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.

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

The Invoice, Billable Charges, and Payable Charges list headers now support word wrapping so that long field labels in the header display the full text.

When setting the location on a Billing Profile, Job, or Placement you will now only see locations relevant to that record type, ensuring the location selected is correct for more accurate tax information on invoices.

Filters and pagination will now be preserved even after a user makes an action on the records in the list.

Users will now be able to see if an earn code is discountable on the Earn Code List. The indicator will be based on the Base Earn Code for that Earn Code Group.

The Bullhorn REST API Documentation website now contains details on the Effective Dated Entities.

Customers are now able to configure and interact with the following custom fields on the Job Order Rate Card entity:

• CustomText 1-10
• CustomInt 1-5
• CustomFloat 1-5 
• CustomRate 1-5 

These fields do not flow down to the Placement Rate Card by default; custom interactions will have to be set up in order for fields to flow down to the Placement Rate Card. 

Users will now be able to hide the field map for Currency on Invoice Term Templates. The system default value will be USD, which is the same default used on the Currency field for Invoice Terms.

Agencies can now display the sum of total hours grouped by Earn Code type on an Invoice. Statement Template.

Table: Earn Code Totals

Variables: regularTotalHours, overtimeTotalHours, doubletimeTotalHours, otherTotalHours

Users will now be able to add Legal Business Entity to reports for Payable Charges.

Users will now be able to add Legal Business Entity to reports for Billable Charges.

Users will now be able to add Legal Business Entity to reports for Placements (all tracks).

Placement Rate Cards now have a status icon helping to ensure rate cards are fully filled out.

A Placement Rate Card Status column is now included on the Placement list view.

The Date Last Payroll Provider Sync field will now display a timestamp along with the date on the overview and list pages.

Time and Expense fields are now included when adding, editing, approving, or viewing a placement change request.

Enhanced the ability for users to generate and preview an Invoice PDF.

Discount Rate issues can now be viewed from the Discount Overview page.

Discounts can now be viewed under Placement Analysis and Company Analysis in Canvas.

Correlated custom text and text block fields have been added to Billing Profile and Invoice Statement. This feature will allow custom information to flow from the Billing Profile to the Invoice Statement. Invoice Statement correlated fields can be viewed on the list when configured in View Layout.

When summarized by Placement Job Code, the invoice line description will now display the job code title instead of the job code ID.

Users can now view rate card edit history on the Activity tab on a placement record.

Users can now select an earn code on the Placement Rate Card that does not require rates to be entered. This is used for expenses, such as airfare and is defined at the Earn Code level using the “Are Rates Required” field. 

Users can now update the billing cycle on Invoice Terms and update Billable Charges via a new mass action on the list. 

Branch is now available as a column on the Billable Charge List Screen. 

Earn code custom text fields 1-20 are now supported on Invoice Term split/group/summarize by configuration.

Users can now view billable charges on an invoice via a new Billable Charge tab located on the invoice statement record.

Field Interactions will now be supported on Placement Rate Cards.  This includes interactions executing within a row or a column of a Rate Card Group, and across multiple Rate Card Groups.

The locationID will now display correctly on the Placement header or details card. 

The invoice statement number will now be able to be set on a rebill invoice statement that contains rebill billable charges. The user will select the invoice statement to rebill. The invoice statement number will be set according to the original invoice statement number + an optional entered suffix.

Billable charge transactions will now be sorted by transaction date when viewing the list slideout. 

The following effective dated entities have been converted into the standard overview, edit, and activity tab experience: Surcharge Rate, Discount Rate, Location, Billing Profile, and Invoice Term. 

When merging two company records together, all of the following data will move to the primary merged record:

• Location
• Billing Profile
• Invoices
• Invoice Terms
• Discount
• Shifts

Billing Administrators who attempt to create invoices based on Invoice Terms with Split By, Group By, or Summarize Data that contain bad data will now be able to access an issue in the Issue Log that lets them know which invoice failed to generate because of bad terms and which Invoice Term to update.

Discounts on invoices where calculateAndDisplayOnInvoice is False will no longer appear on the PDF.

Field interactions configured on the Placement Billing Profile and Location fields will now execute as expected.