Off Limits Policies Successful Candidate Policy Fields
The table below shows packaged fields only but custom fields can also be added in Subscribers Orgs. These fields are available out of the box.
Field Name |
Field Type |
Description |
Supports Updates? |
|
---|---|---|---|---|
Closing_Report__c |
Lookup |
Closing Report lookup required only for Successful Candidate A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. Off Limit policy |
No |
|
Successful Candidate Contact |
Successful_Candidate_Contact__c |
Formula (hyperlink) |
Link to the Person Placed Used mainly in USA recruitment industry, a Consultant is a person placed on a tempory contract/vacancy (Consultant is only used for temporary jobs, not for permanent positions) of the Closing Report related record |
No |
Successful Candidate Account |
Successful_Candidate_Account__c |
Formula (hyperlink) |
Link to the Account of the Closing Report related record |
No |
Successful Candidate Job A job (vacancy, position, role) is an opening for which a customer's client needs a placement. |
Successful_Candidate_Job__c |
Formula (hyperlink) |
Link to the Job of the Closing Report related record |
No |
Off Limits Duration |
TR1__SC The Support Contact (Account Contact, AC/SC, SC, AC) is the person who can contact Bullhorn Support at a particular company._Duration__c |
Number (18,0) |
The duration of the Successful Candidate Off Limit Policy in days. The Duration defaults to the value entered in Executive_Search__c.Successful_Candidate_Default_Duration__c |
Yes |
Description |
TR1__Description__c |
Text(255) |
General description of the policy |
Yes |
Rank |
TR1__Rank__c |
Number(4, 0) |
The value in this field determines the order/priority of enforced policies. |
Yes |
Reason |
TR1__Reason__c |
Text(255) |
The name/short description of this policy. The value in this field is shown in the Off Limits warning/block popup to inform users why the Contact they selected is Off Limit. This field is required at database level and must always be populated. If not, even when removed from the layout, users will not be able to save the policy. |
Yes |
Legal Reason |
TR1__Legal_Reason__c |
Text(255) |
Legal reason for enforcing this policy, if relevant. |
Yes |
Type |
TR1__Type__c |
Picklist |
The behavior enforced at checkpoints when an Off Limits Contact is selected for some actions. The behavior options are as follows:
|
Yes. If the value is changed on an existing policy, the change is only propagated to Line Items created moving forwards. The change will not be applied to past Line Items. |
Start Date |
TR1__Start_Date__c |
Date |
The date when the policy starts. If no value is added manually, it defaults to Today's date. |
Yes |
End Date |
TR1__End_Date__c |
Date |
The date when this policy ends (Closing Report Start Date + Closing Report Off Limits Duration) |
Yes |
Active |
TR1__Active__c |
Checkbox |
|
Yes |
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Next Steps
To configure the Off Limits Successful Candidate Policy, see the Successful Candidate Policy Configuration section of Off Limits: Configuration Guide.