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Pay & Bill

Resolved Issues

Published:

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. 

 

Pay & Bill

Time & Labor

Published:

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 Rate Card. 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. 

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.

Pay & Bill

Time & Labor

Published:

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.

 

Pay & Bill

Time & Labor

Published:

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.

Pay & Bill

Time & Labor

Published:

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.

Pay & Bill

Time and Labor

Published:

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

Pay & Bill

Time and Labor

Published:

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

Pay & Bill

Time and Labor

Published:

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

Pay & Bill

Reports

Published:

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.

Pay & Bill

Customer Required Fields

Published:

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.

 

Pay & Bill

Pay & Bill Resolved Issue

Published:

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.

 

Pay & Bill

Rate Cards

Published:

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.

Pay & Bill

Time & Labor

Published:

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.

Pay & Bill

Time & Labor

Published:

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.

Pay & Bill

Time & Labor

Published:

Timesheet Activity History

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

Enabled by Default.

Pay & Bill

Time & Labor

Published:

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.

Pay & Bill

Time & Labor

Published:

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.

Pay & Bill

Time & Labor

Published:

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.

Pay & Bill

Time & Labor

Published:

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.

Pay & Bill

Time & Labor

Published:

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.

Pay & Bill

Time & Labor

Published:

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.

Pay & Bill

Data Replication

Published:

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.

Pay & Bill

Time & Labor

Published:

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.

Pay & Bill

Revenue Recognition

Published:

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.

Pay & Bill

Data Replication

Published:

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.

Pay & Bill

Customer Required Fields

Published:

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.

Pay & Bill

Canvas

Published:

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.

Pay & Bill

Canvas

Published:

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.

Pay & Bill

Billing Profile

Published:

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.

Pay & Bill

Workers’ Compensation

Published:

Data Loader Self-Service

You can now create and update workers’ compensation codes and rates via Data Loader. This makes a lengthy end of year process easier by allowing you to add and update data in bulk.

Generally Available: Data Loader is an open source tool. For more information, view installation and usage instructions here https://github.com/bullhorn/dataloader-app.

Pay & Bill

Time & Labor

Published:

Advanced Search on Timesheet List

Users will now be able to perform advanced searches on the Timesheet list. With this functionality, a set of standard searches will also be included. Standard searches to be released this month include “Recently Added,” “Recently Modified,” and “Unapproved Timesheets.”

Pay & Bill

Time & Labor

Published:

Advanced Holiday Rules

Bullhorn now supports configuration for Exact, Start Time, or Majority evaluation on holiday rules. A new “Evaluation Method” field allows for configuration on holiday rules to support cases where candidates receive holiday pay if their shift starts during the holiday or the case where candidates receive holiday pay if the majority of the hours they work during a shift overlap with the holiday. Please note that all existing holiday rules will be set to “Exact.”

Pay & Bill

Purchase Orders

Published:

Track Purchase Orders with Bullhorn 

You can now track Purchase Orders (PO) within Bullhorn. The new PO functionality is used in conjunction with the new Purchase Order value type Customer Required Fields. This allows candidates to select the correct PO on their timecard. The PO data will flow through to their respective billing transactions and can be used to split, group and summarize invoices. You can also leverage Bullhorn Reporting to track PO burn. You can store more than one PO per placement with this feature. This prevents your team from creating multiple placements just to account for multiple POs on a job.

Early Access: If you are interested in being part of the Early Access program, please reach out to your Account Manager.

Track Purchase Orders with Bullhorn

Track Purchase Orders with Bullhorn

Track Purchase Orders with Bullhorn

Pay & Bill

Customer Required Fields

Published:

Removed the 50 Option Limit on Company CRFs

The system no longer limits you to 50 Options per Customer Required Field on a Company’s Customer Required Field.

Enabled by Default

Pay & Bill

Customer Required Fields

Published:

CRF Config Form Scrolling 

An issue was resolved that prevented scrolling when assigning a CRF to a Placement.

Pay & Bill

Adjustment Workflow

Published:

Billable and Payable Charges: Systematically Track and Display Adjustment and Rebill Fields

Bullhorn One users can now quickly find any Billable or Payable Charges that contain adjustments using the new “Has Adjustments” feature. As adjustment transactions are made, the affected Billable and Payable charges are updated with an adjustment status of “Yes.” This allows users to filter by charges that contain adjustments for easier visibility before taking action on the charges. Additionally, users can now find Billable Charges that contain Rebill transactions using the new “Has Rebill” field. When Billable Charges are credited and reinstated, the Has Rebill status will be updated with a status of “Yes.” Use this field in conjunction with the Ready to Bill status to quickly find any Billable Charges that need to be rebilled. These fields are available on the Billable and Payable charge list screens and can be managed in your corporations Field Map settings.

Enabled by Default

Pay & Bill

Payable Charge Slideout

Published:

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.

Pay & Bill

Invoice Statement Template Variable

Published:

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.

Pay & Bill

CRF Edit tab new look and inline editing

Published:

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.

Pay & Bill

Invoice Tab on Placement Record

Published:

Bullhorn users can now quickly see all invoices on a placement by navigating to a new “Invoices” tab from the placement record page. This feature is available to all users who can currently view invoices without any additional configuration.

Pay & Bill

Client Rate Agreement Support

Published:

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

Pay & Bill

Invoice Calculation

Published:

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

Pay & Bill

Invoice Rebill Suffix (Resolved Issue)

Published:

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

Pay & Bill

Invoice Statement Template

Published:

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.

 

Pay & Bill

Earn Code Group Updates

Published:

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
Pay & Bill

Client Rate Agreements

Published:

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. 

Pay & Bill

Bullhorn Reporting Custom Fields

Published:

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

Bullhorn OnePay & Bill

New and Updated Canvas Reports

Published:

We added two new reports and updated three existing reports to our standard Pay & Bill Canvas report package:

New Reports: 

  • Invoice Register Details
  • Approved Placement with Current Rate Card Details

Updated Reports:

  • Transaction Master Detail Reports v6
  • Transaction Master Summary Reports v6
  • Transaction Master Summary Exceptions Report v2

Updating to the latest version of the report will need to be requested so that any customizations to your existing report aren’t overwritten.

Bullhorn OnePay & Bill

Enhanced Rate Visibility on Job and Placement

Published:

Bullhorn now offers the ability for base pay and bill rates on the rate card to be displayed within the built-in pay rate and bill rate fields on a Placement and/or Job record. Updates to a base pay or bill rate on the rate card will automatically be reflected on the respective records’ built-in fields. This allows users to visualize accurate pay and bill information on list screens, quickly view rates from the record itself, and retrieve accurate rates from the API. In addition, if there is a future effective dated rate card, then the base pay and bill rate from that rate card will automatically display on the respective record on the day the new rate card takes effect.

Bullhorn OnePay & Bill

GeneralLedgerAccount Added

Published:

GeneralLedgerAccount is now available for reporting in Data Replication with EMS.

Bullhorn OnePay & Bill

Delete button on CRFs on Placement Tab

Published:

Deleting a CRF version allows you to delete an individual CRF version if there are multiple versions or delete a CRF from a placement entirely when deleting the only CRF version.

Bullhorn OnePay & Bill

Support for Adding a New Version of CRFs on a Placement

Published:

Creating a new version allows you to proactively add or subtract values from a placement CRF and set the date on which the changes will take effect.

Pay & Bill

Adding Units to a Timecard

Published:

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.

ATS & CRMPay & Bill

Resizable Columns

Published:

The ability to resize columns on Novo lists was added. This will affect all main entity Novo list tables (i.e. P&B lists, tearsheets, etc.).

ATS & CRMPay & Bill

Paycheck Visibility

Published:

Bullhorn users leveraging PrismHR for payroll now have access to a general version of their candidate’s paycheck information through a tab on their candidate record. This update allows recruiters to provide candidates with basic paycheck-related information directly through the ATS without needing to send them to their payroll department, streamlining both the candidate and user experience. (Note: PrismHR will fully complete this feature by the end of April.) Clients that are using other integrated payroll providers can work with their providers to determine if their system has the ability to write back to Bullhorn ATS.

Pay & Bill

Customer Required Fields (CRF)

Published:

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.

 

 

ATS & CRMPay & Bill

Recipients Field

Published:

We resolved an issue with Bullhorn Reporting to ensure that if a user is removed from the recipient list of a scheduled report they will no longer receive that scheduled report.

Pay & Bill

Column Filter as Picker Option

Published:

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.

 

ATS & CRMAutomationBullhorn AnalyticsBullhorn OneOnboarding365Pay & BillTalent Platform

Bullhorn Release Rewind | Q4 2022

Published:

Check out our Bullhorn Release Rewind video for a recap of the most important product release updates from Q4 2022!

Watch Now

Pay & Bill

Column Filter as Picker Option

Published:

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.

 

ATS & CRMPay & Bill

Validate and Compensate for Hard Deleted Records

Published:

Validation was added that checks if a record was hard deleted in ATS which updates the record to isDeleted ensuring records are accurate for reporting.

Pay & Bill

Billable Charge Fields

Published:

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
Pay & Bill

Tax Rate Edit History Slideout Display

Published:

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

Pay & Bill

Mass Actions with Advanced Search

Published:

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.

Pay & Bill

Mass Action

Published:

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.

ATS & CRMPay & Bill

Hints for Dropdown Fields

Published:

We resolved an issue to ensure that hints setup for dropdown fields are shown in Novo.

Pay & Bill

Placement Change Requests approvingClientContactID or backupApprovingClientContactID

Published:

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.

Pay & Bill

Client Rate Agreements

Published:

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
Pay & Bill

Billable and Payable Charge List Views

Published:

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.

Pay & Bill

New Admin Canvas Standard Pay Bill Reports Package

Published:

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.

Pay & Bill

Blank and Empty Search in Advanced Search

Published:

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

Pay & Bill

Filter on DateTime Fields

Published:

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

ATS & CRMPay & Bill

Data Table

Published:

Support for the Novo Table component (deprecated since 2018) is being removed in favor of the new Novo Data Table. 

NOTE: Customers and partners with integrations that target specific classes or DOM structure of Bullhorn Novo’s front end should be prepared to test their applications once the .11 release is available in NPE environments.

Pay & Bill

New Canvas Standard Pay & Bill Reports

Published:

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.

 

ATS & CRMPay & Bill

Direct Deposit Entity, Issue and Issue Item Entities can be Used without BH1 and BTE Corp Settings

Published:

Non-Bullhorn One customers will now have access to the Issue Items List and Direct Deposit features. This change will allow any Bullhorn ATS customers to view the values that actively exist within the Issue Items List in Bullhorn ATS. The Direct Deposit feature will allow any Bullhorn ATS customers, integrating with external systems for payroll and/or billing, to store that data in Bullhorn.

ATS & CRMPay & Bill

Novo Picker Triggering Change Field Interactions when Backspace is Pressed

Published:

An issue within picker controls was resolved so that if a Change Field Interaction is being used, it will not fire if the user hits backspace while typing so that other updates are not impacted before the selection is made. Previously, if a user hit the backspace, other filters or changes would be lost due to the Change Field Interaction firing requiring the user to go back and redo their selections.

Pay & Bill

Transaction Master Summary Report

Published:

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.

Pay & Bill

Transaction Master Detail V4 Report

Published:

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.

Pay & Bill

Process Column

Published:

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.

ATS & CRMPay & Bill

Drop-Down Search

Published:

When a user utilizes the search feature on a drop-down list to quickly find an item, the list will now scroll and display the selected and highlighted item that the user was looking for.

Pay & Bill

Configurability of Rate Card Calculations

Published:

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

 

Pay & Bill

Placement Rate Card Change Request list

Published:

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

Pay & Bill

Earn Code Templates

Published:

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

Bullhorn OnePay & Bill

Delete Action for Billable Charge Files

Published:

Pay & Bill users now have the ability to delete Billable Charge attachments. Please contact support to have the entitlement enabled.

Bullhorn OnePay & Bill

Earn Code Templates

Published:

Earn Code Templates are now available! Pay & Bill Admins now have the ability to group frequently used together earn codes into templates that can then be applied when recruiters add a rate card to the Job or the Placement.

Bullhorn OnePay & Bill

Rate Card Effective Dates not Aligning

Published:

We resolved an issue with Placement Rate Cards Edit History where the effective date displayed on the edit history slideout did not match the actual rate card effective date.

Bullhorn OnePay & Bill

Rate Card Effective Date Flow from Job to Placement

Published:

Users processing placement rate cards now have the ability to select if the effective date on the placement is the date of the Job rate card effective date or the Placement Creation date.

Bullhorn OnePay & Bill

Rate Card Calculations now Configurable

Published:

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

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

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

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

Bullhorn OnePay & Bill

Requesting and Approving User Fields on Placement Activity Page

Published:

Placement Rate Card Change Request users can now see what users requested and approve the change on the overview screen.

Bullhorn OnePay & Bill

Invoice Timesheet Attachment Order

Published:

We have resolved an issue where the order of attachments on the Invoice PDF differed from what was shown in Bullhorn Time & Expense.

Pay & Bill

New Hours Report Available

Published:

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.

Pay & Bill

Add Correlated Fields to Canvas

Published:

The following fields are now available for Canvas Reporting:

  • Billing Profile correlatedCustomText1-10
  • Billing Profile correlatedCustomTextBlock1-3
  • Invoice Statement billingProfileCorrelatedCustomText1-10
  • Invoice Statement billingProfileCorrelatedCustomTextBlock1-3
Bullhorn OnePay & Bill

Placement List Rate Card Status

Published:

Users are now able to filter the placement list by the placement rate card status through the placement list, providing recruiters and back office admins with further indication of what placements and placement rate cards may still need to be reviewed or are ready to be approved.

 

Please note: this requires the placements to be re-indexed, please reach out to support.

Bullhorn OnePay & Bill

Markup Percentage Maximum Value

Published:

The Rate Card feature has been enhanced so that clients are now able to enter a markup percent with up to 7 digits, for a maximum value of 9,999,999%. This is particularly useful for cases such as “On Call” rates where the difference between the pay rate and the bill rate is that large.

Bullhorn OnePay & Bill

Calculation Field Edits

Published:

When a user is editing a job or placement rate card, field changes due to calculations will now be highlighted for 2 seconds to differentiate what was changed automatically vs manually.

Bullhorn OnePay & Bill

Unbilled Revenue Distribution Custom Fields

Published:

The following custom fields have been added to the Unbilled Revenue Distribution entity so users can document additional account details:

  • customDate1-3
  • customInt1-5
  • customText1-5
Bullhorn OnePay & Bill

Shareable Links

Published:

When accessing a Pay and Bill record through a shareable link from the record overview, the system now opens a new tab to that record.

Bullhorn OnePay & Bill

Entity and Field Names on Invoices

Published:

The Invoice Statement overview “Split By” display has been enhanced to show the specific entity name and field used during invoice creation. This provides further context to billing users on how the billable charges were split into invoices.

Bullhorn OnePay & Bill

baseAmount on Invoice PDF

Published:

Support has been added for displaying “baseAmount” in the tax table on Invoice PDFs.

Note: The Variable should be configured as «baseAmount».

Bullhorn OnePay & Bill

Placement Rate Card Status

Published:

The Placement Rate Card Status is now available in Canvas, giving users further insight into their rate card data.


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