ATS v2 Mass Placements

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.

Overview

This article describes how the Mass Placement The stage that occurs after a candidate accepts a job offer and facilitates their information being copied to the back office. feature works in Bullhorn for Salesforce ATS v2 with Salesforce Lighting.

Mass Placements The stage that occurs after a candidate accepts a job offer and facilitates their information being copied to the back office. give you the ability to place and create a Closing Report 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.) for a large volume of Candidates A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. at once and can be created from the following locations:

The ATS tab
Search and Match results
Call Lists A Mass Mailing tool that's used to mass mail a list of candidates or clients

Mass Placement from the Bullhorn ATS Tab

The Bullhorn ATS tab is located on the Job A job (vacancy, position, role) is an opening for which a customer's client needs a placement. record. Clicking the Mass Placement button in the Action When used in ATS or Search and Match UI, one of multiple actions available after user has selected a sub-set of Candidates Toolbar starts the process. Mass Placement is a two step process: Selecting Candidates and Entering Data.

Selecting Candidates

You have two options to select Candidates:

Option 1: Select multiple Candidates in the Bullhorn ATS by selecting the checkboxes by the names of the desired Candidates or select all Candidates on the page using the top left checkbox. If you're in the Kanban View The main User Interface in ATSv1 (the page that opens after a job/candidate is selected and that shows buttons, stage columns, or swimlanes, and cards). One of the three UI Views in ATS v2 (the others being List View and Table View), you can also use the checkbox in the Stage column header.
- After selecting Candidates click the Mass Placement icon to open the Mass Placement pop-up window.
Option 2: To include all Candidates for a Mass Placement click the Mass Placement button without selecting any Candidates.
- Next, choose the option to Mass Place all Candidates from a particular stage. You can select more than one stage or click All.
- When you click the Mass Place button, the Mass Placement popup window appears.

After selecting Candidates click the Mass Placement icon to open the Mass Placement pop-up window.

Entering Data

The following sections appear on the Mass Placement pop-up window:

Job / Account Information
Mass Update row
Closing Report fields
List of Candidates
Save and Cancel buttons

Job / Account Information

The top section of the page can be customized to show fields from the Job or Account objects:

Admin Note

By default, the fields that can be added and removed come from the following Field Set:

Setup > Object Manager > Job > Field Sets > TR1__ATS_Mass_Placement_Job_Info

If you use custom Job record types, you may decide to use a different Field Set:

Create a Field Set against the Job object with the fields you want to include.
Navigate to Setup > Custom Metadata Types > Mass Placement Mapping.
- If there is already a record here for your custom Job record type: Click Edit and add the name of the Field Set in TR1__Job_Field_Set_Name__c:
- If there is not yet a record for your custom Job record type: Click New and populate the necessary information, including the name of the Job Field Set you want to reference at the top section of the Mass Placement page. When you're done, click Save.

Closing Report Fields

The set of fields shown on this page can be customized and depend on the data you want populated when users create Closing Reports. Different Field Sets can be created for the different Closing Report Record Types.

Admin Note

We support both the Record Types that come as part of the Bullhorn for Salesforce package, as well as custom Record Types.

To configure the Closing Report Field Set that is used on the Mass Placement page, follow these two steps:

Create a Field Set against the Closing Report object if you haven't already. This is not necessary for Consulting and Permanent Closing Report Record Types as the Related Field sets are already included the package but is necessary for custom Record Types:
- For Consulting Jobs A job (vacancy, position, role) is an opening for which a customer's client needs a placement.: Setup > Build > Create > Objects > Closing Report > Field Sets: Consulting Mass Placement.
- For Permanent Jobs: Setup > Build > Create > Objects > Closing Report > Field Sets: Permanent Mass Placement.
Navigate to Setup > Custom Metadata Type > Mass Placement Mapping and create a Custom Metadata Type record for your Record Types.

Once you have created the Custom Metadata Type record, enter the relevant Closing Report Field Set API API, or Application Programming Interface, is used by customers to create custom career portals or to take advantage of Data Mirror/DataMart. Bullhorn prefers to use REST API. name in the Closing Report Field Set Name field.

We offer the option to configure the fields on the Closing Report edit page that will be pre-populated with the values taken from corresponding Job fields (e.g. Bill Rate and Pay Rate). This configuration will apply to Closing Reports created in the Bullhorn ATS and through Mass Placement.

Navigate to Setup > Custom Metadata Types > Closing Report Mapping [Manage Records] and click New.
Create a Custom Metadata Type record for each field you want to pre-populate. Enter the API name of the Closing Report field and the API name of the corresponding Job field.

How to Enter Data

There are a few options available to you depending on the data you want to appear on Closing Reports:

Option 1 - No editing: This means all Closing Reports are created and pre-populated with values that are the same for all Candidates. Click Save All.
Option 2 - Edit or populate any of the fields and apply them to all Candidates: Click the top left checkbox to select all Candidates and the Mass Update row will become editable. Any value you enter in any of the fields in the Mass Update row will propagate to the same field for all of the selected Candidates. Click Save Selected.
Option 3 - Enter different values for the selected individual or groups of Candidates: Select the desired Candidates and enter a value in the relevant field in the top row or each individual row. Repeat this as required and click Save Selected.

You have the option to select all Candidates for a Mass Placement, regardless of the number. However, only the first 500 Candidates will be shown on the Mass Placement page.

Once the first 500 have been placed and a Closing Report has been created for each of them, they will disappear from the page and the remaining Candidates will be visible and ready to be processed. While only 500 Candidates can be processed at once, you can remain on the page to continue with the Mass Placement if several hundred need to be placed.

Mass Placement from Search and Match Results

Mass Placements can be performed from the Search and Match user interface once Candidates are displayed after a search.

Select Candidates individually from the Candidate A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. List or click the Select All checkbox.
Click the Quick Fill link from the Quick Action drop-down.

The ATS v2 data model is only supported in Search and Match if the Search and Match Provider is Textkernel.

Mass Placement from Call Lists

Mass Placement is also available from the Call List Members Related List on a Call List.

Navigate to a Call List.
Go to Call List Members to open the Call List Member page.
Click Quick Fill at the top right to open the Quick Fill page and add all Call List Member.
- If you only want to place a few Candidates, make your selection from the list of Call List Members before clicking Quick Fill.