Off Limits & Account Employment History Current Logic Checks
As part of the Off Limits engine calculations and recalculations, Current Account in the following scenarios:
code looks for a Contact’s system-designated- Account Policy: Checked as part of Off Limits calculations to identify which Contacts
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
Policy: Checked as part of Off Limits calculations. Since the Successful Candidate policy has the same account as the Closing Report
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
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.
Currently, the Current account checks only cover the Successful Candidate and Job policies in the following: siutations, focusing on (1) Account Hierarchy and (2) Billing Account/Billing Account Hierarchy.
- Account Hierarchy
- Billing Account/Billing Account Hierarchy.
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