Main Use Case for Successful Candidate Placement Off Limits Policy

Below is a use case that would apply in most instances when a candidate A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. is placed in a job A job (vacancy, position, role) is an opening for which a customer's client needs a placement. and you want the Off Limit icon/information popup that confirms the Candidate has been assigned to a job.

Trigger	Closing report is saved in the Org where a Successful Candidate Off Limits Policy has been created.
Main Flow	Candidate C1 is placed on Job J1 for Account A1. 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. If the Successful Candidate feature is enabled in the Org, a Successful Candidate Off Limits Policy is created when the Closing Report is saved. Candidate C1 becomes Off Limits on Closing Report Created Date . The candidate stays Off Limits for the period defined by Start of Assignment A Job position plus the Duration. For more details on the lifecycle, see Off Limits Policies Successful Candidate Lifecycle.
Exceptions	Events: The only event that could cause the Successful Candidate to no longer be Off Limits before the policy expiry date is a change in their employment status (i.e., the Candidate no longer works for the Job’s Account or any other Account in the same hierarchy). Logic configuration options are available to apply checks to the Job’s Billing Account. Manual: It is possible for the policy to be manually disabled by internal users.
Notes	The Successful Candidate Off Limit policy logic only considers the Candidate that has been assigned to the Job. Any off limit requirement for any other Candidate applied to the Job but not placed should be covered by other Off Limits policies and configured separately.

 

Activity Diagram

Next Steps

It will also help you to understand what the other use case is, for this see Off Limits Policies Successful Candidate Withheld Use Case.