Staffing & ERP integration
Bullhorn COI compliance integration
Stop starting placements under a lapsed or missing certificate. Pikorua Security reads client companies, job orders and placements through Bullhorn's REST API, verifies the certificates your contracts require from clients, supplier agencies and independent contractors, and writes compliance status and expiration dates into ClientCorporation custom fields that recruiters see before a start is confirmed.
Bullhorn, Columbus light industrial branch
Placement #88412
Start flagged: client COI deficient
Client general liability expired 10/10/2026. Account manager notified four days before the start.
- ClientCorporation
- Tri-State Packaging Corp.
- Job order
- Forklift Operator, 2nd shift
- Start date
- 10/20/2026
- COI status (customText7)
- Deficient
- COI expiration (customDate2)
- 10/10/2026
Written by Pikorua Security Oct 16, 2026, 06:00 AM ET
- Setup time
- 45 minutes
- Connection
- Bullhorn REST API + OAuth 2.0
- Fields synced
- 7 fields, 5 trigger events
- Included on
- Professional and Enterprise
Sync fields
What Pikorua Security reads from and writes to Bullhorn.
| Field | Direction | What happens |
|---|---|---|
| ClientCorporation | Bullhorn to Pikorua Security | Client name, address, status and owner, matched to Pikorua Security counterparties. |
| JobOrder | Bullhorn to Pikorua Security | Job title, worksite address and start date, so worksite-specific requirements (a refinery, a hospital) are applied. |
| Placement | Bullhorn to Pikorua Security | Start and end dates, candidate and client, read from Bullhorn's event subscription queue so new starts are checked within minutes. |
| ClientCorporation custom text: COI status | Pikorua Security to Bullhorn | Compliant, Deficient, Expiring or Missing, in a custom field you choose and can add to list views. |
| ClientCorporation custom date: COI expiration | Pikorua Security to Bullhorn | Earliest expiration among the required coverages, so a saved search shows clients going stale in the next 30 days. |
| Certificate file attachment | Pikorua Security to Bullhorn | The verified certificate and endorsement pages, attached to the ClientCorporation record. |
| Placement note | Pikorua Security to Bullhorn | A note on the Placement when the start date falls in a period without verified coverage, visible to the recruiter and onboarding team. |
Trigger events
When the certificate changes, Bullhorn changes with it.
- Hold
Placement created for a client or supplier with expired coverage
Then: A note is added to the Placement and the account manager is emailed before the start date; the client's COI status reads Deficient.
- Hold
Client's general liability lacks the additional insured endorsement your contract requires
Then: COI status set to Deficient with the missing form named, and the client's risk contact receives a request with a zero-login upload link.
- Hold
Alternate employer endorsement (WC 00 03 01) missing on a supplier agency's policy
Then: Supplier flagged Deficient so recruiters stop routing new orders to it until the endorsement is verified.
- Warn
Coverage expiring in 30 days
Then: Expiration field updated so the saved search picks the client up, and the broker is chased on the 60/30/15/0 day cadence.
- Release
Renewal verified
Then: COI status returns to Compliant and the placement note is marked resolved.
Setup
Live in 45 minutes.
5 steps, done by your Bullhorn administrator and a Pikorua Security Admin together. Nothing to install on your servers.
Bullhorn REST API + OAuth 2.0- 1
Choose the fields
Pick two unused ClientCorporation custom fields, one text and one date, and label them COI status and COI expiration in Bullhorn's field mappings.
- 2
Authorize Pikorua Security
A Bullhorn administrator signs in through Bullhorn's OAuth 2.0 authorization page from Pikorua Security's Integrations screen, as an API user with access to client, job and placement records.
- 3
Match clients and suppliers
Pikorua Security imports ClientCorporation records and proposes matches to counterparties already in Pikorua Security.
- 4
Set requirement templates
Assign requirements by client type, such as light industrial, healthcare or office, and by any client contract with its own insurance exhibit.
- 5
Start the event subscription
Pikorua Security subscribes to Placement and ClientCorporation events and checks new placements as they arrive.
Where insurance risk sits in a staffing book
In staffing, the certificate question runs in more than one direction. Client contracts often require the agency to carry workers compensation with an alternate employer endorsement and to name the client as additional insured. Many agencies in turn require clients to carry general liability for the worksites where temporary workers report, and they rely on supplier agencies and independent contractors whose coverage must be verified before anyone starts. Bullhorn holds the commercial relationships. It does not read certificates.
Pikorua Security does, and it writes the answer into Bullhorn where recruiters and account managers already work: the ClientCorporation record, a saved search, and a note on the Placement.
Placements are the moment that matters
A lapsed client policy matters most on the day a worker starts. Pikorua Security reads Placement events from Bullhorn's event subscription queue every few minutes and checks each new start against the current verdict for the client and any supplier involved. If something is missing, the account manager hears about it while there is still time to fix it, not after an injury report.
Bullhorn access tokens are short-lived, so the connector refreshes them continuously and logs every call. Writes are limited to the custom fields, notes and file attachments you approve.
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FAQ
Bullhorn connector questions.
Pikorua Security is compliance software. It verifies certificates and endorsements against your contract requirements; it does not sell insurance or give legal advice.
Which Bullhorn records does Pikorua Security change?
Does it see candidate personal data?
How fast are new placements checked?
Can it block a placement from starting?
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