RC's: Checking for Duplicates & Creating a Contact in Bullhorn
BS

Brandon Simmons

Created Jan 31, 2023

RC's: Checking for Duplicates & Creating a Contact in Bullhorn

RC Process for creation of Contacts in Bullhorn to include in Interview Appointments

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Bullhornstaffing

7 Steps
1

Go to Bullhorn

2

RC's: Search for the Contact by name in Bullhorn

  • In the Fast Find, type at least the first 3 letters of the first name and first 3 of the last name and press Enter to see Results

  • Search the email address of the Contact in the Fast Find menu as well

    • We do both of these things with each Contact so that we ensure that we are keeping our database clean and are not creating duplicate records

3

Possible Duplicate Record Found (Contact)

If a potential duplicate Contact record is found in Bullhorn

  • Gchat the Salesperson who owns the Job and have them validate that the record is in fact the same person

    • This decision point is the salespersons

  • Once the salesperson confirms, move to Step #5.

4

Possible Duplicate Record Found (Candidate)

If a Candidate record is found in Bullhorn that matches the name or email address

  • The RC will verify that there is not a Contact record Linked to it

    • If there is a Linked Contact record then the RC will just need the Salesperson to verify the information and then update as needed (email, phone number, job title, company etc.)

      • Gchat the Salesperson who owns the Job and have them validate that the record is in fact the same person

        • This decision point is the salespersons

Possible Duplicate Record Found (Candidate)
5

If a Candidate record is found for the Contact you are trying to schedule an interview for:

  • Create a Linked Contact record in Bullhorn after the salesperson verifies it is the same individual (if a Contact record for that person does not already exist)

  • Simply click "Actions" in the upper right corner and then choose "Create Linked Contact"

    • The RC will then create the Contact record as normal and Bullhorn will link the 2 records together.

If a Candidate record is found for the Contact you are trying to schedule an interview for:
6

If there is a duplicate record in Bullhorn

  • Do Not Create a New Record

  • The existing Contact record, after the Salesperson confirms, just needs to be Edited and updated with the new Company name and Contact information for the Contact

    • This will

If there is a duplicate record in Bullhorn
7

If a Duplicate Contact record is accidentally created or one is found

  • The RC will GChat the salesperson to determine if the records are in fact a match and if they are, the records will need to be Merged.

  • Please complete this form and the Ops team will merge the records as appropriate

Well done!
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