Off Limits & Account Employment History Current Logic Checks

As part of the Off Limits engine calculations and recalculations, Bullhorn for Salesforce (BH4SF) code looks for a Contact’s system-designated Current Account in the following scenarios:

• Account Policy: Checked as part of Off Limits calculations to identify which Contacts A contact (or client contact) is the person who the recruiter is working with at a Company. In Talent Rover a Contact can be either a Client Contact or a Candidate Contact. Both types of Contacts are stored in the same object (Contact). should be marked as Off Limits due to their status as current employees of the Account specified in the policy.
• Contact Policy: No check because there is no reason to check for current Account when a Contact policy is created.
• Successful Candidate A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. Policy: Checked as part of Off Limits calculations. Since the Successful Candidate policy has the same account as the Closing Report Fifth Stage of Job placement flow, a Candidate that reaches the Closing Report Placement stage has been assigned to a job. In BH4SF, 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.) account, any change to the current Account results in the Candidate no longer being Off Limits.
• ATS Stage Policy: Checked as part of Off Limits calculations to determine if the Contact that the policy applies to should be excluded from becoming Off Limits based on the Internal Candidate rule.
  • For more details on the Internal Candidate rule, see Internal Candidate Rule Job Off Limits Policy.
• Job Role A job (vacancy, position, role) is an opening for which a customer's client needs a placement. Policy: No check because there are currently no checks for the current Account.
• Job Policy: Checked as part of Off Limits calculations to determine if the Contact(s) that the policy applies to should be excluded from becoming Off Limits based on the Internal Candidate rule.
  • For more details on the Internal Candidate rule, see Internal Candidate Rule Job Off Limits Policy.