ATS v1: Related Jobs

Related Jobs help you reuse research from previous executive searches when you receive a new assignment with similar requirements. When you have already invested time identifying strong candidates A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. for a past CTO search at a fintech company A Company is the organization where the contact works. This can also be called the Client., you can link that completed search to a new CTO opening at a similar firm. This gives your team immediate access to candidate A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. research that is still relevant, significantly reducing the time needed to identify qualified candidates for the new search.

By linking similar jobs together, you create a network of related searches that your recruiters can reference to quickly find candidates who were previously identified as strong matches for comparable roles.

Common Scenarios for Using Related Jobs

You might need this feature if you:

• Receive a new CFO search at a technology company and want to reference candidates from a similar past CFO search
• Need to quickly identify candidates for a new search without starting your research from scratch
• Want to track which past searches are similar to your current open position for candidate sourcing
• Have multiple searches in the same industry or function and want to link them together for reference
• Need to preserve research connections between completed and active searches
• Want your recruiting team to easily find past similar searches when planning their candidate outreach
• Work on multiple searches for the same client A Company is the organization where the contact works. This can also be called the Client. or industry vertical and want to track relationships between assignments

How Related Jobs Work

Related Jobs create connections between a primary job (the master job you are currently working on) and other jobs (related jobs) that share similar characteristics. You can add related jobs individually or select multiple jobs at once from list views, and track the research status for each related job connection.

Link Similar Jobs Together

When you create a Related Job record, you establish a connection between two jobs. This connection appears on the master job record, giving your recruiting team visibility into which past or concurrent searches have relevant candidate research.

A Related Job record includes:

• Master Job: The primary job you are currently working on or planning
• Related Job: A different job (completed or active) that has similar requirements or candidate profiles
• Status: Track whether you have started, are in progress, or have completed reviewing the related job for candidate leads A record that holds a potential relationship with a person or company. Examples: candidates, contacts, companies, jobs.

The Status field helps you track whether your team has reviewed candidates from each related job. Out of the box, the available statuses are:

• Research Not Started: You identified the related job but have not yet reviewed its candidates
• Research In Progress: Your team is actively reviewing candidates from this related job
• Research Completed: You finished reviewing this related job for relevant candidates

Administrators can customize the Status picklist to match your firm's workflow.

Add Related Jobs to Your Searches

You can create Related Job connections in two ways, depending on whether you are starting from a single job or want to link multiple jobs at once.

From an Individual Job Record:

• Open the job record that will be your master job (the one you are currently working on)
• Click the Add Related Job button
• Search for and select the job you want to link as a related job
• Set the research status if desired
• Save the record
• The Related Jobs Related List updates to show the connection

From Job List Views (Multiple Jobs):

• Navigate to a Job List View One of the three user Interfaces in ATS v2 (the others being Kanban View and Table View)
• Select multiple jobs that are similar to each other
• Click the Add Related Jobs button
• In the modal, search for and select the master job these should be related to
• Click Save
• All selected jobs appear as Related Jobs on the master job record

This bulk approach is useful when you have multiple past searches in the same industry or function and want to quickly link them all to a new search.

View and Use Related Job Connections

Once you create Related Job records, they appear on the master job in the Related Jobs Related List. Your recruiting team can see at a glance which past searches have relevant candidates and what the research status is for each connection.

The Related Jobs Related List shows:

• The name and details of each related job
• The research status for that connection
• Quick access to open the related job and view its candidates

This makes it easy for recruiters to identify which past searches to review when sourcing candidates for a new assignment.

Configuration Steps

Follow these steps to enable Related Jobs in your Bullhorn for Salesforce org. You must be a Salesforce administrator to complete these configuration tasks.

Step 1: Assign Permission Set to Users

1. Go to Setup > Permission Sets
2. Find and open the Related Job User In Salesforce terminology, this is anybody that has login access to an instance. In Bullhorn Recruitment Cloud instances, usually the staff of recruiting companies permission set
3. Click Manage Assignments
4. Add all users who need to create and view Related Jobs
5. Save your changes

Step 2: Add Add Related Jobs Button to Job List Views

1. Go to Setup > Object Manager > Job > List View Button Layout
2. Click Edit next to the List View layout
3. In the Custom Buttons section, add Add Related Jobs to the Selected Buttons column
4. Save your changes

Step 3: Add Add Related Job Component to Job Page Layouts

1. Go to Setup > Object Manager > Job > Page Layouts
2. Edit the relevant Job page layout
3. Add the Add Related Job Lightning Web Component to the layout
4. Save your changes

Step 4: Add Related Jobs Related List to Job Page Layouts

1. Go to Setup > Object Manager > Job > Page Layouts
2. Edit the relevant Job page layout
3. Add the Related Jobs Related List to the layout
4. Select which fields to display (recommended: Related Job name, Status)
5. Important: Remove the standard New button from the Related List as it does not include the custom logic needed for Related Jobs functionality
6. Save your changes

Step 5: Configure Related Jobs Limit

1. Go to Setup > Custom Settings > Executive Search
2. Locate the Related Jobs Limit field
3. Enter the maximum number of jobs users can select at once from list views when creating Related Jobs (default is 80)
4. Save your changes

Step 6: Configure Generic Lookup

1. Ensure Generic Lookup is configured for your org
2. This component is required for the Related Job lookup functionality in the Add Related Job modal
3. Contact Bullhorn Support if you need assistance configuring Generic Lookup

Troubleshooting

If the Add Related Jobs button does not appear on Job List Views

Check that you added the button to the Job List View Button Layout (Setup > Object Manager > Job > List View Button Layout). Make sure the button is in the Selected Buttons column, not the Available Buttons column.

If the Add Related Job button or component does not appear on Job records

Verify that you added the Add Related Job Lightning Web Component to your Job page layout (Setup > Object Manager > Job > Page Layouts). Also confirm that you assigned the Related Job User permission set to your user account and refreshed your browser.

If the Related Jobs Related List does not appear on Job records

Check that you added the Related Jobs Related List to your Job page layout (Setup > Object Manager > Job > Page Layouts). Remember to remove the standard New button from the related list to avoid confusion.

If you cannot select multiple jobs from a list view

Check the Related Jobs Limit value in Setup > Custom Settings > Executive Search. If you are trying to select more jobs than the limit allows, reduce your selection or increase the limit. The default limit is 80 jobs.

If Generic Lookup is not working in the Related Job modal

Contact Bullhorn Support to verify Generic Lookup is properly configured for your org. The Related Job lookup depends on Generic Lookup for searching and selecting jobs.

If you need to customize the Status picklist values

Go to Setup > Object Manager > Related Job > Fields & Relationships > Status, then edit the picklist values to match your firm's workflow. You can add stages like Candidates Contacted, Reviewing Applications, or any other status that fits your process.

If Related Jobs are not showing candidates when you open them

Related Jobs create a connection between job records but do not automatically display candidates. Click on the related job name to open that job record, where you can view its candidates in the standard candidate list or ATS view.

If you want to remove a Related Job connection

Delete the Related Job record from the Related Jobs Related List on the master job. This removes the connection but does not delete either job record—it only removes the link between them.

Frequently Asked Questions

What makes two jobs related?

You decide which jobs are related based on your firm's criteria. Common factors include similar job titles, same industry, comparable seniority levels, overlapping skill requirements, or same client. Related Jobs do not automatically link based on any criteria—you manually create connections between jobs you determine are similar enough to share candidate research.

Can a job be related to multiple other jobs?

Yes. A master job can have many related jobs linked to it. For example, a new VP of Engineering search might be related to five past VP of Engineering searches at similar companies A Company is the organization where the contact works. This can also be called the Client.. Create a Related Job record for each connection.

Is the relationship bidirectional?

No. Related Jobs create a one-way connection from the related job to the master job. If you want Job A and Job B to reference each other, you need to create two Related Job records: one linking Job B to Job A as master, and another linking Job A to Job B as master.

Can I link jobs that are still open or only completed jobs?

You can link any jobs regardless of status—open, closed, filled, or cancelled. Some firms link concurrent searches to share candidate research in real-time, while others only link to completed searches for reference.

Does creating a Related Job automatically share candidates between jobs?

No. Related Jobs only create a reference connection between job records. To move or copy candidates between jobs, you still need to use standard Bullhorn for Salesforce candidate management features like Add to Other Job or similar functionality.

Can I report on which jobs are most frequently used as related jobs?

Yes. Create a report on the Related Job object and group by Related Job to see which jobs appear most frequently as sources of candidate research. This can help identify your highest-value past searches.