Added Support for Custom Web Form Field Flowback
Any custom web form field data that is captured during an onboarding in Onboarding365 can now
be flowed back to Bullhorn.
Auto-Create Companies and Locations (i.e. Clients and Client Offices)
A new System Setting, “Auto-Create O365 Clients and Offices” has been introduced.
When set to ‘TRUE’, any Company record that is created or updated in Bullhorn automatically
creates or updates a corresponding Client record in Onboarding365. The data that syncs from the
Bullhorn Company record to the Onboarding365 Client record is the ‘Name’ field.
Additionally, any Location record that is created or updated in Bullhorn automatically creates or
updates a corresponding Client Office record in Onboarding365. The data that syncs from the
Bullhorn Location record to the Onboarding365 Client Office record is the ‘Title’, ‘Address’, ‘City’,
‘State’, ‘Zip’, and ‘Country’ fields.
Enabled Education and Work History Flowback to Bullhorn
Two new System Settings have been introduced — ‘O365EducationHistoryFlowBack’ and
When set to ‘TRUE’, any candidate Education History and/or Employment History data captured
during profile completion in Onboarding365 will automatically flowback to the ‘CandidateEducation’
and ‘CandidateWorkHistory’ entities in Bullhorn once a candidate’s onboarding reaches a “Complete”
Pre-Configure Onboarding Cancellation Reasons
A new System Setting, “Onboarding365ReasonforCancelling” has been introduced.
Any values set in this new system setting will be displayed as picker options in the “Reason for
Cancelling” field when a user attempts to cancel an onboarding. If no values are set in the
“Onboarding365ReasonforCancelling” setting, then a free-form field will be displayed in place of the picker.
Once an onboarding is cancelled, a note will be created using the selected value as the body of the
note. If the onboarding is cancelled from the Candidate record a note will only be captured on the
Candidate record. If the onboarding is cancelled from the Placement record the note will be
captured on both the Candidate and Placement records.
Onboarding365 2021.08 Bug Fixes
We resolved an issue where HR Session fields (Session.FullName, Session.JobTitle,
Session.HRCurrentDate) were not pulling over to PDF documents as expected.
Removed Password Entry Requirement on the Electronic Signature Acknowledgement Page
Candidates will no longer be required to enter their password when completing the Electronic
Signature Acknowledgement page.
Introduced New ‘Form I-9 Section 1 Review’ Workflow
A new ‘Form I-9 Section 1 Review’ workflow has been introduced for the Form I-9 document that
when enabled, requires a Form I-9 certifier to first confirm or reject Form I-9 Section 1 prior to
completing Section 2.
If a Form I-9 Section 1 is rejected, a new Form I-9 will automatically be assigned to the onboarding
and the rejected Form I-9 Section 1 will be removed from the onboarding (but still accessible via the
View Deleted option in the Options menu).
The ‘Form I-9 Section 1 Review’ setting can be enabled by navigating to the “Advanced” tab of the
Form I-9 document in Document Management, and selecting this option.
Note: If your agency currently has the ‘Automated I-9’ setting set to ‘ON’, it is recommended that this
feature not be turned on at this time.
Duplicate Placements in Unmatched Assignments List
We have resolved an issue in Exchange where assignments were duplicating in the Unmatched Assignments list.
Expired Assignments Not Unmatched
An issue has been resolved in Exchange where assignments were not being unmatched from employees in some scenarios.
Bi-weekly Start Date in Employee Details
For customers using Bill Rules: The Bi-Weekly Start Date is now visible in the Employee Details under the “More Info” tab in TMC.
Email Service to Utilize Twilio for QR Texts
For clients using Tempo QR Code entry: We now utilize Twilio for reliable delivery of QR codes via text to all major carriers.
Status of Expense Report in Email Subject
Expense report emails now include the expense report status (Approved / Rejected) in the subject of the email.
HPWR Report Per Diem Ruleset
The Per Diem Rule column in the HPWR report now displays the Per Diem Ruleset ID instead of the earn code.
“Add to Week” Feature for Per Diems
For clients using per diems: While in timecard view in the Time Management Console, users with per diem permissions can now add the per diem ruleset on the placement for that week if it is missing.
Clicking on ATS ID in Company Mapping Opens in a New Window
Clicking on an ATS ID link in Admin Tools opens in a new tab instead of using the current window.
Admin Tools Navigation Update
Navigation when using “Open in New Link Tab” from Submittals, Users, Positions, and Credentials List Screen has been enhanced.
Optional Field Added to Show MFA Code in Credential Screen
An optional field has been added to show the MFA code for Workforce Logic/Zerochaos VMS.
Enhancement to the Action Required Reminder Email
Additional info has been added to the VMS Sync generated Action Reminder email on position and credential failures.
Placement Rate Card Tables
Placement Rate Card Edit History is now available for reporting.
QuickBooks Invoice Export Enhancement
When exporting invoices to QuickBooks, an export batch will no longer completely fail if one or more invoices in that batch fail. This enhancement will continue processing the batch and create an issue item for each failed invoice.
Support for Multiple Tax Form and Page/Field Interactions
Novo customers can now use the new Candidate Tax Info tab to access multiple state and local tax forms and information in addition to federal forms.
- Data can be accessed via APIs for secure availability to external providers such as Prism.
- Customers have the ability to add Field and Page interactions to the tab.
“Reason for Cancelling” Onboarding Dropdown
We have updated the “Reason for Cancelling” field to utilize a drop down with the options coming from the system settings. If there are no values in the system setting it will default to a free type text field.
Mass Mail Opt Outs
We’ve enhanced the way candidates & contacts opt out of mass mailings. Previously, users had to only click an email link to be opted out. With the enhancement, when users click the ‘opt-out’ link, they are brought to a web page, but are then required to click an opt-out button to unsubscribe. This change was done to prevent recipients from erroneously opting out. We recently determined that beginning in February 2021 certain customers experienced recipients (contacts / candidates) of mass mail that were automatically and incorrectly opted out. We believe this issue may have been caused by anti-virus software, or other software, on the recipient’s system. The new enhancement has corrected the foregoing issue.
Field Interactions added for the message field on ‘Compose Message’ Page
The message field on the ‘Compose Message’ page now supports field interactions.