Off Limits & Account Employment History Logic
Employment History records are created in the system in the following scenarios:
- A CV is parsed in the Org
-
A Closing Report
is created in the Org.
-
In this scenario, the Employment History’s Start Date is taken from the Closing Report’s Start Date, which could be a future date. If it is, the Employment History record won’t be marked as ‘Current’ until that Start Date arrives.
-
- Manually
The Off Limits calculation engine determines a candidate's current Company
(Account) by checking the value in the Account field on the Employment History record that meets the following criteria:
- Current checkbox: True
- Verified checkbox: True
To identify which Contacts are to be Off Limits due to being employees of the Account named Acme, the Off Limits engine will look for all Employment History records that meet the following criteria:
- Account field: Acme
- Current checkbox: True
- Verified checkbox: True
Important Note! Most of the logic and options described above are not set up out-of-the-box (OOTB).
Admin users can set these up using the configuration steps listed in the Account Employment History Configuration section of the Off Limits: Configuration Guide.
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