5 Easy Steps to Upload a File on Bullhorn

5 Easy Steps to Upload a File on Bullhorn

Featured Image: [Image of a computer screen with a file upload window open]

Uploading files to Bullhorn is a breeze! Whether you’re sharing documents, images, or videos, the process is quick and easy. Simply follow these steps, and you’ll be uploading files like a pro in no time. Plus, Bullhorn offers a variety of file storage options to suit your needs.

To begin, gather the file you want to upload. Once you have the file ready, log in to Bullhorn and navigate to the desired record. Click on the “Attachments” tab, then click the “Add” button. A file upload window will appear. Click the “Browse” button and select the file you want to upload. Once you’ve selected the file, click the “Open” button.

Next, you can add a description to the file. This is optional, but it can be helpful for other users to understand what the file is about. Once you’ve added a description, click the “Upload” button. The file will start uploading. Once the upload is complete, the file will appear in the Attachments list. You can also add files to Bullhorn using the drag-and-drop method. Simply drag and drop the file from your computer into the Attachments list.

Locating the File Upload Option

Understanding the Bullhorn File Upload System

Bullhorn’s file upload system allows you to securely store and access files associated with candidates, clients, and other entities. These files can include resumes, cover letters, contracts, or any other relevant documents.

Access Points for File Uploads

There are multiple ways to access the file upload option in Bullhorn:

  • Through the Candidate Profile: Click on the "Files" tab in the candidate’s profile to upload a file directly to their record.
  • Via the Bullhorn Sidebar: Navigate to the "Files" section on the left-hand sidebar menu. This section provides a central location for managing all files stored in Bullhorn.
  • Using the File Manager: Access the Bullhorn File Manager by clicking on the "Files" tab in the main navigation bar. This tool allows you to upload files, organize them into folders, and search for specific documents.

Locating the Upload Button

Once you have identified the appropriate access point, you can locate the file upload button to initiate the upload process:

  1. Candidate Profile: Click on the "Add File" button located at the top of the "Files" tab.
  2. Bullhorn Sidebar: Hover over the "Files" section in the sidebar menu and select "Add New File."
  3. File Manager: Click on the "Add New File" button located in the top-right corner of the File Manager interface.
Access Point File Upload Button
Candidate Profile “Add File” button in the “Files” tab
Bullhorn Sidebar “Add New File” option in the “Files” section
File Manager “Add New File” button in the top-right corner

File Format Compatibility

General Guidelines for File Formats

When uploading files to Bullhorn, it is crucial to adhere to the supported file formats to ensure successful processing. The system accepts a wide range of document formats commonly used in business settings. By adhering to these guidelines, you can avoid errors and delays associated with incompatible file types.

Specific Formats Supported

Bullhorn supports the following file formats for uploading:

Document Type Supported File Formats
Text Documents TXT, RTF, DOC, DOCX, ODT
Spreadsheets XLS, XLSX, ODS
Presentations PPT, PPTX, ODP
Images JPG, JPEG, PNG, BMP, GIF
Web Pages HTML, HTM
PDF Documents PDF
Rich Text Format Files RTF
ZIP Files ZIP

Considerations for File Sizes and Compression

When uploading files, please keep in mind the file size limitations imposed by Bullhorn to avoid system errors. The maximum file size permitted for upload is 25MB. If you encounter issues uploading larger files, consider compressing them using software utilities or tools available online before re-attempting the upload.

File Size Limitations

The size limit for a single file upload is 100 MB.
If you need to upload a file greater than that, you will need to use the following file hosting services.

The below table shows the list of file hosting services.

File Hosting Service Maximum File Size
Dropbox 10GB
Google Drive 5TB
OneDrive 10TB

Once you have uploaded your file to the file hosting service, you will need to copy the link to the file and paste it into Bullhorn.

To upload a file to Bullhorn:

1. Navigate to the record you want to upload the file to.
2. Click the “Attachments” tab.
3. Click the “Add Attachment” button.
4. Select the “File” tab.
5. Click the “Choose File” button.
6. Select the file you want to upload.
7. Click the “Open” button.
8. Click the “Save” button.

Adding a File Description

Once you’ve selected a file to upload, you will be prompted to enter a file description. This description will help you identify the file later and should be as specific and descriptive as possible. Consider including information such as the file type, purpose, or date range covered by the file.

Tips for Writing a Clear and Concise File Description

To ensure that your file description is easily understood and searchable, follow these tips:

  • Use keywords: Include relevant keywords that describe the file’s content. This will make it easier for users to find the file when searching.
  • Be specific: Provide details about the file’s purpose, scope, and any other relevant information.
  • Keep it concise: Limit your description to no more than 250 characters to ensure readability.

Additional Considerations

In addition to the general tips above, keep the following in mind when writing file descriptions for specific document types:

Document Type Description Tips
Resumes Include the candidate’s name, job title, and years of experience.
Cover Letters Summarize the candidate’s qualifications and why they are interested in the position.
Reference Letters Provide the referee’s name, relationship to the candidate, and an assessment of the candidate’s skills and work ethic.

Assigning File Categories

When adding files to a record, you have the option to assign a category to the uploaded file. File categories help to organize your files and make them easier to search and retrieve in the future.

To assign a file category, select the appropriate category from the drop-down list when uploading the file. You can also create new file categories by clicking on the “Create New Category” link.

The following table lists the standard file categories available in Bullhorn:

Category
Application
Background Check Results
Certificate
Contract
Cover Letter
Degree
Employment History
Evaluation
Medical Record
Offer Letter
Other
Passport
Performance Review
Personal Document
Resume
Transcript
Visa

In addition to the standard file categories, you can also create custom file categories to meet your specific needs. Custom file categories can be created in the “System Configuration” section of Bullhorn.

Assigning file categories to your uploaded files is a valuable way to keep your files organized and easy to find. By taking the time to assign the appropriate category, you can ensure that your files are stored in a logical and accessible manner.

Configuring File Sharing Permissions

To configure file sharing permissions in Bullhorn, follow these steps:

1. Navigate to the “Settings” tab.

In the Bullhorn main menu, click on the “Settings” tab.

2. Select “File Sharing”.

In the sidebar menu on the left, select “File Sharing”.

3. Choose the desired permission level.

On the File Sharing page, select the desired permission level for each user or group. The permission levels are as follows:

– None: The user or group cannot access or share files.

– View: The user or group can view files but cannot share them.

– Edit: The user or group can edit and share files.

– Administrator: The user or group has full control over files, including the ability to set permissions.

4. Click “Save”.

Once you have selected the desired permission levels, click on the “Save” button at the bottom of the page.

5. Repeat for each user or group.

Repeat steps 3 and 4 for each user or group that you want to configure file sharing permissions for.

6. Refresh the page.

After you have configured the file sharing permissions, refresh the page to see the updated settings.

7. Verify the permissions.

To verify that the permissions have been set correctly, log in as the user or group that you configured the permissions for and try to access or share files. You should only be able to access or share files that you have the appropriate permissions for.

Initiating the File Upload

To initiate the file upload process, follow these steps:

  1. Hover over the Actions menu item and select Upload File.
  2. In the Upload File window, select the Browse button to locate the file on your computer.
  3. Once the file is selected, click the Upload button to begin the upload process.
  4. The file upload progress will be displayed in the Progress bar.
  5. Once the upload is complete, the file will be listed in the Uploaded Files section.
  6. Click the Close button to exit the Upload File window.
  7. The uploaded file can now be accessed from the Files tab of the candidate or job record.
  8. To view the uploaded file, click on the file name in the Files tab.

Additional Notes

  • Only certain file types are supported for upload, including PDF, Word, Excel, and image files.
  • The maximum file size for upload is 25MB.
  • If the file size exceeds the maximum limit, the upload will fail.
  • Once a file is uploaded, it cannot be deleted.
  • To replace an existing file, upload a new file with the same name.
File Type Supported
PDF Yes
Word Yes
Excel Yes
Image Yes
Other No

Monitoring Upload Progress

You can monitor the progress of your file upload in Bullhorn using the following steps:

  1. Navigate to the page where you want to upload the file.
  2. Click the “Choose File” button and select the file you want to upload.
  3. Click the “Upload” button.
  4. A progress bar will appear, showing the progress of the upload.
  5. Once the upload is complete, a message will appear, indicating the success of the upload.

Troubleshooting Upload Issues

If you are having trouble uploading a file in Bullhorn, try the following troubleshooting tips:

  • Make sure the file size is less than 100MB. Bullhorn does not support uploads of files that are larger than 100MB.
  • Make sure the file type is supported. Bullhorn only supports uploads of certain file types, such as .doc, .docx, .xls, .xlsx, .ppt, .pptx, .pdf, .jpg, .jpeg, .png, .gif, and .zip.
  • Make sure your browser is up-to-date. Outdated browsers may not support the file upload functionality in Bullhorn.
  • Try using a different browser. Some browsers may have difficulty handling large file uploads.
  • Contact Bullhorn support. If you are still having trouble uploading a file in Bullhorn, contact Bullhorn support for assistance.

Additional Information

The following table provides additional information about file uploads in Bullhorn:

Value
Maximum file size 100MB
Supported file types .doc, .docx, .xls, .xlsx, .ppt, .pptx, .pdf, .jpg, .jpeg, .png, .gif, and .zip

Confirming File Upload Success

After completing the steps to upload a file to Bullhorn, it is essential to confirm whether the file upload was successful. Here’s a detailed guide to verify the status of your file upload:

  1. Once the file upload process is initiated, Bullhorn will display a progress bar indicating the upload status.
  2. Monitor the progress bar until it reaches 100%, signifying that the file has been successfully uploaded to Bullhorn’s servers.
  3. After the upload is complete, Bullhorn will display a confirmation message or notification indicating the successful upload.
  4. Navigate to the location or record associated with the uploaded file (e.g., the candidate’s profile, opportunity record, etc.).
  5. Within the record, locate the “Files” or “Attachments” section to view the uploaded file.
  6. Check if the file is present in the list of uploaded files.
  7. Hover over or click on the file name to view its properties, including the file size and upload date.
  8. Compare the file size and name to ensure it matches the file you intended to upload.
  9. If necessary, download the file to your local computer and verify its contents to ensure the file was uploaded without errors.
  10. In case of any discrepancies or lack of confirmation, contact Bullhorn support for assistance.

How To Upload A File On Bullhorn

To upload a file on Bullhorn, follow these steps:

  1. Log in to Bullhorn.
  2. Click on the “Files” tab.
  3. Click on the “Upload” button.
  4. Select the file you want to upload.
  5. Click on the “Open” button.

The file will be uploaded to Bullhorn and will be available in the “Files” tab.

People Also Ask

How do I upload a file to Bullhorn from my computer?

You can upload a file to Bullhorn from your computer by following the steps outlined in the previous section.

How do I upload a file to Bullhorn from a URL?

To upload a file to Bullhorn from a URL, click on the “Upload from URL” button in the “Files” tab. Enter the URL of the file you want to upload and click on the “Upload” button.

How do I upload a file to Bullhorn from a cloud storage service?

To upload a file to Bullhorn from a cloud storage service, click on the “Upload from Cloud Storage” button in the “Files” tab. Select the cloud storage service you want to use and follow the prompts to upload the file.