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 then assigned to Jobs and Placements to ensure that each Job and 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.
Customer Required Fields must be enabled to use Purchase Orders. See Purchase Orders for more information.
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 and to function properly.
Enablement
Contact Bullhorn Support to enable Customer Required Fields in for your users.
Enablement
CRF's can be used with Web Time Entry (WTE), the BTE Transaction Uploader, and Clock placements.
- Clock Placements: You must assign a default CRF to Clock placements, as they are not able to select their own CRFs on the Clock interface. For additional information on assigning Default CRFs, see Assigning CRFs to Placements.
- WTE Placements: You must be using the newest Web Time Entry User Interface: Employee Portal V2. Contact your Account Manager to enable the newest WTE version.
Role Updates
When using CRFs, users' roles in need to be updated. If you do not have access to update roles, contact your supervisor or Bullhorn Support.
- From inside , select Maintenance > Administration.
- Click Roles.
- Open the Role you need to update.
- 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.