S Release - Admin Archives - Customer Portal S Release - Admin Archives - Customer Portal

Adjusting Your Workflow Icons

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admin, administrator, system settings, tools, workflow, breadcrumb

Updating or Changing a Field Value

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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

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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

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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.

Managing Categories, Specialties,
and Skills

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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
Win Percentages

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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

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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.

Customizing the Preview Slideout

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The preview slideout on Bullhorn’s list views provides a snapshot of information for each record. As an administrator, you can modify the fields that display on the Details tab of the preview slideout using the View Layout.

Adding a Custom Field

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You can create fields specific to your company by changing a “placeholder,” or custom, field in Bullhorn. For example, you could create a custom field on the contact entity to capture information such as contact type: primary, secondary, and decision maker.

Adding a New User Account

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As your business grows and hires new employees, you’ll likely be required to create Bullhorn user accounts for them.


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