Adjusting Your Workflow Icons
admin, administrator, system settings, tools, workflow, breadcrumb
Updating or Changing a Field Value
Bullhorn administrators can quickly update the values that appear for fields that require a user to select from a list of options, such as drop-downs, mini pickers, radio buttons, and check boxes.
Setting Up Job Tracks
You can use Field Mappings to create multiple opportunity, job, and placement tracks that will display different fields depending on which employment type the user selects when adding the record. For example, you can have a Salary field display when adding a direct hire job/placement and Bill and Pay Rate fields display when adding a contract job/placement.
Submission List Management
Change Request List Management
The Change Request List gives you the ability to manage change request activity in the CRM by allowing you to easily view, filter, and sort on all of your users’ placement change requests, and navigate directly to each placement change request form where you can either approve or reject them.
Publishing a Job
Bullhorn has a built-in job publishing functionality that allows you to post your open job orders to your social media accounts, job boards, as well as your Career Portal.
Bullhorn’s Career Portal is a customizable website that gives job seekers / candidates access to your company’s published jobs. Available with all product editions, it allows you to showcase your open job orders publicly in a clean, beautiful, easily digestible format.
Customizing the Overview Tab
Each main record entity in Bullhorn has an Overview tab that provides a summary of the record. As an administrator, you can control the fields that display on the Overview tab using the View Layout.
Customizing the Preview Slideout
The preview slideout on Bullhorn’s list views provides a snapshot of information for each record. As an administrator, you can modify the fields that display on the Details tab of the preview slideout using the View Layout.
Adding a Custom Field
You can create fields specific to your company by changing a “placeholder,” or custom, field in Bullhorn. For example, you could create a custom field on the contact entity to capture information such as contact type: primary, secondary, and decision maker.
Placement List Management
The placement list is where you go to view all of your company’s placements.
Job List Management
The job list displays all of the jobs in your corporation or department and allows you to search for jobs based on specific criteria you define. Also, you can add jobs to a tearsheet.
Web Response Management
When someone applies to a job you’ve posted online, Bullhorn automatically creates a candidate record for them, and associates that candidate record with the job record as a web response. You can view all of your web responses from the Submissions List.
Parsing Results Management
If you have automatic resume parsing enabled, there may be occasions where you’ll need to review your resume / CV parsing results to troubleshoot issues.
Placing a Candidate in a Job
If the candidate accepts the offer, you (the recruiter) create a placement record.
Extending an Offer to a Candidate
If the interview goes well and the contact wants to offer the candidate a job, you (the account manager) change the submission status to Offer Extended.
Scheduling an Interview
If the client contact approves of the candidate and wants to meet them, then you (the account manager) should schedule an interview for the two of them.
Submitting a Candidate to a Contact
The Client Submission – Once you (the account manager) approve of the candidate and are ready to send them to the client contact for consideration. Also referred to as the Sendout, or CV Sent.
Submitting a Candidate to a Job
The Internal Submission – Do this when you’re ready (as a recruiter) to let the account manager know you have a good candidate for their position.
Prescreening a Candidate
A prescreen is most often your internal phone interview with the candidate, to confirm their validity, either in general or for a specific job. This should be your first step in the hiring process. You log a prescreen by adding a note with the action of prescreen.
Managing Your Candidate Search
When you perform a candidate search, your results display in the candidate list view. This means you can take all the same actions against them…
Such as composing mass mailings, creating task lists and tearsheets, submitting them to jobs, and so on.
Conducting an Advanced
An advanced candidate search allows you to create your own search string using comma separated values or Boolean logic.
Conducting a Basic Keyword Search
A basic candidate search provides a form that helps you organize and prioritize your keywords by requiring them, which is for all your must-have skills, making them optional, which is useful when you have multiple spellings of a word, or similar skills and a client only needs one or the other, and finally, excluding them from your results entirely.
Task List Management
Use the Bullhorn task list to keep track of your to-do items.
Opportunity List Management
The opportunity list is where you go to view all of your company’s opportunities in one place.
Lead List Management
The Lead List is where you go to view all of your company’s leads in one place.