Locations

Editions Available: Corporate,Enterprise,Healthcare

Audience: Administrative Users

This feature is exclusive to Bullhorn Novo.

If you would like to have this enabled, please contact Bullhorn Support.

Overview

Bullhorn's Locations feature allows you to create one or many Locations on Company records with the information flowing to Jobs and Placements as desired. Locations can help you manage the different worksites, billing, and "sold to" sites for your clients. In turn, this streamlines your firm's back office operations, allows for better data integrity, and provides insight into the past, present, and future Locations of your clients.

Locations include information such as address, bill to, and sold to.

A Company can contain multiple Locations and Locations can have multiple versions.

Adding Locations to a Company

1. On the desired Company record, click the Location tab.
   
2. Click Add Location.
   
3. Fill in the details:
   • Effective Date: The first day the Location is in effect.
   • Location Code: The code you want to associate with the Location. Can be a string of numbers and/or characters.
   • Title: Title of the Location.
   • Description: The Location's description.
   • Status: Can be Active or Inactive. Inactive Locations cannot be assigned to Jobs and Placements and do not appear in drop-downs.
   • Address: The Location's address. If desired, the Address field on Jobs and Placements can be automatically populated with the value from the most current version of the Location (as long as the Location is Active).
   • Worksite: Indicates if the Location is the physical location where employees work/will work.
     • This must be set to yes for the Location to be an available option on the Job record.
   • Bill to: Indicates if the Location address is also the billing address.
     • This must be set to yes for the Location to be an available option on the Invoice.
   • Sold to: Indicates if the Location address is also where the hiring manager works.
4. Click Save.

Your new Location will now appear on the tab and can be added to Jobs and Placements:

Adding Locations to Jobs and Placements

Once a Location is added to a Company, it can be added to Jobs and Placements using the Location field:

1. When you add a new Job, populate the Client Company field with a Company that has a Location.
   
2. After associating the Company with the Job, the Location field will allow you to select Active Locations from that Company.
   
   • If your Location has multiple versions, the drop-down will only allow you to select the version with the most current effective date. Bullhorn will not display Locations with an effective date in the future.
     
     
3. On the pop-up, click Yes.
   • As shown below, doing this will make the Address field read-only. To make the address field editable again, you will need to deselect the Location from the Job record.
     
4. Click Save.

The Location you selected will now be used when you create a Placement from the Job record. If you want to update the Location, navigate to the Edit tab on the Job or Placement record and select a new Location using the Location field.

Managing Locations

Locations may evolve over time. For example, an office may move from one location to another. As a result, the new address will be valid based on a future effective date. When the Location changes, you can edit existing details or create a new version of the Location. This allows Bullhorn to use updated details without changing the association to Jobs and/or Placements.

• You can edit Locations by clicking Edit on the Edit Location page.
  • To create a new Location version, click New Version. Read more about Location versions in the Frequently Asked Questions section below.
    

Customization Options

Administrators have the ability to customize the Field Mappings and View Layout settings for Locations.

Field Mappings

Using Field Mappings, you can control the fields and associated values that display. We also provide a number of custom fields that can be displayed on the Location tab:

• customText 1-20
• customDate 1-3
• customInt 1-3
• customFloat 1-3
• customTextBlock 1-3

View Layout

Using View Layout, you can control the fields that display as columns on the Location tab of Company records:

1. Navigate to Menu > Admin > View Layout.
2. Select Location as the Field Map Entity.
3. Under the Default Columns section, add/remove the desired fields and click Save.
   

Frequently Asked Questions

What are Location versions?

Location versions help you keep track of past, current, and future details of your client's locations without the need to create a new Location. Versions are also necessary to retain a copy of a Location's historical data without overriding that information.

• When you add a Location to a Job or Placement, the Location drop-down displays active Locations that are effective on the current date. If multiple versions exist for a single Location, Bullhorn will default to the version that's currently in effect.
  • Example: If the Morrow office has multiple versions, each with different effective dates, the drop-down will default to display the version that is currently in effect.
• Versions can be added, edited, and removed by selecting a Location on the Location tab on Company records:
  

Is Location information accessible via Bullhorn Canvas?

Yes, Location information is accessible via Bullhorn Canvas.

Where can I find best practices for adding and managing Locations?

Check out the Understanding Locations video in the Bullhorn Learning Hub!

Can I change the title of the Locations tab?

Yes, administrators are able to go to Menu > Admin > Entity Titles and update "Location" accordingly.