Workflow with Bullhorn and 3DIQ - Maris

You can use the "Brandon Simmons - Maris Template" or the "Brandon Simmons - Maris Template (Pinterest & Docusign) for those companies roles specifically

• You can complete filling out the template here or you can do it once it moves into 3DIQ but you must choose a template in this step for it to show up in 3DIQ.

Once you have completed filling out your template, click "SAVE"

In Bullhorn, open the Job that you submitted the Candidate to

You may have to refresh Bullhorn if the Candidate has not had time to load here. This usually happens in 5-10 seconds.

Choose the Candidate or Candidates you want to create profiles for by selecting the checkbox next to the Candidates name and select "Create Profile"

The resume that you want to use must be saved in the Files section of the Candidate record - choose the one you want by selecting the highlighted blue text of the file name.

If you have not added the most updated (scrubbed) version of the Candidate resume, that must be done before you do this step. Navigate to the Candidate record and add a new file and Edit if needed to scrub the resume.

REMEMBER - you can edit resumes and save new versions in Bullhorn.

If you are sending this Candidate to an Account Manager for review prior to sending to the Client, enter any internal notes needed in this field.

REMEMBER: Enter the Candidate pay rate in this field!

These notes are only visible to your Account Manager - the client can't see any information entered into this box.

Ensure that you save the Internal Notes after you have completed them

Enter your Candidate "sizzle" that you want the client to see (driven by your Bullhorn template) in the Candidate Profile section. These notes are visible to the client.

Make sure to click "SAVE" after you have entered the notes.

If you need to add any attachments - do that here by expanding this section and loading the document either from Bullhorn or your Desktop

If you would like to change the feedback questions (shown to the client) by Job, click the 3 dots next to the job and select "Customize Feedback Questions"

Add/Edit Feedback Questions here - this corresponds to the Thumbs Up/Thumbs Down shown to the Client on the Candidate profile.

The clients feedback/answers here are written as a Note back into Bullhorn.

Choose "Email Account Manager" if you are sending this to someone internally for review before it goes to the Client.

Choose "Email & Log Submission" if you are sending this directly to a client or this is for Pinterest or Docusign.

If the Client Submission is for Pinterest or Docusign, you will use "Email & Log Submission" - when the Gmail window opens, just close it and copy paste the info into the Google sheet as normal.

If you chose "Email Account Manager" then this is the email that the Account Manager receives. They have the ability to either View the Candidate (preview of what the client sees) or Edit Candidate (to make adjustments and send to the client.)

The Account Manager will choose Edit Candidate to review the write up and presentation to make any needed adjustments prior to sending to the Client.

REMEMBER to add the Bill Rate in this step!

Once that is complete, they will send to the client (step below)

This sends the Candidate write-up and link to the Client.

This also creates a Client Submission for the Client in Bullhorn and moves the Candidate into that "bucket" on the Submission.

When you click "Email & Log Submission" it will automatically open your Gmail window and populate your Recruiter Notes from the Submission as well as the unique Candidate link.

It also prefills the Subject Line of your email as well.

This will send the Candidate to the Client for review

You will get a read notification each time the Candidate link has been viewed by the Client.

You will notice in this notification is a button that says "Edit Candidate" - since this is a live link, any edits you make will show to the client in real time. If you made a mistake and need to change something in the write-up or you forgot an important bullet/skill then you can add and it will appear to the client in real-time.

3DIQ is mobile friendly - you and your client can view from anywhere on any device.

The Candidate profile can be edited by the Account Manager directly from the link, no need to be in Bullhorn. However, all information updated will write back to the Candidate record in Bullhorn. 😀