Onboarding Archives - Customer Portal Onboarding Archives - Customer Portal

Employee ‘New Document Added’ Notification

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The ‘New Document Added’ notification an employee receives upon logging in will now be translated correctly for non-English employees.

“Hide Records Without Placement” Toggle Works as Expected

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Employee records connected to ended placements will now be hidden as expected when the “Hide records without Placements” setting is toggled.

File Tab Added to Placements

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You can now upload and attach to Placements and view them from the Files tab.

List of Existing Documents Displays Correctly

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When duplicating a packet, the list of existing documents will now display the document names correctly.

Editing Document from Slideout Displays Tab

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When opening a document in the slideout view and selecting the Attachments or History tab and then the Edit tab, the document will now appear correctly.

“Sync With ATS” button Available

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The “Sync With ATS” button is now available on the Candidate Edit tab.

Required Onboarding Fields for Administrators

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An issue has been identified wherein required fields for administrators were not always enforced on Onboarding documents. This issue has been resolved and upon receiving the latest release, the administrator required fields will highlight in red and must be completed before approval.

Onboarding Table Display Issue

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An issue has been identified wherein a read-only Onboarding table was displaying on employees and placements in Bullhorn Back Office for customers without Onboarding. This issue has been resolved and upon receiving the latest release, customers without Onboarding will no longer see the read-only table.

Errors Impeding Functionality

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An issue has been identified wherein errors were impeding functionality on candidate or placement records. This issue has been resolved and upon receiving the latest release, candidate and placement records will open without this error.

Duplicate Audit Trail Entries for Documents and Packets

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An issue has been identified wherein duplicate audit trail entries were appearing when a document or packet was assigned. This issue has been resolved and upon receiving the latest release, single audit trail entries will record as expected.

Lockout Mechanism for Repeated Client Admin Refreshes

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A new restriction has been put in place for repeated forced refreshes of placements from Back Office and Onboarding. After the limit of five forced refreshes occurs, you will receive an alert pop-up indicating the limit is reached. Background refreshes will continue as scheduled, and forced refreshes may begin again after the restricted time limit of one hour has passed.

Onboarding Attachments from ATS/CRM

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Customers using Bullhorn ATS/CRM and Onboarding are now able to add attachments to Onboarding documents from Bullhorn ATS/CRM. After assigning a document to a candidate or placement, an “Add Attachment” link will appear, enabling you to add any necessary attachments. With the proper permissions, the attachments are available for preview as well.

Attachments Now Included with PDF Flowback

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You are now able to include attachments when flowing approved PDFs from Onboarding to candidate and placement file tabs in the Bullhorn ATS. Previously, only approved PDFs were able to be flowed back. For existing flowback users, there is now an option to include attachments as separate files with your approved PDFs.

New I-9 Form Version (E-Verify Customers)

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Permanent Placement Update

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An issue has been identified wherein some fields on permanent placements were not able to be saved. This issue has been resolved and upon receiving the latest release, all necessary fields on permanent placements will be able to be saved.

Paragraph Display Issue

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An issue has been identified wherein paragraph inputs fields in Onboarding documents were displaying incorrectly. This issue has been resolved and upon receiving the latest release, the paragraph input fields will properly align text to the paragraph box. Please note, if a character limit is not set and the text added to the paragraph input field is greater in length than the size of the input field, then the text will continue to display below the paragraph field when viewing the PDF of the Onboarding document.

Automatic Creation of Onboarding Administrators

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An issue was identified within the automatic creation of Onboarding administrators from Bullhorn ATS. This issue has been resolved and upon receiving the latest release, administrators with the proper permissions will automatically be created for Onboarding.

Enhanced Electronic Signatures

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We are excited to announce the general availability of our enhanced e-signature capabilities. With this enhancement, electronic signatures in Onboarding are aligned with more robust standards of signature intent, consent, authenticity, and integrity. These enhancements include new consent pop-ups, expanded access to audit trails, and emails to candidates with approved PDF copies. We encourage you to call Support and have this enabled after your environment is updated to the August release! Our enhanced electronic signatures will eventually be enabled in all customer environments by default – at present, customers must currently opt-in by calling Support.

Details about electronic signature regulations and Bullhorn’s approach to compliance can be found at http://www.bullhorn.com/products/onboarding/e-signature-compliance/

New Manager App!

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We are excited to announce a newly refreshed Timecard Approver Portal for Bullhorn Back Office and Onboarding! Approvers will find approving timecards easier than ever with our new streamlined interface. Approvers will still default to the legacy app, but are able to go to the new app by clicking the “Here” link at the bottom of the app. For users unable to access Flash sites, this is the app for you. You are able to approve and reject timesheets and run your most pertinent approver reports.

Manager and Employee Help Links

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The Manager and Employee in app help links have been updated to consistently load the proper help site for each user.

Admin List Timing Out

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An issue has been identified wherein the Admin List was timing out with large numbers of administrators. This issue has been resolved and upon receiving the latest release, the admin list will load more efficiently for lists of any size.

Special Characters in Document Titles Causing Error

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An issue has been identified wherein special characters in document titles were causing 404 errors when trying to the view the PDF of the document. This issue has been resolved and upon receiving the latest release, the PDF will open as expected.

E-Verify Update for List A/B/C Documents Not Requiring Expiration Dates

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An issue has been identified wherein a blank expiration date for documents in List A,B, and C that didn’t require an expiration date was causing the E-Verify integration to display an error. This issue has been resolved and upon receiving the latest release, you will be able to leave the field blank for certain identification types without receiving an error. Please follow all guidelines put forth by the USCIS.

PDF Snapshot Issue

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An issue was identified where with certain configurations, PDF snapshots were not generated for Onboarding document status changes. This issue has been resolved and PDF snapshots are generating as expected.

Change Password Button Fix

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An issue was identified where Managers and Admins were unable to reset passwords with the “Change Password” button. This issue has been resolved and passwords are able to be reset when needed.

Unique Names for Document Fields

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An issue has been identified wherein the requirement to have unique names for fields on Onboarding documents is not being enforced. This issue has been resolved and upon receiving the latest release, you will now be prompted to use unique names when creating fields on a document.
Note: Existing non-unique field names will not be impacted unless you select “Save Field Mappings” on a document. You will then be prompted to update any duplicate field names.

Admins with Restricted Branch Access Cause Report Failures

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An issue has been identified wherein administrators with restricted branch access are encountering errors with the proper permissions to run reports. This issue has been resolved and administrators are able to run reports according to their branch access.

Onboarding PDF Flowback to Bullhorn Files Tab

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InvoiceLines API Controller

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A new InvoiceLines API controller has been added to the Bullhorn Back Office and Onboarding API library. Upon receiving the latest release, you will be able to add note lines to existing invoices with this new API controller. Notes are added to the invoice each time the controller is called using API and can then be edited or deleted from the invoices themselves.

Onboarding ATS Interface – Enhanced Searching for Packets and Documents

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It is now easier to search all available Onboarding documents using the document/packet selection functionality in Bullhorn ATS. Previously, when searching for Onboarding documents and packets from the document/packet picker, users would only see the first 50 available results. Upon receiving the latest release, this restriction will be removed and you will be able to search for all available packets and documents.

Onboarding Date Clearing from Documents

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An issue has been identified wherein dates entered on an Onboarding document were clearing if the format entered did not match the format specified on the document. This issue does not apply when users enter a date with the date picker. This issue has been resolved and upon receiving the latest release, dates entered will not clear from the document.

Paragraph Input Line Breaks

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An issue has been identified wherein line breaks were not appearing when employees were editing Onboarding documents with paragraph input fields. This issue has been resolved and upon receiving the latest release, the paragraph input will display line breaks correctly.

Custom Data Exports for Back Office and Onboarding

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We are excited to announce the addition of custom data exports for Bullhorn Back Office and Onboarding! Our Professional Services and Support teams are now able to create custom data exports for various applications, from custom Back Office reports to consolidated exports of Onboarding documents completed by your candidates. The new, flexible custom export tool is now available via a simple user interface in the Back Office and Onboarding application.

If a custom export has been created by our Professional Services or Support teams, you are able to access the export from the Reports tab in app. Previously, this was only available via API access. To have a custom export written for you, please contact your Account Manager or Support.

Onboarding – New I9 Form Version

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The U.S. Citizenship and Immigration Services (USCIS) has released a new I-9 form as of 11/14/2016. Employers are expected to use the new form for all employment as of 1/22/2017.

The USCIS offers two types of I-9 forms – a dynamic Adobe Reader “fillable” PDF which changes when data is entered, and a static I-9 form for use outside of Adobe Reader.

We will continue to support electronic images from the static I-9 form. The default I-9 form for the E-Verify process will change over on January 1, 2017.

We encourage you to visit https://www.uscis.gov/i-9 to review all updates related to the new I-9 Form as well as to review your I-9 collection and storage processes to ensure you are in compliance with the requirements put forth by the USCIS.

If you have any questions, please contact Support.

E-Verify Upgraded to Version 29

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We have upgraded our integration between Onboarding and E-Verify to the latest, recently-released version (Version 29). This was required in order to maintain compliance with E-Verify requirements. End users will see no change with this upgrade.

Map Additional Contacts to Placements

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You are now able to map additional contacts on a placement record in the Bullhorn ATS to sync to Onboarding. Any custom field on a placement that is set to use a contact picker can be mapped to placements in Onboarding. Please contact support for help in mapping additional contacts.

Email Notifications

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An issue has been identified wherein submitted and approved documents were generating too many emails. This issue has been resolved and administrators with the proper permissions will now receive one email when an employee has submitted all documents.

Document History

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An issue has been identified where status changes in document history were not generating PDFs. This issue has been resolved and document status changes generate PDF attachments in the document history.

Include “No Action Required” as a Submitted Status

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An issue was identified where an employee’s document submitted status was not updating to 100% in a specific scenario.

Scenario Required:

  • Client Docs feature enabled
  • Employee not required to take action on affected document


If the above scenario was met and the employee document was submitted the submitted status would not update to 100%.

In these cases, the approved status would properly update to 100% when all documents were approved. This issue has been resolved, and submitted and approved status percentages are updating correctly.

BBO/Onboarding API Now Includes Data Export

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Bullhorn Back Office and Onboarding is excited to announce a new, more flexible framework for the implementation of custom data exports from Back Office and Onboarding. Our Professional Services and Engineering Support Teams are enabled to develop and maintain these exports. Any data available in the Back Office and Onboarding platforms are available via custom data export. An API has also been made available to programmatically invoke the custom data exports. Associated API calls are in place to retrieve the data export in a CSV file format.

Third-Party Fields and Signatures

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We’re excited to announce that onboarding users can now send documents to two company contacts in addition to a candidate for completion and signatures. Each recipient can be assigned their own fields to fill in and sign on each document. Additionally, two new completion/approval workflows have been added. This new functionality is perfect for firms who regularly require signatures from a third party in addition to a candidate, like umbrella companies or limited service companies.

Please contact support if you’re interested in enabling this enhancement in your Onboarding account.

Field Restrictions Not Being Honored In Employee Login

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We fixed an issue where not all restrictions being placed on fields were being honored when an Employee logged in to update fields. Upon receiving the latest release this issue will be resolved and restrictions put in place will be honored as expected.

Date Display Issue on E-Verify I-9 Form

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We’ve fixed the issue regarding dates displaying inconsistently on the E-Verify I-9 form – though they were saved correctly in the database, they were displaying with an outline from previous dates used. This issue has been resolved and dates are now displaying correctly.

Delays Adding Users to Onboarding Dashboard

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We’ve fixed the issue regarding candidates not appearing in the Onboarding dashboard when a document or packet was assigned from the Bullhorn CRM. The candidate would appear if the candidate record was re-saved in Onboarding, or a second document or packet was sent. This issue has been resolved and all candidates are appearing in the Onboarding dashboard when documents or packets are assigned.

Employee Portal Speed and Stability Improvements

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We’ve fixed the issue regarding the employee portal experiencing latency when numerous documents requiring attachments were being assigned at the same time. Now, and documents requiring attachments no longer cause latency when assigned to employees.

Mandatory Signature Field Alignment

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We fixed the issue with signature fields marked as mandatory becoming out of alignment when users attempted to sign a document. Signature alignment now matches in the Candidate portal and the Administrator portal.

Onboarding Date Picker Adjustment

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We fixed the issue with users and administrators being unable to select dates far enough in the future to accommodate some identification expiration dates (such as Arizona driver’s licenses). This issue has been resolved and users and administrators can now select dates up to 100 years in the future.

Vendor Onboarding Error

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We identified an issue with trying to open Vendor onboarding details from the Onboarding dashboard. This issue has been resolved and Vendor onboarding details can be accessed from the Onboarding dashboard.

Date Mapping Format

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We’ve updated the formatting for date mapping in Onboarding. Note that the tooltip has been updated with the new date formats; existing mappings are not impacted by this change.

Documents Automatically Close Once Submitted

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Documents now automatically close when submitted by an employee in the employee portal.

Commas Separating Values in Dropdowns and Radio Buttons

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We’ve fixed the issue regarding commas creating new values for dropdowns and radio buttons when creating or editing documents. Now, these values can contain commas without issue.

Document Attachments Not Deleting

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We fixed the issue regarding attachments on documents not deleting from the admin app nor the employee app. This issue has been resolved and document attachments can now be deleted.

Document Creation in Internet Explorer

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We’ve fixed the issue regarding administrators not being able to create new documents in the Internet Explorer browser. Now, administrators can use all onboarding functionality in the Internet Explorer browser.

Document Preview Displays a Blank Page

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We’ve fixed the issue regarding the “Preview” option, displayed when creating a new document, showing a blank page. Now, the “Preview” button displays a preview of the document being created.

Radio Buttons Not Required

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We’ve fixed the issue regarding radio buttons marked as “Not Required” forcing users to select an answer. Now, optional radio buttons no longer require a selection.

Documents Sent in Packet Order

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We’ve fixed the issue regarding documents sent in a packet not appearing in the order set in the packet. Now, documents are now displaying in the proper packet order.

Documents Not Opening at the Top of the Document

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We fixed the issue regarding documents opening at the first available field for completion. This issue has been resolved and documents open at the top of the document.

Onboarding Integration Update

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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.

New Document Editing and Approval Experience

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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.

Onboarding Custom Text Now Displayed in New Employee Portal

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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.

Document Submitted Notification Issue

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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.

Onboarding Dashboard

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

Onboarding Document Field Validations

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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.

New Look for the Edit Document Pop-Up

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When creating or editing a document in Onboarding, the Edit Document pop-up has a new look. All existing functionality is the same.

Packet and Document Table Changes

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We’ve updated the Packet and Document tables on the employee/candidate record and placement record to now display six packets or documents at a time, which makes viewing and assigning packets and documents easier. The button to send reminders to candidates or placements of assigned documents has been updated to say “Send Reminder.”

E-Verify Error When Viewing Certain Cases

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We’ve fixed the issue regarding the error that displayed when administrators tried to view certain E-Verify cases. This was typically occurring for older cases which were still in progress. Now, all cases are viewable by administrators with E-Verify access.

Required Fields

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We’ve fixed the issue regarding required fields that were not being displayed as required on documents in the Onboarding candidate/employee portal. Required fields are now highlighted in red. Similarly, if an administrator or a candidate/employee attempt to submit a document without completing all required fields, a notification is displayed indicating which fields are required for document submission.

Improved Candidate/Worker Mobile Experience

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Bullhorn is excited to announce a new and improved candidate experience for Bullhorn Back Office and Onboarding. Candidates and employees will find a new landing page for timekeeping and onboarding document completion. While on a mobile device, candidates and employees can also enter time, upload attachments, and complete, sign, and submit documents for approval.

We’re really excited about our new release.  As always, Support is available at 617.478.9126, and for a limited time only, you can email onboardingsupport@bullhorn.com to expedite your feedback to our team.

Onboarding Date Picker Year Limitation

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We fixed the issue that was restricting both employees and administrators from selecting dates beyond 2025 when completing Onboarding documents. Now, the date picker allows you to set a date up to twenty years in the future from the date of the document completion.

Enhanced E-Verify Integration

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We’ve enhanced our integration with E-Verify by making troubleshooting down time and authentication updates easier and less time consuming going forward.

Performance Improvements

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We’ve added pagination to document creation in the Admin application. By paginating, documents now load more quickly and efficiently.

View Onboarding Card on Submission Preview Slideout

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If you use the Bullhorn ATS/Onboarding integration, you now have access to the Onboarding card on the Details tab of the preview slideout on your submissions list.

Update to Onboarding Settings

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We’ve updated the Onboarding integration settings page in the Control Panel to make navigation simpler and clearer. Now, shared email variables are highlighted towards the top of the page, with specific types of email variables grouped with their email type.

Employee Document History

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We’ve improved the stability of the Employee Document History pop-up. Now, it maintains authenticated sessions and displays the document history for employees.

Vendor Document History

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We’ve stabilized the Document History audit trail for Vendors. Previously, if a Vendor updated a date field, the data would not appear in the document history, but the change would still be processed. Now, all vendor date changes appear in document history.

Onboarding is Now Built Into Bullhorn ATS/CRM!

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Bullhorn users now have the ability to initiate and monitor the candidate onboarding process, both pre and post-hire, directly from the Bullhorn ATS/CRM! This includes sending existing documents and packets to candidates for completion, as well as viewing document status. With pre-hire functionality enabled, candidates can begin the onboarding process before a placement is made.

As part of this integration, we’ve added a new “Upcoming Job Starts” card, which allows Onboarding customers to track documents for placements starting soon. This card will appear on the new Placement dashboard. This new card and dashboard are Enterprise-only features.

Pre-Hire Support

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Users are no longer limited to sending documents to candidates after they have been placed. With the addition of Pre-Hire document support, users can now send documents to candidates at any time. By sending and collecting documents from candidates early, firms can further reduce the time between placement and job start and the possibility of documents being returned late.

Candidate Updates

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For customers using Bullhorn CRM, new candidates records (provided they meet the pre or post hire status or placement criteria) now push into Bullhorn Back Office and Bullhorn Onboarding immediately upon creation. Previously, newly created candidates moved to Bullhorn Back Office and Bullhorn Onboarding only after a user made an additional update on that candidate or associated placement record in the Bullhorn CRM.

Footer Text Color

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We’ve fixed the issue with the footer text in the application not matching what you select in the Control Panel. Previously, only the Change Password and Help buttons would match your selected color theme. It’s nice when all your colors match.

New In-App Notification System

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We have added a new In App notification process to send messages to Administrators only. This will allow us to better communicate release notes and maintenance updates to just Administrators and not Employees and Managers.

Improvements to Onboarding API

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Over the past several months, we have been significantly expanding the scope of our Onboarding API. These improvements provide unprecedented efficiency, flexibility, and power for anyone looking to develop custom systems or integrate with the Onboarding platform.

Improved Document History Pop-Up

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To increase stability and provide a cleaner look, the document history pop-up window has been converted to HTML.

Onboarding API

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The Onboarding API has been expanded in the following areas:

  • Document visibility

  • Assignment visibility

  • Employee records

  • Onboarding records

Onboarding API Improvements

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Onboarding API was expanded to support bulk creation through the API.


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