Bullhorn Update Recruiter Dashboard Sales Dashboard Workflow Keep

Bullhorn Update

Recruiter Dashboard

Sales Dashboard

Workflow

Keep Candidate status updated New Lead (defaulted), Phone Screened, Innerviewed, Passive, Active, On Assignment, Offer Pending, Placed, Lifecycle Former, DNU, Archive, Approved*. A Placement must have an approved status prior to placement.

Prescreen Document all the information that establishes your ownership of the candidate. This is how we document the results of a Morgan Innerview. Documenting this is how your receive credit for it. “Pre-Screen” Action triggers the workflow icon. Job reference field can document positions you have spoken to the candidate about

Scheduling an Internal Innerview

Tagged Attendees get email/Appointment invitation Location connects with email/google calendar Job reference is just for documentation Description rolls into both email and calendar appointment

Internally Submitting a candidate Comment box can be used to convey information about the candidate to the client rep

All further actions are via Job ->Activity->Internal Submissions

Scheduling Candidate Appointments with Client New internal submission status must match the appointment type (next) Only send this to ONE client Contact More fields for any notes

Attendees automatically get email/calendar invites Again, type must match previous screen Scheduled workflows icons do not trigger until the event time Description transfers to the email/calendar invite, along with location (if used) Must save appointment to activate workflow process

Candidate email Internal Email (either candidate or job owner? Client Contact Email