BHRC WFRs Conversion to Flow - Key Points for Customer Communication

Rule Name

Object

Description

Convert to Flow?

Allow Receive Timesheet Alerts

Closing Report Fifth Stage of Job placement flow, a Candidate that reaches the Closing Report Placement stage has been assigned to a job. In Bullhorn Recruitment Cloud, a 'Closing Report' is a record that captures all the information related to the newly filled position (name of Candidate, position, salary, start date, which recruiter gets credit for the hire etc.)

Rule action: field update. If Closing Report Record Type=Consulting AND Timesheet Type=Online, then 'Receive Timesheet Email Alerts' is updated to True

Yes

Application First stage of Job placement flow (Application> Submittal>Interview>Offer> Placement) Rejection - Contact Owner

Application

No action associated to the Rule. It should trigger when the 'Job Manager The name of a Bullhorn Recruitment Cloud legacy application used in older versions of the product with similar fiunctionalities to ATS tool. Stage Status' field on an Application record (ATSv1 data model) equals 'Rejected'

No - obsolete

Consulting Closing Report Email

Closing Report

Rule action: email alert. If Closing Report Record Type=Consulting AND Bill Rate ≠ 0, then email is sent to related users with details on credits, payroll set up etc (email template incl. in the package)

Yes

Contact owner will notify

Application

No action associated to the Rule. It should trigger when the 'Job Manager Stage Status' field on an Application record (ATSv1 data model) equals 'Rejected' AND picklist 'Rejection Notification'=Contact Owner Will Notify

No - obsolete

Conversion Closing Report Email

Closing Report

Rule action: email alert. If Closing Report Record Type=Conversion AND Salary ≠ 0, then email is sent to related users with details on credits, payroll set up etc (email template included in the package)

Yes

Copy Country from Account to Job

Job

Rule action: two Job fields get updated: 1. 'Country' 2. LinkedInJobCountry. The conditions for the updates to trigger are not there anymore since custom setting LinkedIn App referenced in the rule criteria has since been removed from package

No - obsolete

downloadResume

External Search Result

Rule action: Outbound Message. The message contains field values for various 'External Search Result' fields and is triggered if 'Status'=In Progress and 'Handle' is blank

No - already converted

GDPRConsentFiltersForNewContact

Contact

Rule action: field update. The Contact checkbox 'IsConsentEmailTobeSend' gets selected if on the Contact record Mailing Country contains 'USA' or Mailing State/Province contains 'Newyork'

Yes

New Application Notification Email

Application

Rule action: email alert. Every time a record is created for the Application object (ATSv1 data model)an email is sent to the Job Owner to notify him/her of the new application (email template incl. in the package)

Yes

Permanent Closing Report Email

Closing Report

Rule action: email alert. If Closing Report Record Type=Permanent AND 'Fee Percentage' ≠ 0, then email is sent to related users with details on credits, billing set up etc (email template included in the package)

Yes

Reset LinekdIn Integration Flag

Contact

Rule action: field update. The Contact checkbox 'LinkedIn Integration' gets selected if on the Contact record the field 'LinkedIn Integration'=True

Yes

Retained Closing Report Email

Closing Report

Rule action: email alert. If Closing Report Record Type=Retained AND 'Retained Invoice Amount' ≠ 0, then email is sent to related users with details on credits, billing set up etc (email template included in the package)

Yes

Retained Invoice Closing Report Email

Closing Report

Rule action: email alert. If Closing Report Record Type=Retained_Invoice AND 'Retained Invoice Amount' ≠ 0, then email is sent to related users with details on credits, billing set up etc (email template included in the package)

Yes

Send Internal Interview The third Stage of Job application flow. This is when the recruiter sets up a job interview between Candidate and Client. Email Invitation

Send Out The third Stage of Job application flow. This is when the recruiter sets up a job interview between Candidate and Client. Schedule V2

Rule Action When used in ATS or Search and Match UI, one of multiple actions available after user has selected a sub-set of Candidates: Outbound message.

No - already converted

Send Interview Email Invitation

Send Out Schedule V2

Rule Action: Outbound message.

No - already converted

Send Interview Email Invitation

Send Out Schedule

Rule Action: Outbound message.

No - already converted

Stage Start Date For Shortlist An internal submission (submission, shortlist) is used to save the candidate against a job for which they may be a good fit.

Application

Rule action: Field Update. When the field 'Job Manager Stage' on an Application record(ATSv1 data model) is updated to 'Current', the 'Stage Start Date' field is updated to 'Today'

Yes

Stage End Date For Shortlist

Application

Rule action: Field Update. When the field 'Job Manager Stage' on an Application record(ATSv1 data model) changes to either 'Accepted' or 'Rejected', the 'Stage End Date' field is updated to 'Today'

Yes

Stage Start Date For Submittal The Second Stage of Job application flow. This is when the recruiter sends the Candidate CV to the client, a sort of first introduction.

Submittal

Rule action: Field Update. When the field 'Job Manager Stage' on a Submittal record(ATSv1 data model) is updated to 'Current', the 'Stage Start Date' field is updated to 'Today'

Yes

Stage End Date For Submittal

Submittal

Rule action: Field Update. When the field 'Job Manager Stage' on a Submittal record(ATSv1 data model) changes to either 'Accepted' or 'Rejected', the 'Stage End Date' field is updated to 'Today'

Yes

Stage Start Date For SendOut A Client Submission (Sendouts, CV Sent) occurs when a recruiter sends a candidate to the hiring manager for approval to have an interview.

Send Out

Rule action: Field Update. When the field 'Job Manager Stage' on a SendOut record(ATSv1 data model) is updated to 'Current', the 'Stage Start Date' field is updated to 'Today'

Yes

Stage End Date For SendOut

Send Out

Rule action: Field Update. When the field 'Job Manager Stage' on a SendOut record(ATSv1 data model) changes to either 'Accepted' or 'Rejected', the 'Stage End Date' field is updated to 'Today'

Yes

Stage Start Date For Offer The fourth Stage of Job application flow. This is when the candidate is offered the position (details about salary, locations etc are shared and candidate decides if he wants to take the job)

Offer

Rule action: Field Update. When the field 'Job Manager Stage' on an Offer record(ATSv1 data model) is updated to 'Current', the 'Stage Start Date' field is updated to 'Today'

Yes

Stage End Date For Offer

Offer

Rule action: Field Update. When the field 'Job Manager Stage' on an Offer record(ATSv1 data model) changes to either 'Accepted' or 'Rejected', the 'Stage End Date' field is updated to 'Today'

Yes

Stamp Amount Field On Expense Expenses claimed by clients/candidates and charged to the recruitment agency Line Item

Expense Line Item

Rule action: Fields Update. If checkbox 'Use Rate Card If in the context of ATS, a 'card' or 'tile' is the visual representation on the ATS board of a Candidate at various stages of the application process Module?' is enabled in Talent Rover Properties Custom Setting, then the following three fields on 'Expense Line Item' object get formula-based updates: 'Billable Amount', 'GP An abbreviation of Gross Profit, percentage of a candidate's placement revenue that is assigned to recruiters involved in the placement Amount', ' Reimbursible Expense Amount'.

Yes

Successful File Sync Upload

Contact

Rule action: Email alert. If the 'Email Notifications on Upload Success' checkbox is selected in Custom Setting 'Mass Resume Processor', then when the field 'Last Mass Resume Upload' gets updated on a Contact record an email is sent to the Contact owner to confirm the resume was parsed successfully (email template included in the package)

Yes

syncCallListMember

Call List Member

Yes

syncContact

Contact

Yes

syncContactDocument

Contact Document

Yes

syncVacancy

Job

Yes

Update Account Billing Geolocation To All Related Jobs

Account

Rule action: Field Update. If either 'Billing Latitude' or 'Billing Longitude' are changed on an Account record, the 'Update Related Jobs?' checkbox on Account is updated to 'True'

Yes

Update Applicant A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. Owner Email

Application

No action associated to the Rule. The rule criteria just says 'If Application record type=Application'

No - obsolete

Update LinkedInJobPostURL with label

Job

Rule Action: field update. If a number or conditions are met, the 'LinkedInJobPost URL' field on Job records gets formula-based update. The rule cannot fire since it references a deprecated setting.

No - obsolete

Update Mileage and per diem amount

Expense Line Item

Rule action: Field Update. If Expense Line Item record has record type = 'Per Diem' or 'Mileage' and if 'Use Rate Card Module?' checkbox is enabled in Talent Rover Properties custom setting, then the 'Amount' field on the Expense Line Item record is updated via a formula

Yes

VMS A vendor management system is a web-based application that aggregates available jobs from multiple companies and is used by recruiters to see what jobs need filling.: Close Job

Job

Rule action: Field Update. This is about Jobs created in Salesforce through VMS integration: if the VMS status is Closed,Filled,Cancelled, the rule will result in the (SF Salesforce) Job 'Status' field to update to 'Closed'

No - obsolete