How Automating Your Client and Candidate Documents Can Help You Win More Business

Win more business by automating your client and candidate documents

When we talk about ‘automation’ in recruitment and staffing, the conversation often focuses on communication and data. But what about the huge amounts of time spent on client and candidate documents? Can you automate that? Enter ‘document automation’ with Kyloe AwesomeDocs! 

Often, we become so heads down in our processes and workflows that we don’t even consider that there are better, faster methods out there. From risk mitigation to improved visibility and collaboration, there are many benefits to automating your client and candidate documents, all of which can come together to help you win more business.

Wait, what is document automation exactly?

If the idea of automating your document management is new to you, it can feel like a daunting change, so we’ve broken it down to illustrate the impacts at different stages of the hiring process:

1. Candidate selection

  • If your client is in an industry that requires candidates to have certain credentials as part of the role, use Kyloe AwesomeDocs to request and store the required credentials, and link them to Bullhorn requirements to ensure that only qualified people are submitted for consideration.

  • Click to format CVs / resumes and generate cover letters to ensure a professional, polished finish ahead of sending them to clients.

  • Save all documents to the correct Bullhorn record without lifting a finger – no more lost documents

  • Automatically locate your client’s document requirements and merge them into one neat pack.

2. Making the offer

  • Use data stored in Bullhorn – like salary and start date – to automatically populate offer letters and contracts.

  • Send the offer straight from Bullhorn using DocuSign, and look forward to a dramatically accelerated signing speed.

  • No more, printing, mailing, faxing, or chasing signatures.

  • Automatically add a note in Bullhorn after sending the file.

3. Tying up loose ends

  • Ensure that you’re tracking effectively and automatically update the candidate status when the contract is signed.

  • Did we mention that all documents will be saved to the correct Bullhorn record without lifting a finger?! No more lost documents, and files can be easily accessed whether your users are office or home-based, not to mention being readily available should you need to audit.

Why should you automate your documents with AwesomeDocs?

  • Win more placements and business: Submit candidates and send contracts faster than your competitors.

  • Cut operating costs: Decrease employees’ time spent preparing, sending, chasing, and saving documents, and eliminate paper, ink, printing, and mail costs. 

  • Reduce compliance risk: Improve accuracy and reduce the risk of placing an unqualified candidate. 

  • Improve client and candidate experience: Present professionally branded and accurate documents that clients can consistently rely on. And, give your recruiters more time to spend building relationships. 

How to start automating your documents in Bullhorn today

As the Bullhorn specialists, Kyloe Partners has extensive experience in streamlining and automating your unique processes. Our document automation tool, Kyloe AwesomeDocs, gives you everything you need to get started.

With over 1.5million documents generated, Kyloe AwesomeDocs has become an integral part of many Bullhorn users’ workflows, saving thousands of hours each month.

For more information on Kyloe AwesomeDocs click here, or book your free demo today.

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Success Stories

See how we work with our clients to maximise their Bullhorn investment.
"With Kyloe AwesomeDocs it is really easy to set up unique agreements that fulfil particular client and candidate needs."
isgSearch - Kyloe AwesomeDocs
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"...I would highly recommend partnering with Kyloe on Bullhorn Automation."
Lex Consultancy - Bullhorn Automation (formerly Herefish) enablement
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"Our project team were so knowlegable..."
Tucker Stone - Bullhorn implementation
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"Kyloe DataTools is an invaluable asset in streamlining data management processes and optimizing the utilization of Bullhorn to its full potential."
Greystone Recruitment - Kyloe DataTools
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"Kyloe AwesomeDocs is an integral part of our business and saves our consultants a significant amount of time when generating contracts and resumes, freeing up resources to focus on other things."
Technical Resources - Kyloe AwesomeDocs
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"The Kyloe team were amazing support and a pleasure to deal with."
Miller Leith - Bullhorn implementation, including Bullhorn Automation
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"Lost paperwork is a thing of the past – documents are automatically saved to the correct Bullhorn record, which is game-changer!"
Ignite Recruitment - Kyloe AwesomeDocs
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"Improving data quality in our business has just taken us to the next level... Once you've got that really solid base, you can send off automations and make proper data-backed decisions."
Pioneer Selection - Kyloe DataTools
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"I would definitely recommend Kyloe AwesomeDocs if you're looking at streamlining any labour-intensive admin processes.It enables Consultants to do what they do best – sell!"
Employment Solutions - Kyloe AwesomeDocs
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"Kyloe AwesomeDocs integrates seamlessly into our Bullhorn system and deals with the entire workflow, from generating contracts and agreements to sending them for signature using Kyloe's DocuSign integration."
Talent International - Kyloe AwesomeDocs
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"Kyloe DataTools is a no-brainer for us. It helps us overcome some known Bullhorn limitations and help us manage complex data rules in bulk."
Talent International - Kyloe DataTools
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"Kyloe DataTools allowed us to effectively merge records automatically and consistently in Bullhorn."
Dartmouth - Kyloe DataTools
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"Kyloe AwesomeDocs is simply brilliant. Now that the entire contract generation process is automated, we have dramatically increased efficiency and compliance levels."
Focus Cloud - Kyloe AwesomeDocs
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"After ten years with Adapt, Kyloe moved us to Bullhorn migrating almost 500,000 candidates and contacts plus their notes."
Maclean Moore - Bullhorn implementation
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"Kyloe are clearly the people to go to for this kind of project. I wouldn’t hesitate to work with them again in the future.”
The IN Group: Post-acquisition migration
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"Data quality heavily affects any other integrations you might have."
Recolution Group - Kyloe DataTools
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"...we want to partner with the best service providers, and Kyloe was truly excellent."
Fuel Recruitment - Bullhorn Growth Edition implementation
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Here’s how IDR is dramatically improving Bullhorn data quality and efficiency with Kyloe DataTools Download PDF
IDR - Kyloe DataTools
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"...they gave advice on how get the most out of Bullhorn's functionalities in a way that worked for us."
Talentpath - Bullhorn implementation
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"After 12 years on JobAdder we had a lot of data to migrate, and processes to review and implement - Kyloe came highly recommended from Bullhorn."
Keegan Adams - Bullhorn implementation from JobAdder
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"We've grown really quickly, but we wouldn't have been able to scale the business this quickly without having Kyloe AwesomeDocs in our armoury."
TR2 - Kyloe AwesomeDocs
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" I would highly recommend Kyloe to anyone requiring support on their implementation. "
Fraser Dove International - Bullhorn implementation
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"Before Kyloe DataTools, we managed our data manually and it was pure chaos... Now recruiters can focus on what they know best, recruiting."
North Highland - Kyloe DataTools
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"Kyloe’s Bullhorn knowledge was exceptional!"
Whitehall Resources - Bullhorn implementation, Automation & Analytics
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"I feel we went from the Stone Age to the most advanced technology that does what we need to do overnight." Download PDF
IDR Healthcare - Kyloe AwesomeDocs
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"Implementing Kyloe AwesomeDocs while migrating to Bullhorn just made sense. We can't imagine our contract generation process without it. I would highly recommend it to any recruitment company."
Paxus - Kyloe AwesomeDocs
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"We're seeing many more submissions, many more placements... streamlining has created a lot of business for us”
CrossMed Healthcare - Kyloe AwesomeDocs
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"I would highly recommend their Bullhorn expertise."
Davies Resourcing Solutions - Database merge following Bullhorn M&A
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“By the end of our Bullhorn implementation by Kyloe we were delighted to consider them as trusted partners."
RGF Staffing - Bullhorn implementation
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"Our project team were extremely knowledgeable on what was a very complex project."
The Brightwater Group - Bullhorn implementation
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"The Bullhorn Automation implementation with Kyloe was awesome."
Andvaris - Bullhorn Automation implementation
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“I would 100% recommend partnering with Kyloe on your Bullhorn Automation setup."
Sphere Digital Recruitment - Bullhorn Automation (formerly Herefish) implementation
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"Kyloe DataTools is the most powerful tool we have at our fingertips - we use it every day."
LRS Healthcare - Kyloe DataTools
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"With Kyloe AwesomeDocs our submission rate has increased by 20% - 30% - it's like a time machine!"
Lead Health - Kyloe AwesomeDocs
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“The Kyloe team was vital on our migration project - their management skills were incredibly beneficial to guide us on defining our new Bullhorn workflows."
Trinnovo Group - Bullhorn database merge
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"By generating contracts using Kyloe AwesomeDocs we are minimizing our error margins and keeping everything centralized in Bullhorn"
LRS Healthcare - Kyloe AwesomeDocs
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"Kyloe AwesomeDocs has streamlined the submission packet creation process saving a significant amount of time..."
How we help healthcare recruiters win more business
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"For us, it's definitely been a time-saving, but also it's really reliable and dependable as well."
Yolk - Kyloe AwesomeDocs
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"Kyloe AwesomeDocs made our contractor setup process quick and easy – reducing the time from 30 to 2 minutes!"
North Highland - Kyloe AwesomeDocs
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"Kyloe made the migration to Bullhorn far less painful than anticipated..."
The Panel - Bullhorn implementation
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"Kyloe DataTools means we no longer have to rely on recruiters to manually update data..."
North Highland - Kyloe DataTools
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“We must have saved 1,000s of hours thanks to Kyloe..."
Pioneer Selection - Kyloe AwesomeDocs and Kyloe Workflow
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"Kyloe set the bar (high!) for what an implementation project should look like"
Wapiti Medical Staffing - Bullhorn implementation, customization and integration
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“Kyloe AwesomeDocs has made a huge difference to the efficiency of our processes."
Allen Recruitment - Kyloe AwesomeDocs
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"Kyloe were able to enhance value and streamline complexity"
HRM - Implementation and customisation
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"I’d highly recommend Kyloe for anyone looking to get started with Herefish..."
HiPo - Bullhorn Automation (formerly Herefish) enablement
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"Kyloe had extensive knowledge of Adapt, Bullhorn and our integrations."
Macdonald and Company - Bullhorn implementation
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“Kyloe delivered, and guided us perfectly through the whole project."
ageneo - Bullhorn implementation
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"With DocuSign, contracts are generated, signed and saved back to Bullhorn."
Agri Labour - Kyloe AwesomeDocs
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"Kyloe can help you customise Bullhorn, use the opportunity to bring your wish list to life”
Cherry Professional - Bullhorn implementation and customisation
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"Contract generation is now down to four minutes - 10 times faster than before"
Precise Consultants - Kyloe AwesomeDocs
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"Kyloe AwesomeDocs is intuitive, powerful and can be used with minimal training."
Petroplan - Kyloe AwesomeDocs
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Bullhorn implementation to offices across the globe in five months.
The Planet Group - Bullhorn implementation
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Migration, implementation, and training for Bullhorn in under 3 months
i-Pharm - Bullhorn implementation
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