Archives: Product Updates
Product update notes, links, and descriptions.
Placement Job Code Displays as Job Code Title
When summarized by Placement Job Code, the invoice line description will now display the job code title instead of the job code ID.
Slideout Loads Correctly After Relogin
When your session times out in Novo and you have a slideout open, when you log back in the slideout loads correctly.
PageContext Property
The pageContext property is now listed correctly on edit pages for Submissions, Placement Change Requests, and Candidate Work History, Candidate References, and Candidate Education.
Custom Objects Access All Records
Custom objects can now access all records past the first 500 as expected.
Entitlements Respected on Forms
Edit and Delete credential entitlements are now respected on the credential forms.
Page and Field Interactions Supported
We now support field interactions and page interactions on the federal, state, and local tax forms within the Tax Info tab.
Federal, State, and Local Tax Info Available for Data Mirror
Data Mirror can now pull the federal, state, and local tax info from your database.
Searching by Category/Specialty in OSCP
Searching by Categories/Specialties by name in the Open Source Career Portal now works as expected.
Added Additional Support for District of Columbia & Puerto Rico
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.
Onboarding365 2021.10 Bug Fixes
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.
Introduced REST Version 2.0
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 New GET/Location/Cityids Endpoint
Introduced a Get CityIDs call. This call will return valid Cities and their IDs when requesting against a
valid Country and State.
Updated POST/Onboarding/Initiate Endpoint to Support the New ‘CityID’ Field
We have updated the Initiate REST calls to support the new CityID field.
Note: CityID is required to use the “Lived In City” document rule.
PDF Preview Page Enhancement on Mobile
On the PDF Preview page, documents will now render directly within Onboarding365 when viewed
on a mobile device. Onboarders will no longer need to open a PDF document in another browser tab
in order to complete the document.
Direct Deposit Pay Option Title Configuration
The Direct Deposit and Canadian Direct Deposit documents can now customize the pay option titles
for “Direct Deposit,” “Pay Card,” and or “Payroll Check.” These changes can be made from the “Advanced” tab of these documents in Document Management.
Resume Parser Enhancement
The Resume Parsing tool has been enhanced to set the CityID for the Onboarder who’s resume is
being parsed when an exact match is found against the City in the parsed resume.
Added Data View Report Support for ‘Lived In City’ Document Rule
The ‘Lived In City’ document rule is now available in the ‘All Document Rules’ Data View report. The data view can be filtered by ‘Lived In City’.
The ‘Lived In City’ rule is also now available in the ‘Document Rules History’ Data View report.
Introduced ‘Lived In City’ Document Rules
We now support assigning Document Rules for the ‘Lived in City’ field.
Note: This new feature requires the ‘City Validation’ feature to be enabled. Any onboarding
candidate profiles completed prior to this rule being turned on will be forced to select a validated city
the next time the profile is completed.
Introducing ‘City Validation’
A new Agency Setting, ‘City Validation’, has been introduced. When enabled, the City field in the
Profile will only be editable for an Onboarder after they have selected a state. The field will no
longer accept any string but will instead show the user a potential City associated with the selected
State as they are typing in the City Field.
Note: Enabling this setting will change our SOAP validation – when initiating an Onboarding the
CountryID field will now be required.
Please be aware of any existing SOAP integrations before enabling this setting.
Job Order Rate Cards Available
We now have Rate Cards available on Job Order along with other supporting features:
- Ability to create an effective dated Rate Card on a Job Order.
- Automatically flow the Rate Card down from the Job Order to the Placement.
- Specify the status of the Placement Rate Card and allow only certain users to activate it.
- The Placement Approval process now checks that an Active Placement Rate Card exists.
- Available in DataMirror and Canvas.
Please reach out to Bullhorn Support to have this feature enabled.
Custom Fields on Placement Rate Card
Custom fields can now be added to Placement Rate Cards. The field formats are as follows:
- CustomText 1-10
- CustomInt 1-5
- CustomFloat 1-5
- CustomRate 1-5
Location Assignment for Transactions Added to Existing Charges
Transactions newly added to existing billable charges will now correctly have a location automatically assigned.
Support for Tax on Margin
The ability for taxes to be calculated off a margin of the billable amount rather than the total billable amount is now supported.
Invoice Terms Template
Admins can now define Invoice Term Templates through a new menu item. The Templates that are configured can be selected by properly entitled users to populate values on Invoice Terms based on the template values.
Invoice Statement Email Fields
Users are now able to specify the email recipients (Email To, Email CC, Email BCC) on the Invoice Statement interface for Invoices with the delivery method of Email. The data will be populated initially based on the associated Billing Profile.
General Ledger Fields Added to Billable Charge and Payable Charge View Layout
The following fields have been added to view layout:
- generalLedgeServiceCodeID
- generalLedgerSegment1ID
- generalLedgerSegment2ID
- generalLedgerSegment3ID
- generalLedgerSegment4ID
- generalLedgerSegment5ID
With this enhancement, an administrator can now add these fields to the following:
- Billable charge list
- Billable charge header
- Payable charge list
Discounts and Earn Codes
A new flag has been added to allow Agencies to keep certain Earn Codes from being discounted. Non-Discountable earn codes will not need to be specifically omitted from the Earn Code picker on Company Discounts since flagged Earn Codes will not be included in discount calculations during invoice creation. Flagged Earn Codes will not have discounts added during billing sync.
An issue item will be created if there is an Earn Code that is marked as isDiscountable=False and the Discount made its way to the bill master transaction.
Prism Payroll Field Additions
The following Placement fields have been added to Canvas:
- benefitGroup
- employmentStartDate
- payGroup
- payrollEmployeeType
- positionCode
- payrollSyncStatus
Progress Tracking for Beeline Submittals
Submittal real-time status tracker accuracy and timing for Beeline Submittals has been restored and will no longer appear to be hanging.
Maestro VMS Integration
The Maestro by Medical Solutions VMS integration is now available.
Flex Mapping companyID Search Results
ATS IDs will now take priority on search results and be shown at the top. Sync will look up IDs not found rather than requiring a full mapping refresh.
Search by Notes on Candidate Record
Searching by Note Actions on a Candidate now correctly applies the Note Date Added filter.
Sensitive Candidate Fields in Public API
When a post call is made from the OSCP via applying for a job, the response code no longer exposes the phone, email, gender, veteran, disability, or ethnicity fields.
Fields Respecting Configured Field Label on Candidate’s Placement Table
The configured field label will now be correctly shown on the candidate’s placement table. The following table column headers should now show the user defined label:
- Pay rate
- Bill rate
- Start date
- End date
Bug Fixes: Auto-Create Companies and Locations (i.e. Clients and Client Offices)
Resolved an issue where auto-created Client and Client Offices in Onboarding365 were successfully
created but set to ‘Inactive’.
Also resolved an issue where the assigned business key format for auto-created Client and Client
Offices was not supported by Mapped Entities in Bullhorn.
Onboarding365 ‘Profile Extension’ Flowback
Profile Extension values captured in an onboarding profile can now be successfully flowed back to
Bullhorn ATS.
DirectDepositAccount Entity Flowback
A new System Setting, “o365DirectDepositFlowback” has been introduced.
When this setting is set to ‘TRUE’, then Onboarding365 Direct Deposit Data will automatically
flowback to the DirectDepositAccount entity in Bullhorn when an onboarding moves to a ‘Complete’
status.
Onboarding365 2021.09 Bug Fixes
We resolved an issue where Onboarders were not being removed from the I-9 Warnings tab of
the I-9 Dashboard after documents that had expired or were going to expire were resolved
with a Form I-9 Section 3.
We also resolved an issue where the Signature.Employee and Signature.HR fields displayed while
previewing a document in Document Management were incorrectly being displayed.
Enhanced Onboarding Document List Page on Mobile
The UI for the Onboarding Document List page on mobile devices has been updated. The document
statuses are no longer presented as clickable buttons but instead displayed as plain text.
Added Various Field Validations
The following frontend field validations have been added throughout the Onboarding365 in order to
better align with existing database-level field limits:
● Notification Email Addresses
● Vendor Postal Code
● Field Rep Email Address
● Agency Name
● Receipt Number (SSN)
● Onboarder URL
● Vendor URL
● Business Key (Payroll Data tile)
Introducing Custom Attribute Types
Custom Attributes have been enhanced to now include two different Custom Attribute Types — Free
Options Entry’ and ‘DropDown Options List. The new ‘Free Options Entry’ Custom Attribute Type
will allow you to send any value through for a particular Custom Attribute when utilizing the
Onboarding365 REST API V2.
‘Free Options Entry’ Custom Attributes are not supported by Document Rules nor can they be
modified by editing an Onboarding. This new function is designed to be used through a REST
integration.
The ‘DropDown Options List’ Custom Attribute Type remains consistent with previous Custom
Attribute functionality, where only pre-configured values are considered valid.
Per Diems on Multiple Assignments
An issue was resolved with per diems on multiple assignments where the wrong per diem was added to the timecard for the wrong assignment.
Per Diem Calculation Change for Multiple Assignments
An issue was resolved where per diems were not calculated correctly when using multiple assignments with the same per diem ruleset.
Enhanced Approval Confirmation Emails
The approval confirmation email has been updated to match the hours, dollars, and units that are seen in the approval application.
Report Optimization
Several of our frequently run reports have been optimized for reliability and faster performance. These reports include the BRKN (Break Exceptions), UNDB (Unapproved Time Across Groups), TEAC (Time Entered After Cutoff), and MMFA (Hours Report w/ approval status by Assignment).
Candidate Registration Experience
The Logon candidate registration process has been updated with a more user friendly experience.
Auto-Approve Expenses / Auto-Route to Auditing
VMS Exchange Expenses can now be set to auto-approve expense line items or automatically route to auditing based on the template configuration.
Placement Rate Card Support for Not Required, Pay Only, or Bill Only Rates
The placement rate card interface now allows users to enter pay rate only, bill rate only, or no rates at all, depending on the associated earn code field selections. This system behavior is based on the following earn code fields:
- “Pay/Bill Options” which drives if the user should enter Pay Rate, Bill Rate, or both, on the rate card
- “Are rates required?” which drives if the user should enter a rate for that earn code on the rate card
The rate card user interface provides visual indicators on what rate fields are required, and what rates should be entered.
Billing Cycle Field in Overview and on Cards
The Billable Charge and Invoice Terms header and details section now display correctly the Billing Cycle field.
Monthly Billing Tables
Monthly Billing Tables are now available in Data Mirror 8. The following tables are included:
- PayBillCycle
- Calendar
- CalendarInstance
- CalendarFrequencyLookup
Existing tables that were updated to include fields from Monthly Billing Tables include:
- InvoiceTermsVersion – payBillCycle
- BillMaster – isEligible, payBillCycle and calendarInstance
- BillableCharge – payBillCycle and calendarInstance
Staffbot VMS: Update Credential Requirements
Streamlined required fields for new Staffbot VMS integrations.
Vindly Attachment Parsing
Users can now parse attachments for the Vindly VMS integration.
Reqlist Cron Job Distribution
Timed data reconciliation for positions has been re-implemented, allowing for better throughput and specifically fixing the B4Health VMS integration.
Multi Factor Authentication for Beeline
Support for Multi Factor Authentication has been added on Beeline VMS Integrations.
iCims Credential Disabling
Additional handling for session count errors and iCims VMS integrations being disabled has been added.
GrapeTree updated to Contingent Talent Management VMS
All existing “GrapeTree” VMS integrations have been updated to “Contingent Talent Management” as the more universal name for the VMS technology. Added more support for other buyers in the CTM system.
Flex Mapping linked to Salesforce Fyre Sync Req Object
Field options for certain VMS Sync Salesforce accounts will now be displayed correctly when using skill and flex mapping.
E-volution VMS Integration
e-volution VMS integration has been re-implemented following its system upgrade.
ARMI Integration
A new email-only integration has been added for the ARMI VMS.
Mass Mail Recipient List Holds Email Addresses From Erased Records
When performing a GDPR erase of a Candidate record, any mass mails that the Candidate was included in will now not hold the Candidate name and email address.
Daylight Savings Time for Birthdays Before 1966
Data Mirror 8 now correctly converts date/time fields that land during Daylight Savings time for every year before 10/31/1966.
Anonymized Identifying Fields Not Blank
When anonymizing a record, Data Mirror 8 now blanks out the appropriate fields upon replication for contact, candidate, and lead entities.
Added Support for Custom Web Form Field Flowback
Any custom web form field data that is captured during an onboarding in Onboarding365 can now
be flowed back to Bullhorn.
Auto-Create Companies and Locations (i.e. Clients and Client Offices)
A new System Setting, “Auto-Create O365 Clients and Offices” has been introduced.
When set to ‘TRUE’, any Company record that is created or updated in Bullhorn automatically
creates or updates a corresponding Client record in Onboarding365. The data that syncs from the
Bullhorn Company record to the Onboarding365 Client record is the ‘Name’ field.
Additionally, any Location record that is created or updated in Bullhorn automatically creates or
updates a corresponding Client Office record in Onboarding365. The data that syncs from the
Bullhorn Location record to the Onboarding365 Client Office record is the ‘Title’, ‘Address’, ‘City’,
‘State’, ‘Zip’, and ‘Country’ fields.
Enabled Education and Work History Flowback to Bullhorn
Two new System Settings have been introduced — ‘O365EducationHistoryFlowBack’ and
‘O365WorkHistoryFlowback.’
When set to ‘TRUE’, any candidate Education History and/or Employment History data captured
during profile completion in Onboarding365 will automatically flowback to the ‘CandidateEducation’
and ‘CandidateWorkHistory’ entities in Bullhorn once a candidate’s onboarding reaches a “Complete”
status.
Pre-Configure Onboarding Cancellation Reasons
A new System Setting, “Onboarding365ReasonforCancelling” has been introduced.
Any values set in this new system setting will be displayed as picker options in the “Reason for
Cancelling” field when a user attempts to cancel an onboarding. If no values are set in the
“Onboarding365ReasonforCancelling” setting, then a free-form field will be displayed in place of the picker.
Once an onboarding is cancelled, a note will be created using the selected value as the body of the
note. If the onboarding is cancelled from the Candidate record a note will only be captured on the
Candidate record. If the onboarding is cancelled from the Placement record the note will be
captured on both the Candidate and Placement records.
Onboarding365 2021.08 Bug Fixes
We resolved an issue where HR Session fields (Session.FullName, Session.JobTitle,
Session.HRCurrentDate) were not pulling over to PDF documents as expected.
Removed Password Entry Requirement on the Electronic Signature Acknowledgement Page
Candidates will no longer be required to enter their password when completing the Electronic
Signature Acknowledgement page.
Introduced New ‘Form I-9 Section 1 Review’ Workflow
A new ‘Form I-9 Section 1 Review’ workflow has been introduced for the Form I-9 document that
when enabled, requires a Form I-9 certifier to first confirm or reject Form I-9 Section 1 prior to
completing Section 2.
If a Form I-9 Section 1 is rejected, a new Form I-9 will automatically be assigned to the onboarding
and the rejected Form I-9 Section 1 will be removed from the onboarding (but still accessible via the
View Deleted option in the Options menu).
The ‘Form I-9 Section 1 Review’ setting can be enabled by navigating to the “Advanced” tab of the
Form I-9 document in Document Management, and selecting this option.
Note: If your agency currently has the ‘Automated I-9’ setting set to ‘ON’, it is recommended that this
feature not be turned on at this time.
Duplicate Placements in Unmatched Assignments List
We have resolved an issue in Exchange where assignments were duplicating in the Unmatched Assignments list.
Expired Assignments Not Unmatched
An issue has been resolved in Exchange where assignments were not being unmatched from employees in some scenarios.
Bi-weekly Start Date in Employee Details
For customers using Bill Rules: The Bi-Weekly Start Date is now visible in the Employee Details under the “More Info” tab in TMC.
Email Service to Utilize Twilio for QR Texts
For clients using Tempo QR Code entry: We now utilize Twilio for reliable delivery of QR codes via text to all major carriers.
Status of Expense Report in Email Subject
Expense report emails now include the expense report status (Approved / Rejected) in the subject of the email.
HPWR Report Per Diem Ruleset
The Per Diem Rule column in the HPWR report now displays the Per Diem Ruleset ID instead of the earn code.
“Add to Week” Feature for Per Diems
For clients using per diems: While in timecard view in the Time Management Console, users with per diem permissions can now add the per diem ruleset on the placement for that week if it is missing.
Clicking on ATS ID in Company Mapping Opens in a New Window
Clicking on an ATS ID link in Admin Tools opens in a new tab instead of using the current window.
Admin Tools Navigation Update
Navigation when using “Open in New Link Tab” from Submittals, Users, Positions, and Credentials List Screen has been enhanced.
Optional Field Added to Show MFA Code in Credential Screen
An optional field has been added to show the MFA code for Workforce Logic/Zerochaos VMS.
Enhancement to the Action Required Reminder Email
Additional info has been added to the VMS Sync generated Action Reminder email on position and credential failures.
Placement Rate Card Tables
Placement Rate Card Edit History is now available for reporting.
QuickBooks Invoice Export Enhancement
When exporting invoices to QuickBooks, an export batch will no longer completely fail if one or more invoices in that batch fail. This enhancement will continue processing the batch and create an issue item for each failed invoice.
Support for Multiple Tax Form and Page/Field Interactions
Novo customers can now use the new Candidate Tax Info tab to access multiple state and local tax forms and information in addition to federal forms.
- Data can be accessed via APIs for secure availability to external providers such as Prism.
- Customers have the ability to add Field and Page interactions to the tab.
“Reason for Cancelling” Onboarding Dropdown
We have updated the “Reason for Cancelling” field to utilize a drop down with the options coming from the system settings. If there are no values in the system setting it will default to a free type text field.
Mass Mail Opt Outs
We’ve enhanced the way candidates & contacts opt out of mass mailings. Previously, users had to only click an email link to be opted out. With the enhancement, when users click the ‘opt-out’ link, they are brought to a web page, but are then required to click an opt-out button to unsubscribe. This change was done to prevent recipients from erroneously opting out. We recently determined that beginning in February 2021 certain customers experienced recipients (contacts / candidates) of mass mail that were automatically and incorrectly opted out. We believe this issue may have been caused by anti-virus software, or other software, on the recipient’s system. The new enhancement has corrected the foregoing issue.
Field Interactions added for the message field on ‘Compose Message’ Page
The message field on the ‘Compose Message’ page now supports field interactions.
Refresh Check for Approver Emails Longer than 50 Characters
When multiple email addresses are sent in an approver column on a refresh that results in a value scenelength greater than 50 characters, BTE will now only use the first valid email. If no valid email is found, we will leave the value empty. That logic will also apply if a single email address is sent that is longer than 50 characters.
Bullhorn Time & Expense Community
We have retired the Peoplenet Knowledge Base and the Help link will now direct admins to the new Bullhorn Time & Expense Community. The new community has all of the documentation you know and love from the old knowledge base plus more updated content, release notes, real-time site status information, and more!
Introducing Client and Client Office Related REST API Endpoints
The following REST API endpoints have been introduced and can used to create or update Clients or
Client Offices:
● POST/Agency/client
● PUT/Agency/client
● POST/Agency/clientoffice
● PUT/Agency/clientOffice
Enhanced the REST API GET onboarding/onboardingdocument(s) calls
The REST GET Onboarding/onboardingdocument and Onboarding/onboardingdocuments will now return
custom web form data in the form of a key value pair array as JSON in the ‘additionalInfo’ field.
Document Score (‘score’) is also now included in the response.
Introduced new ‘Days Since Termination’ Document Expiration Type
A new document expiration type called ‘Days Since Termination’ has been introduced which can be
used to set a document’s expiration based on the number of days since an employee was terminated.
Onboarding365 Product Rebranding
● Updated the Onboarding Menu icon in Bullhorn to the new Onboarding365 logo.
● Updated the header of the Onboarding page to read ‘Onboarding’.
● Updated the Candidate and Placement Onboarding tab to read Onboarding365.
● Updated the Onboarding Setup menu item to read ‘Onboarding365 Setup’.
● Updated our issues log so that Onboarding365 issues will now appear as ‘Onboarding 365
Flowback’ or ‘Onboarding365ServiceError’.
Capture Onboarding Cancellation Reasons
When cancelling an onboarding from Bullhorn ATS, users will now be able to capture a note at the time of cancelling. When the Cancel action is taken from the Candidate record the note will reference the Candidate, when the Cancel action is taken from the Placement record the note will reference the Candidate and Placement. The Note action will default to ‘Onboarding Cancelled’ but can be customized by Bullhorn Support.
Introduced “TerminateEmployee” Endpoint
Introduced a REST /Onboarding/employee/terminate and /Onboarding/employee/unterminate end
points that can be used to terminate or un-terminate an employee.
Onboarding365 2021.07 Bug Fixes
We have a bug fix for the Password Reset function where some users were receiving an error message upon attempting to reset their password.
Enhanced Deposit Documentation
For the Direct Deposit and Canadian Direct Deposit documents, we’ve implemented the following UI
enhancements to the Document Settings page:
● Renamed the “Additional” tab to now read “Advanced”
● Renamed the ‘Custom Pay Method Jurat Statement’ option to ‘Custom Pay Method
Acknowledgment Statement’,
○ Note: This is the checkbox label that is presented to the onboarder in the web form
● Added the ability to customize the Jurat Statement for all payment types.
● Removed the ‘description’ from the following fields on the Advanced tab on the Document
Management tool as the fields are self-explanatory:
○ Custom Pay Method Title
○ Custom Pay Method Description
○ Custom Pay Method Jurat Statement
○ Custom pay method Logo URL
‘HR Associates’ Can Add Documents to an Onboarding Package
We added a new setting to document management ‘HR Associate can add to package,’ when this setting
is enabled users in the “HR Associate” role will be able to add that document to an onboarding package.
BREAK Adjustment Code Not Calculating on Reports
For clients using rate cards: An issue where billing dollars were not calculated correctly on Bullhorn Time & Expense reports has been resolved.
Exchange Not Loading Inactive Rate Cards
We have resolved an issue where Exchange could load an inactive rate card when the time file does not include a specific earn code.
Separate Pay / Bill View for Timecards
A new separate pay and bill view for timecards is now visible in the Time Management Console for administrators.
- A flag can be added at the client level that distinguishes the pay hours from the bill hours with proper totaling.
- When enabled for a client, all admins will receive this new view. User role permissions of pay and bill only will still apply to this new view.