Saved Search Display Card Added to Advanced Search

What’s new?

Similar to the ATS/CRM update, if you open the Advanced Search window while viewing a saved search, you’ll now see a card on the left side of the window displaying the name and owner of the saved search.

This update also allows you to update the saved search criteria from within the Advanced Search window. Click the SAVE SEARCH + button then Update Saved Search to save your changes to the search criteria, or click RESET to remove the search criteria entirely.

We’ve made this update to the following lists:

• Payable Charges
• Billable Charges
• Timesheets
• Invoices

Why is this important?

This update makes it easier to see when you’re viewing saved search criteria and allows you to ensure the changes align with your intended search for relevant data.

How do I enable this?

Generally Available: Enabled by default.

Minimum Daily Hours Supported as Part of Guaranteed Hours Rule

What’s new?

Within the Guaranteed Hours rule, there is a new Frequency called Daily (Minimum Hours Worked per Day).

Why does it matter?

This new Frequency can be used to guarantee a certain number of hours for only the days with worked hours. This contrasts the existing Daily (Scheduled Number of Days per Period) Frequency that guarantees hours even if the Candidate does not work any hours.

How do I enable this?

Generally Available: Enabled by default.

New Placement Time and Expense Fields

What’s new?

Three new fields are available on the Placement Time and Expense Branch in Bullhorn Reporting: Time and Expense Source, In Out Indicator, and Approval Method.

Why does it matter?

These new fields can be used in report writing to expand the data available for reporting.

How do I enable this?

Generally Available: Enabled by default.

Time and Labor: Amount Earn Codes

Amounts entered are now prevented from being multiplied by the rate on the Rate Card in some scenarios. Previously, amounts were incorrectly multiplied by the rate on the Rate Card causing erroneous transactions.

Warning Modal Displayed for Unsaved Changes on Placement Pay/Bill Rules

What’s new?

When there are unsaved changes on Placement Pay/Bill Rules and the user navigates away, a warning notification is displayed to advise that there are unsaved changes. 

Why does it matter?

This will ensure that a user does not navigate away and assume their change was saved.

How do I enable this?

Generally Available: This update is enabled by default.

Update the WFH true but null eval state ID Issue for TLE created Timesheets

What’s new?

When an Issue item is created because a Work From Home Placement is missing a State, the Source now links to the Candidate correctly. 

Why does it matter?

This ensures that the Payroll Admin can correct the Candidate with the Issue.

How do I enable this?

Generally Available: This update is enabled by default.

Transaction Uploader Supports Flexible Rates

What’s new?

The Transaction Uploader in Bullhorn Time and Expense now supports Flexible Rates.

Why does it matter?

This means that you can now upload Earn Codes that are not on the Placement Rate Card, but are present in your Corporation (e.g., PTO). This allows you to use the full range of any Earn Code within your Corporation to send custom Pay Rates and Bill Rates via the Transaction Uploader.

This feature does not allow for Rate Card Overrides. The Placement Rate Card is always used as the source of truth.

How do I enable this?

Generally Available: This change is enabled by default for clients already using the Transaction Uploader. Contact Bullhorn support to enable the Transaction Uploader for your company.

Highlight Custom Rates on Pay and Bill Transaction Tabs and Slideouts

What’s new?

When Custom Rates (non-rate card rates) are entered through the Transaction Uploader, they will be highlighted on the Pay Transactions and Bill Transactions tabs both on the Timesheet record and the Timesheet slideout.

Why does it matter?

This update allows Custom Rates to be quickly distinguished from the rates coming from the Rate Card.

How do I enable this?

Generally Available: This enhancement is enabled by default.

Recent and Saved Searches

What’s new?

We’ve enhanced the Quick Search view for certain lists and added valuable data so you can quickly view the search criteria for your recent and saved searches.
Previously, recent searches didn’t clearly display the criteria used, and saved searches only displayed the title. Now with recent searches, you can easily determine the ideal criteria for your business needs and make necessary adjustments. With saved searches, you can easily see who owns the search and what criteria was used, without opening the search. You can see these changes in the following lists:

• Payable Charges
• Billable Charges
• Invoices
• Timesheets
• Compliance Manager Dashboard

Why does it matter?

These enhancements allow you to quickly sort through your data and get the results you need to keep your business moving.

Layout Enhancement

What’s new?

Column Layout and Saved Search buttons have been moved to the list header for the following lists:

• Billable Charge
• Invoice
• Issue
• Mass Action Batch
• Payable Charge
• Surcharge

Why does it matter?

This change allows for a more streamlined List experience and paves the way for future enhancements.

How do I enable this?

You do not need to take any action to enable this feature.

Time & Labor: Customer Required Fields on Timesheet Slideout

Customer Required Fields (CRFs) now wrap on the popover on the Timesheet Slideout. Previously, long CRFs were difficult to read on the Timesheet Slideout view. 

Timesheet Entry Available in View Layout

What’s new?

Timesheet Entry is now an available entity within View Layout in Staffing Admin.

Why does it matter?

By navigating to View Layout from the Bullhorn Menu in ATS, you can now select Timesheet Entry as the Field Map Entity. This allows you to edit how Timesheet Entry Default Columns and Slideout Details are displayed on your List view.

How do I enable this?

Generally Available: This change is enabled by default.

Evaluation State Column Locations on Timesheet List

What’s new?

The Evaluation State column on the Timesheet List is now limited to US and Canada locations.

Why does it matter?

Finding a location is now significantly easier since you no longer have to search through thousands of locations to find the correct one. 

How do I enable this?

Generally Available: This change is enabled by default.

All Expenses Show in ATS Despite Pay Period

What’s new?

Expense Earn Codes with dates outside of the Pay Period date range now show in Bullhorn ATS.

Why does it matter?

Allowing all expenses to be visible in ATS, despite the dates provided falling outside of the Pay Period they were submitted, provides you with full and accurate data surrounding expenses.

How do I enable this?

Generally Available: This change is enabled by default.

Timesheet Records Now Show Recent Change Details About Pay & Bill Transactions

What’s new?

The Source, User, and Date Last Modified are now available for Pay and Bill Transactions on their respective tabs within the Timesheet Record.

Why does it matter?

Payroll and Billing Admins can now see details about manual transactions to be able to troubleshoot easily if necessary.

How do I enable this?

This change is enabled by default.

Target Release Date: April 4, 2024

Time and Labor Evaluation Now Supports Work From Home

What’s new?

The Time and Labor Engine applies state-specific rules automatically for candidates who work from home based on the Candidate Location (State) and the Work From Home setting on the Placement.

Why does it matter?

Overtime (OT) and Doubletime (DT) calculations are now correctly based on the state in which a Work From Home Placement lives rather than the state of the placement’s location. 

How do I enable this?

This is enabled by default. 

Target Release Date: April 4, 2024

Name Change to “Daily” Frequency in Guaranteed Hours Rule

What’s new?

“Daily” frequency within the Guaranteed Hours rule has been renamed to “Daily (Scheduled Number of Days per Period).” The way the rule works remains the same.

Why does it matter?

This name change adds contrast to “Daily (Minimum Hours Worked per Day)” when added in the future.

How do I enable this?

This change is enabled by default.

Target Release Date: April 4, 2024

New and Updated Pay & Bill Standard Reports

What’s new?
Three new reports and updates to two existing reports are available in the standard Pay & Bill Bullhorn Reporting package:
New Reports:

• Purchase Order Burn
• Amounts by CRF
• Pay Export Batch

Updated Reports:

• Transaction Master Summary V7
• Transaction Master Summary Exceptions V7

Why does it matter?
These new and updated reports allow you to track additional pay and bill data.

How do I enable this?
New reports are enabled by default. Contact Bullhorn Support to update to the latest version of the updated reports; this ensures any customizations to existing reports aren’t overwritten.

Customer Required Fields Free Text Option

What’s new?

You can now track Customer Required Fields (CRF) Free Text within Bullhorn. The new CRF allows Candidates to enter the correct CRF value, rather than selecting a prepopulated option, on their timecard during Time Entry. The CRF Free Text data will flow through to their respective billing transactions and can be used to split, group, and summarize invoices.

Why does it matter?

The new CRF Free Text option allows you to track additional custom data points against time worked and use those data points to manage invoice presentation.

How do I enable this?

CRF Free Text is enabled by default for customers with CRF functionality already enabled. Contact Bullhorn Support if you would like to enable CRF functionality.

Bullhorn Reporting: Fields Related to Work From Home are Available

Multiple fields related to Work From Home are now available in Bullhorn Reporting and can be used in report writing.

Enhanced Rate Visibility on Placement 

Pay and Bill Rate fields on the Placement List screen will now display the correct rates when a Placement Rate Card Change Request is approved.

Enhanced Rate Visibility must be enabled for this feature to work.

Timesheet Cycle Field

The Timesheet Cycle field is now available on Company and Job Layout in Client Admin. Values added to the Timesheet Cycle field on Company and Job records are for reference only and do not copy down to the Placement.

Enabled by Default.

Timesheet Approval Reminders Sent from ATS

You can now send Approval Reminders for Timesheets with a “Submitted” status directly from the ATS through the Timesheet list view, the Timesheet record, or the Timesheet slideout.

You must be Time and Labor enabled and have the appropriate entitlement to use this feature. Contact your Account Manager for more information.

Timesheet Activity History

Timesheet records now have an Activity tab containing Approval Reminder activities.

Enabled by Default.

Time Evaluation Logic Update

Time & Labor now evaluates time based on the ruleset that is active as of the Start Date for the timesheet and which is effective the entire pay period. Rulesets that start in the middle of the period will not be applied until the following pay period.

Enabled by Default.

Single Sign-On (SSO) Action to Bullhorn Time & Expense (BTE) from Billable Charge Details Page 

You can now open a BTE Timesheet from the Billable Charges detail page seamlessly through SSO as expected.

Shift Earn Code Mapping Warning

A banner warning is now displayed on the Add and Edit Shift Definition modals if the source and target earn codes do not match regarding accruing OT. This ensures Shift Earn Code Mappings are not misconfigured.

Enabled by Default.

Quantity and Calculated Fields Cleared on Billable Charge Slideout

An issue has been resolved where the quantity and calculated fields were not being cleared when the Earn Code was removed or changed on the Billable Charge slideout. Now, when the Earn Code is removed or changed, existing data in the quantity and calculated fields is automatically cleared so that new data can be entered and calculated properly.

Allow Zero as a Threshold Value on Worked Holiday Threshold Rules

You can now have zero as a threshold value for a Worked Holiday Threshold rule limited to a maximum of five thresholds. This allows all time to be converted to Holiday Earn Codes.

Enabled by Default.

Consistent Minute-to-Decimal Conversion

Time and Labor now leverages the same logic used in Time & Expense for minute-to-decimal conversion. For example, if a candidate enters “20:00 to 23:59,” previously Time and Labor would have converted the quantity to 3.983333 hours. With this enhancement, the entry’s quantity will be 3.98 hours.

Placement Rate Card Edit History Data Replication Support 

To enhance reporting capabilities around Placement Rate Cards, the following tables are now available in Data Replication:

• PlacementRateCardEditHistory
• PlacementRateCardEditHistoryFieldChange
• PlacementRateCardEffectiveDateChange
• PlacementRateCardLineEditHistoryFieldChange

Enabled by default.

Evaluated Holiday Hours Will Remain Holiday Hours

Holiday hours will now consistently be displayed as Holiday hours after time evaluation, rather than occasionally showing as Regular hours.

Unable to Re-export Failed Unbilled Distribution 

An issue has been resolved where billing specialists couldn’t retry the export of Unbilled Revenue Distributions for Billable Charges with a General Ledger Status of “Export Failed”. 

Now, you can select “Export Unbilled Revenue Distributions” from the list actions dropdown to action distributions that have previously failed the export process.

Availability: Enabled by default.

Purchase Order and Purchase Order Edit History Support

Purchase Order and Purchase Order Edit History are now supported in Data Replication.

Availability: Enabled by default.

Enhanced Validation on Customer Required Fields Options

New validations for customer-required field options have been added. When a CRF option is added or edited, the system will validate and ensure that the option start date is on or after the field start date. It will also validate and ensure the option end date is on or before the field end date.

Availability: Enabled by default.

Added Placement Rate Card Custom Fields

Placement Rate Card Custom fields are now available in Canvas and can be used in report writing.

Availability: Enabled by default.

Added Placement Time and Expense Branch Field

Placement Time and Expense Branch is now available in Canvas and can be used in report writing.

Availability: Enabled by default.

Display of billingClientCorporationID in the Company’s Billing Profiles Tab is Always the Current Company

We fixed a display issue on the Client Corporation Billing Profile Tab where the Billing Profile’s Billing Client Corporation would display the name of the Client Corporation of the record page you were on, regardless of whether the values were different due to Billing Relationships. Now, the correct record will be displayed at all times.

Availability: Enabled by default.

An issue has been resolved where, when viewing the Payable Charge slideout from within a Placement’s Payable Charge tab, users were unable to close the slideout if there were too many characters in the slideout header text. In this release, the header text is truncated and the user will be able to close the slideout.

Amount Based Earn Codes and Expense Based Earn Codes will now be included in the calculation of the variable Other Total Amount. This variable is found within the Earn Code Amounts table and was introduced as part of the Amount Based Earn Code feature which originally only supported Time Based Earn Codes.

Customer Required Field Options are now displayed in a refreshed table look on the “Edit” tab. This change enables in-line editing which means making updates to options is faster than ever as a result of the autosave functionality. We have also added a new pagination feature to help you manage larger amounts of data in a more effective manner. Lastly, the “Add” button has moved from the bottom of the list to a button on the top right of the table, preventing the need to scroll to the bottom of the page to add new options.

An enhancement was made to add Client Rate Agreement matching Criteria fields.

An enhancement was made to support including the margin calculation on PA invoices when taxing on margin percentage. New variable on the PDF «EmployeeCosts» 

Invoice Rebill Suffix will now be set consistently during Invoice finalization.

Invoice Statement Templates now support the ability to display Total Dollar Amount by Earn Code type on an Invoice. These are new variables and will need to be added to any existing Invoice Templates. Reach out to support to modify your Invoice Templates.

If an EarnCodeGroup or associated EarnCode is being used on a Bill or Pay transaction, or a Placement Rate Card, users will no longer be able to update the following fields preventing inaccurate data from being processed unexpectedly:

• EarnCodeGroup
  • accruesOT
  • payBillOptionsLookup
  • unitOfMeasureID
  • chargeTypeLookupID
• EarnCode
  • code

Specialty has been added to the Matching Application Criteria on Client Rate Agreement. This ensures that as Jobs are being created, the Client Rate Agreement will flow down to the same Job each corporation sets up at a more precise level. 

Custom text fields are now available for reporting on Unbilled Revenue Distributions in Bullhorn Reporting.

An issue was resolved adding units to a timecard in BTE would cause an additional $0 pay transaction to show up in Bullhorn on the Payable Charge.

Customer Required Fields will leverage data entered by the candidate when entering their time to be included in billing. Customer Required Fields are custom fields (drop downs) that are unique for each company and contain information specific to that client that can then be used to split, group, and summarize invoices. Customer Required Fields will also be available on the invoice document.

Some examples of Customer Required Fields are project codes or worksite numbers. Customer Required Fields will greatly help streamline data collection and invoice processing while decreasing the likelihood of human error. They will do this by providing the ability to define standardized fields that are configured at the company and placement, available to select during time entry and will flow through the invoicing process.

Users searching on the Payable Charges or Invoices lists can now save time when using an entity column filter by selecting filter criteria from a searchable options list.

Users searching on the Billable Charges list can now save time by choosing from a set of pre-selected values in the searchable options list.

The following fields have been added to the schema for Data Replication with EMS to support Pay Bill information:

• BillMaster.isEligibleOverride
• BillMasterTransaction.wasUnBilled
• InvoiceTermVersion.billingScheduleID
• InvoiceTermRoot.billingScheduleID

Field labels will now be used on the sales tax rate edit history slideout instead of field names.

Mass Action now supports the ability to filter using Advanced Search. Previous to this enhancement users would need to use the column filters when performing a mass action.

The Mass Action Batch page will now display the status of the payroll batch being processed by the payroll provider and the number of payable charges within that batch. This is available as two additional columns on the Associated Batches card of the Mass Action Batch page.

We’ve added the ability to show the following fields, approvingUserID and backupApprovingUserID on the Placement Change Request form. Previously when these fields were NOT hidden, they did not appear on the Placement Change Request form. These fields will allow users to submit changes for primary or backup timecard approvers.

NOTE: If these fields don’t appear for your company, please request that support enable the emailApproverReminder entitlement on your Private Label.

Client Rate Agreements are a simple approach to guarantee that contractual obligations for Jobs and Placements are honored. By using Client Rate Agreements, Bullhorn clients will ensure that the correct Earn Codes and Rate details flow down to the Client’s  Jobs and Placements.

Below are examples of common criteria that can be set for Client Rate Agreements. All or none of the values can be configured as needed. 

• Default earn codes
• Bill Rate Markups
• OT/DT Multipliers
• Specific pay and bill rates.
• Markup Percent

Billable charges, Payable charges, and Invoicets lists now save the user’s most recent column layout without having to save it as a favorite search. his allows them to quickly view the columns that are most relevant to them to do their job effectively.

We are pleased to announce a new version of the “Invoice Register” report will be included in the 2022.12 release. This version of an existing report allows invoices that are not yet finalized to be included on the report, which provides greater visibility to all invoices regardless of finalization status.

If existing clients would like to receive this report version, please speak with your Account Manager.

Additional documentation for these reports can be found on the Knowledge Base.

Users are now able to search on blank or empty field types within Advanced Search.

Users are now able to filter the Date and Time for the DateTime fields in Advanced Search.

We are pleased to announce three Canvas report updates as part of the 2022.11 release:

We updated our standard Pay & Bill Canvas reporting package to incorporate one (1) new report:

• Transaction Master Summary Exceptions

As a Payroll or Billing Specialist, these reports should be run to quickly identify transactions that may need further review to determine if a correction is needed. These reports could be referred to as a “smoke test” to identify issues and allow the specialist time to proactively correct payroll and billing issues.  Pay and Bill Exceptions include:

We updated the Transaction Master Details V5 and Transaction Master Summary V5 Reports.

These are new versions of existing reports; “Date Added” is now available as a report parameter to allow greater report granularity.

If existing you would like to receive this report version, please speak with your Account Manager.

This is a new report, which leverages the data from the Transaction Master Detail Report. This report summarizes that data by:

• Candidate placement ID
• Week ending date
• Earn code

Best Practices for this report:

• Use by Payroll and Billing Specialists as a “smoke test” after running internal pay/bill processes
• Use by managers for a summarized view of weekly pay/bill numbers

Additional standard Pay & Bill report uses and details can be found here.

This is a new version of an existing report; this version now includes manual pay-only charges. If existing clients would like to receive this report version, please speak with your Account Manager.

We’ve added functionality to make it easier for users to find the relevant records within the Process column in the Issues list. A new search bar, filter options, and the ability to multi-select the filter values were added. We also resolved an issue where values were not generated from the filter option as expected. These enhancements will allow Payroll Specialists to view and sort the values that actively exist within their Process column filter without the need for navigating through a long list of issues to find what they’re looking for.

Pay & Bill admins can now configure the rate card calculations based on Markup through a new Pay & Bill setting for “Edit Markup Calculates Bill Rate .”The following two options are available:

• Editing Markup calculates Bill Rate using Pay Rate (default behavior today)
• Editing Markup calculates Pay Rate using Bill Rate

Placement Rate Card Change requests now have a list view. 

This is enabled by Support with a new menu entitlement.

Location:  Menu > Pay & Bill > Placement Rate Card Change Requests

Earn Code Templates are now available in DataMirror 8 for reporting.

We have added a new “Hours Report” to our Pay & Bill reporting package to provide visibility into Payable and Billable Hours and Dollars information, based on selected criteria such as time period, client, and candidate.