Off Limits Successful Candidate Policy Creation

Once the Closing ReportClosed record is created successfully, a Successful CandidateClosed policy record is created dynamically. Most fields remain blank field remains blank and can be populated later by users with access to Successful Candidate policies. These fields come prepopulated:

Once the successful Candidate is placed and a Closing Report created, the related JobClosed is automatically closed.

Exception

This policy creation does not apply when the Withheld checkbox is selected during the Closing Report creation.

For details for that use case, see Off Limits Policies Successful Candidate Withheld Use Case

Next Steps

The next step the Off Limits Successful Candidate Policy is initiation of the lifecycle. For more information on this, see Off Limits Policies Successful Candidate Lifecycle.