Placements
The Placements entity can be leveraged throughout the Automation platform.
Automations in Bullhorn rely on the data available in the ATS at the time the record is synced. At this time, there is no way for Bullhorn Automation to identify placement records with an open change request and exclude them from automation criteria. As a result, automations will process the record using the current values in the ATS, which could lead to unintended actions if the change request is later approved.
Once the change request is approved, the updated values will be applied during the next automation sync. However, any actions already triggered (such as emails or notifications) cannot be undone, which may result in outdated information being communicated.
See the article Open Change Requests and Placement Automations for more information.
Automations
See the Automation Steps article for more information about each step.
Placement Automation can be used for Candidate or Sales Contacts. The following steps are supported in placement-based automations:
| Candidate | Sales |
|---|---|
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| Add Branch | Add Branch |
| Send Email | Send Email |
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| Send Engagement | Send Engagement |
| Send Notification | Send Notification |
| Add Task | Add Task |
| Add Note | Add Note |
| Update Candidate | Update Sales Contact |
| Update Placement | Update Placement |
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| Webhook | Webhook |
| Onboarding365 - when integrated | Onboarding365 - when integrated |
| Add Billable Charge | Add Billable Charge |
| Onboarding Talent Edition - when integrated | End Automation |
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List & Search
See the documentation on Lists for more information.
The following criteria categories are supported with placement-based lists and advanced search:
| Candidates | Sales Contacts |
|---|---|
|
Candidate |
Sales Contact |
| Placement | Placement |
|
Job |
Job |
| Activity | Activity |
| Note | Note |
| Education | Tearsheet (Sales Contact) |
| Tearsheet (Candidate) | Skills (Sales Contact and Job) |
| Skills (Job and Candidate) | Specialties (Sales Contact and Job) |
| Specialties (Job and Candidate) | |
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Merge Tags
Review the Merge Tags Explained article for more information.
The following standard fields can be found in Placement-based automations:
| Merge Tag Name | Tag ID |
|---|---|
| Placement ATS ID | %PLACEMENTATSID% |
| Placement Company | %PLACEMENTCOMPANYNAME% |
| Placement Employment Type | %PLACEMENTEMPLOYMENTTYPE% |
| Placement End Date | %PLACEMENTENDDATE% |
| Placement Job Title | %PLACEMENTJOBTITLE% |
| Placement Pay Rate | %PLACEMENTPAYRATE% |
| Placement Salary | %PLACEMENTSALARY% |
| Placement Start Date | %PLACEMENTSTARTDATE% |
| Placement Owner Calendar Link | %PLACEMENTOWNERCALENDARLINK% |
| Placement Owner Email | %PLACEMENTOWNEREMAIL% |
| Placement Owner First Name | %PLACEMENTOWNERFIRSTNAME% |
| Placement Owner Full Name | %PLACEMENTOWNER% |
| Placement Owner Last Name | %PLACEMENTOWNERLASTNAME% |
| Placement Owner Phone Number | %PLACEMENTOWNERPHONENUMBER% |
| Placement Owner Position Title | %PLACEMENTOWNERPOSITIONTITLE% |
| Placement Status | %PLACEMENTSTATUS% |
| All custom fields associated with Placements are supported as merge tags. | |