Credentialing Overview

Credentialing in Bullhorn helps ensure that every candidate meets the qualifications required for their job. Whether your organization uses Bullhorn ATS alone or combines it with Automation and/or Talent Platform, the credentialing process adapts to fit your setup.

This guide provides a high-level overview of how credentialing works across Bullhorn’s products and helps you understand what applies to your configuration. You can explore the workflow that matches your system to see how credentials flow from setup → job → placement → candidate delivery.

How Credentialing Works at a High Level

Credentialing follows the same basic life-cycle in every Bullhorn environment:

1. Create System Credentials: Define the licenses, documents, tests, or compliance items a candidate must meet.

2. Assign Requirements: Add them to Companies, Jobs, Submissions, or Placements.

3. Collect Candidate Credentials: Candidates submit proof, either manually or through automation and Talent Platform.

4. Match Credentials to Requirements: This can be manual or automatically handled through Dynamic Match.

5. Track Progress & Compliance: View statuses, expirations, missing items, and progress toward placement readiness.

You may complete these steps manually, automatically, or through a mix depending on which Bullhorn products your organization uses.

Choose Your Bullhorn Setup

Select the workflow that matches the products your organization uses:

ATS Only

Credentialing is fully managed inside ATS with manual assignment, updates, and tracking.

View ATS-Only Credentialing Workflow

ATS + Automation

Credentialing is manually created and assigned in ATS, while Bullhorn Automation handles:

• automated requirement assignment

• automated expiration reminders

• automated notifications

View ATS + Automation Credentialing Workflow

ATS + Talent Platform

Credentialing setup occurs in ATS, while Talent Platform handles:

• collecting credentials

• delivering required credential forms

• syncing data to ATS

View ATS + Talent Platform Credentialing Workflow

ATS + Automation + Talent Platform (Full Ecosystem)

End-to-end credentialing:

• assignment

• collection

• matching

• maintenance.

This is the most automated and streamlined experience.

View Full Ecosystem Credentialing Workflow

Putting It All Together: The Credentialing Lifecycle

Here is the credentialing process summarized from start to finish:

1. Requirements are created in ATS

   • Company → Job → Placement The relationship between a hiring organization, Job opportunity, and a Candidate; describes an employee’s potential or current job within an organization

2. Requirements are delivered via Automation

   • Credential A record of qualification and/or clinical practices history. Example for Light Inustrial: Fork Lift Certification Example for Healthcare: Nursing License tasks sent automatically to candidates

3. Candidates complete items in Talent Platform

   • Forms, uploads, checklists, and more

4. Credentialing teams manage compliance

   • Compliance Manager displays everything in one centralized view

Key Takeaways

• The core credentialing concepts remain the same across all Bullhorn products.

• Additional modules (Automation, Talent Platform) enhance collection and compliance processes but do not replace ATS credential setup.

• Your exact workflow depends on the products you use and every setup works, it just works differently.

• You can transition from manual to automated processes at any time.