Converting a candidate to a contact in Bullhorn is a common task for recruiters and staffing professionals. It allows you to maintain a record of the individual, even if they are not currently being considered for a job opening. In this article, we will provide a step-by-step guide on how to convert a candidate to a contact in Bullhorn, as well as discuss the benefits and best practices for doing so.
Bullhorn is a popular applicant tracking system (ATS) used by many staffing agencies and recruitment firms. It provides a range of features and tools to help manage the recruitment process, from sourcing candidates to onboarding new hires. One of the key features of Bullhorn is the ability to convert candidates to contacts, which can be useful for maintaining a database of potential candidates or for keeping track of individuals who have expressed interest in working with your agency.
Benefits of Converting a Candidate to a Contact
Converting a candidate to a contact in Bullhorn can have several benefits, including:
- Maintaining a record of the individual: By converting a candidate to a contact, you can keep a record of their details, including their resume, contact information, and any interactions you have had with them.
- Keeping track of potential candidates: Converting a candidate to a contact allows you to keep track of individuals who may be suitable for future job openings.
- Streamlining communication: By converting a candidate to a contact, you can easily communicate with them and keep them informed about future opportunities.
Step-by-Step Guide to Converting a Candidate to a Contact
Converting a candidate to a contact in Bullhorn is a straightforward process. Here are the steps to follow:
Step 1: Log in to Bullhorn
The first step is to log in to your Bullhorn account. Once you have logged in, navigate to the candidate record that you want to convert to a contact.
Step 2: Click on the Actions Menu
Click on the actions menu, which is usually represented by an ellipsis or a dropdown arrow. From the actions menu, select "Convert to Contact".
| Action | Description |
|---|---|
| Log in to Bullhorn | Access your Bullhorn account |
| Click on the Actions Menu | Select "Convert to Contact" from the actions menu |
| Confirm the Conversion | Review and confirm the conversion details |
Step 3: Confirm the Conversion
Once you have selected "Convert to Contact", a confirmation dialog box will appear. Review the details of the conversion, including the candidate's name, contact information, and any relevant notes or attachments. If everything looks correct, click "Confirm" to complete the conversion.
Best Practices for Converting Candidates to Contacts
Here are some best practices to keep in mind when converting candidates to contacts in Bullhorn:
- Use clear and concise language: When converting a candidate to a contact, make sure to use clear and concise language in the contact record.
- Keep the contact record up-to-date: Regularly review and update the contact record to ensure that it remains accurate and relevant.
- Use relevant tags and categories: Use relevant tags and categories to help organize and filter the contact record.
Key Points
- Converting a candidate to a contact in Bullhorn allows you to maintain a record of the individual and keep track of potential candidates.
- The conversion process involves logging in to Bullhorn, clicking on the actions menu, and selecting "Convert to Contact".
- Best practices for converting candidates to contacts include using clear and concise language, keeping the contact record up-to-date, and using relevant tags and categories.
- Regularly reviewing and updating the contact record can help ensure that it remains accurate and relevant.
- Converting candidates to contacts can help streamline communication and improve the overall recruitment process.
Conclusion
Converting a candidate to a contact in Bullhorn is a simple process that can have several benefits for recruiters and staffing professionals. By following the steps outlined in this article and adhering to best practices, you can effectively convert candidates to contacts and maintain a robust database of potential candidates.
What is the purpose of converting a candidate to a contact in Bullhorn?
+The purpose of converting a candidate to a contact in Bullhorn is to maintain a record of the individual, even if they are not currently being considered for a job opening.
How do I convert a candidate to a contact in Bullhorn?
+To convert a candidate to a contact in Bullhorn, log in to your Bullhorn account, navigate to the candidate record, click on the actions menu, and select “Convert to Contact”.
What are some best practices for converting candidates to contacts in Bullhorn?
+Best practices for converting candidates to contacts in Bullhorn include using clear and concise language, keeping the contact record up-to-date, and using relevant tags and categories.