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
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.
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.
Using the Onboarding Integration
With Bullhorn’s integrated Onboarding solution, you now have the ability to initiate and monitor the candidate onboarding process (both pre and post-placement) from inside the Bullhorn CRM.
Using the LinkedIn Integration
Bullhorn’s integration with LinkedIn allows you to view each of your candidates’ and contacts’ LinkedIn profiles directly from their records in Bullhorn.
Installing and Using the
The Bullhorn Accelerator is a free browser extension for Google Chrome that allows you to easily capture information from the web and parse it into Bullhorn as a new or existing candidate, lead, contact, opportunity, or job.
Using Bullhorn for Email
Bullhorn for Email allows for an efficient and nearly seamless experience between a user’s ATS, CRM, and email activity. For each applicable email in your inbox, a gadget below the message body appears enabling you to quickly take action on its contents. This includes parsing records into Bullhorn, attaching files to records, and adding notes and tasks.
Placement List Management
The placement list is where you go to view all of your company’s placements.
Job List Management
The job list displays all of the jobs in your corporation or department and allows you to search for jobs based on specific criteria you define. Also, you can add jobs to a tearsheet.
Web Response Management
When someone applies to a job you’ve posted online, Bullhorn automatically creates a candidate record for them, and associates that candidate record with the job record as a web response. You can view all of your web responses from the Submissions List.
Parsing Results Management
If you have automatic resume parsing enabled, there may be occasions where you’ll need to review your resume / CV parsing results to troubleshoot issues.
Placing a Candidate in a Job
If the candidate accepts the offer, you (the recruiter) create a placement record.
Extending an Offer to a Candidate
If the interview goes well and the contact wants to offer the candidate a job, you (the account manager) change the submission status to Offer Extended.
Scheduling an Interview
If the client contact approves of the candidate and wants to meet them, then you (the account manager) should schedule an interview for the two of them.