Training Offerings

BULLHORN IMPLEMENTATION & CONFIGURATION

We offer the following training sessions. All are dependent upon what product(s) each client is purchasing from Bullhorn. The order of sessions varies as well, based on timing and needs.

 

USER TESTING TRAINING

  • Project based training to go over user acceptance testing process in Bullhorn

  

BULLHORN COMPREHENSIVE TRAINING

SESSION 1

  • Adding Records to Bullhorn
  • Record View & Navigation
  • Fast Find
  • Lists View
  • Mass Updates

SESSION 2

  • Job Orders
  • Submissions and Lifecycle of system
  • Tearsheets and Distribution Lists
  • Goals and Quotas (when applicable)
  • Mobile
  • Planner
  • Tasks
  • Standard Reports

 

BULLHORN ADMIN TRAINING

  • How to Add and Remove Users
  • Managing Categories and Skills
  • Merging Records and Deleting
  • Briefly discuss Field Mappings, View Layouts, and System Settings
  • Security Entitlements by User Type
  • Misc. including additional Bullhorn Reference Material and Customer Portal

  

NOTE: This call is hosted as a group training session.  Normally scheduled 1-2 weeks after Go Live week.

 

BULLHORN SALES & CRM TRAINING

  • Contacts/Companies
  • Leads
  • Leads Sales Process
  • Opportunities
  • Opportunities Sales Process
  • Dashboards for Leads & Opportunities
  • Quotas

  

NOTE: This call is hosted as a group training session.  Normally scheduled 1-2 weeks after Go Live week.

 

BBO – ONBOARDING ADMIN TRAINING

  • How to add Onboarding Documents
  • Uploading and configuring Document settings 
  • Adding fields into a Document 
  • Creating and Managing Packets 
  • Viewing Documents and Packets in Bullhorn 

 

NOTE: We train on how to build new documents. This does not include building them. This call is a recording. Should additional questions arise, we will host a 30 minute Q&A Session with the client’s Onboarding team.

 

BBO – TIME/EXPENSE AND INVOICING ADMIN TRAINING

Time + Expense:  

  • Understanding Data Flow 
  • Candidate Entry (Logging in, entering time) 
  • Approver Review (Logging in, reviewing time and reporting) 
  • Admin Review and Processing  
  • Payables Tab 

 Invoicing:  

  • Receivables Tab 

 

NOTE: Project based training to go over user acceptance testing process in Bullhorn.

 

CANVAS TRAINING + WORKSHOP

  • Creating/Adding a Report
  • Navigating Canvas
  • Building Content of Report
  • Creating Prompt Pages
  • Scheduling and Sharing Reports

 

NOTE: Normally scheduled 1-2 weeks after completion of training.

 

Bullhorn one Middle Office training

Middle Office Admin:

  • Pay/Bill Settings
  • Earn Codes
  • Job Codes
  • Tax Rules
  • Surcharges
  • Invoice Email Templates
  • Earn Code Templates

Client Billing Setup:

  •  Locations
  • Invoice Terms
  • Billing Profiles
  • Discounts
  • Client Rate Agreements

Rate Card setup:

  • Client Rate Agreement Data Flow
  • Job Rate Cards
  • Placement Rate Cards

Payable & Billable Charges:

  • Modifying & Approving Charges
  • Exporting Payables to Payroll System
  • Handling Unbillable Charges
  • Generating Invoices

Invoices:

  • Modifying & Finalizing Invoices
  • Exporting Invoices to Accounting System
  • Crediting Invoices

 

BULLHORN Time & Expense (BTE)

Admin Training

  • General Navigation
  • Modifying Timecards & Expenses
  • Expense Auditing
  • Rapid Time Entry 
  • VMS Exchange Imports

Web Time Entry (For Internal Use not for Candidates/approvers)

  • Candidate Registration
  • Candidate Web Time Entry Experience
  • Approver Web Time Entry Experience

 

ADDITIONAL OPTIONAL SERVICES:

  • Post Go live Q & A Session(s)
  • AdHoc based training session(s) – E.g., Internal New Hire training on Bullhorn ATS
  • BBO End User training