Configure Dynamic Form Completion Using Home Location

The Bullhorn Talent Platform can automatically populate company and location details on required forms based on a candidate’s Home Location A branch of the Company, which can be customized with a logo and brand colors. This dynamic functionality ensures that each form displays the correct legal entity and address, reducing errors and saving time when managing workers across multiple sites / business lines.

Common Reasons You Might Configure Dynamic Form Completion

• You manage candidates or employees across multiple work sites.

• You need company name and address fields to populate automatically on forms.

• You want forms to reflect updates when a candidate’s Home Location changes.

• You need to ensure forms display the correct Employer Identification Number (EIN).

• You want to streamline onboarding or compliance document completion.

Configure Location Information

You’ll first need to define how Home Location address information is stored and linked to.

Add Sender Prop Fields to Forms

Forms use PROP fields that automatically pull data from the candidate’s assigned Home Location record.

The available fields are:

• PROP:address1

• PROP:address2

• PROP:city

• PROP:company_name

• PROP:dba_names

• PROP:fein

• PROP:legal_name

• PROP:main_email

• PROP:main_phone

• PROP:state

• PROP:zip

Verify Dynamic Form Updates

The Talent Platform immediately reflects Home Location changes on pending forms.

If a recruiter later updates the candidate’s Home Location to Summer Street, the form updates automatically.

To confirm the update:

1. Update the candidate’s Home Location either in the ATS or under the edit button on the candidate profile in Talent Platform and Save.

2. Refresh the candidate profile.

3. Reopen or refresh the form, you’ll now see the new company name and address for the updated form fields.

This ensures forms always show the correct company name and address, even if assignments change mid-process.

Related Settings and Configuration Notes

These configuration details are not required for setup but help ensure consistent and predictable behavior across your environment.

Workflow Manager: Require Applicant Home Location Assignment

A key system setting determines whether Home Location assignment is mandatory for applicants.

• If enabled: Applicants must have a Home Location assigned before form generation.

• If disabled: The system defaults to the Primary Location when no Home Location exists on the applicant record.

Navigation:Configuration > Settings > System Settings > Workflow Manager The internal (Recruiter) experience of Onboarding Talent Platform

Setting name: Require Applicant (or Candidate or Talent) Customer talent - the person applying or hired for the job Home Location Assignment

Enabling this ensures that all dynamic forms consistently display correct and complete location information.

Form Setup: “Use Location Info” Option

When creating or editing a form, there’s a Use Location Info drop-down that determines which record source the form should use to pull location data.

• Options include:

  • Never - Do not use location information.

  • Always - Always use location information from a specified source.

  • When has own EIN - Use location information only if the entity has its own Employer Identification Number (EIN).

  • Use Placement The relationship between a hiring organization, Job opportunity, and a Candidate; describes an employee’s potential or current job within an organization Location - Use information from the location associated with a placement.

  • Applicant - Use information from the applicant's home location.

• If none is selected, the form defaults to the Primary Location.

• Choosing the correct source helps ensure forms reflect the right address and entity when multiple records exist.

Troubleshooting

The form still shows the old location information

• Make sure the candidate’s Home Location is updated and saved before reopening the form.

• Confirm that the form’s PROP fields are correctly mapped to pull data from the Home Location record.

The form doesn’t populate any address or company name

• Verify that the Home Location record contains complete address and company data.

• Ensure the Use Location Info drop-down is set to the correct record type.

• If no location is defined, the form will default to the Primary Location.

FAQs

What happens if a candidate changes locations mid-onboarding?

The forms automatically update to display the new location information once the candidate’s profile is updated and saved.

Do all locations need a unique EIN?

Typically yes, though some organizations use shared EINs as long as they differ from the corporate EIN the home location can be leveraged to populating forms based on differing EIN numbers.

Can this functionality be used for non-address data?

Yes, any data stored at the Home Location level can be dynamically pulled into configured forms.

Do I need to reissue forms after updating the Home Location?

No, as long as the form remains in a pending state, the updates display automatically.