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Comment: Update RSM InTime

Combining the RSM cloud solution RSM InTime with Bullhorn, via webservices, provides a seamless integrated and scalable solution that will streamline processes, automate key tasks and provide greater visibility and control across your entire operations. The below examples display InTime’s unique integration with front office provider Bullhorn.  

This page gives an overview of the integration. Please see the associated child pages for further information: 

1. Setup process

2. Basic Configuration

3. Default Mapping

4. "Bullhorn Core" Mapping (Core RSM InTime and Bullhorn Clients ONLY)

5. Advanced configuration

6. Customisations

7. RSM InTime Summary Screens

8. Bullhorn Features & FAQ

Overview

The integration allows an agency to automatically synchronise front end data from the Bullhorn system into InTime. No Data is passed from InTime back to Bullhorn but it is possible to view an InTime summary of the placement, client or worker including recent RSM InTime for use in timesheets, expenses and invoices within Bullhorn using the InTime tab.

Bullhorn InTime Dashboard Screenshots

Candidate View

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Company View

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Please see attached client Integration guide - Bullhorn InTime Client Integration Guide 2.0.pdf

The integration between the two systems allows for users of Bullhorn to view InTime summary data without the
need for the user to login to InTime. The following entities can be viewed:
• Placement
• Candidate
• Company (Client)
IN InTime:
You must enable the summary screens below, under Administration->Manage Dashboards
- Enable Client summary screens (Agency users only)
- Enable Placement summary screens (Agency users only)
- Enable Worker summary screens (Agency users only)
IN BULLHORN:
Configuring these views is done by adding a custom tab to each entity as follows:
1. Login to Bullhorn using the administration account.
2. Select Tools->View Layout.
3. Select the appropriate Entity in the list, i.e. one of Candidate, Company or Placement.
4. Click on the “Custom Tab” tab.
5. Click “Add New” to add a new tab and enter the following values
a. Name: InTime Summary
b. URL: https://<agency intime site domain>/bullhorn/link
c. Partner Name: Leave unchanged (should be "Baker tilly")
6. Click Save
After performing these steps a new tab will be displayed on the corresponding entity page in Bullhorn.
An account for each of the consultants that wish to use this facility will need to be in InTime. Bullhorn consultants that have been added to InTime will then be able to view the InTime summaries in Bullhorn.

 

For further details please contact Support@in-time.co.uk

invoicing. 

In order to use this integration you must have an active license agreement with both Bullhorn and RSM InTime and should check with Bullhorn to determine if web services integration is available in your contract. Configuration of both systems is required in order to activate the integration so both suppliers need to be informed in advance that the integration is required so it can be planned in. The interface operates using Bullhorn’s Web Service API.

The data required by RSM InTime is similar in structure to that held in Bullhorn and the equivalent components are as follows:

Bullhorn

RSM InTime

Placement

Placement

Candidate

Worker

Company

Client

Contact

Manager

User

Consultant

Job / Vacancy

Additional Placement Data

How it works

Data is predominantly transferred from Bullhorn to RSM InTime, so Bullhorn holds the "Master" data. When something is changed in Bullhorn it creates an “event”. The RSM InTime system checks Bullhorn every minute to see if any new events exist. If there are new events, RSM InTime reads in the updated information from Bullhorn.

Not all of the placements in Bullhorn will be imported into RSM InTime – only the ones that are going to go live and need timesheets and invoices. It is the placement “Status” field that determines if the placement is imported and only the users, candidates, contacts and companies that are associated with a valid placement are imported.

There are certain fields for each placement which must be populated and correctly formatted for a successful import because they contain data that is mandatory for RSM InTime. These fields are identified on the default mapping page. Additional fields and data can also be imported if required. These are called customisations and have to be specifically configured on your system.

The RSM InTime Primary Reference for an item imported from Bullhorn will be in the format “BH-n“ where n is the Bullhorn ID Number. This is how RSM InTime associates the item with the correct Bullhorn item and is therefore mandatory. You can also use this to cross-reference items in the two systems. This also means Automatic Ref Code Generators can not be used for Placements, Clients, Managers, consultants or workers in RSM InTime. This should not be a problem unless you have been using RSM InTime prior to integrating with Bullhorn, please raise this with RSM InTime Support Team if this applies.


Bullhorn RSM InTime Summary Screen 
Within Bullhorn

Although no data is passed from RSM InTime back to Bullhorn it is possible to view an RSM InTime Summary of the Placement, Client or Worker including recent timesheets, expenses and invoices from within Bullhorn using Custom tabs.  Please see RSM InTime Summary views for more information.


Bullhorn Updates Screen 

Within RSM InTime: Import/Export > Bullhorn Updates

Admins will be able to view all Bullhorn update events that RSM InTime has received along with the a status message. This is accessed via Import/Export > Bullhorn Updates. If there has been a problem importing a record across from Bullhorn, RSM InTime will report the issue and you should go an make the necessary update in Bullhorn - there is a link to manually 'retry' the import again.

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Typically you should expect any Bullhorn updates to be reflected in RSM InTime within a couple of minutes. If you have any bulk import or update utility within Bullhorn it can result in a large number of updates in a short space of time, this means it can take longer for updates to be reflected in RSM InTime.