Planner

The Planner is the go to reference for all appointments scheduled using Bullhorn and is automatically enabled for all Bullhorn customers. You can easily see multiple views such as weekly versus monthly, as well as quickly access and edit your appointments when you need to.

Which appointments appear on my Planner?

Appointments that appear under Related Appointments on a given record's Activity tab are displayed.
The Planner respects all data restrictions you already have in place. If a user cannot see appointments for a particular department on the activity tab in a record, that user cannot see the appointment on the Planner.
Appointments must include an external candidate or contact in order to appear on your Planner

Using the Planner

The planner is available under your main menu. The planner defaults a Monthly view and you must select a day to display the appointments scheduled.

From the monthly view, all relevant information for the appointment will display. To review or edit the appointment select

Filtering Appointments

There are multiple ways to filter your appointments. All filters appear along the top right of the Planner.

Type - You can filter by Appointment Type for specific appointment types.
- The options in this list mirror the System Setting scheduleTypeList so if you'd like more options, please have your Admin update your System Settings.
Users - Allows you to filter by Users or Groups.
- Depending on your individual Bullhorn settings you may only be able to see Groups (Departments) that you are part of. If you would like to see additional groups, please contact your Bullhorn Admin.
Month / Week / Day - Filters the view by the corresponding groups of time.
- Weeks and Days will only display 7AM - 7PM. To review appointments outside traditional work hours, please use the Month view and select a day by clicking on it.
List - Displays all appointments scheduled in a running list view.
- The list view will display the current week you were previously viewing before you toggled to the list view.
- Scroll your mouse wheel down to load dates in the future.
- Scroll your mouse wheel down and then up to load dates in the past.

Adding an Appointment

If you have the ability to add appointments, you can do so using

Note: You will need to fill out applicable references, such as a candidate/contact/vacancy/etc., in the appointment in order for it to appear in Planner.