Configuration Requirements for Standard Reports

You should configure certain settings and fields in Bullhorn with specific values so your standard reports accurately display business data. Some fields may show empty if these aren't set up.

If your company uses multiple private labels, you must configure each private label separately.

Crediting Activity

Standard reports attribute recruiter activity (submissions, client submissions, interviews) based on your Commission Recipient preference. Choose between:

• Candidate Owner: Credit goes to whoever owns the candidate, regardless of who created the activity.

• Candidate Submitter: Credit goes to whoever added the candidate submission, regardless of who owns the candidate.

Contact Bullhorn Support if you need to change this setting.

System Setting and Field Mapping Configuration

The following table lists recommended values for system settings and field mappings. For your reports to work, ensure you include the recommended values in each value list. For help making these changes see:

• Understanding Bullhorn System Settings

• Using Field Mappings

Application Area	Setting/Field	Recommended Values
System Settings	commentActionList	Prescreen or Screened: Records that a candidate was screened prior to making a submission to a job Client Visit: Records a client visit
System Settings	jobResponseStatusList	Offer Extended: Indicates an offer was made to a candidate before placement.
System Settings	scheduleTypeList	Interview, 2nd Interview, 3rd Interview, and Final Interview: Required to track interviews in Bullhorn.
Field Mappings - Placement	Status	Approved: Required to track approved placements

 

Additional Configuration Changes For UK Clients

If you are a UK client, you must configure these additional settings for the Working Temps/AWR Exceptions Report.

Application Area	Setting/Field	Required Values
System Settings	commentActionList	AWR 12 Week Checkin
Field Mappings - Candidate	employeeType	LTD,PAYE,Umbrella (Instead of W2,1099,Corp-to-Corp)
Field Mappings - Placement	employeeType	LTD,PAYE, Umbrella (Instead of LTD,PAYE)
Field Mappings - Placement	employmentType	One or more of the following: Temporary Contract Temp to Perm
Field Mappings - Placement	customint3	Re-label the field "Number of Previous Weeks"

User Account Configuration

Configure these user account fields for dashboard reports to run correctly.

To modify a user's account

1. From the Bullhorn Menu, select Users.

2. Click the pencil icon () next to the name of the desired user.

Setting/Field	Required and Optional Values	Reference Article
Reports To	Name of the user's direct manager. Required for dashboard reports to work correctly.	Managing Existing User Accounts in Bullhorn ATS
customtext10	Monthly values for the following recruiter goals. Values must be entered in pipe delimited format, in the order shown. Prescreen Internal Submission Client Submission Interviews Offers Placements Enter 0 between to omit a goal. Example: 40|50|0|12|3|31	Defining the Target Goals for Users
customtext11	Monthly values for the following sales goals. Values must be entered in pipe delimited format, in the order shown. New Contacts New Positions Client Visits Client Submissions Interviews Placements Example: 10|15|40|50|35|12	Defining the Target Goals for Users
customtext12	Numeric values for user's annual permanent and contract revenue goal. Must enter a whole number with up to two decimal places, no punctuation, and use pipe delimited format. Enter values in the following order: Contract Goal Permanent Goal Example: 340000|234000	Defining the Target Goals for Users