Job Lead Details

Note: To take advantage of the features mentioned in this documentation, your Org needs to be using Package Version 7.16 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.

When a Job Lead Name of BH4SF custom object. It stores details about a Job position not yet advertised or confirmed by a potential Client. Once the Client agrees to use the recruiter's services to fill the open position, then a Job Lead can be converted into Job record. record is created, basic client A Company is the organization where the contact works. This can also be called the Client. information and job A job (vacancy, position, role) is an opening for which a customer's client needs a placement. requirements are saved. This article explains where you can find specific Job Lead A record that holds a potential relationship with a person or company. Examples: candidates, contacts, companies, jobs. Details.

Accessing the Job Lead Tab

You can access Job Leads Object. Its records store details about a Job position not yet advertised or confirmed by potential Client. Once the Client confirms, the Job Lead can be converted to Job record. from the Object Tabs Bar. A List View One of the three user Interfaces in ATS v2 (the others being Kanban View and Table View) of Recently Viewed Job Leads A record that holds a potential relationship with a person or company. Examples: candidates, contacts, companies, jobs. is displayed.

Job Lead Record

Once you have opened a Job Lead record, the detail page contains different sections:

Job Lead Details
Action When used in ATS or Search and Match UI, one of multiple actions available after user has selected a sub-set of Candidates Bar
Activity Section

Viewing Job Lead Details

To view a Job Lead in more detail, select the desired Job Leads Name.

You can also locate a specific Job Leads:

Global Search
Account Related Lists

Job Lead Key Elements

The details stored in a Job Lead record include:

Account Information
Job Lead Details
Job Description The text that contains all the information related to an open job position (responsabilities, requirements, skills, years of experience etc)

Job Lead Fields

Job Lead fields on the record are as follows:

Unique alphanumeric Job Leads Name (auto-generated)
Related Account
Job name
Job Lead Owner (e.g. the name of one of the Account Executives)
Related Contact (e.g. the Hiring Manager The person that approves/rejects Consultant's Timesheets/Expenses (usually a Client Contact, or Hiring Manager))
Job Lead Type
Job Lead Status
Lead Source
Detailed Job Description (transferred automatically to the Job record upon conversion)

Job Lead Types

Available Job Lead types are:

Consulting: Temporary position A job (vacancy, position, role) is an opening for which a customer's client needs a placement.
Permanent: Permanent position
Retained: High-level position (e.g. C-level positions A job (vacancy, position, role) is an opening for which a customer's client needs a placement.), exclusive recruiting rights

Job Lead Status

Available Job Lead statuses include:

Open: Job opportunity Potential sales to new or established customers. with client still open
Lost: Job opportunity was not be won
Converted: Job opportunity won, and the Job Lead has been converted to a Job

Job Lead Source

The Lead Source field provides information for evaluating and comparing the effectiveness of different Job boards. Your System Administrator can add a new source to the list or to set it up as a required field.

Next Steps

If you're ready to move forward with posting your Job, see Job Boards.