Locations

The Locations feature allows you to add one or many locations toCompany records. This information flows to Jobs and Placements and 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.

Common Reasons to use Locations

You’ll get the most value from Locations if you:

• Manage clients with multiple offices or worksites and need to assign Jobs to the right one.

• Need specific “bill to” or “sold to” addresses for invoicing or reporting.

• Need to update a client’s address but retain historical address versions.

How to Enable Locations

The Locations feature is available exclusively in Bullhorn Novo. This feature must be set up internally by Bullhorn. To enable it, please contact Bullhorn Support.

When requesting enablement, specify which environment(s) you’d like the feature enabled for: Production or Sandbox/Staging.

Once enabled, you’ll see a Locations tab on Company records, and related fields become available on Jobs, Placements, and Contacts.

Permissions and Access

Before using Locations, make sure it’s enabled and you have the correct permissions.

Permissions:

• Only users with Edit rights on the Company entity can add or modify Locations.

• The visibility of Location fields on Jobs, Placements, and Contacts depends on user type and View Layout configuration.

Mobile Access

If enabled and you have access rights, Locations appear in the Bullhorn Mobile App.

Adding Locations to a Company

Adding Locations helps you track where your clients operate and ensures address data flows correctly to Jobs and Placements.

To add a new Location:

1. Open the Company record.
2. Click the Location tab.
   
3. Select Add Location.
   
4. Complete the following fields:
   • Effective Date: The date the Location becomes active.
   • Location Code: Choose a reference code to associate with the Location. This can be a string of letters and/or numbers.
   • Title: The name of the Location.
   • Description: Optional site details.
   • Status :

     • Active: Can be assigned to Jobs and Placements.

     • Inactive: Hidden from selection lists.

   • Address: The full address of the Location.
   • Worksite: Select Yes if employees work here.
     • Yes is required for the Location to be selectable on a Job record.
   • Bill to: Select Yes if this is the billing address.
     • If using Bullhorn One for invoicing, Yes is required for the Location to be selectable on the invoice.
   • Sold to: Select Yes if this is the hiring manager's address.
5. Click Save.

Your new Location now appears on the Company’s Locations tab and can be assigned to Jobs or Placements.

Adding Locations to Jobs and Placements

Assigning a Location to Jobs and Placements ensures consistency across records and helps keep your reporting clean.

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

1. Create or open a Job record.

2. Set the Client Company to a company that has at least one active Location.

3. The Location field will display all active Locations for that company.
   
   

   • If multiple versions exist for a location, Bullhorn selects the one with the most recent Effective Date.

   • Future-dated versions won’t appear.

4. When prompted, click Yes to auto-populate the Address field.

   • The Address will become read-only. Deselect the Location if you need to edit it manually.

5. Click Save.

When you create a Placement from this Job, the associated Location will automatically carry over.

Managing and Updating Locations

You can edit existing Locations or create new versions when an office moves or an address changes, without losing historical data.

• To edit a location: click Edit on the Edit Location page.

• To create a new version: click New Version, update the effective date and address, then Save.

Customization Options

Make Locations work for your organization by customizing how data appears and behaves.

Field Mappings

Administrators can configure which fields display on the Locations tab.

1. Go to Admin > Field Mappings.

2. Select the Location entity.

3. Adjust fields as needed.

Available custom fields include:

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

View Layout

Administrators can control how Locations appear within the Company record view.

1. Go to to Admin > View Layout.
2. Select Location as the Field Map Entity.
3. Under Default Columns, add or remove fields.
4. Click Save.

Troubleshooting Locations

If something doesn’t look right after enabling or using Locations, try these quick checks:

Issue	Possible Cause	How to Fix It
Locations tab not showing on Company records	Feature not enabled or browser cache issue	Confirm with Support that Locations is enabled. Log out and back in or clear your cache.
Location field missing on Job or Placement	Field not added to layout or Location inactive	Check View Layout and confirm the Location field is visible. Ensure the Location is Active and Worksite = Yes.
Picker not saving changes	Data mismatch	Verify that a valid Company is selected.
Locations not appearing in Mobile App	Mobile sync or View Layout issue	Refresh the app and confirm the Location field is included in View Layout for mobile.
"No create rights" error	Permissions issue	Contact Support to confirm your user has the required permissions

Frequently Asked Questions

What are Location versions?

Versions let you track changes to an address over time. For example, if an office moves from one location to another. Bullhorn automatically selects the version that’s effective on today’s date.

What’s included when Locations is turned on?

• Locations tab on Company records

• Location field on Jobs and Placements

• Version tracking for historical addresses

• Automatic address population

• Optional billing/sold-to logic in BH1 invoicing

Can I use Locations in Bullhorn Reporting (Canvas)?

Yes. Location fields are fully available for use in Bullhorn Reporting.

Where can I learn more about Locations?

Check out the Understanding Locations course in Bullhorn Launch!

Can I rename the Locations tab?

Yes, administrators can go to Admin > Entity Titles and update “Location.”

Is there an extra cost for Locations?

No. The Locations feature is available with Bullhorn at no additional cost, but must be enabled by Support.

Why can't I delete a Location?

While Location Versions can be deleted, Locations themselves can't be deleted for history and data integrity purposes. If you want to remove a Location, set it to "Inactive" to prevent it from appearing in drop-downs.