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Linking Candidates and Contacts

Overview

Linked records can be created to easily track and sort information for a person that is both a candidate and a contact. For example, you could create linked records when a candidate in your database becomes a hiring manager.

When creating linked records, Bullhorn pulls information from one record to the other at the point of creation. To see how this information pulls over see this article.

If it is determined that the records should not be linked the association can be removed. When the records are un-linked, if the application was configured to display a blended view of notes, all notes that originated on the contact record now only appear on the contact record and vice versa.

Each record should have a unique email address. For proper email tracking, ensure that emails are being sent to the correct address. If both records share the same email address, then Bullhorn will only track email against the record created first.

This article will walk you through:

Creating a Candidate Record from a Contact Record

  1. On the contact record, from the Actions drop-down, select Create Linked Candidate.

  2. Enter a New Email Address.
    • By default, if there is an email address in the Email 2 field of the contact record, it appears in this field.
  3. Click Save.

    • There will be a green toast notification across the top to confirm the linked record has been created.
    • To visit the linked candidate select the View Linked Candidate button on the upper right of the candidate record.

Creating a Contact Record from a Candidate Record

  1. On the candidate record, from the Actions drop-down, select Create Linked Contact.

  2. Enter the Company name.
  3. Enter the New Email Address.
    • By default, if there is an email address in the Email 2 field of the candidate record, it appears in this field.
  4. Click Save.
    • There will be a green toast notification across the top to confirm the linked record has been created.

    • To visit the linked contact select the View Linked Contact button on the upper right of the candidate record.

To Remove the Link Between a Candidate and Contact Record

  1. On the candidate or contact record, from the Actions drop-down, select Remove Linked Candidate/Contact.

  2. Select Remove.

Re-linking a Candidate and Contact Record that were Separated by Mistake

To re-link the records a new candidate record will have to be created and then merged with the original candidate record. For more information about the data that transfers during a record merge, view the Merging Duplicate Records article.

  1. From the contact record, create a new linked candidate.
  2. Fast Find for the name of the candidate that was just created. There will now be two candidates with the same name in the search results.
    •  Select which candidate is the primary candidate for the merge.
      • Original candidate record: This option will only show the link on the Contact record, not the Candidate.
      • New candidate record: The links will appear on both records, but some information from the older record may not transfer over to the new record.
  3. Click the candidate's name to open the record.
  4. From the Select an Action drop-down, select Merge Records.

  5. Type in the name of the other candidate record as the secondary record for the Merge.
    • The ID number can be used instead.
  6. Select Merge.
    • There will be a green bar notification across the top to confirm the merge was successful.