PRISM HR

Q: Can I delete a transaction from a batch?

A: Yes, you can delete a transaction from a batch by following steps below. Just note that there is not a way to repush this transaction from payables, so if you need to process this transaction again, you will need to re-enter it in BTE.

1. Go to Prism and search for “Process Payroll”

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2. Open up your batch and go to Time Sheet

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3. In Time Sheet, find employee and click on the employee name.

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4. When employee time card is pulled, click on yellow space to get Blue X to pull up. Once Blue X is showing, click on it to delete transaction. You can delete one line item or continue clicking X’s that pop up to delete the rest. When done, click return/save and you will be back in time sheet view. You can do this for another employee or process payroll as normal.Calendar Description automatically generated

Q: How can I run check history?

A: You would do this from Prism-Informer Reporting as shown below.

1. In Prism, you type informer on the top

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2. When informer opens, you will then search for report names Employee Payroll Voucher. Then select launch

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3. You will fill in employee ID and date range and select launch

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4. Once report is ran, you can export in top right to excel or PDF

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Q: How can I print a W2 for SA?

A: If it is 2021 or prior it will need to be reprinted from Avionte.

If it for 2022 it will be from Prism following below steps.

1.) In prism, look up employee

2.) Once you have employee pulled up, go to actions>reprint form W-2

3.) Select Forge and then run. You will then get your PDF W2

BULLHORN

Q: Can you set goals for your staff? How?

A: Yes, you can and here is how you do it.

1. From the Bullhorn Menu go to Goals & Quotas

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2. Click “+ Goal”

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3. Select what time frame you want to use along with what activity you want to track.

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4. Type in who you want to track

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5. Continue to type users and input goals and then click save

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6. The goals and the status of those goals will now be displayed.

Q: “I keep getting confused between placements, jobs, and candidates in Bullhorn”

A: Don’t get down on yourself! This is a very common concern and is easily solved by switching the UI from “modern” to “classic” view. You can do this by clicking on your username in the top right corner and clicking the slider switch so that it is gray and points towards the word “Classic”

This will cause the top bar of any specific record to reflect the type of record that it is. For instance, Candidates records will be green.

Modern View:


Classic View:


This makes it much easier to distinguish at a glance what kind of record you are working on.

Q: How do I search by specific criteria?

A: You can do this using the search bar located here. 

Click on the search bar. Then select a combination of additional criteria to narrow down your search. You can set the rule to include/exclude the criteria. The Example below searches the Elkhart Branch for Active records and excludes anyone with the name Jake.

Some fields have additional, unique actions. Address, for example, lets you filter for a certain radius from that address.      

While the “Find” button has its purposes, the “Search” function is a much more effective way of searching for specific records.