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

Win more business by automating your client and candidate documents

March 30, 2021
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.

Read our Blog

How can we help you?

There's almost nothing our Bullhorn experts can't do!
Get started
Learn more

Success Stories

See how we work with our clients to maximise their Bullhorn investment.
"The Kyloe team were amazing support and a pleasure to deal with."
Miller Leith - Bullhorn implementation, including Bullhorn Automation
Learn More
"Lost paperwork is a thing of the past – documents are automatically saved to the correct Bullhorn record, which is game-changer!"
Ignite Recruitment
Learn More
" I would highly recommend Kyloe to anyone requiring support on their implementation. "
Fraser Dove International - Bullhorn implementation
Learn More
"...they gave advice on how get the most out of Bullhorn's functionalities in a way that worked for us."
Talentpath - Bullhorn implementation
Learn More
"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
Learn More
"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
Learn More
"...we want to partner with the best service providers, and Kyloe was truly excellent."
Fuel Recruitment - Bullhorn Growth Edition implementation
Learn More
"...I would highly recommend partnering with Kyloe on Bullhorn Automation."
Lex Consultancy - Bullhorn Automation (formerly Herefish) enablement
Learn More
"Our project team were so knowlegable..."
Tucker Stone - Bullhorn implementation
Learn More
"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
Learn More
"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
Learn More
"With Kyloe AwesomeDocs it is really easy to set up unique agreements that fulfil particular client and candidate needs."
isgSearch
Learn More
"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
Learn More
"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
Learn More
"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
Learn More
"Kyloe DataTools allowed us to effectively merge records automatically and consistently in Bullhorn."
Dartmouth - Kyloe DataTools
Learn More
"Kyloe AwesomeDocs is simply brilliant. Now that the entire contract generation process is automated, we have dramatically increased efficiency and compliance levels."
Focus Cloud
Learn More
"We're seeing many more submissions, many more placements... streamlining has created a lot of business for us”
CrossMed Healthcare
Learn More
"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
Learn More
"I would highly recommend their Bullhorn expertise."
Davies Resourcing Solutions
Learn More
“By the end of our Bullhorn implementation by Kyloe we were delighted to consider them as trusted partners."
RGF Staffing
Learn More
"Our project team were extremely knowledgeable on what was a very complex project."
The Brightwater Group
Learn More
"The Bullhorn Automation implementation with Kyloe was awesome."
Andvaris - Bullhorn Automation implementation
Learn More
“I would 100% recommend partnering with Kyloe on your Bullhorn Automation setup."
Sphere Digital Recruitment - Bullhorn Automation (formerly Herefish) implementation
Learn More
"Kyloe DataTools is the most powerful tool we have at our fingertips - we use it every day."
LRS Healthcare - Kyloe DataTools
Learn More
"With Kyloe AwesomeDocs our submission rate has increased by 20% - 30% - it's like a time machine!"
Lead Health - Kyloe AwesomeDocs
Learn More
“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
Learn More
"By generating contracts using Kyloe AwesomeDocs we are minimizing our error margins and keeping everything centralized in Bullhorn"
LRS Healthcare - Kyloe AwesomeDocs
Learn More
"Kyloe AwesomeDocs has streamlined the submission packet creation process saving a significant amount of time..."
How we help healthcare recruiters win more business
Learn More
"For us, it's definitely been a time-saving, but also it's really reliable and dependable as well."
Yolk
Learn More
"Kyloe AwesomeDocs made our contractor setup process quick and easy – reducing the time from 30 to 2 minutes!"
North Highland - Kyloe AwesomeDocs
Learn More
"Kyloe made the migration to Bullhorn far less painful than anticipated..."
The Panel
Learn More
"Kyloe DataTools means we no longer have to rely on recruiters to manually update data..."
North Highland - Kyloe DataTools
Learn More
“We must have saved 1,000s of hours thanks to Kyloe..."
Pioneer Selection
Learn More
"Kyloe set the bar (high!) for what an implementation project should look like"
Wapiti Medical Staffing
Learn More
“Kyloe AwesomeDocs has made a huge difference to the efficiency of our processes."
Allen Recruitment
Learn More
"Kyloe were able to enhance value and streamline complexity"
HRM
Learn More
"I’d highly recommend Kyloe for anyone looking to get started with Herefish..."
HiPo - Herefish setup
Learn More
"Kyloe had extensive knowledge of Adapt, Bullhorn and our integrations."
Macdonald and Company
Learn More
“Kyloe delivered, and guided us perfectly through the whole project."
ageneo
Learn More
"With DocuSign, contracts are generated, signed and saved back to Bullhorn."
Agri Labour
Learn More
"Kyloe can help you customise Bullhorn, use the opportunity to bring your wish list to life”
Cherry Professional
Learn More
"Contract generation is now down to four minutes - 10 times faster than before"
Precise Consultants
Learn More
"The report has given us great confidence in our COVID-19 policy making"
Homeworkers Canvas Report
Learn More
"Kyloe AwesomeDocs is intuitive, powerful and can be used with minimal training."
Petroplan
Learn More
Bullhorn implementation to offices across the globe in five months.
The Planet Group
Learn More
"Thanks to Kyloe's tailored training programme, we now have a team that fully understands the value of Bullhorn."
Gentis
Learn More
"My business is very satisfied with the work Kyloe have done within a short timescale."
CRA Recruitment
Learn More
Migration, implementation, and training for Bullhorn in under 3 months
i-Pharm
Learn More
Implementation
Learn More
Customisation
Learn More
Kyloe AwesomeDocs
Learn More
Kyloe DataTools
Learn More
Kyloe Workflow
Learn More
Data Improvement
Learn More
Streamlined Communications
Learn More
Paperwork Automation
Learn More
Kyloe For Healthcare
Learn More