2013 RELEASE / S RELEASE COMPARISON GUIDE CONFIGURATION NAVIGATION APPLICATION AREA IN BULLHORN 2013 IN BULLHORN S

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1 2013 RELEASE / S RELEASE COMPARISON GUIDE CONFIGURATION Browser Support Computer Support NAVIGATION Internet Explorer PC Menus Row of entity menus across the top of the page Chrome, Firefox, Safari (Mac), and Internet Explorer PC and Mac Single pop-out menu above the left navigation pane with entity icons Fast Add Above the left navigation pane, below the fast find Above the pop-out menu, to the right of the fast find

2 NAVIGATION (CONT.) Fast Find Located above the menu bar, to the left of the Bullhorn logo Located above the pop-out menu, between the Bullhorn logo and the Fast Add Hyperlinks Clicking a record link in Bullhorn (on list views, search results, etc.) opens the quick pick list; where you then select the action to take Selecting a record link automatically opens the record To view s associated with a candidate or a contact, you would navigate to their Activity tab and expand the Messages section. Users accessed message templates from the Desktop menu To view s associated with a candidate or a contact, you navigate to their Activity tab and expand the section. Users now access message templates from the Message Templates drop-down on the Compose a Message screen

3 SEARCHING AND LISTS General Search location in several separate search fields: address, city, state, zip code, country Separate pages for search and list views Saved Queries only saved search criteria Only one instance of a field could be searched at a time Searching Notes: limited to only search content within notes, from the Keywords field as well as Date Last Note, from Add Additional Criteria To find a person or department in the Owner drop-down, you could either type the first letter of that value, or just scroll until you found it. Additionally, you could only view one user or department s record at a time Search location in the combined Address field (searches all) Combined list and search views Saved Queries save search criteria and column layouts You can add fields via Additional Criteria more than once, allowing you to include some values and not others Searching Notes: The Note Author, Note Action, Note Date Added, and Note Comments fields can be used as additional criteria in searches making them more powerful and precise To find a person or department in the Users drop-down, you can start typing that value in the little filter at the top. You can aslo view multiple users / departments records at a time Candidates Users could add / remove / re-arrange columns, but could not save separate layouts Users could select check boxes above the Keyword search field to specify which parts of the candidate record to search Users must specify where to use using the Additional Criteria fields; keywords field is hard-coded

4 SEARCHING AND LISTS (CONT.) Contacts / Companies Search contacts and companies on a combined search page users; only configurable by adminitrators You could filter records on the list view using the Quick Search Separate search pages for contacts and companies Jobs Placements Submissions users; only configurable by administrators You could filter records on the list view using the Quick Search users; only configurable by administrators You could filter records on the list view using the Quick Search No check boxes; no mass actions (e.g. no easy way to quickly mass a group of candidates or contacts on a placement) No separate Submissions search page To obtain a list of all candidates submitted to a job within a specified date range, on the Submissions List, you could use the quick search to filter by Submitted By and Date Added users; only configurable by administrators You could filter records on the list view using the Quick Search use them to alternate between Same check boxes and applicable mass actions as all the other lists Full-fledged, keyword / Boolean-supported search To obtain a list of all candidates submitted to a job within a specified date range, from the Submissions Search, search by Added By and then filter by the Date Added column Web Responses Separate lists for Job and Candidate responses One list (Submissions); filter the list by selecting Web Response from the Status column. You can now save this list as a favorite and call it Web Responses for easy access

5 SEARCHING AND LISTS (CONT.) Tasks No great way to prioritize tasks by importance (other than due date) In order to see a task s description, you would click the expand arrow for the task s row To add a note to a contact or candidate associated with a task, you would click the person s name on the list view and from the Quick Pick list, select Add Note New Priority column; allows you to categorize tasks as low, normal, or high In order to see a task s description, you must open the task record You can easily add a note to contact or candidate associated with a task from the References tab on the preview slideout Admin List views had what we called an expanded view. This is what was visible when you clicked the purple expand arrow on the left side of the page. The expanded view was divided into three sections: left, middle, and right, and pulled its values from the List Expanded Left, List Expanded Center, and List Expanded Right sections of the respective View Layout entity Except for the Candidate List, which end users could customize, all column layouts were solely defined by the administrator via the List Row section The columns on the Candidate Tearsheet list were defined by the Candidate List entity in Field Mappings The expanded view has been replaced with the Details tab on the preview slideout which pulls its field values from the Slideout Details (previously the List Expanded Left) section of the View Layout. The List Expanded Center, and List Expanded Right sections are no longer used Administrators can still define the default column layout for list views via the Default Columns section, but users can override the layouts (and create multiple layouts) for their own accounts The columns on the Candidate Tearsheet list are defined by the Candidate entity in View Layout

6 RECORD MANAGEMENT Contacts & Companies A company could not exist without a contact and vice versa To add a new contact and a new company together, you would start creating the contact first and then add the company from the Add Contact screen A company can now exist on its own; however, a contact must still be added against a company To add a new contact and a new company together, you must first create the company, save it, and then add the contact from the company record Candidates To parse a resume that is saved on your network or desktop, you would upload it or copy and paste the text into the resume wizard To parse a resume that is saved on your network or desktop, you could upload it or copy and paste the text into the resume wizard, or you can drag and drop it into the dropzone widget Jobs To update a submission, on the job record s Activity tab, you would click the expand arrow to the left of Submissions. To delete submission history, you would then click the expand arrow to the left of the submission s row and click the trash can icon To update and/or delete submission history, on the job record s Activity tab, click the expand arrow to the left of Submissions and then click the expand arrow to the left of the submission s row

7 RECORD MANAGEMENT (CONT.) Record Preview To preview a record s data on a list view or fast find results, users could either click the record s name (not jobs or placements) and select View Quick Info, or click the expand arrow to the left of their name To preview a record s data on a list view or fast find results, users can click the binoculars to the left of the person, company, job, or placement s name Quick Edits Exporting Data To quickly edit a record s data from a list view, users could either click the person, job, or company s name and select View Quick Info All data must be exported from Export CSV page. All data exported into a standard CSV format; no control over the columns or data that displayed Access to export data was controlled by a menu entitlement To quickly edit a record s data from the list view, simply click the value to change and enter the new value in the modal window (in-line editing). This action is controlled by a user entitlement You can export candidates, contacts, companies, jobs, placements, and submissions directly from each respective list view. Simply filter the data and arrange the columns to display what you would like to export, select the check boxes to the left of the records to export (or select the check box to the left of the column headers to select all records), and from the Selected drop-down, under Export As, select CSV As this is no longer controlled via a menu option, action entitlements for exporting each entity now exist