Planner

Overview

The Planner is your central hub for viewing and managing all appointments scheduled in Bullhorn, and it's automatically available to all Bullhorn customers. It allows you to easily switch between views, such as weekly or monthly, and quickly access or edit your appointments as needed. Planner displays attendee records and any related references. Any Candidate, Contact, Lead, Opportunity, or Job associated with an appointment will display, giving you a complete view of all related information in one place.

Important appointment details regarding 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 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 View.

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 the Add button. When creating an appointment from your email (outside the ATS), only the first seven attendees will appear in the Planner.

You need to fill out applicable references, such as a candidate/contact/vacancy/etc., in the appointment to have it appear in Planner.