Steps and Criteria Available for Placements Automations

The Placements entity in Bullhorn Automation represents a placement record synced from Bullhorn ATS. This article covers the automation steps, list criteria, and merge tags available for the Placements entity.

 

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 However, any actions already triggered (such as emails or notifications) cannot be undone, which may result in outdated information being communicated.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.

Supported Automation Steps for Placements

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 Contact
  • Add Wait
    		•
  • Add Wait
    		•
    Add Branch Add Branch
    Send Email Send Email
  • Send Text
    		•
  • Send Text
    		•
    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
  • Update Job
    		•
  • Update Job
    		•
    Webhook Webhook
    Onboarding365 - when integrated Onboarding365 - when integrated
    Add Billable Charge Add Billable Charge
    Onboarding Talent Edition - when integrated End Automation
  • End Automation
    		•

     
    Add New Step panel listing the automation steps available for Candidate-based Placement automations, including Update Candidate, Update Placement, Update Job, and Onboarding Talent Edition. Add New Step panel listing the automation steps available for Sales Contact-based Placement automations, including Update Sales Contact, Update Placement, and Update Job.

    Supported List Criteria for Placements

    See the documentation on Lists for more information.

    The following criteria categories are supported with placement-based lists and advanced search:

    Available Criteria for Type: Bullhorn Submissions
    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)  
    List Settings panel showing the criteria categories available for placement-based lists, including Candidate, Placement, Job, Activity, Note, Education, Tearsheet, Skills, and Specialties.

    Merge Tags Available in Placements Automations

    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.