed

The final drop-down filter will display the default option to show: All Disposition Codes. Limit the display to particular codes by expanding the menu and checking off one or more options. Some typical choices, depending on software Implementation, include:

Prescreened
Schedule Interview
Declined Offer
Internal Successful
Not Best Qualified

If more than one Disposition Code is selected, the resulting menu header will indicate: Multiple Disposition Codes.

By Header Icons

Click on an icon in the Job Seeker list header to filter Job Seekers by the following labels to Show:

– New

– Flagged

– Internal

– Silver Medalists

– Incomplete [Applications] (Administrators only)

Note: To view Incomplete Job Seekers, the following settings must be in place –

A Requisition Number must be selected from the Requisition drop-down.
The Requisition must be: Accepting New Job Seekers.
The Requisition’s Job Seeker Filter Setting is required to be set to: Must Complete a Form or Must Complete Application, respectively.

Cross-references:

Apply Silver Medalist Designation, at: Special Settings by TableApplicant status/stage, global Job Description, multiple Career pages
Flag a Job Seeker, at: Navigate the Requisition Detail

Sort the Job Seeker List by Data Point

The Job Seeker list displays two Sort drop-down menus in the column header. First, expand the Sort drop-down, and select one of the following:

Application Date
Name
Requisition Number
Job Title
Keyword Score

Next, navigate to the adjacent drop-down, and selecting:

Ascending

Descending

Show Score (If a Scoring Scheme is in place)

After choosing a Requisition Number from the upper Requisition drop-down, an additional bar will display, with the label: Show Scores For. From the provided drop-down, select the Form that has been scored to display a Score column on the Job Seekers list.

Import Resumes to Build Job Seeker Data

WHERE IS THIS NOW

Prepare File(s) — The following document formats are accepted:

Microsoft Word (DOC, DOCX)
Acrobat (PDF)
Rich text (RTF)
Plain text (TXT)

Prior to import, please review the document to make sure it has clear subhead/body text formatting and relevant information, such as Education and Employment.

Begin — Choose the [Import] button from the toolbar.

Select one of two File Type options from the Upload Files menu:
- Upload separate files for each resume.
- Upload a zip file containing resumes.
Use the [Browse] function to locate the file on your computer. If additional files are to be uploaded, use the [Add Another File] button. When finished, select [Next] to continue.
From the Overwrite Type menu, select one of two options:
- Update existing job seekers with the information being imported — Replace the Job Seeker’s data with the uploaded data; old data for that Job Seeker will be lost.
- Do not update existing job seekers and show a list of duplicates — View a list of updated and existing records to choose the data to retain.
Click on the [Import] button at the bottom of the menu.
A results message will display. Choose [Import More Job Seekers] if there is an additional Job Seeker RESUME to upload

OR

Select [Back to Job Seeker List] to view the updates.

Each file will be parsed into a Job Seeker record, including the Profile and the APPLICATION's Education and Employment Sections. The imported RESUME will be available for view, via the Documents tab.

The Job Seeker will not be associated with a Requisition, but the imported data will be included in Searches.