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 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.) 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 A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider.'s current Company A Company is the organization where the contact works. This can also be called the Client. (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 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). 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.