Margin Calculator

This application supports both Bullhorn ATS and Bullhorn One users.

The Margin Calculator application allows you to perform calculations to determine the margin for a candidate submitted to a job. The calculations are performed on the Margin Calculator tab on the Job record. Data is pulled from both the Job record, the submitted Candidate record, GSA per diem rates and travel standards, and certain fields are editable to show how different rates and values affect the margin.

This is part of a suite of applications designed to enhance Bullhorn functionality and deliver efficiency savings through reducing clicks. The Margin Calculator application is configurable within Bullhorn ATS and enables you to calculate margins easily and effectively.

Enabling the Margin Calculator

You must be live on a Bullhorn ATS or Bullhorn One system and have paid for the configuration of the application. This will include the enablement of the feature and access to the Margin Calculator Admin UI for a limited number of Users for further Margin Calculator configuration.

Please contact your Bullhorn representative for further information.

The Margin Calculator is not integrated with Middle Office.

Configuring the Margin Calculator

Margin Calculator is a configurable application that has its own Admin UI within Bullhorn ATS. Navigate to the Margin Calculator Configuration application by selecting Admin > Margin Calculator from your Bullhorn ATS Menu. Here you are able to edit Field Maps, Additional Costs, and Application Settings.

Field Maps Tab

The Margin Calculator configuration has its own Field Maps tab, allowing you to edit and hide predefined fields associated with the Margin Calculator tab on the Job record. Expand the section below to learn about the options under each field map setting.

  • Field Name: The name of the field. This is not editable.
  • Label: How the field name appears on the record.
  • Section: The section the field appears on in the Margin Calculator.
  • Editable: Indicates if the field is editable or not.
  • Required for Draft: Choosing Yes make this makes the field required. Users will not be able to save without filling out this field.
  • Required For Placement: If Yes is selected, this indicates that the field must be filled out before a placement can be submitted.
  • Hidden: If Yes is selected, the field will not be visible on the record.
  • Default: The default value populated into the field.
  • Section Sort Order: Impacts the field order in reference to other fields around it.
  • Hint: Text displayed within the field until data is entered.
  • Date Last Modified: This field auto-populates upon saving.
  • Last Modified By: This field auto-populates upon saving.

Additional Costs Tab

The Additional Costs tab allows you to set up additional costs associated with a placement that would impact the margin calculations. Expand the section below to learn about the Additional Costs settings.

Additional Costs Example: An additional set hourly cost of $1.50 to be applied to every assignment in West Virginia.
  • Cost Name: Pick a unique title for the Additional Cost.
  • Status: Indicates if the Additional Cost is Active or Inactive.
  • Frequency: The frequency at which the cost is applied. Choose from One-Time, Hourly, Weekly, or Monthly.
  • Calculation Method: The method used in the calculations. Choose between Dollar or Percent.
  • Calculation Based On: Only applicable if the Calculation Method is Percent. Choose from Bill Rate or Pay Rate.
  • Apply To: The entities the Additional Cost is applied to. Choose from All Assignments, Category, Specialty, Job Code, State, Job Track or Company. Depending on the value chosen, an additional field will populate to define application specifics.
  • Default: Set the default amount you want to apply.
  • Editable: Yes or No. If you set it to No, then only user types detailed in the Elevated User Role section will have the ability to edit this Additional Cost. If it is set to Yes, anyone can edit it.
  • Date Last Modified: This field auto-populates upon saving.
  • Last Modified By: This field auto-populates upon saving.

Application Settings Tab

The Application Settings tab stores the following additional system-wide options.

Global Settings

Apply minimum and maximum targets for your gross margin percentage. If the gross margin is outside of the range after being calculated, a warning message will display and you can take action from there.

Benefit Election Options

Specify different thresholds of benefits. Once these are set up, they'll populate automatically on the Gross Margin Calculator as drop down options.

Elevated User Role

Set up user types with special permissions. For example you could set up a specific user type to be able to edit Additional Costs.

Adding a Margin Calculation Record

  1. Navigate to the Job.
  2. Click the Margin Calculator tab.
  3. Click the Add Margin Calculation Record button to open a new Margin Calculator screen.
  4. Some fields pre-populate from the Job record. Review the fields before continuing.

  5. On the Candidate Info card, add a candidate into the Candidate field. Additional fields will pull over from the Candidate record.
  6. Fill out any other applicable blank fields. As you enter information, the cards at the top of the screen will calculate the following information in real time: Gross Margin %, Weekly Gross Margin $, Estimated Weekly Spread, Estimated Weekly Net Pay.

    • Estimated Weekly Net Pay is calculated with the formula [totalPay]/[durationWeeks]*(1-[candidateTaxRate])

      In this example, the candidate would be paid 25 USD an hour for 40 hours per week. The assignment is only one week long and there is no Candidate Tax Rate. The system automatically plugs in the numbers to the formula: ($25)*(40 hours)/(1 week)*(1-0 candidate tax rate). Then the total is displayed in the Estimated Weekly Net Pay card at the top of the screen: $1000.

  7. Add any Additional Costs by clicking the Add Additional Cost button at the bottom of the page.
  8. When you are done adding information, click Save.

After saving, your Margin Calculation record will show up on the Margin Calculator tab in a table format with any other calculations that have been created. Here you can compare the calculations at a glace and Edit or Archive individual records through the Actions drop down button.