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Matching Credentials With Credential Requirements

Managing candidate credentials effectively is important for ensuring compliance and making informed hiring decisions. Bullhorn provides tools to help you match candidate credentials with the specific credential requirements of a job. This guide walks you through the process.

Compliance Manager is the preferred location for managing credentials for placements.

This article outlines the steps for manual matching. For automatic matching, see Dynamic Match.

Steps

These steps cover the Credential RequirementClosed Requirement a Candidate needs to be placed in a Job (e.g., a test, documentation evidence, or license) list as that’s the centralized location to view all CredentialClosed A record of qualification and/or clinical practices history. Example for Light Inustrial: Fork Lift Certification Example for Healthcare: Nursing License Requirements in your system, regardless of status, that are tied to Candidates, Job Submissions, and Placements.

You’re also able to match Credentials with Credential Requirements using the Credentials tab on Candidate records and in the Compliance Manager DashboardClosed The Compliance Manager Dashboard is a centralized location for storing, tracking, and sharing candidate credential information. This feature streamlines the credentialing process that allows Credentialing Specialists to keep track of the requirements needed for candidates to start a placement and quickly identify areas of non-compliance in a single area of the ATS..

  1. From the Bullhorn menu, navigate to Menu > Credential Requirements.
    • You can filter this list, add additional columns, and save favorite searches to run them at a later time.
  2. Locate a Credential Requirement that has not been matched with a Credential.
  3. Click the binoculars icon to open the slideout.
  4. Click within the Candidate Credential field, select the necessary Credential, and click Save.
    • If you accidentally match the wrong Credential, click the binoculars icon to open the slideout and click the X next to the Candidate Credential field.