Bullhorn One Pay/Bill Business Process & Recommended Tools

This document outlines standard Pay & Bill activities, workflows/processes, and recommended tools for managing the process and solving issues within Bullhorn One.

This chart is primarily used during implementations, but can be used as a point of reference after go-live for common Pay & Bill activities and tools.

Switching payroll or billing systems as part of the implementation require additional activities specific to the new systems.

Category Activity Tools

Placement Approval

  • Verify placement is in BTE

  • Verify employee is in payroll provider

  • Verify Bill-to company is in financial system

  • Bullhorn Placement List View

  • Validate in payroll provider (different per payroll provider)

  • Validate in financial system (different per payroll provider)

Time Capture

  • Import VMS time and check for VMS Exchange import errors

  • Import time through Transaction Uploader and check for errors.

  • Check for BTE to BH Sync errors

  • Check for sync error details

Time Management

  • Report on Unsubmitted time

  • Report on Unapproved time

BTE Time Management Console:

Exception Reporting

Evaluate rates, hours, total amount thresholds for exceptions

Transaction Master Summary Exceptions Report

Payable Charges Review payable charges for W2 and export to Payroll provider BH1 Payable Charges List > Exporting Payable Charges (Payroll Export)

Payable Charges

Review payable charges for non-W2s and export to Accounts Payable

BH1 Payable Charges List > Exporting Payable Charges (Accounts Payable Export)

Payroll Issue Resolution

Review BH Issues list for errors (API-based integrations only)

BH1 Issues List

Payroll Reconciliation

Reconcile gross pay for W2s in BH to gross pay received in Payroll provider

Pay Export Batch Report

Payroll Reconciliation

Reconcile gross pay for non-W2s in BH to gross pay received in Accounts Payable

Pay Export Batch Report

Remaining Payroll Roll Forward

Roll remaining non-exported pay charges to the next Systematic Accounting Period

Changing Accounting Period Dates

Billable Charges

Create & Export Unbilled Revenue (if in scope)

Marking Billable Charges as Unbillable: From the BH1 Billable Charge list using actions “Create Unbilled Revenue” and “Export Unbilled Revenue”

Unbilled Revenue Reconciliation

Reconcile Unbilled Revenue (if in scope) from BH to General Ledger

Unbilled Charges Report

Billable Charges

Create Invoices

Creating Invoices from Billable Charges BH1 Billable Charge list using action “Create Invoices"

Invoicing

Review & Finalize Invoices

Finalizing Invoices: BH1 Invoice List using action “Finalize Invoices”

Invoicing

Export invoices to General Ledger

BH1 Invoice List using action “Export to General Ledger”

Invoicing Issue Resolution

Review BH Issues list for errors (API-based integrations only)

BH1 Issues List

Invoicing Reconciliation

Reconcile invoices from BH to Accounts Receivable

Invoice Register Report

Adjustment Processing

  • Time Adjustments

  • Rate Adjustments

  • Credit Reinstatement Invoices