Job ATS v1: Actions Toolbar

Note: To take advantage of the features mentioned in this documentation, your Org needs to be using (Undefined variable: bh4SFVersions.Latest Package Version) or newer. See Release Notes for more details about which features were introduced in each release. If you would like to upgrade to the current release, contact Bullhorn for Salesforce Support.

This article applies to ATS v1s using the ATS v1 data model only.

Overview

The Actions Toolbar shows along the top of the ATS v1 screen. This toolbar will help you manage CandidatesClosed A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. as they move through the recruiting process for a JobClosed A job (vacancy, position, role) is an opening for which a customer's client needs a placement.. This article shows you how to use the toolbar.

Toolbar Buttons

Quick Add

Select the Quick Add icon in the Actions toolbar to add a CandidateClosed A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. to the Job.

  1. Click the button to open the Quick Add window.
  2. Choose a Candidate from the drop-down list and pick a Stage for the Candidate.
    • The Select Candidate dropdown shows the Candidate’s Email and Account.
  3. Finally, click the blue + Quick Add button on the pop up window.

Unselect All

When more than one candidate checkbox is marked on the Candidate cards, click the Unselect All icon to clear all checkboxes that have been marked.

Show/Hide Search

Click the Show/Hide Search icon to search for a Candidate Name card. Type the candidate name and enter. The Candidate Name card opens. Click the Show/Hide Search button again to hide.

Mass Action

Mass ActionClosed When used in ATS or Search and Match UI, one of multiple actions available after user has selected a sub-set of Candidates allows you to move multiple candidates at one time. You can either mark the checkboxes near the candidate’s name or select all candidates in a column by using the column checkbox. Candidates in different stages can be selected. Select the Mass Action dropdown arrow and choose an option.

Some of the drop-down menu options might be disabled depending on your selection. If candidates in different stages are selected, you will only be able to move forward to the most advanced stage. For example, if you select a Candidate in ApplicationClosed First stage of Job placement flow (Application> Submittal>Interview>Offer> Placement) and one in Send OutClosed The third Stage of Job application flow. This is when the recruiter sets up a job interview between Candidate and Client., the menu will only have Move To OfferClosed The fourth Stage of Job application flow. This is when the candidate is offered the position (details about salary, locations etc are shared and candidate decides if he wants to take the job)/ Move to Closing ReportClosed Fifth Stage of Job placement flow, a Candidate that reaches the Closing Report Placement stage has been assigned to a job. In BH4SF, a 'Closing Report' is a record that captures all the information related to the newly filled position (name of Candidate, position, salary, start date, which recruiter gets credit for the hire etc.) enabled.

Reject Selected

You can reject the candidate and keep the Candidate record. There are two ways to reject the candidate: click the x on the Candidate card or mark the Candidate checkbox and click the Reject Selected icon .

In the Reject Candidates popup window, type the reason for rejection in the Notes field and click the Reject button. The bar on the Candidate Name card turns red.

To undo the reject, click the Undo Reject icon on the Candidate card. In the Reject Candidates popup window, type the reason in the Notes field and click the Undo Reject button. The bar on the Candidate Name card turns green.

Add to Call List

The Add to Call List provides the following options:

Add to an Existing Call List

Mark the checkbox on the Candidate card(s) and click the Add to Call List icon . In the popup window, select the Call List Name dropdown arrow and select a call list name. Click the Add ContactsClosed A contact (or client contact) is the person who the recruiter is working with at a Company. In Talent Rover a Contact can be either a Client Contact or a Candidate Contact. Both types of Contacts are stored in the same object (Contact). button.

Create a New Call List

Mark the checkbox on the Candidate card(s) and click the Add to Call List button. In the popup window, enter the name of the new call list in the Call List Name field. Click the new name confirmation message "Not found! Click to Add" and verify that the new call list name is correct.

Select the Call List Record Type in the Record Type drop-down. Then, click the Add Contacts button to create the new call list.

Schedule Interview

Schedule InterviewClosed The third Stage of Job application flow. This is when the recruiter sets up a job interview between Candidate and Client. can quickly schedule an interview without having to drag-and-drop a Candidate card to the Send Out stage. Mark the checkbox on the Candidate card and click the Schedule InterviewClosed The third Stage of Job application flow. This is when the recruiter sets up a job interview between Candidate and Client. icon . The New Send Out Schedule data entry page displays.

Filter

Filter the Candidate cards to view All, Active, or Rejected. Click the Filter icon and select an option.

Switch to Candidate Bullhorn ATS or Exit From Bullhorn ATS

Use this button to switch to the Candidate ATS v1 or Exit the Bullhorn ATS.

The Exit from Bullhorn ATS option is only visible if you are using Classic. In Lighting, the ATS v1 page shows the Bullhorn for Salesforce tabs on top so users can navigate away by clicking the desired tab.