Tonic HQ
Building your staffing business through process and technology

Training Offerings

Training Offerings

All Clients get Sessions 1 - 3. Everything else is dependent upon what all they purchase from Bullhorn. The order of session varies as well, based on timing and needs of each Client.

Bullhorn Comprehensive Training

Session 1
(1.5 hours)

  1. Adding Records to Bullhorn
  2. Record View & Navigation
  3. Fast Find
  4. Lists
  5. Submissions

Session 2
(1.5 hours)

  1. Job Orders and Lifecycle of system
  2. Tearsheets and Distribution Lists
  3. Goals and Quotas
  4. Mobile
  5. Planner
  6. Tasks
  7. Standard Reports

Bullhorn Admin Training

Session 3
(1.5 hours)

  1. How to Add & Remove Users
  2. Managing Categories & Skills
  3. Managing Workers Comp Codes (if applicable)
  4. Mass Updates
  5. Merging Records and Deleting
  6. Standard Reports
  7. User Activity Report
  8. Security Entitlements by User Type
  9. Misc. including additional Bullhorn Reference Material and Customer Portal
  10. Briefly discuss Field Mappings, View Layouts, and System Settings

Bullhorn Sales & CRM Training

Session 4
(1 hour)

  1. Contacts/Companies
  2. Leads
  3. Leads Sales Process
  4. Opportunities
  5. Opportunities Sales Process
  6. Dashboards for Leads & Opportunities
  7. Quotas

BBO - Admin Training

Session 5
(1 hour)

  1. How to add Onboarding Documents
  2. Managing User Accounts for BBO
  3. Time & Expense
    Note: We train them on how to build new documents, but do not include building them for them.

BBO - End User Training

Session 6
(1 hour)

  1. Onboarding
  2. Time & Expense
  3. Invoices

Canvas Training

Session 7
(1 hour)

  1. Creating/Adding a Report
  2. Navigating Canvas
  3. Building Content of Report
  4. Creating Prompt Pages
  5. Scheduling and Sharing Reports