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. 

 

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. 

 

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