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Submitting a Candidate to a Contact (Client Submission)

Referred to in Bullhorn as the "client submission" (also often called a sendout or CV sent), as with the internal submission, you should initiate this step from the job record.

If there are several contacts at a single company you wish to send a candidate to, you must change the message type of the email from Mass Mailing to Normal. This is because Bullhorn logs a separate submission for each contact listed in the To field. Upon changing the message type to Normal, a CC field displays that you can use for the additional contacts. However, the contact on the job must remain in the To field. Please note that changing the Message Type to Normal also disables the tracking device.

If you accidentally submit the wrong candidate to a contact, you can delete the client submission record from Bullhorn. Please note that deleting a client submission does not un-send the client submission email to the contact. You should email the contact again to let them know of the error.

After this step, Bullhorn automatically changes the candidate's submission status to Client Submission. For more about candidate submission statuses, view the Updating a Candidate's Submission Status article.

Note: If you’ve skipped the internal submission step, on the job record, from the Select an Action drop-down, select Add Client Submission and then select the candidate(s) to submit and click Next. Then proceed to step 4 below.

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To Submit a Candidate to a Contact

1. On the job record, select the Submissions tab.
   • S-Release: Click the Activity tab.

   

2. Expand Submission.
3. Check the box to the left of the candidate to internally submit.
4. Select Move.
5. Select Client Submission.
   
   
   • The following section only applies to S-Release:
     • S-Release: To submit a single candidate, expand the internal submission and click Client Submission.
       
     • S-Release: To submit multiple candidates at once, select the check boxes to the left of the internal submissions and from the Selected drop-down, select Add Client Submission.
       
6. Select the check box to the left of the file you want to attach.
   • If the candidate does not have a resume attached to their record, you can create one using Bullhorn’s standard resume feature.
7. Click Compose Email.
   
8. In the Subject field, type the subject of the email (e.g., Resume for candidate Jamie Smith).
9. In the Message field, type the contents of your message.
10. Verify the following to ensure the client submission logs properly:
    • In the To field, the contact on the job displays.
    • In the Attachments field, the candidate's resume displays.
    • In the Job Reference field, the job displays.
    • The Log as Client Submission field, the Yes radio button is selected.
    • In the Candidate Reference field, the candidate's name displays.
11. Click Send.

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To Delete a Client Submission

1. On the job record, click the Submissions tab.
   • S-Release: Click the Activity tab.

   

2. Expand Client Submission.
3. Click on 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 appropriate candidate back to Internally Submitted.
   • The following section only applies to S-Release:
     • Expand the submission whose history to delete (the same one as in step 3).
     • Click the X icon to the left of the history to delete.
       
     • Click OK.