Enabling Customer Required Fields

Customer Required Fields (CRF) are used to track custom data points against time worked and use those data points to manage invoice presentation. CRFs can be configured per Company to ensure you are able to meet the specific needs of each client. CRFs are also configured at the Placement to ensure that each Placement/Candidate has the specific set of options to select from during time entry without needing to filter through options that are not applicable to them or the work they are performing.

Value Added

• Billing Specialists: Ability to Split, Group, and Summarize invoices by CRF data, providing more flexibility during invoicing and better customer service for your customers. Customer Required Fields can also be tracked through financial reporting.
• Recruiters: Streamline Placement management by tracking up to 50 CRFs and their options on a single Placement.
• Candidates: Categorize work performed when entering time.

Customer Required Fields must be enabled to use Purchase Orders. See Purchase Orders for more information.

Enabling Customer Required Fields

You must be a Bullhorn One customer using the newest version of the Bullhorn Time & Expense Web Time Entry User Interface to use Customer Required Fields.

CRFs can be enabled at the Company level, starting with the Placement level.

Each CRF appears on a users' timesheet as a free text field or a unique list of values they can choose from when entering their time. These values are then displayed on the invoice. Customer Required Fields must be enabled in Bullhorn ATS and Bullhorn Time & Expense to function properly.

Bullhorn ATS Enablement

Contact Bullhorn Support to enable Customer Required Fields in Bullhorn ATS for your users.

Bullhorn Time & Expense Enablement

In order to use CRF’s, you must be using the newest Bullhorn Time & Expense Web Time Entry User Interface: Employee Portal V2. Contact your Account Manager to enable the newest Web Time Entry version.

Role Updates

When using CRFs, users' roles in Bullhorn Time & Expense need to be updated. If you do not have access to update roles, contact your supervisor or Bullhorn Support

1. From inside Bullhorn Time & Expense, select Maintenance > Administration.
2. Click Roles.
3. Open the Role you need to update.
4. Select the appropriate level of access, listed below:

   Setting	Level of Access	Description
   Time Card Screen > Allow CRF Edit	No Access (Default)	The CRF tabs will be hidden and the fields will not be viewable to these users.
   	View Only	Users will be able to see the CRF tabs and fields, but they will not be able to add/edit data.
   	View/Edit	Users will be able to view the CRF tabs and fields as well as add/edit data.