Job Based Automation Examples

Overview

In Bullhorn Automation you can create automations that are triggered by new or changed Jobs. Once triggered, you can edit Jobs, create internal notifications or even update your customers on Job status. This article contains some examples of how you can use Job-based automations.

Types of Job Automation

There are two main categories of Job-based automations.

  1. Job only automations: These are usually used to notify internal users or to update fields after a change on the Job. 
  2. Job and associated contact automations: These are used to send messages to the Client Contact associated with a Job. 

Job Only Automations Use Cases

  • Notify the assigned recruiters when a new Job is opened.
  • Change the Status of a Job once a Submission has been created, or only once a certain type of Submission is created.
  • Change the Status to "Closed" when the number of placements is equal to the number of openings for the Job.
  • Alert an account manager if a Job has been open for more than two weeks. 
  • If a Job is for a MSP client with an SLA, and there have been fewer than three Submissions in the first two days a Job is open, send an internal notification to the account manager.
  • If a Job has fewer than three Client Submissions after five days, check the box in Bullhorn ATS to post it to the website.
  • If a Job is created via VMS Jobs and the client is Coca Cola, and the job is 50 miles from 90345, assign it to the LA branch and mark it as high priority. 
  • If a Job has been open for more than 60 days, change the Status to "Closed".

Job and Associated Contact Automations Use Cases

  • Send a client satisfaction survey to a contact upon a Job being closed, even if you didn't get a placement.
  • Notify the hiring manager when a Job has more than three Submissions in the "Internal Submission" stage, to let them know you are making great progress on their job!
  • Create a task to follow up with a hiring manager if you have a Job with incomplete data.
  • Automate tasks for check-ins with the hiring manager for a new Job, for items such as general meetings, progress updates, retainer fee schedules, etc.
  • Updating the Status of a hiring manager based on active jobs, so that you can filter in Bullhorn ATS to see who's active with your organization.

Tips

  • When you create a Job-based automation and pick the Center on Date Field option, you can choose between Job Start Date or Fixed Date. You can’t use the Date Job Added field for this type of automation.
  • Sales Contacts must be allowed to reenter the automation in order for all jobs to enter. If there are more jobs on your list than have entered the automation, check your reentry settings.