Product Update Category: S-Release
Invoicing Improvements
We have improved invoicing to provide greater support for invoice grouping and supplemental timesheets.
Supplemental Timesheets
We no longer require that supplemental timesheets be on a separate invoice. This helps avoid confusion for clients receiving invoices.
Improved Document History Pop-Up
To increase stability and provide a cleaner look, the document history pop-up window has been converted to HTML.
Onboarding API
The Onboarding API has been expanded in the following areas:
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Document visibility
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Assignment visibility
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Employee records
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Onboarding records
Conversation Activity
Track the history of your inbound and outbound email volume by Day, Month, Year, and All Time. Click to drill down and discover what conversations required the most communications.
Engagement Summary
Gain valuable insights into your relationships that will allow you to maximize engagement and retain customer health. Details include length of relationship, date last contacted, best time of day to email and best day of the week to email.
Top Engaged Coworkers
The Top Engaged Coworkers card will quickly show you who in your organization has the strongest relationship with a given contact. By determining who at your company has the longest relationship with the contact, as well as when they last reached out, you’ll know who is your best internal resource for that account or candidate.
Submissions Column on Candidate List
We’ve fixed an issue regarding an inaccurate submission count on the candidate list due to web responses also being included in that count. With the resolution of this issue, the Submissions column on the candidate list now reflects the correct count.
Full Support for Opportunity Tracks
With this release we have added full support for Opportunity tracks. Now each opportunity track can have a separate View Layout. With this enhancement, administrators can configure each track so that only relevant fields are displayed for each Opportunity track.
Email Tracking Card on Candidates
The Email Tracking card has been added to the Candidate slideout. The “Email Tracking” card allows users to easily view email correspondence at a glance by launching the slideout from the Candidate list.
Support for Microsoft Edge
Bullhorn has been working through the process of certifying its platform for the Edge browser, and, with the exception of some minor cosmetic and functional issues that continue to be resolved, the new browser is supported.
Merging Candidate Records
The candidate merge feature has been enhanced to include more information in the merge. In this release, merging two candidate records will bring over all of the information that it did in previous releases, however, it will also bring work history, education, reference, and assessment information over from the secondary record into the primary record, making the merged record more complete.
Printing-Related Entitlements for Tearsheets
In this release, printing-related entitlements have been updated for tearsheets. For example, if a tearsheet contains candidates, contacts, and jobs, and you do not want a particular user to be able to print one or more of those types of records when printing the tearsheet, you now have the ability to disable the printing of, say, the jobs. At that point, the user would be able to print the tearsheet, but the system would automatically omit the jobs from the printed version.
Radius Search for Contacts
It is now possible to filter contacts using a radius search on a mobile device.
Add Placements Entitlement
We have added an action entitlement called “Add Placements via Mobile” that determines if a user can add a Placement from the mobile application.
Automatically Generate Notification Email
We have enhanced the Email Notification functionality in mobile to match the behavior on the desktop. When a user adds a note from within mobile and selects to email notify individuals, we will automatically send an email notification when the note is saved. Previously, we called the native email client and the user had to send the email notification manually using their mobile device.
Section Headers for Opportunities
We have added section headers to the Field Mappings for each Opportunity track. For more information on Section Headers, please review our “Understanding Bullhorn Field Edit Types” document here.
Onboarding API Improvements
Onboarding API was expanded to support bulk creation through the API.
Transferring Ownership of Contacts and Candidates
We’ve fixed an issue with the Record Ownership Transfer feature on the user account page related to the transfer of ownership for secondary owners on contacts and candidates. Previously, the Records dropdown was not counting secondary ownership in the record count despite the fact that the ownership was being transferred. Also, the transferred records for secondary owners were not showing up on the individual list views, making it appear as if the transfer did not occur.
With the resolution of this issue, the Records dropdown now displays a total count of records where the user is either the primary or secondary owner when it comes to contacts and candidates, and the individual list views are being updated appropriately. Note that for jobs, the record count only includes jobs where the user is the primary owner (e.g., the salesperson) because secondary owners (referred to as assignees; e.g., one or more recruiters) do not transfer ownership when it comes to jobs.
Finally, a hint has been added beneath the Transfer Ownership To drop-down to clarify what is happening with the transfer of contacts, candidates, and jobs.
Pluralization of Entity Titles
We’ve fixed an issue with the automatic pluralization of customized entity titles on menus and other areas in Bullhorn. Previously, certain entity titles, such as “Employer,” “Lawyer,” and “Physician” were being pluralized incorrectly.
Filtering Contacts by Skills
An issue has been resolved with regard to filtering the Contacts list by the Skills column or a skills-related search. Previously, when filtering the Contacts list by typing a skill name into the Skills column header or performing a skills-related search, the list would not filter correctly because the system was expecting the user to type the skill’s ID number instead of the actual name of the skill. With the resolution of this issue, the Skills column and skill-related searches are now filtering on the skill names as opposed to their system-generated ID numbers.
Adding Files with Identical Filenames
An issue has been resolved where a file that is sent to a parsing address would not be added to the Files tab of the appropriate record if a file with an identical name was already associated with that record. With the resolution of this issue, the file will now be added to the record regardless of whether or not it has the same name as an existing file.
Searching Leads by Phone Number and Email Address
An issue has been resolved where performing a phone number or email address search via Fast Find would not return leads who have that number or address. With the resolution of this issue, leads are now being returned appropriately when their phone numbers or email addresses are included in a Fast Find search.
Count of Submissions not Appearing on Job Tearsheet
We’ve fixed an issue where the count of submissions for a job was not appearing correctly in the Submissions column on a Job tearsheet. With the resolution of this issue, the correct submission count now appears on the tearsheet.
Viewing an Auto-Created Work History
An issue has been resolved with regard to viewing a candidate’s work history when the history is being created automatically from the candidate’s placements. Previously, in this scenario, the company name and job title did not appear on the work history record on either the Experience tab in the candidate slideout (accessed via the binoculars icon on the candidate list) or the Work History tab in the candidate record. With the resolution of this issue, both of those areas are now showing the appropriate information when work history records are created automatically from placements.
Currency Display on Tearsheets
We’ve fixed an issue with currency fields on a tearsheet list always displaying a US dollar sign regardless of the currency format that was set in the system. With the resolution of this issue, the correct currency sign will now be displayed on a tearsheet list.
Completing a Recurring Task
We’ve fixed an issue with recurring tasks showing up on the task list. Previously, when a recurring task was marked as completed from the Activity >> Related Tasks area of the system, the next task in the recurring series would appear in that area, however, it would not appear on the task list itself. With the resolution of this issue, when a recurring task is completed from the Activity >> Related Tasks area, the next task in the recurring series will appear in that area as well as on the task list.
Navigating via Workflow Icons
We’ve fixed an issue where navigating to subsequent sections of the Activity tab by clicking on relevant workflow icons was not taking the user to the appropriate section after an initial section had been accessed. Now, all clicks on activity-related workflow icons now take the user to the Activity tab with the appropriate section expanded.
Lead, Opportunity, and Placement References on Recurring Tasks
We’ve fixed an issue with lead, opportunity, and placement references carrying over incorrectly for recurring tasks. Previously, when a recurring task was marked as completed from the Related Tasks section on the Activity tabs of either of these record types, any lead, opportunity, and/or placement references were not being carried over to the next task in the recurring series. With the resolution of this issue, those references are now correctly carried over when recurring tasks are marked as completed.
Mass Updating Candidate Source
An issue has been resolved with regard to updating the source for one or more candidates directly from the candidate list via the mass actions drop-down. Previously, in this scenario, the update to the source was not being captured in the Edit History for the candidate(s) whose source had been changed via the mass action. With the resolution of this issue, the change is now shown in the Edit History for all candidates who were included in the update.
Adding Records to a Tearsheet Just Got Easier!
When adding records (either individually from a record or en masse from a list) to a tearsheet, filter the list to see your tearsheets, your department’s tearsheets, or your entire company’s tearsheets. Your filter selection is “sticky,” meaning it will be remembered the next time you click on Add to Tearsheet.
Previous Bug Fixes
Calendar invitations will now display properly for Office 365 users (only users who are internal to your company, that is) when the owner of an appointment is changed during the creation of that appointment. The Specialty (specialtyCategoryID) field now lists all values that match search input in specialty pickers. We also fixed an issue where email notifications for tasks and appointments were not being sent. Additionally, Drop-down field types no longer allow saving a blank value. Next, we fixed an issue where Fast Find on Bullhorn for Mobile wasn’t working with special characters. Also, mass updating task or placement dates no longer updates the time to the current time (the original time is preserved). Finally, Custom Importing leads will not import duplicates unless you choose to do so.
Automatically Parse in Emailed Resumes
Want to have the system automatically update an existing candidate’s resume when the candidate applies by email to the address that your company has set up to receive resumes? Now you can make that happen by getting in touch with Support to request that this feature be enabled.
With this feature enabled, when candidates who already have records in your database send their new resumes to your Resume Parsing Address, those resumes will now “parse as existing”; meaning, the resume content will automatically update the candidate record’s Resume field (which is also what displays on the candidate list preview slideout). The new resume is also added as an attachment under the candidate record’s Files tab. For more information about automatic resume parsing, view the What is the Automatic Resume Parser? FAQ.
If the feature is not enabled, the new resume will simply be added as a file attachment to the candidate record (which is existing functionality).
Copy Custom Objects on Opportunity Conversion
Custom Objects can now be copied on Opportunity conversion. For data that is relevant on both Opportunities and Jobs, Custom Objects can now be copied when an Opportunity is converted. The Custom Object on the Job will retain all the same information provided on the Opportunity.
Lists and Search
Users are once again able to remove saved searches from their Favorites list. The removal is done by using an “x” icon that appears to the right of the search name when the user hovers over a saved search in the list. Next, we fixed an issue with searching multiple specialties or categories in additional search criteria. Additionaly, users can now filter the “Owner” column on the submissions list by name. Also, the Contact list in a Company record displays correct field map labels after switching Private Labels.
Pulse Cards Now Available for Candidates
At Engage we announced the availability of “Pulse,” Bullhorn’s customer intelligence engine for relationship status & health management. Pulse analytics are presently available for Contacts, Companies, and Opportunities. In this release, Pulse cards are now also available for Candidates.
Note: Pulse features are available for Pulse and/or Enterprise customers only.
Notes Activity Report Now Includes Leads
My Dashboard
Create a personalized dashboard with cards from across the platform! You can mix & match across entities and custom tailor the cards to show the information and analytics you need in real-time to be more productive. For more information, view the Understanding My Dashboard article.
Note: My Dashboard is only available with Enterprise Edition.
New Job Entity Dashboard and Cards
We have implemented a new dashboard on the Job entity and added several dashboard cards to give you insights into your job management and overall staffing data and trends. For more information, view the Understanding the Job Dashboard article. Seven dashboard cards will become available for the Job entity on June 15:
- Jobs by Age
- Jobs without Coverage
- Success Rates, Response Time
- Jobs by Business Sector
- Jobs by Category
- Jobs by Skill
Bullhorn for Mobile (GA)
The new Bullhorn for Mobile is now generally available! Starting Friday, June 5th, you can access Bullhorn for Mobile by navigating to https://m.bullhorn.com on your mobile device. Once you log into the app, please bookmark it on your home screen for future use. Beta URLs will automatically redirect you going forward. You can read more about Bullhorn for Mobile here. Added features include:
- The ability to automatically detect mobile devices in the ATS platform so now if you are using a mobile device or tablet, you are automatically directed to the mobile site (users can always revert back to the full desktop site if they wish).
- New Template Workflows: Adding a task, appointment, or client submission has been streamlined so that templates can be applied more conveniently.
- Tasks: We have enhanced the Tasks section to allow users to view their coworkers’ tasks (with proper entitlements). We have also added the ability to add task reminders.
- Client Submissions: Users can now add client submissions from their mobile devices (with proper entitlements).
Improved Tablet Experience
Additional improvements when using Bullhorn on an iPad: improved pickers and inline editing.
New Dashboard Cards
We added three new dashboard cards to CRM analytics for additional insights into leads and opportunities: Opportunities at a Glance, Opportunities Aging, and Opportunities Inactive/Past Due.
Contacts Tab on Company Record Improved
The Contacts tab on a Company record now displays additional contact owners.
New Workflow Steps for Opportunities
We have enhanced the “Closed” stage to now include closed-won or closed-lost. This enhancement enables you to properly track and attribute the proper weighted deal value to closed opportunities.
Better Manage Your Placement List!
Several new columns have been added: Job Owner and Job Assignees (NOTE: the current Owners column will remain and displays both owner and assignees), Pending Change Requests, Approved Change Requests, Candidate Source, Mark Up %, and OT Mark up %
Improved Tablet Experience
Significant improvements when using Bullhorn on an iPad:
- Users can now filter while on lists.
- Improved scrolling on lists, record overviews, and binocular view.
- Improved readability of data on record overview and report pages.
Improved Bullhorn for Mobile
We have added several improvements and new capabilities to Bullhorn for Mobile. We have made adding a note on mobile devices easier by streamlining the experience. We also added the following new capabilities: Configure a time for tasks, Add/Edit a company, and View email activity on selected records such as candidate or contact.