Merging Documents in Bullhorn
pdf, stitching, credentials, certifications
Matching Candidate and
Adding Credentials to Candidate
and Company Records
Adjusting Your Workflow Icons
admin, administrator, system settings, tools, workflow, breadcrumb
Adding a Note
quick note reference list view slideout
Welcome to Bullhorn CRM!
Learn the basics of navigating the CRM.
Overview of Bullhorn Canvas
reporting, analytics, business, cognos, ad hoc
Updating or Changing a Field Value
Bullhorn administrators can quickly update the values that appear for fields that require a user to select from a list of options, such as drop-downs, mini pickers, radio buttons, and check boxes.
Setting Up Job Tracks
You can use Field Mappings to create multiple opportunity, job, and placement tracks that will display different fields depending on which employment type the user selects when adding the record. For example, you can have a Salary field display when adding a direct hire job/placement and Bill and Pay Rate fields display when adding a contract job/placement.
Disabling a User Account
To avoid unnecessary fees, and so the user can’t log in, you should disable user accounts that were added in error or those that belong to employees who’ve left your company.
Bullhorn Pulse: Email Conversation Activity
This card appears for candidates, contacts, and companies and displays a line graph representing the number of emails, both sent and received, between the candidates or contacts and your coworkers over time (either the current day, over 12 months, over 5 years, or for all time). If you click on a date on the horizontal axis, you can view the subjects of the emails for that time period and, in turn, can click on the subject to view the message body.
Bullhorn Pulse: Phone Conversation Activity
This card appears for both companies and contacts and displays a line graph representing the number of phone calls, both inbound and outbound, between the contacts and your coworkers over time (either the current day, current month, current year, or for all time). Calls are tracked using the note types your administrator defined on the Pulse HQ Configuration page.
Bullhorn Pulse: Account Engagement
This card looks at the total number of contacts associated with a company and cross references that vs. who you are actually talking to to show engagement percentages.
Bullhorn Pulse: Engagement Summary
This card appears for both candidate and contacts and, similar to the Top Engaged Contacts card, analyzes the specific candidate or contact’s tracked email activity (e.g., times of day and days of the week emails are sent, as well as the content of the emails themselves) to display the following:
Best time of day to email the candidate or contact.
Best day of the week to email the candidate or contact.
The last time someone in your corporation sent an email to the candidate or contact (“Last Contacted”).
The collective number of months/years the candidate or contact has been exchanging emails with someone in your corporation (“Relationship Length”).
Bullhorn Pulse: Flagged Emails
This card appears for companies and displays emails from contacts that contain trigger words will appear here so that you may take appropriate action. For example, if your administrator has chosen “proceed” as a trigger word, the card will display all inbound emails containing the word “proceed” from contacts at the selected company, and you’ll be able to quickly identify what type action is required. Emails are flagged based on the trigger words you define on the Preferences page.
Bullhorn Pulse: Top Engaged Coworkers
This card appears for contacts, companies, and opportunities and, based on both the frequency and duration of tracked email activity against either the specific contact, all contacts within the company, or the contacts on the opportunity in question, displays the following:
The last time the coworker received an email from an associated contact (“Last Contacted”).
The collective number of months/years the coworker has been exchanging emails with the contact (“Relationship Length”).
This card is especially useful for quickly determining which of your coworkers to get in touch with regarding a specific contact, company, or opportunity, as they have the most interaction with the record in question.
Bullhorn Pulse: Most Responsive Contacts
This card appears for both companies and opportunities and analyzes the tracked email activity with all contacts associated with the company to display the following:
Best time of day to email the contact.
Best day of the week to email the contact.
The last time someone in your corporation sent an email to the contact (“Last Contacted”).
The collective number of months/years the contact has been exchanging emails with someone in your corporation (“Relationship Length”).
This card is especially useful for determining the state of both you and your coworker’s short and long-term contact relationships.
Contact Record Overview
Submission List Management
Change Request List Management
The Change Request List gives you the ability to manage change request activity in the CRM by allowing you to easily view, filter, and sort on all of your users’ placement change requests, and navigate directly to each placement change request form where you can either approve or reject them.
Mapping Fields with VMS Slingshot
Bullhorn VMS Slingshot is an advanced feature of Bullhorn VMS Access that allows you to quickly and seamlessly map and parse your candidate information (i.e., resume / CV) from the Bullhorn CRM into your Vendor Management Systems, alleviating many of the pain points that occur when constantly navigating between the two applications.
Publishing a Job
Bullhorn has a built-in job publishing functionality that allows you to post your open job orders to your social media accounts, job boards, as well as your Career Portal.
Bullhorn’s Career Portal is a customizable website that gives job seekers / candidates access to your company’s published jobs. Available with all product editions, it allows you to showcase your open job orders publicly in a clean, beautiful, easily digestible format.
Managing Categories, Specialties,
To better classify candidates and jobs, users can choose from a list of categories, specialties, and skills to associate with either record type. As an administrator, you modify these lists using the Categories tool.
Configuring Your Probability of
As an administrator, you are responsible for defining and setting up the percentage values assigned to each opportunity status (stage), which in turn calculates each opportunity’s Weighted Deal Value. You edit the statuses in Field Mappings and corresponding percentages in System Settings.
Customizing the Overview Tab
Each main record entity in Bullhorn has an Overview tab that provides a summary of the record. As an administrator, you can control the fields that display on the Overview tab using the View Layout.