Workflow System Settings
Workflow system settings control how users within your organization interact with applicants, jobs, and notes in the WFM admin interface in Bullhorn Talent Platform. Use these settings to set role-based controls, interface preferences, and access rules that streamline recruiting workflows and keep data consistent.
Control How Users Create and Manage Applicants
These Workflow system settings control how users add applicants, which fields they must complete, and which applicant communication buttons appear in WFM.
Stop Users from Manually Creating Applicants (Disable Add Applicant)
The Disable Add Applicant
(or Candidate or Talent) Customer talent - the person applying or hired for the job setting prevents users from manually creating new applicant records in WFM. When the setting is on, WFM removes the + Add Applicant button from the interface.
Use Disable Add Applicant to enforce that all applicants enter the system through the public Career Portal.
Require a Branch or Location for Every New Applicant (Require Home Location Assignment)
The Require Home Location
A branch of the Company, which can be customized with a logo and brand colors Assignment setting requires that every new applicant is assigned to a specific branch or location when the applicant profile is created.
Use Require Home Location Assignment for location-based workflows or branch-specific compliance and reporting.
Prevent Incomplete Applicant Records (Enforce Collection of Required Fields)
The Enforce Collection of Required Fields setting requires users to complete all required fields when they create or edit an applicant record.
Use Enforce Collection of Required Fields to keep data entry consistent and avoid incomplete applicant records.
Limit Recruiter-Triggered Welcome Emails (Hide "Resend Welcome Email" Button)
The Hide "Resend Welcome Email" Button setting removes the button that resends the welcome email from the applicant details page.
Use Hide "Resend Welcome Email" Button to limit recruiter-triggered communications to applicants.
Turn Off the Finish Profile Alert Button (Hide "Finish Profile" Alert Button)
The Hide "Finish Profile
The Applicant’s self-service ability to add or update information about themselves (e.g., job preferences, references, education, work history)" Alert Button setting disables the alert button that prompts an applicant to complete the applicant profile.
Remove the Send Password Reset Option from Applicant Profiles (Hide "Send Password Reset" Button)
The Hide "Send Password Reset" Button setting removes the option to trigger a password reset from within the applicant profile.
Control Job Editing, Branch Access, and Display Preferences
These Workflow system settings control who can create and edit jobs in WFM, which tabs appear in applicant profiles, how users are restricted by branch, and how WFM displays provinces and pay terms.
Let Users Create and Edit Jobs in WFM (Enable Jobs Editor)
The Enable Jobs Editor setting grants users access to the Jobs Editor tool in WFM. With the Jobs Editor, users can create, edit, and remove job postings.
Use Enable Jobs Editor if your team manages job content in WFM instead of through ATS sync.
Show Job Preferences in Applicant Profiles (Enable Job Preferences Tab)
The Enable Job Preferences Tab setting displays the Job Preferences tab in applicant profiles.
Use Enable Job Preferences Tab to match applicants with roles based on their preferences and availability.
Keep Users Within Their Assigned Branch (Enable Branch Security)
The Enable Branch Security setting restricts non-admin users from changing the branch filter in the WFM interface.
Use Enable Branch Security to make sure users only access applicants within their assigned branch or location.
Show Canadian Provinces at the Top of State and Province Lists (Show Canadian Provinces First)
The Show Canadian Provinces First setting displays Canadian provinces at the top of state and province drop-down menus in WFM. This is a convenience setting for Canadian clients.
Display Hourly Rate Instead of Wage (Show Hourly Rate Instead of Wage)
The Show Hourly Rate Instead of Wage setting changes all references from "Wage" to "Hourly Rate" throughout the WFM interface.
Control Applicant Notes, Search, and Exports
These Workflow system settings control how many recruiter notes appear in applicant profiles and whether WFM uses the updated applicant search, export, and company search features.
Limit How Many Recent Notes Appear in Applicant Profiles (Recent Notes Display Limit)
The Recent Notes Display Limit setting defines how many of the most recent recruiter notes WFM displays in the applicant profile.
Use Recent Notes Display Limit to control the length of the notes section and prevent clutter.
All notes stay in Talent Platform and do not sync back to the candidate record on the ATS.
Turn On the Updated Applicant Search (Enable Next-Gen Advanced Search for Applicants)
The Enable Next-Gen Advanced Search for Applicants setting activates the new advanced search interface for applicants in WFM. The new search provides more powerful filtering and segmentation options.
Enable Next-Gen Advanced Search for Applicants for all clients.
Turn On the Updated Applicant Export (Enable Next-Gen Export Functionality)
The Enable Next-Gen Export Functionality setting enables the updated export capabilities in the applicant list view. Use the updated export for bulk data exports for reporting or offline review.
Enable Next-Gen Export Functionality for all clients.
Search Across Multiple Companies in the Company Field (Enable Company Typeahead Upgrade)
The Enable Company Typeahead Upgrade setting activates an enhanced search feature for company fields, which provides faster and more accurate results.
Enable Company Typeahead Upgrade only for clients that have multiple instances of Talent Platform and need to search for each company they are assigned to in the drop-down menu.
Workflow System Settings Reference Table
Use this table to look up each Workflow system setting by name, find the backend key that support and implementation teams use to identify the setting, and review a one-line description of what the setting does.
|
Setting Name |
Key |
Description |
|---|---|---|
|
Disable Add Applicant |
disable_add_applicant |
Prevents manual creation of applicants |
|
Require Home Location Assignment |
require_home_location |
Makes home location mandatory |
|
Enforce Collection of Required Fields |
enforce_applicant_req_fields |
Prevents saving incomplete applicant records |
|
Hide "Resend Welcome Email" Button |
hide_resend_welcome |
Removes the resend welcome email button from the applicant details page |
|
Hide "Finish Profile" Alert Button |
Hide_finish_profile_alert |
Disables the alert button that prompts an applicant to complete a profile |
|
Hide "Send Password Reset" Button |
Hide_password_reset |
Removes the password reset option from the applicant profile |
|
Enable Jobs Editor |
enable_jobs_editor |
Allows editing and creating job postings in WFM |
|
Enable Job Preferences Tab |
enable_job_preferences_tab |
Shows job preferences in applicant profiles |
|
Enable Branch Security |
enable_branch_security |
Restricts users from changing location filters |
|
Show Canadian Provinces First |
Show_canadian_provinces_first |
Lists Canadian provinces first in state and province drop-down menus |
|
Show Hourly Rate Instead of Wage |
show_hourly_rate |
Replaces "Wage" with "Hourly Rate" |
|
Recent Notes Display Limit |
recent_notes_display_limit |
Sets how many notes show by default |
|
Enable Next-Gen Advanced Search for Applicants |
enable_applicant_search |
Enables updated applicant search interface |
|
Enable Next-Gen Export Functionality |
enable_core_api_applicant_export |
Allows exports from the applicant list view |
|
Enable Company Typeahead Upgrade |
Enable_company_typeahead_upgrade |
Enables enhanced search for company fields |