• BD will create a new job record in BH and tag you in an email with link to the record. Review the details in the job record.
• They will share notes and/or the intake form with the initial search information.
• Heather will create a Client Folder in SharePoint and add a sub-folder labeled with the Specialty & Job Number (e.g., FP 1234). For existing clients, a new sub-folder will be added to the existing client folder. Heather will post a link to the client folder in a BH note action on the job record.
• Heather will create three sub-folders within the new job folder:
  • MAPS Folder — for all MAPS-related documents (ad-text, job board posting form, counts, invoice request)
  • PC Compass Folder — for all PC Compass documents (hand-off call notes, Otter transcripts, community template, proformas, benefits info, etc.)
  • Recruiter Documents Folder — for all additional documents (community info, updated client notes, your opportunity “sell sheet”, biweekly call spreadsheet, etc.)
• Call your BD partner to coordinate a hand-off call with the client.
• Log your Hand off call notes in Bullhorn under the search number(s), Note Action “BD – Hand off Call”
• If this is an existing client, review the client folder for old PC Compass reports and notes before your hand-off call. (Search the client name as it appears in Bullhorn or search number)

SharePoint Client Folders: All Staff Documents - Clients

• Review the job search details (under Job number) and the signed agreement (under Client Name) in Bullhorn to understand the placement fee, monthly billing structure, and MAPS budget.
• Research the client prior to the hand-off call so you have a basic understanding of the organization.

Hand-Off Call

• Review the Hand-Off Call Preparation document before speaking with your new client.

Hand Off Call Checklist

Job Posting Process

• Compile job information from your client and submit to Chris Kahl (CTO) for review and approval before sending to marketing. (Senior and Director Recruiters are exempt from sending to Chris and can directly to Marketing)
• Email the approved information to marketing@pacificcompanies.com to optimize the Ad Text.
• Review the ad-text and Job Posting Form (JPF) document that Marketing emails back.
• Once you receive the finalized JPF:
  • Fill in the comp and location information on the Job Posting text.
  • Upload the completed document to the MAPS folder for that specific job in the Client Folder. (Client Folder > MAPS Folder > Job 1234)
  • Go to the job record in Bullhorn, create a Job Posting Form Ready note action, and tag the Job Posting Form Ready distribution list.

Note: Job boards may be posted prior to the profile being finalized. Send any available details to marketing@pacificcompanies.com and indicate that you need a JPF pre-profile. Once you receive the optimized document, proceed with the steps above.