Creating a New Placement

Overview

This article contains information on how to manually create a new placement record in Bullhorn Back Office / Onboarding.

Note: If you are connected with Bullhorn ATS, it is recommended that you create all new placement records in the ATS and have the records in Back Office / Onboarding setup via integration.

Steps

Navigate to the Placements tab.
Select Add.
In the Add Placement popup, add the following information:
- Search for and select the Branch associated with the employee.
- Search for and select the Employee name.
- Enter in an End Date, if necessary.
Select to continue to the placement record.
At a minimum, the following required fields need to be completed to finish setting up a placement record:
- Company - Search for and select the company where the employee will be working.
- Department - This is the billing contact or client contact associated with the company.
- Department Start Date - For billing contacts, this determines when invoices are sent to that contact.
- Title - This is the name of the placement.
Select to create the placement record.

Recommended Fields

The steps provided above are the minimum requirements for creating a placement record. Depending on your needs, you may need to have additional information included on the record as well. The following sections call out important fields to consider when creating a placement.