July 2016 - Customer Portal July 2016 - Customer Portal

S-ReleaseATS & CRMCRM

Introducing Activity Goals

Published:

As a major enhancement and complement to our Sales Quotas feature, with Activity Goals, you are now able to track just about any performance-related goal you can think of, taking advantage of both pre-configured goals (number of candidates, jobs, placements, and submissions added to the system) as well as create customized goals based on appointment and note types.

Note that, like the Sales Quotas feature, Activity Goals is available in Enterprise Edition only. If you’re already using Sales Quotas, Activity Goals will become available to you automatically. To request Sales Quotas and Activity Goals (collectively referred to as “Goals and Quotas”), contact Bullhorn Support.

S-ReleaseATS & CRMCRM

Introducing Blueprint

Published:

Bullhorn now provides a seamless experience for new business development and account planning. By comparing your known contacts at a Company with all key influencers and stakeholders at that organization, Bullhorn Market Intelligence brings in data from 30,000+ data sources across the Internet to provide a real-time org structure of public and private companies right in Bullhorn. Blueprint also returns email addresses and phone numbers from Executives, VPs, Directors, and Managers across both public and private companies. And with one click, you can add those influencers as a Contact or Lead. Instead of buying lists or wasting time finding stakeholders, your team can focus business development efforts in a truly targeted and strategic manner.

To learn more, please contact your Account Manager.

S-ReleaseATS & CRMCRM

Previous/Next Navigation for Placements and Opportunities

Published:

Previous/Next navigation links are now available on both Placement and Opportunity records! This means that after opening a placement or opportunity from a list view, you can now navigate through the list’s records using the new navigation links without having to repeatedly click back to the list.

S-ReleaseATS & CRMOnboarding

Onboarding Integration Update

Published:

When selecting documents and packets in the Onboarding integration in Bullhorn ATS (either on the candidate record or the placement record), you are now able scroll through and search for all documents available for sending. Previously, a limit was set at 50.

S-ReleaseATS & CRM

New Column on the Change Request List (Open Beta)

Published:

We have added the Placement Status field as an available column on the change request list. To request the Placement Change Request List for your company, contact Bullhorn Support.

S-ReleaseOnboarding

New Document Editing and Approval Experience

Published:

Administrators now have a new document editing and approval experience, similar to the document completion experience for employees. The admin portal has been updated with navigational arrows, an “Actions” menu, and icons for different admin actions. We’ve also updated the workflow for editing and approving documents. Administrators can continue to access the document editor via the Employee and Placement document details dashboards, along with the Onboarding dashboard. However, they are no longer able to access the document editor via Edit icon on the document sub-tab on Employee and Placement records.

S-ReleaseBBO

Speed and Stability Improvements

Published:

We’ve made updates to increase speed and stability when navigating the Companies tab.

S-ReleaseBBO

Improvements to Employee Portal

Published:

It is now easier to select from a long list of placements in the employee portal as you’re able to scroll through your list of placements if the list is unable to fit on the screen in front of you.

S-ReleaseOnboarding

Onboarding Custom Text Now Displayed in New Employee Portal

Published:

Custom text set in the Control Panel will now display in the new Onboarding employee portal. Text will only be displayed in the Onboarding employee portal if a custom message is entered by an administrator.

S-ReleaseBBO

Checkbox Inconsistencies on the Companies Tab

Published:

We’ve fixed the issue regarding checkboxes not being selected accurately on the Companies tab. Now, you are able to select the correct checkbox when needed.

S-ReleaseATS & CRM

Company and Contact Not Shown on Opportunity Preview Slideout

Published:

We’ve fixed the issue regarding the associated company and contact not appearing on the opportunity list view preview slideout, even when the fields were configured to display in the View Layout. These fields now display when they should.

S-ReleaseATS & CRM

Companies by Open Jobs Dashboard Card Query

Published:

We’ve fixed the issue regarding a parameter of Job “Date Added” being added into the query, regardless of the filters set on the card. With the resolution of this issue, the parameter has been removed from the card query.

S-ReleaseATS & CRMCRM

Faster Find Results Error

Published:

We’ve fixed the issue regarding users intermittently receiving an error message after clicking on a record link from the Faster Find drop-down preview results list.

S-ReleaseATS & CRMCRM

Lead Specialty Field Label Displays Correctly in List

Published:

We’ve fixed the issue where re-labeling the Lead Specialties (“specialityCategoryID”) field in field maps was not reflecting the correct label in the Specialty column header of the Leads list.

S-ReleaseBBO

Break Profile Changes Captured in Audit Trail

Published:

We’ve fixed the issue regarding break profile changes not being captured in the audit trail. Now, break profile changes are captured in the audit trail.

S-ReleaseATS & CRMCRM

Fixed Header and Page Navigation on Blueprint Columns

Published:

We’ve improved the user experience of Blueprint. The column headers and paging navigation is now fixed when scrolling through Blueprint contacts, leads, and unknown people.

S-ReleaseBBO

PTO Accumulation Doubling with a Specific Setting Combination

Published:

We’ve fixed the issue regarding PTO accumulation doubling when both Timesheets.Send Time Back and Timesheets.Send Automatically were enabled. Now, PTO is no longer doubling with these settings enabled simultaneously.

S-ReleaseBBO

PTO Pay Rate Issue

Published:

We’ve fixed the issue regarding the PTO rate displaying incorrectly on the payable dashboard. The dashboard was displaying incorrect values when PTO hours were entered with a weekly pay type. Now, PTO rates are calculated as expected.

S-ReleaseOnboarding

Document Submitted Notification Issue

Published:

We’ve fixed the issue with notifications not being sent to administrators when all documents were submitted by an employee. Now, with the resolution of this issue, provided the correct setting is enabled, administrators will now receive the notifications.

S-ReleaseOnboarding

Onboarding Dashboard

Published:

We’ve fixed the issue regarding the Onboarding dashboard not accurately reflecting percentages for “Submitted” and “Approved.” Now, the dashboard is displaying correct percentages.

S-ReleaseOnboarding

Onboarding Document Field Validations

Published:

We’ve fixed the issue regarding field validations not always being enforced on Onboarding documents. For example, a field restricted to five digits in length was allowing more than five digits. Now, all document field validations will be honored.


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