Creating Credential Requirements and Groups

Credential A record of qualification and/or clinical practices history. Example for Light Inustrial: Fork Lift Certification Example for Healthcare: Nursing License Requirements are essential qualifications that candidates must possess to be eligible for placement in a job. These can encompass a variety of necessities, such as tests, documented evidence, licenses, or certifications. To streamline the process of managing multiple requirements across different clients or facilities, Credential Requirement Groups can be utilized, allowing for efficient assignment and tracking.

Credential Requirements can be associated with various record types within Bullhorn, ensuring comprehensive coverage at each stage of the recruitment process:

• Candidates: Optional but beneficial for early qualification.
• Companies: Facilitates overarching requirements at the client level. (See Flowing Credential Requirements for details.)
• Jobs: Ensures job-specific credentials are tracked. (See Flowing Credential Requirements for details.)
• Submissions: Monitors credentials during internal evaluations.
• Placements: Confirms all necessary credentials are met before finalizing placements.

For a detailed view of all assigned Credential Requirements across candidates, job submissions, or placements, refer to Viewing Candidate Credential Information.

Adding Credential Requirements

1. From the Bullhorn Menu, select Admin > Credentials.
2. Click Add Credential.
3. Complete the following fields:
• Name: Create a credential name that is specific, but meets the greatest number of customer requirements.
  • Example: You can use Drug Screen or create very specific credentials for each version of a Drug Screen (Drug Screen w/ in 30 days of start). By creating a nuanced name it can be easier to identify what is needed for the specific job/customer.
  • NOTE: For Dynamic Match functionality, the credential name on file and placement requirement must be identical.
• Type: Type is used to identify the "bucket" the credential falls within and can signify responsible party to complete.
  • Example: Medical Documents, Facility Paperwork, Agency Paperwork, License, and/or Agency, Candidate, etc.
• State: The state(s) that requires the credential.
• Status: Utilize if a credential is in use or has been deprecated.
• Expiration Date Yes/No: Choose if an expiration date is required.
  • If you require an expiration date for your Credential Requirements, then users must populate the expiration date when matching it with a Candidate's Credential.
• Credential Groups: Allows for easier selection and assignment of many credentials at one time.
  • Example: XYZ agency minimum requirements.
• Description: Give an overview of what the credential entails.
  • This field carries over to Talent Platform and is displayed in the Talent Portal for Candidates to see and can be edited within Talent Platform.
• Additional Comments: Can be utilized for detail such as who created the credential in your system.
• Transferable: Sets a credential to be included in Dynamic Match
  • See dynamic match functionality.
4. Click Save.

To edit or delete a Credential Requirement, select the name of it and update the fields or click Delete.

Adding Credential Requirement Groups

1. From the Bullhorn Menu, select Admin > Credentials.
2. Above Add Credential, click Group.
3. Select Add Credential Group.
4. Choose a name for the Credential Requirement Group Credentials that are commonly used together and can grouped to place multiple credential requirements at a single time. If configured, these can be added to Company records and flow down to associated Jobs and Placements..
5. Select which Credentials should be added to the group.
6. Click Save.