Creating Packages in Classic Package Manager

The tool for grouping Forms into Packages is now available, that offers enhanced features like advanced search and improved package management tools. To enable the updated Package

A group of Forms grouped together based on Location, Client, or other internal design that can be assigned as a single Task Manager, please reach out to Bullhorn Support.

Note: This article covers the features and functionality of the Classic Package Manager.

A package is a collection of forms that Talent Platform compiles into one folder for the candidate and admin. One form can be included in multiple packages if necessary. Packages may be made available to specific locations or globally to all candidates.

Within a package, forms can be re-ordered, removed, configured, or viewed. Any edits made to a package will only apply to packages sent out after the changes were made; previously sent packages will not be affected.

From the Main Menu, select Configuration > Packages
Click the green plus (+) icon to create a new package
Enter a name for the package and click OK
A folder displays in the Packages section, showing the name of the package and the number of forms in it.
To add forms into the package:
- From the Package Manager menu, select the type of form, then drag the form(s) into the package, or
- Open the package and then drag and drop the desired forms into the package from the left menu.
Update the fields at the top of the open package:
- Calendar Icon: Number of days the candidate has to complete the package
  - Candidates receive automated reminders every 48 hours until they complete the package. BH Onboarding users can also resend the notification at any point by clicking Resend on the candidate’s list of Onboarding Requests
- Envelope Icon: Add the email address(es) of anyone to send notification to the selected recipient and the original package sender when the candidate completes and signs their package
  - Separate addresses with a comma and no spaces between commas and addresses.
- Sign Independently: Select for the candidate to complete and sign the package independently of any other packages

Forms are displayed in the order they were added to the package, not in alphabetical order. To reorder the forms, open the package and drag the forms to the desired order, starting left to right, top to bottom.