Navigating Through a Record

There are several ways to quickly view, edit, update, and take action on your records directly within the record view.

This article focuses on navigating a Candidate record, but the same principles apply to all other entities.

Record Navigation

1. Internet Search Icons

Clicking the Google or LinkedIn icons on a Candidate record to run a search for the Candidate’s name in each platform.

Clicking the Google Maps icon searches for the address listed on the Candidate’s record.

On a Job record, clicking the LinkedIn icon opens LinkedIn in a new browser tab and automatically searches for jobs with the same title as the one in your Bullhorn ATS.

2. Record Tabs

The tabs at the top of each record allow you to view, edit, add, and delete information.

Any updates you make here are reflected in the Overview tab and can be searched or filtered in your list views.

For more information on customizing your tabs, see Adjusting the Record Layout

 

3. Workflow Icons

The workflow icons at the top of the record indicate whether a Candidate is currently in or has previously been in any workflow stage.

Click a highlighted workflow icon to open the Submission/Shortlist tab.

Here, you can view details such as the Company, Contact, or Job linked to the Candidate, as well as their current workflow stage.

 

4. Binoculars

Click the Binocular icon to open a slide-out preview of the Candidate’s Notes card.

From this preview, you can use the Actions drop-down to edit or delete the note without navigating to the Notes tab.

5. Actions Drop Down

The Actions drop-down menu lets you take a variety of actions directly from the record, including:

  • Sending an email to the Candidate

  • Adding Notes or Tasks

  • Scheduling an Appointment

  • Sending the Candidate’s resume to a Contact