The Marital Status selected on the “Withholding Tax – Iowa” web form will now show on the PDF form.

• Indiana
• Arizona
• South Carolina
• Louisiana

Phone numbers will no longer return the + symbol or country code values when requested through SOAP.

We’ve optimized the query for GET Clients so that requests will be executed faster. This will decrease the time a candidate or HR professional will spend navigating through pages in OB365 and will also decrease the stress on our database.

Added a new flag ‘include document meta data’ to both the GET Onboarding/Onboardingdocuments and Onboarding/Onboardingdocument. When this flag is set to true then the Onboarding Document(s) metadata value will return.

Resolved an issue that caused the Onboarding/Employee call to return a payMethod that was different from the payMethod that was sent to Bullhorn.

We’ve enhanced the POST/PUT Client Office request so that if the country being sent is the United Kingdom or Ireland the request will succeed. Client Offices for the United Kingdom or Ireland will now be automatically created in Onboarding365 when Locations for those countries are created in Bullhorn for clients who use the eStaffAutoCreateClientsAndOffices System Setting / Private Label Attribute.

Puerto Rico withholding tax form information will now flowback to a Bullhorn Candidate’s State Tax entity when using the Bullhorn feature that automatically flows state fax form information back into Bullhorn. This setting is enabled by setting the Bullhorn Private Label Attribute / System Setting ‘onboarding365TaxInfoFlowback’ to TRUE.

We’ve enhanced the process of previewing a record that contains data from another mapped entity. Users are now able to view the data instead of a URL to the mapped entity in the preview panel letting them know the exact data that is being sent to Onboarding365.

We also added padding to the bottom of the preview panel to prevent data from being clipped.

Sending the Country Ireland or the United Kingdom or any States / Provinces associated with Ireland or the United Kingdom using Entity Mapping, when initiating an Onboarding, will be accepted by Onboarding365.

When attempting to cancel an Onboarding that has an open E-Verify case the user will receive an error letting them know they can not cancel an Onboarding if an open E-Verify Case exists.

The checkbox statement “Legally eligible to work in the United States” will now be translated to French or Spanish when the Onboarder changes their preferred language to French or Spanish.

We’ve enhanced validation for phone number fields so that users will no longer be able to input non-number values.

Resolved an issue that caused the Review and Certify Tile to be disabled when a credential document was included in an Onboarding.

The digital signature date formatting that is being displayed to an Onboarder will reflect the date formatting of that Onboarder’s work Country.

The Search Contractors, Search Core Employees, and Search Pre-Hires Onboarding pages have been updated to allow searching by “Country”. When a user selects a country from the “Country” field, the “Work State/Province/County” field will then show the appropriate list of states, provinces, or counties depending upon the country that was selected.

We’ve removed a horizontal scroll on the field picker for Mapped Entities.

We have resolved an issue that caused preexisting direct deposit data in Bullhorn to be wiped out when an onboarding that did not collect direct deposit data flowed back to Bullhorn.

The value for Checking or Savings on the Canadian Direct Deposit form in Onboarding365 will now flowback to Bullhorn Direct Deposit for Clients who have Direct Deposit flowback enabled through the Bullhorn System Setting.

We have resolved an issue that caused downloaded files to not open in Bullhorn ATS because Onboarding365 attached the wrong file extension to them.

Resolved an issue that caused Iframes to no longer be saved via HTML in the Document Instructions.

We have resolved an issue that allowed “Certifications” records and “Licenses” records to save even though required fields were not filled out.

We resolved an issue that caused incorrect documents being added to onboardings upon profile completion because exclusion rules were not being followed.

Onboardings that only contained credentials on agencies with digital signature enabled would redirect the user to a blank page after their signature was submitted.

We’ve updated the United Kingdom “National Insurance Number” (NIN) collection method within the Profile Extension. When a user selects “I do not have a National Insurance Number” the system will hide the Temporary Reference Number” and allow the user to complete their profile.

We’ve updated the ‘User Guide’ link for all US and EU environments so that it will now direct users to the correct URL.

Data Replicator will now replicate the ‘BH_DocumentDataFlowback’ table. This table contains the following Onboarding365 document data: UniqueID, DocumentType, DocumentTypeID, acceptDate, certifyDate, generatedDate, additionalInfo, name, friendlyName, businessKey, userID, dateAdded, and dateLastModified.

The Onboarding365 header will now be displayed when viewing Onboarding pages from the Onboarding365 menu item.

We’ve introduced a new feature that, when enabled, will automatically flow back State Tax Form information captured in Onboarding365 to the Bullhorn State Tax Form.

For more details about this feature and enablement please review the following document: OB <> Novo Tax Info Flowback Overview

We’ve introduced a new feature that automatically adds Credential documents to an Onboarding when it is initiated through Bullhorn. With this setting enabled, Credential Requirements without a linked Credential on a Candidate and or Placement will be added to the Onboarders package.

In Onboarding365 Credentials will appear under their own tile, and this tile title can be customized by an Admin user. 

When the Onboarding is completed, the credentials flowback to the ‘Existing Credentials’ tab on the record that the onboarding was initiated from. 

For more details about this feature and enablement please review the following document: OB <> Novo Credentialing Integration Overview

Onboardings initiated with WorkCountry set to the UK will show the Work Eligibility statement as ‘I am legally eligible to work in the United Kingdom’. Onboardings initiated with WorkCountry set to Ireland will show the Work Eligibility statement as ‘I am legally eligible to work in Ireland’.

For more details about this feature and enablement please review the following document: Onboarding 365 UK & I

Onboardings initiated with WorkCountry set to UK or Ireland will hide the ‘issuing state’ drop down underneath the Driving License Number field.

Onboardings initiated with WorkCountry set to the UK will capture National Insurance Number. Onboardings initiated with WorkCountry set to Ireland will capture Personal Public Service Number.

Onboardings initiated with WorkCountry set to UK or Ireland will show date fields in the format of dd/mm/yyyy.

Phone number fields have been enhanced, adding a country code picker so users can select what country their phone number is from.

Onboardings initiated with WorkCountry set to the UK will show Pounds in currency fields in the application. Onboardings initiated with WorkCountry set to Ireland will show Euros in the currency fields in the application.

We now support selecting UK and Ireland in the Country Picker on all forms that have an address. When the countries “United Kingdom” or “Ireland” are selected, the State picker will become optional and be re-labelled as ‘County’.

We’ve added two new language settings for Onboarding, English (UK), and English (Ireland). 

We now support initiating Onboardings for clients in the UK and Ireland. With this change we’ve updated several areas of the application for users in the UK and or Ireland.

Resolved an issue that granted users, who normally wouldn’t have access, the ability to delete HR uploaded files associated with an Onboarding document.

Onboardings effected by a previous bug that caused the profile page to show Onboarding country as OTH were not able to be edited. We’ve resolved that issue and these Onboardings can now be edited.

In a previous release we introduced an unintentional change to the SOAP GetEmployee response, specifically how it returned the language value of an Onboarding. We’ve reverted this change and the GetEmployee SOAP response will now return language values as it did in the past.

We’ve added validation on all Bank Address fields for the United States and Canadian Direct Deposit forms. When a user attempts to save a Direct Deposit form with an invalid character(s) in a Bank Address field the user will receive an error prompt stating “Address contains invalid character/s” and will be unable to save the document until the invalid characters are removed. This applies to both the Desktop and Mobile version of the application. 

We resolved an issue where exclusion rules were not always being applied as expected.

The following Tax forms have been updated to the 2022 version within Onboarding 365:

● Minnesota – W-4MN
● Rhode Island – RI W-4
● Quebec – Source Deductions Return
● Ontario – TD1ON

● Nova Scotia – TD1NS
● Manitoba – TD1MB
● Alberta – TD1AB
● British Columbia – TD1BC

Onboarding365 Flowback is now supported for all Custom Objects available on all entities in Bullhorn.

We have resolved an issue where flowback from Onboarding365 to Bullhorn Work History was not working as
expected.

When an Onboarding is initiated through REST, passing the Work From Home value as True, and no
office is provided in the REST call, then the system will automatically create an inactive ‘WFH Office’
and assign it to the Onboarding.

We have resolved an issue where Auto Remind emails were not always being sent.

The ‘Resend’ email feature found in ‘Email History’ is now working as expected.

REST is now supported for environments that reside on our TEST server.

The following Tax forms have been updated to the 2022 version within Onboarding 365:

● Federal W-4
● Arizona – A-4
● Arkansas – AR4EC
● Colorado – DR 0004
● Connecticut – CT-W4
● Georgia – G-4
● Idaho – ID W-4
● Illinois – IL-W4 and IL-W-5-NR
● Iowa – IA W-4

● Kentucky – K-4
● Louisiana – L-4
● Maryland – MW507 and MW507M
● Missouri – M0 W-4
● New York – IT-2104 and IT-2104-E
● Wisconsin – W-204 and W-221
● Canada – TD1

If an onboarding is initiated with the new ‘workFromHome’ parameter set = true, then any ‘Worked
in Country’ rule(s) and/or ‘Worked In State’ rule(s) will look at the Onboarder’s ‘Lived In Country
and/or ‘Lived In State’ instead of the onboarding’s ‘Worked In Country’ and / or ‘Worked In State’ to
trigger those documents in a package.

The following REST API endpoints have been enhanced to include ‘documentCategoryType’ in the
responses:

● GET Agency/documents
● GET Onboarding/employee
● GET Onboarding/onboardingdocument
● GET Onboarding/onboardingdocuments

The Withholding Tax – South Carolina document (SC-4) has been updated with the most recent
version. Only the PDF and Instructions Link have been updated, along with some minor web form
text changes (i.e. updated dates).

Deleted documents can now be restored by Admin users from the ‘Deleted Documents’ table, which
can be reached from the ‘View Documents’ table on an onboarding.

Only Completed documents, or documents ‘In Progress’ that do not have another ‘In Progress’ copy,
in the onboarding package can be restored.

When creating / updating a document Category there is a new field ‘Document Category Type’ with
two options ‘Document’ and ‘Credentialing’. Existing document categories have been updated to be
of the Document Category Type ‘Document’.

When creating a new document, if the Document Fill Type selected = ‘Web Form’ with Document
Category Type = ‘Credentialing’, then a ‘Credentialing Document’ will be created.

This document type displays a File Upload action as the primary action on the screen (i.e. the first
action the candidate takes). Additional custom web form field values can also be configured (for
example, a Document Number or Expiration Date) but is not required. No PDF or PDF Preview page
will be displayed or captured with this document type.

The ‘Refresh’ button has been changed to function as a ‘Home’ button, and a new ‘Back’ button has
also been added to the Onboarding365 menu page within Bullhorn.

We now support mapping values from Bullhorn to an Onboarding365 custom attribute set up as a
‘Free Type’ option.

We are excited to introduce usertype entitlements to restrict the following actions to be taken from the Placement or Candidate record only: Initiate Onboarding, Mass initiate Onboarding, and Cancel an onboarding.

Any files that have been flowed back to Bullhorn from a completed onboarding can now be attached
to an email message sent from the Files tab in Bullhorn.

The Onboarding Tile page and Document List page have been redesigned for the Bullhorn Onboarding365 integration when viewed on a mobile device.

We’ve resolved an issue where users with the ‘HR Associate’ role were able to reopen an Onboarding.

We’ve resolved an issue where E-Verify case status was not correctly displaying the updated status on the E-Verify Tab in Onboarding365.

We’ve resolved an issue where Onboarders were not always being removed from the I-9 Warnings Dashboard after documents that had expired or were going to expire were updated.

For onboarding with a given unique ID, this method will find a document with a given document unique ID and will try to add that document to an onboarding.

If the process fails, this method returns 404 (Not Found) if either onboarding or document was not found, or 400 (Bad Request) if the action of adding this document to this onboarding is illegal by business logic.

Response of this endpoint is generated unique global identifier of onboarding document.

The method requires the globally unique identifier (GUID) for the Onboarding document created in
Onboarding365, the onboarding document action (action), and the reasoning behind the action
(actionData).

action: Reject, actionData: represent a reject reason

Introduced a new ‘Extend Document Name Length’ agency setting. When enabled, this allows up to
100 characters to be entered for ‘Document Name’ fields.

We have introduced a new ‘Enable Name Validation for E-Verify’ Placement Type setting. When enabled, only alphabetic characters, hyphens, spaces, and single quotes will be allowed in the ‘First Name’ and
‘Last Name’ fields of the onboarder’s profile in order to align with E-Verify’s supported characters.

When reviewing documents the Document Acknowledgement Statement will now show up as you
scroll down a document and remain sticky at the bottom of the page when viewed on a mobile
device.

On all web forms and PDF Preview pages, the primary action button colors have been changed from
grey to blue.

Previewing a one page PDF document on the desktop version of the application will now load the
document zoomed in at a percentage that allows the entire document to fit on a single page. This
change was designed to remove any scrolling that would be required to review the entire one page
document.

The acknowledge statement checkbox and primary action button on the Electronic Signature
Acknowledgement page is now displayed as soon as the onboarder begins scrolling down the page.
The body of the electronic signature acknowledgement is also displayed in its entirety (rather than
within a separate scrollable box).

Additionally, the ‘wet signature’ will now be captured on a subsequent page, providing additional
screen space for the onboarder to complete the signature.

Note: Agencies should consider using this as an opportunity to review the footer copy of the
Electronic Signature Acknowledgement to ensure the copy is logical for mobile users who will
experience the signature on a separate form.

The following Onboarding365 Employment History fields can now be configured in Onboarding365
flowback: startingPayRate, StartingPayFrequencyType, startingPayOther, endingPayRate,
endingPayFrequencyType, and endingPayOther.

Note the following fields flowback as their integer values and not their string values, this will be
resolved in a future release: StartingPayFrequencyType, and EndingPayFrequencyType.

The Auto-Create Note on Cancel Onboarding feature has been enhanced so that it now adds a note
to the Job when cancelling from a Placement to align this feature with the new feature that
automatically creates a note when initiating an Onboarding.

When an onboarding is initiated from a Candidate record in Bullhorn ATS, a note will now be
automatically created and associated with the Candidate. When an onboarding is initiated from a Placement record, a note will be created and associated with the Candidate, Job, and Placement.

The Note Action will default to &#39;Onboarding Initiated&#39; but can be customized by changing the value in the System Setting &#39;defaultOnboardingInitaiteNoteAction&#39;.

The Note Body will default to &#39;Onboarding Initiation Note&#39; but can be customized by changing the value in the System Setting &#39;onboardingInitiateNote&#39;.

Cancelling an onboarding within Bullhorn ATS is now only possible from a Candidate and/or
Placement record. This change was implemented to prevent an onboarding from being cancelled
without a note being added.

We resolved an issue where SOAP API ReOnboard method was incorrectly requiring Residence
City and Postal Code.

The REST API GET/Onboarding/employee endpoint now returns cityId, livedInCityId, and
mailingCityId.

The updated Onboarding365 User Guide is now available and can be reached by selecting “Info” &gt;

“User Guide” in the header, or by navigating directly to
https://kb.bullhorn.com/onboarding365/Content/Topics/welcometoOnboarding365.htm

The following frontend field validations have been added throughout Onboarding365 in order to
better align with existing database-level field limits and prevent errors:

● The field ‘Other Names Used’ on the Form I-9 now has a 50 character limitation
● The Direct Deposit ‘Bank Address’ field now has a 250 character limitation
● The Direct Deposit ‘Bank Name’ field now has a 150 character limitation
● The ‘Document Control Label’ field now has a 512 character limitation
● The ‘Reference Name’ field now has a 50 character limitation
● Phone field on the I9 form now has a 20 character limitation

The primary action buttons presented to the onboarder in the profile have been enhanced to help
drive the onboarder through the process.

Onboarding Tile Titles can now be customized per Placement Type. These titles can be set on the
Details page of a given Placement Type.

Enhanced the &#39;Delivered Onboarding Documents&#39; Data View Export to include &#39;Business Key&#39;.

We have increased the maximum supported size of ‘Video’ and ‘Video + Web Form’ files to 1GB.

The order in which Pay Options on the Direct Deposit and Canadian Direct Deposit documents can
now be managed by setting the Sort Order on the ‘Advanced’ tab of each document in Document
Management.

Onboardings can now be initiated within Bullhorn when there is a mapping setup for one of the
following U.S. states/territories: District of Columbia, and Puerto Rico.

We have added back support for uploading .msg and .xls files in Onboarding365.

We have resolved an issue with the Withholding Tax – Louisiana document where the Signature was
not mapping correctly to the document.

REST Version is defined by passing an optional value in the header attribute ‘ApiVersion’.
When no option is provided the REST call will default to version 1.0.
● Version2.0 supports sending Custom Attributes using the new “Free Option” type.
● Sending Custom Attributes when using 2.0 has changed for non “Free Option”; versions so
review our Swagger UI before moving to version 2.0 if you are sending Custom Attributes
over REST.

Introduced a Get CityIDs call. This call will return valid Cities and their IDs when requesting against a
valid Country and State.