Bullhorn is a fantastic tool that helps keep us organized and on task. It gives us the opportunity to check on our clients, candidates, tear sheets, task lists, and so much more. But you already knew that. However, did you know that you can create shortcuts in the Bullhorn “bowling alley” (the left-hand start-up menu) to quickly access all of this data? This little trick will save you a lot of time and make using Bullhorn even easier. Here’s how to customize your bowling alley to streamline your day.

Step 1: Press Preferences

First of all, after you log into Bullhorn, and press Menu. Once you have the Menu pulled up, press preferences at the bottom of your screen.

Step 2: Start-up Screens

Once you are in the preferences, scroll down to “Start-up Screens.” This is where you will type in the different shortcuts you want in your bowling alley. Type the fields slowly and when they auto-populate, click them. In this example, I have added Contact list and Submission List to be added to my bowling alley.

Once you’ve added all the fields you would like in your bowling alley, press “save” at the bottom of the screen.

Step 3: Log out of Bullhorn

Once your start-up screen additions have been saved, log out of Bullhorn and log back in. Once you log back in, these new start-up screen fields will be in your Bullhorn bowling alley, as you can see below.

Step 4: Add Filters and Customize Fields

Once you have you start-up fields customize in the bowling alley, you can add filters and customize the fields to your liking. When you close Bullhorn, your progress is always saved, so you shouldn’ have to customize these fields again! And just like that, your Bullhorn is customized to save your valuable time throughout the day.

Adding notes in Bullhorn is an essential way to retain and know details about all of the interactions you have with candidates and clients. It’s a way to stay organized, trace your steps, and know when and where conversations happened. As we enter 2019, it’s imperative we all pay more attention to the tools we have that will help us be successful. Notes are an important part of this conscious change, and here’s how we can implement them better!

Note Email Notifications

Emailing notes is a great way to keep someone on your team in the loop when something changes with a candidate! It will include the note action, who the note is about, the update, as well as share the whole note. Here is what it will look like:

Using this tool will help you stay organized and feel more prepared throughout the recruiting process.

Tagging Records Within Notes

Tagging is a great way to link back to other records you have within Bullhorn. Whether it’s a name, phone number, ID all you have to do is write out the following in the note: @[record name] or @[record phone number] or @[record ID]. When you tag a record, it will automatically be added as an Additional Reference. This then is turned into a hyperlink that will open into a new Bullhorn tab when clicked.

How to Recover a Note You Were Working on

It happens to the best of us! We accidentally close out of our tab or all of a sudden, our internet browser crashes. Well, good news! Bullhorn automatically saves notes you started in draft mode. So, if you were working on it, just head to your drafts and you should be able to locate it. But be careful. Bullhorn will only keep your note drafts if you create them in the note tab NOT the preview slideout.

Hopefully, this month’s Bullhorn tips have been helpful and we look forward to seeing these tips in action this new year!