Off Limits Policies: Actions Supported for Checkpoints

Overview

This article lists actions supported for checkpoints for Warn/Block behavior.

It would make sense if this article leaves you with additional questions. It is meant to be a companion article. If you need more information, see Off Limits Policies: Warn/Block Behavior.

Actions Supported for Checkpoints

Checkpoint: Add_To_Call_List

Scenario Object Functionality
You select one/multiple CandidateClosed A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider.(s) in ATS v2 and select Add to Call List. Contact/JobClosed A job (vacancy, position, role) is an opening for which a customer's client needs a placement. ATS v2
You select Add to Call List. Contact (Record Detail) N/A
You select one/multiple Candidate(s) from List ViewClosed One of the three user Interfaces in ATS v2 (the others being Kanban View and Table View) and select Add to Call List. Contact (List View) N/A
You select New Call List Member. Standard Call List (Call List Members Related List) N/A
You select one/multiple Call List Member(s) and select Add To Another Call List. Standard Call List (Call List Members Related List) N/A
You select New Call List Member. Candidate Marketing Call List (Call List Member Related List) N/A
You select one/multiple Call List Member(s) and select Add To Another Call List. Candidate Marketing Call List (Call List Member Related List) N/A
You select Add To Call List. Long ListClosed Name of a BH4SF custom object. It 'captures' Candidates that look like a good match for a Job, before the actual hiring process begins. It's like a list of potential candidates (Detail) N/A
You select one/multiple Long List record(s) and select Add To Call List. Long List (List View) N/A
In Browse, you select Add To Call List for one/multiple selected Candidate(s). Contacts/Longlists/JBA/Call List Members (List View) OOTB Browse
In Browse,you select Add To Call List for one/multiple selected Candidate(s). Contact/Job OOTB Browse for ATS v2
In USAM Search results, you select Add To Call List for one/multiple selected Candidate(s). N/A USAM

 

Checkpoint: Add_To_Longlist

Scenario Object Functionality
You select Add To Longlist. Contact (Record Detail) N/A
You select one/multiple candidate(s) from List View and select Add To Longlist. Contact (List View) N/A
You select one/multiple Call List Member(s) and select Add To Another Longlist. Standard Call List (Call List Members Related List) N/A
You select one/multiple Call List Member(s) and select Add To Another Longlist. Candidate Marketing Call List (Call List Member Related List) N/A

 

Checkpoint: Apply_To_Job

Scenario Object Functionality
You select Add To Job. Contact (Record Detail) ATS v2
You select one/multiple Candidate(s) from List View and select Add To Job. Contact (List View) ATS v2
You select one/multiple Call List Member(s) and select New ApplicationClosed First stage of Job placement flow (Application> Submittal>Interview>Offer> Placement) (Add To Job). Standard Call List (Call List Members Related List) ATS v2
In USAM Search results, you select Add To Application for one/multiple selected Candidate(s). N/A USAM
You select one/multiple Candidate(s) in ATS v2 and select Apply To Other Job. Contact/Job ATS v2
In Browse, you select Apply To Job for one/multiple selected Candidate(s). Contacts/Longlists/JBA/Call List Members (List View) OOTB Browse
In Browse, you select Apply To Job for one/multiple selected Candidate(s). Contact/Job OOTB Browse for ATS v2
You select Convert to Application. Long List (Detail) ATS v2
You select one/multiple Long List record(s) and select Convert to Application. Long List (List View) ATS v2
You select Convert to Application. Job BoardClosed A website where open jobs are advertised Application (Detail) ATS v2
You select a JBA record and select Convert to Application. Job Board Application (List View) ATS v2

 

Checkpoint: Create_Internal_Interview

Scenario Object Functionality
You select one/multiple Candidate(s) in ATS v2 and select Create Internal InterviewClosed The third Stage of Job application flow. This is when the recruiter sets up a job interview between Candidate and Client. (ActionClosed When used in ATS or Search and Match UI, one of multiple actions available after user has selected a sub-set of Candidates button). Contact/Job ATS v2
In Browse, you select Internal Interview (Action) for one/multiple selected Candidate(s). Contact/Job OOTB Browse for ATS v2

Checkpoint: Market_Candidate

Scenario Object Functionality
In Browse, you select Market Candidate for one/multiple selected Candidate(s). Contacts/Longlists/JBA/Call List Members (List View) OOTB Browse
In Browse, you select Market Candidate for one/multiple selected Candidate(s). Contact/Job OOTB Browse for ATS v2
You select one/multiple Call List Member(s) and select Market the Candidate. Candidate Marketing Call List (Call List Member Related List) 2020EE

 

Checkpoint: Mass_Placement

Scenario Object Functionality
You select one/multiple Candidate(s) in ATS v2 and select Mass PlacementClosed The stage that occurs after a candidate accepts a job offer and facilitates their information being copied to the back office.. Contact/Job ATS v2
In USAM Search results, you select Quick Fill (Mass Placement) for one/multiple selected Candidate(s). N/A USAM

 

Checkpoint: Move_To_Stage

Scenario Object Functionality
You select one/multiple Candidate(s) in ATS v2 and select Any Move Forward Action. Contact/Job ATS v2
You select one/multiple Candidate(s) in ATS v2 and select Any Move Back Action. Contact/Job

ATS v2

 

Checkpoint: Add_To_Call_List

Scenario Object Functionality
You select one/multiple Call List Member(s) and select Move to Another Call List. Standard Call List (Call List Members Related List) N/A
You select one/multiple Call List Member(s) and select Move to Another Call List. Candidate Marketing Call List (Call List Member Related List)

N/A

 

Checkpoint: Move_To_Stage

Scenario Object Functionality
In Browse, you select Move To Stage for one/multiple selected Candidate(s). Contact/Job OOTB Browse for ATS v2

 

Checkpoint: Apply_To_Job

Scenario Object Functionality
You select one/multiple Candidate(s) in ATS v2 and select Quick Add. Contact/Job ATS v2

 

Checkpoint: Reject_Unreject

Scenario Object Functionality
You select one/multiple Candidate(s) in ATS v2 and select Reject/Unreject. Contact/Job ATS v2
In Browse, you select Reject/Unreject for one/multiple selected Candidate(s). Contact/Job OOTB Browse for ATS v2

 

Checkpoint: Send_Email

Scenario Object Functionality
You select one/multiple Candidate(s) in ATS v2 and select Send Email. Contact/Job ATS v2
You select one/multiple Call List Member(s) and select Send Email to Members. Standard Call List (Call List Members Related List) 2020EE
You select one/multiple Long List record(s) and select Send Email to Members. Long List (List View) 2020EE
In Browse, you select Send Email for one/multiple selected Candidate(s). Contacts/Longlists/JBA/Call List Members (List View) OOTB Browse
In Browse, you select Send Email for one/multiple selected Candidate(s). Contact/Job OOTB Browse for ATS v2
In USAM Search results, you select Email for one/multiple selected Candidate(s).

N/A

 USAM

 

Checkpoint: Share_CV

Scenario Object Functionality
You select CV Share. Contact Resume Manager/2020EE

 

Checkpoint: Create_Sendout

Scenario Object Functionality
You select one/multiple Candidate(s) in ATS v2 and select Move Forward SendoutClosed A Client Submission (Sendouts, CV Sent) occurs when a recruiter sends a candidate to the hiring manager for approval to have an interview.. Contact/Job ATS v2
In Browse, you select Move Forward Sendout for one/multiple selected Candidate(s). Contact/Job ATS v2

 

Checkpoint: Share_CV

Scenario Object Functionality
You select Create Power Note.

N/A

 ATS v2