Bullhorn One Packaged Offerings Resource

Agency Level Setup includes all information set up for your entire agency, not client by client.

• Chart of Accounts

• Legal Business Entities

• Earn Codes

• Invoice Terms (sometimes referred to as Payment Terms)

• Workers' Comp Codes

• Job Codes (sometimes referred to as Occupational Codes)

• Billing Calendars

• Taxes, Discounts, and Surcharges

• Email Invoice Templates

• Time & Labor Rules

• Systematic Accounting Period

• Overtime and Double Time Pay and Bill Rate Calculations

Company Workflows include information set up at the Company / Client level that flows down to other records.

• Adding a Company Record & Critical Pay & Bill Data on the Company Record

• Contacts

• Jobs

• Understanding Locations

• Understanding Invoice Terms

• Understanding Billing Profiles

• Discount Uses Cases and Calculations

• Shift Differential

• Understanding Purchase Orders

• Understanding CRFs

• Client Rate Agreements

Use the links in this section to explore documentation related to Leads & Opportunities.

• Dashboard Cards

• Adding a Lead

• Converting a Lead

• Adding an Opportunity

• Converting an Opportunity

Use the links in the this section to explore documentation related to Candidates & Submittals.

• Adding a Candidate Record

• Internal Submissions

• Client Submissions

• Taxes

• Pay Method UI

Bullhorn OnePlacement sync from ATS to Bullhorn Time & Expense (BTE). Learn more about the data shared between systems below.

• Placement Sync Criteria: ATS to BTE

• Placement Rate Cards

• Per Diem Setup

• Bullhorn One Change Requests Overview and Common Questions

• Creating a Placement Rate Card Change Request

Time is tracked in Bullhorn Time & Expense before flowing over to ATS. Learn more about BTE below.

• Time Capture Methods for Bullhorn One Customers

• Time Management Console (TMC)

• Clocks

• Web Time Entry Employees

• Approvers & Managers

Learn more about the Bullhorn One Pay Process below.

• Pay Workflow

• Timesheets

• Expenses

• Exporting Payable Charges

• Greenshades Integration: Payroll

Learn more about the Bullhorn One Invoicing Process below.

• Billable Charge Workflow

• Invoicing Workflow

• Specialized Billing Options

• Creating Invoices from Billable Charges

• Finalizing Invoices

Learn more about Pay & Bill adjustments and the process for each type.

• Adjustment Process

• Adjustment Best Practices

• Adjusting Timesheets

• Adjustments to Invoice Statements

Bullhorn One has robust reporting capabilities from ATS, Middle Office and BTE.

• Standard Front Office Reporting

• Middle Office Bullhorn Reporting (formerly Canvas)

• BTE Reporting

Talent Platform is Bullhorn One's standard Onboarding functionality. Use Talent Platform to get applicants to work faster through automated processes and more.

• Onboarding Workflows

• Forms & Packages

• E-Verify & E-9

Increase productivity, achieve more effective communication, and improve the accuracy of your data through automated workflows, processes, and communication with Bullhorn Automation.

• Automation Essentials

• Automation Building & Use Cases

• Steps Overview

• Notifications

Use Bullhorn Analytics to achieve highly scalable growth by simplifying complex reporting and delivering desk-level insights to every recruiter.

• Analytics Editions Matrix

• Analytics OneView

• Dashboards

• Analytics With Bullhorn ATS/CRM

Eliminate your reliance on manual data entry , save time, and increase productivity with Bullhorn VMS Sync.

• Default Mapping

• VMS Rules & Best Practices