Submitting a Candidate to a Contact (Client Submission)

Bullhorn refers to this step as the "client submission," also known as a sendout or CV sent. As with the internal submission, start this step from the job record.

Notes:

  • After you complete this step, Bullhorn automatically changes the candidate's submission status to Client Submission. For more information, see Updating a Candidate's Submission Status.

  • If you're sending a candidate to several contacts at the same company, change the email's message type from Mass Mailing to Normal first. Bullhorn logs a separate submission for each contact in the To field, so switching to Normal reveals a CC field for the additional contacts. Keep the contact from the job record in the To field. Switching to Normal also disables the tracking device.

  • If you skipped the internal submission step, on the job record, open the Select an Action drop-down and select Add Client Submission, then select the candidate(s) to submit and click Next. Skip ahead to step 4 below.

Submit a Candidate to a Contact

  1. On the job record, select the Submissions tab.

  2. Expand Submission.

  3. Check the box to the left of the candidate to submit.

  4. Select Move.

  5. Select Client Submission.

  6. Select the check box to the left of the file you want to attach.

  7. Click Compose Email.

  8. In the Subject field, type the subject of the email (for example, Resume for candidate Jamie Smith).

  9. In the Message field, type your message.

  10. Verify the following before sending, to make sure the client submission logs properly:

    • The contact from the job record displays in the To field.

    • The candidate's resume displays in the Attachments field.

    • The job displays in the Job Reference field.

    • The Yes radio button is selected in the Log as Client Submission field.

    • The candidate's name displays in the Candidate Reference field.

  11. Click Send.

Delete a Client Submission

Deleting a client submission does not un-send the email to the contact. If you submitted the wrong candidate, email the contact to let them know about the error.

  1. On the job record, click the Submissions tab.

  2. Expand Client Submission.

  3. Click the Actions drop-down to the left of the client submission to delete.

  4. Select Delete.

  5. Click Delete on the confirmation screen.

  6. Back on the Submissions tab, expand Submissions.

  7. Change the submission status of the candidate back to Internally Submitted.