Adding a New Location Version
Overview
Locations may evolve over time. When a location changes, you can create a new version of the existing location that better suits your needs. This allows you to add another version of the location without changing the associated Billing Profile, Jobs and/or Placements while keeping a historical record of the old location.
This articles guides you through the steps for adding a new Location version. See Editing Locations for other options on editing an existing Location.
Before You Begin
You must have the appropriate action entitlements in order to create or edit Location versions. Please contact Bullhorn Support to review and adjust your action entitlements.
Multiple Versions
If you wish to manage past or future dated Location versions you can select the version from the dropdown menu toward the upper-right corner.
- You may only have access to delete certain versions based on your user entitlements.
- Add Location Version allows users to add new version after
the latest effective-dated version.
- Example: In the picture above, this user can add a new version dated after the 08/01/ version.
- Manage Current Location Version allows users to edit the current version of a Location, including changing the effective date to a future date and add future versions.
- Manage Future Location Version allows users add a new version
after the current version.
- Example: In the picture above, a user with this entitlement can add a new version as long as the effective date is after the current version dated 06/06/2019.
- Manage Historical Location Version allows users to add a new location version with any effective date, past, present, or future.
Steps
- On the company record, select the Locations tab.
- Select an existing Location record you wish to edit.
-
Edit Location page, select New Version.
- This will create a copy of the Location without an effective date. Billing Specialists may update the effective date based on their user entitlements.
- Update the rest of the location information as needed.
- Select Save to confirm your changes.