Placements
The Placements entity can be leveraged throughout the Automation platform.
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 |
---|---|
|
|
Add Branch | Add Branch |
Send Email | Send Email |
|
|
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 |
|
|
Webhook | Webhook |
Onboarding365 - when integrated | Onboarding365 - when integrated |
Add Billable Charge | Add Billable Charge |
Onboarding Talent Edition - when integrated | End Automation |
|
|
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) | |
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. |
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