Creating a Merge Document for a Candidate or Contact

Requires Merge Documents Tool

Interested in the Merge Docs Tool? Contact your Account Manager for more information!

You use a Merge Document to quickly create a candidate or contact-facing document in Bullhorn. A Merge Document is a preformatted customizable document that contains a mix of static information (such as company logo, formatting, branding, and standard language) and dynamic information (such as name, occupation, and user name) which changes based on who is creating the document and who the document is created for. Examples of Merge Documents include fee schedules, contracts, and job offers.

Typically, your Bullhorn Administrator creates these Merge Documents and defines who has access to them.

Note: If your company is based in or places temporary workers in Massachusetts, you can help ensure compliance with the Massachusetts Right to Know Act by creating compliant placement summaries using a special Placement Merge Document.

This document takes specific information from your Bullhorn placement and extracts the information required by The Massachusetts Department of Labor Statistics. Once generated, you can send this placement summary to candidates placed in temp jobs.

To Create a Merge Document for a Candidate or Contact

Open the candidate, contact, company, job, or placement record.
From the Generate Document drop-down, select the document to create.
If necessary, change the document as needed.
- Note that some data is likely being pulled from the candidate, contact, job, or placement record.