earning your bullhorn black belt with russ wallis
DESCRIPTION
TRANSCRIPT
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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