Configuration Requirements for Standard Reports

You should configure certain settings and fields in Bullhorn with specific values for your standard reports to accurately pull and display information about your business. If you choose not to make these changes, some report fields may not display values.

If your company uses multiple private labels, you must configure each private label separately. The entity titles for the primary private label always display in the reports regardless of which private label you are running the report against.

System Setting and Field Mapping Configuration Changes

The following table lists the changes that Bullhorn recommends you make to your system settings and field mappings. If you have Bullhorn Team edition, these changes must be made for you by Bullhorn Support. If you have Corporate or Enterprise edition, view the following articles for more information:

Application Area	Setting/Field	Recommended Values
System Settings	commentActionList	Prescreen OR Screened: Recording a candidate was screened prior to making a submission to a job Client Visit: Used for recording a client visit
System Settings	jobResponseStatusList	Offer Extended: Used to indicate that an offer was made to a candidate prior to being placed
System Settings	scheduleTypeList	Interview: Required to track interviews in Bullhorn 2nd Interview 3rd Interview Final Interview
Field Mappings - Placement	Status	Approved: Required to track approved placements in Bullhorn

In addition, some of the reports look at the value in the Commission Recipient Recruiting system setting, to determine how you want to attribute credit for recruiter's activity, such as submissions, client submissions, and interviews:

Candidate Owner - Activity is credited to the person who owns the candidate, regardless of who created the activity
Candidate Submitter - Activity is credited to the person who added the candidate submission, regardless of who owns the candidate

Given the system setting is not available for you to change, Bullhorn Support must modify the system setting for you.

Additional System Setting and Field Mapping Configuration Changes - For UK Clients

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

For more information, view the Running the Working Temps/AWR Exceptions Report article.

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 Configurations Changes

The following table lists user account fields that must be populated for dashboard reports to run properly.

To modify a user's account

From the Bullhorn Menu, select Users.
Click the next to the name of the desired user.

Setting/Field	Required and Optional Values	Reference Article
Reports To	Name of the manager to whom the user reports.	How do I add a user?
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 For help generating goals in pipe delimited format, use the Monthly Goals Template. Start by deleting the sample data, then entering the users names and goals. The pipe delimited format appears in columns J and refers to corresponding field in Bullhorn.
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 For help generating goals in pipe delimited format, use the Monthly Goals Template. Start by deleting the sample data, then entering the users names and goals. The pipe delimited format appears in columns K and refers to corresponding field in Bullhorn.
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 For help generating goals in pipe delimited format, use the Monthly Goals Template. Start by deleting the sample data, then entering the users names and goals. The pipe delimited format appears in columns K or L and refers to corresponding field in Bullhorn.