earning your bullhorn black belt with russ wallis

EARNING YOUR BULLHORN

BLACKBELTRuss Wallis

“Out of the box”

Functionality

• Bullhorn Tasks

• Tearsheets, Saved Queries

and Distribution Lists

• Submission List

• Activity Center

• Placement Commissions

• Reference Checks

• Linked Contacts/Candidates

Advanced

Configuration

• Job "Tracks"

• Private Labels,

Departments, User

Entitlements

• Enforcing Process

Engage

the Pros

• Data Cleanliness

• Professional Services

• Turnkey Solutions

• Custom Solutions

• System Optimization

WHERE TO BEGIN?

BULLHORN TASKS

TEARSHEETS, SAVED QUERIES AND DISTRIBUTION LISTS

4

•Static

•Public/Private

• Flexible columns

• Email, note, task

•Map

•Update Data

• Dynamic

• Start-Up Screens

• Reference to Job

• Email, note, task

• Map

• Update Data

•Static• Combined list of

contacts, candidates, internal

• Email, note, task

• Internal mailings

•Export to Excel

Tearsheet(aka Hotlist)

SavedQuery

DistributionList

SUBMISSION LIST

ACTIVITY CENTERFilter the feed

Feed the database

ACTIVITY CENTER

Better visibility

PLACEMENT COMMISSIONS

REFERENCE CHECKS

LINKED CONTACTS/CANDIDATES

JOB "TRACKS"

Jobs

Job I (Global)Start Date

End Date

Salary

Fee

Pay Rate

Bill Rate

customText#

Job II (Perm)Start Date

End Date

Salary

Fee

Pay Rate

Bill Rate

customText#

Job III (Contract)Start Date

End Date

Salary

Fee

Pay Rate

Bill Rate

customText#

List View Layout

Workflow Icons

JOB "TRACKS"

PRIVATE LABELS, DEPARTMENTS AND USER ENTITLEMENTS

PRIVATE LABELS, DEPARTMENTS AND USER ENTITLEMENTS

Permanent• Workflow• Terminology• Layout

Contract• Workflow• Terminology• Layout

Healthcare• Workflow• Terminology• Layout

IT• Workflow• Terminology• Layout

• Branding Bullhorn to fit the needs of your company• Multiple Private Labels can be created if multiple workflow processes

are needed

PRIVATE LABELS, DEPARTMENTS AND USER ENTITLEMENTS

Boston

PhoenixAtlanta

Dalla

s

• Every user must be associated with one (or more) Department(s)• “Virtual” division of your organization’s data (based on record ownership) • Can dictate access/visibility to data (or at the very least, facilitate filtering)• Default “grouping” for reports (Primary Department)

PRIVATE LABELS, DEPARTMENTS AND USER ENTITLEMENTS• Every user must be associated to a single User Type (assigned based on

job responsibilities, location, and/or position at your company)• There are many different action entitlements that can be associated with

each user type, for example: Viewing, Editing, Deleting, Merging

Boston

PhoenixAtlanta

Dalla

s

ENFORCING PROCESS

NoteStatusSubmission Status

Task TypeAppointment Type

NoteStatusSubmission Status (Current or Historical)

Task TypeAppointment Type

References File Type

ENFORCING PROCESS

*

Professional Services Custom Solutions

DATA CLEANLINESS

Where did these duplicates come from?• Data migration• Web Responses/API• Manual CV parsing

What can I do to prevent/manage this?- Implement duplicate check in API

- Parse as Existing

- Purge/Archive Candidates & Contacts

- Mass update candidate fields

- Merge functionality

- Parent/Child Companies & Parent Rollup

DATA CLEANLINESSMASS UPDATE CANDIDATE FIELDS

DATA CLEANLINESSPARENT/CHILD COMPANIES

DATA CLEANLINESS

Where did these duplicates come from?• Data migration• Web Responses/API• Manual CV parsing

What can I do to prevent/manage this?- Implement duplicate check in API

- Parse as Existing

- Purge/Archive Candidates & Contacts

- Mass update candidate fields

- Merge functionality

- Parent/Child Companies & Parent Rollup

PROFESSIONAL SERVICES

BusinessConsulting

TurnkeySolutions

StartupPackages

CustomSolutions

PROFESSIONAL SERVICESTURNKEY SOLUTIONS

TurnkeySolutions

• Merge Documents

• Job Portal

• Online Application

• Interview Scheduler

• Mass Placements

• Rules of Engagement

PROFESSIONAL SERVICESCUSTOM SOLUTIONS

Driving efficiency and adoption– Candidate Ownership

– Sync Candidate Status with Submission Status

– Update “Open” Submissions upon Placement or Job

close

– Client hiring requirements – validate upon Submission or

Placement

– Create tasks upon approved Placement

– Update Candidate information upon Placement

completion

CustomSolutions

PROFESSIONAL SERVICES

BusinessConsulting

TurnkeySolutions

StartupPackages

CustomSolutions

PROFESSIONAL SERVICESSYSTEM OPTIMIZATION ANALYSIS

BusinessConsulting

OPTIMIZE

ANALYZE

CONFIGURE

CUSTOMIZE

TRAIN

PROFESSIONAL SERVICESSYSTEM OPTIMIZATION ANALYSIS

Process DocumentationOrganizational StructureKey Performance Metrics

Workflow QuestionnairesPrivate Label Review

Onsite/Virtual Observation

Immediate ActionsProfessional ServicesProduct EnablementOngoing Maintenance

ANALYZE

CONFIGURE CUSTOMIZE

TRAIN

To Participate in Our Survey

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