Automation Steps Overview

Add Billable Charge

Only available for Bullhorn Time & Expense (BTE) or Bullhorn One (BH1) customers.

Automatically creates billable charges for placements.

Example: You want to apply Perm Fee Billable Charges to placements automatically.

Add Branch

Allows you to take different automated actions on various list criteria without having to build multiple automations.

Example: To tailor an email to contacts based on the Category listed on their ATS profile, you'd set the branch step to say: If the contacts in the main list match Category 1, send them through Branch 1. If they match Category 2, send them through Branch 2, etc.

Add Note

Automatically adds a note to the record in the ATS. The Note Author will show up as the Bullhorn Automation API User.

Example: To track emails sent from Bullhorn Automation in the ATS, add an Add Note step after every Send Email step. This will add a note to the record for each Automation Email step they complete.

Add Questions

Only available for Bullhorn Automation Amplify Edition.

Automatically generates screening questions for job records. These questions can be used by the Screening engagement to help evaluate candidates for a specific job.

Add Task

Creates a task for the Candidate or Contact Owner in the ATS. The due date and time of the task will be the date and time the record completed the Add Task step.

Example: Use this step to assign follow-up tasks when a record completes a specific automation step. For example, after a candidate submits a survey, a task is created for their owner to review the results.

Add Wait

Allows you to control the timing of automated actions by setting delays in minutes, hours, days, or weeks. This step determines the duration records are held before proceeding to the next automation step.

Example: If sending multiple communications to a candidate (e.g. a welcome email and a follow up email), adding a wait step between emails ensures that they aren’t all sent at once.

End Automation

Allows you to remove people from an automation once they have completed all steps. This step is not always required and may not be necessary.

Example: The End step is useful for campaigns that have a specific start and end, such as a six week sales campaign.

Enrich

Only available for Bullhorn Automation Amplify Edition.

Allows you to trigger AI-powered actions at scale by leveraging Bullhorn AI Assistant. You can use this step to automate tasks such as generating candidate profile summaries, improving job descriptions, and filling in missing data fields like position titles.

Example: You want to automatically create candidate profile summaries for newly added candidates.

Match Candidates

Only available for Bullhorn Automation Enterprise or Amplify Editions.

Automatically matches candidates from your ATS to jobs by leveraging Bullhorn's AI-powered matching capabilities. You can configure how candidates are matched based on key criteria, and you have the option to automatically create a submission in Bullhorn.

Example: You want to find the top 25 candidates with a status of "Active" and a location within 50 miles of the job.

Onboarding365

Only available for Onboarding365 customers.

Allows you to send out (or cancel) onboarding information to a candidate via Onboarding365. Steps can be added for notifications if the onboarding fails.

Example: You want to automate canceling an onboarding process when a placement is canceled.

Onboarding Talent Platform

Only available for Talent Platform customers.

Allows you to initiate onboarding workflows via Talent Platform. You can include packages and forms, set alerts when they are completed by the candidate, set an expiration for the workflow, and determine next steps on a failed request.

Example: You want to automate the sending of Talent Platform-specific forms and packages once an interview is scheduled.

Send Email

Automatically sends an email to contacts or candidates.

Send Text

Accounts enabled for texting can use the Send Text option to automatically send a text message (SMS) to contacts or candidates.

Send Engagement

Allows you to send a survey, chat, or screening engagement* to a specific audience via email or text message.

*Screening engagement only available with Bullhorn Automation Amplify Edition.

Send Notification

Allows you to send email notifications to members of your internal team.

Update [ENTITY]

Updates a field on an ATS record. There are some basic fields available by default, but any custom fields can be added.

The type of record that can be updated depends on the entity of the Automation. See Update Step for more information.

Update Credential

Updates a job's credential requirements. The update types supported are:

• Add Credential A record of qualification and/or clinical practices history. Example for Light Inustrial: Fork Lift Certification Example for Healthcare: Nursing License Requirement
• Replace Credential Requirement
• Clear Specific Credential Requirements
• Clear All Credential Requirements