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7. InTime Summary Screens

7. InTime Summary Screens

Contents

Introduction

The integration between the two systems allows for users of Bullhorn to view RSM InTime summary data without the need for the user to login to RSM InTime. The following entities can be viewed:

• Placement

• Candidate (Worker)

• Company (Client)


Pre-requisite

RSM InTime Summary Screens do not work across multiple agencies connected to the same Bullhorn system.

This is because RSM InTime needs to know which agency to link to when someone logs in. It uses something called the Bullhorn Corporation ID to figure this out, but that ID is the same for the whole Bullhorn system.

You can set up the summary screen to work for one RSM InTime agency, but it will only show data for that specific agency, not for the others.


Configuration

This section will provide step-by-step instructions on how to configure the RSM InTime summary tab(s) in Bullhorn.

Step 1: Log in to Bullhorn

  • Use your administrator account to log in.

 

Step 2: Open the View Layout Tool

  • In Bullhorn Classic: go to Tools > View Layout

  • In Bullhorn NOVO: go to Menu > Admin > View Layout

 

Step 3: Choose the Entity

  • From the list, choose the entity you want to add the summary to.
    (For example: Candidate, Company, or Placement)

 

Step 4: Add a Custom Tab

  1. Click on the Custom Tab tab.

  2. Click Add New.

 

Step 5: Fill in the Tab Details

  • Name: InTime Summary

  • URL: https://<your intime domain>/bullhorn/link?embed=true

    Example: https://demo.in-time.co.uk/bullhorn/link?embed=true

  • Partner Name: Choose Partner - Baker Tilly

    (Note: RSM was previously called Baker Tilly)

  • Click Save.

Step 6: Add User Types

  • Populate the User Type box with all applicable user types that should have permission to view the tab.

Step 7: Add Bullhorn Users as InTime Consultants

Bullhorn users must also have a consultant user type set up in RSM InTime before the summary tab data can be viewed. Users without an RSM InTime profile may receive a Permission denied message.

To allow users to view the summary screens:

  • Create a Consultant account in RSM InTime for each Bullhorn user who needs access. You can access our consultant creation page here:

  • URL: https://<your intime domain>/bullhorn/listConsultants

    Example: https://demo.in-time.co.uk/bullhorn/listConsultants

Once the consultant accounts have been created, users will be able to view the RSM InTime Summary tab within Bullhorn. However, the summary data will only appear if the user is listed as the main consultant on the relevant placement.

To allow consultants to view data across all records (placements, candidates, and clients), you can adjust their access permissions. This can be done by editing their consultant profile in RSM InTime and updating their role settings to include read-all access for the required entities.


Example Screenshots

Once the above has been successfully configured, the RSM InTime Summary tab should appear against each relevant entity type.

Candidate View

 

Company View