Return placed candidates to available

When a placement ends, automatically reset the candidate's status, update their available date, and copy their most recent job title back to their profile.

PlacementDate-basedIntermediate

How it runs

Trigger firesPlacement end date arrives
→
Criteria checksActive placement, not extended
→
Actions runCandidate status set to Available
→
RepeatsFor every qualifying placement

What you'll need

  • Your active placement status value (typically Approved or Active)
  • Confirmation of which candidate fields to update: Available Date, Job Title, and Status
  • A candidate status value that means "available to place" at your firm

Build it

  1. 1

    Create a placement-based date automation

    In the Automations tab, click + Add Automation and select Blank Automation. Choose Placement as the entity type and select Center on date field. Give the automation a name and save.

  2. 2

    Set the anchor date

    Select Placement End Date as your anchor date.

  3. 3

    Build an Always Updated list

    Set the list to Always Updated. Add condition: Placement Status = your active placement status. Add a second condition: End Date is after the date you plan to activate this automation.

  4. 4

    Set the offset to zero or one day

    Configure the automation to trigger on the placement end date itself, or one day after, so the candidate's record is updated as soon as the placement concludes.

  5. 5

    Add an Update step for the candidate

    Update the Candidate entity: set Available Date to today, set Job Title using a merge tag from the placement's job title, and set Candidate Status to your available status.

  6. 6

    Optional: add an Update step for the placement

    Set Placement Status to Completed or Ended to keep your placement records accurate.

  7. 7

    Optional: send a recruiter notification

    Alert the record owner that the candidate is now available and ready to place again.

Important

This recipe must use a placement-based automation. A candidate-based automation evaluates conditions against all placements on the candidate record, not just the one that ended — which means it will not behave the way you expect. Always use Placement as the entity type for this workflow.

How to measure it

Track these metrics to confirm the automation is maintaining an accurate, redeployable candidate pool:

  • Redeployment rate: the percentage of ended placements that result in a second placement. This is your headline number — if it goes up, the automation is working.
  • Time to redeploy: average days from placement end date to next placement start. A decreasing trend means candidates are getting back to work faster.
  • Available candidate pool size: number of candidates in your available status at any point in time. Should reflect real availability, not stale data.
  • Placement record accuracy: percentage of ended placements with a Completed or Ended status, rather than still showing as Approved or Active.