Then grab the BH ID# for that WRONG record, go back to the WRONG record in Prism, and enter the BHID# into the Employee Number field under the Work tab. …and then punch that email into BH to find the Bullhorn record for the WRONG PERSON. Then grab the email address off of the WRONG PERSON: This will return a record for the WRONG person: Take the BHID# of the RIGHT person with the jammed placement and punch into the search bar in Prism. Start by finding the Bullhorn ID number (BHID#) for the RIGHT candidate on the placement you are trying to sync. In an effort to simplify this guide, the SA who has the jammed placement will be referred to as the RIGHT person/record and the record that is causing the sync error will be referred to as the WRONG person/record. This one is simple to fix but can be a bit confusing to wrap one’s head around. Then un-check the circle next to the task that needs to be re-opened If a task is marked as completed mistakenly, the creator of the task or Branch Manager can reopen the task by going to the Activity Tab in the Candidate record. Service Coordinators are unable to mark tasks as completed that were entered by others. Please ensure that you select the proper file type for the document that you are uploading. If a file needs to be attached for SSN Verifications, Drug Screens, Background Checks, and Client Specific Paperwork upload the file to the Candidate’s files tab. There are now matching entries in the Recent Notes and Open Tasks sections ** LEAVE Visibility as PUBLIC otherwise your co-workers will not be able to see the task. The task will automatically close itself on that data and time. ** Due DATE for Background Checks should be set 6 months out from when the check was completed. The task will automatically close itself on that date and time. ** DUE DATE for Drug Screens should be set 30 calendar days out from when the drug screen was completed. ** DUE DATES for SSN verifications and Client Specific Paperwork has no expiration date. Select a Type (for this example SSN Match)Ĭhange Due Date (for this example as there is no expiration date to ) The subject will automatically populate, and your Comments from the Note will also populate. ** DO NOT SELECT “YES” to Copy Note, leave as “NO” Select an Action (SSN Match for this example). **The type of Drug Screen (4-panel, 5-panel, etc.) and Background Check (IDOC, OTIS, National, etc.) MUST be specified in the Comments along with the results How To Add Notes and Tasks for SSN Verifications, Drug Screens, Background Checks, and Client Specific Paperwork to a Candidate RecordĪccess the candidate record and click Add under the Recent Notes cardĪdd a text into the Comments section of the Note. Navigate to the candidate’s file tab and confirm that there is an I-9 present and compliant. Inside of Bullhorn, type in the candidate ID to pull the candidate up. These are the only two columns that you need. Column E has their candidate IDs for easier access to the record. Column D (Candidate Name) contains the list of the employees that need to have their I-9s checked. Unselect all columns except Candidate ID, then click OKĪfter Excel has removed the duplicates, only your unique values will remain. When the file opens, click the “Data” tab and select “Remove Duplicates” When prompted click the downloaded file to open it Once the report is complete, click the download report button and download in 2007 Excel format. Scroll down and select your branch and then click “Finish” Select the date range of the first full week, then click “Next” (if you click “Finish” the report will run for the entire company for the selected date range) Select Run “Payroll/billing report (pay rate, bill rate, and mark up)” How to check all active I-9s for the first full week of billing: In cell AF2 type in the following formula: =IF(AC2=””,AD2/U2,AE2/V2) then click the lower righthand corner of the cell to copy the formula all of the way down the sheet In cell AE2 type in the following formula: =AD2/AC2 then double click the lower righthand corner of the cell to copy the formula all of the way down the sheet Label your first new column “Bill Rate” and the second column “Mark Up” Then insert two columns between column AD (labeled Bill Amount) and column AE (labeled Pre Invoice ID). Hold your mouse over the lower righthand corner of the cell and double click so that the formula copies to the bottom of the sheet In cell V2 enter the following formula: =U2/T2 Scroll down on the next page and select your branch, then click FinishĪfter it loads, download the report in Excel 2007 DataĪdd a column between column U (labeled Pay Amount) and column V (labeled Billable Charge ID) and label it Pay Rate Open the report in Canvas for the date range that you want to see, then click Next How to add Pay Rate, Bill Rate, and Mark up Percent to the Trans Master Sum v4-Branch report:
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