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Assemble Job Seeker Forms

PRIOR STEP: Determine Requisition Approvals

KEY TOPICS:

  • About Form Templates
  • Add Internal and/or External Forms to a Requisition
  • Use the Form Template Toolbar

NEXT STEP: Select Sources to Post a Job

Associate an Application and other Forms with the Requisition

The fourth step of creating a new Requisition is to associate an APPLICATION (and perhaps, other Forms) with the Requisition so that the responding Job Seeker may complete the Form(s). To initiate this step, select the Forms bar from the side navigation menu as you Add a New Requisition.

On the Forms screen, all options for Form Templates, as authorized by your organization, will appear in the left-hand column, organized by type (e.g., PRESCREENER, APPLICATION).

Quick Tip: If a Requisition Template was applied during new Requisition Setup, the appropriate Forms will already be included.

About Form Templates

Form Templates support your organization's best practices in providing consistent Questions to Job Seekers, as well as screening and comparing qualified applicants, based on the same merit factors. For your convenience, a library of these Form Templates will be stored in balanceTRAK and maintained on an ongoing basis by your organization's client-side Administrator.

Add Internal and/or External Forms to a Requisition

The Forms screen relies on a drag-and-drop method to facilitate the selection of Forms. This method is as follows:

  1. Drag a Form by type from the Form Templates column.

    2. AND

  2. Drop the Form by type into the Internal or External column, based on the intended Job Seeker audience.

View More Form Template Options

If necessary, Expand and Collapse arrows in the bar for each Form type to see or hide Forms, respectively. Simply drag a Form Template from the left column and drop it into the desired column to the right, either:

  • Internal

    • OR

  • External

A dotted line will indicate the target drop location.

If the Internal and External Forms should match, check the box under the Internal column header for: Use Same Process.

Notes:

  • The system will constrain the drag movement across the columns to occur by Form type.
  • The system will also allow only one Form to be dragged over by type.
  • Based on your organization's process, each Requisition must be associated with a PRESCREENER and/or an APPLICATION for the Requisition to be posted on line.

About Organizing Multiple Forms of the Same Type

Because only one Form per Type may be put in place, balanceTRAK offers a Type, called OTHER. For example, if your organization uses a secondary APPLICATION for particular Job Titles, this Form may be included in the left column, under: OTHER.

Use the Form Template Toolbar

Each included form will have a toolbar available by clicking the Expand icon to the right:

  • Edit — Update the Form’s questions.
  • Remove — Return the form to the Form Templates column.
  • History — Review the History log for events, such as when the Form Template was added to the system and when it was last revised.
  • Scoring Scheme — Edit or develop a scoring scheme for the Form Template to “grade” Job Seekers by their answers.
  • Settings — Return to Administrative Settings for the Form Template.

The permissions to access tools for updating an included Form may vary. If a Form requires editing, it is also recommended that you do so while creating the new Requisition. Based on system controls for your organization, Form editing may be disabled at a later point in the Requisition lifecycle (e.g., after the Approval Process is complete, after at least one Job Seeker applies).

Cross-reference for Administrators: For more on editing and saving Form Templates, see: Design/Edit a Form Template.

Proceed to the next step, adding Sources, by clicking [Next Step].