Creating Off Limits Policies with Bullhorn Automation

Overview

Did you know you can use Bullhorn Automation to create Off Limits policies in Invenias? This article will walk you through the steps to create an automation that marks Invenias candidates or contacts as Off Limits.

Before You Begin

Here are some things to be aware of before you set up your automation:

  • This automation can set the Off Limits behavior as either "Block" or "Warn", but cannot specify an end date.
  • In Invenias, the contact or candidate will be marked as Off Limits, with the reason being the name of the Automation workflow.

Steps

To set this automation up, you'll need to create an automation and configure a webhook step. Follow the steps below in Bullhorn Automation:

Creating the Automation

  1. Create a new automation based on either candidates or contacts.
  2. Select or create a list using filter criteria that will capture the records you want to mark as Off Limits.
    • If you want to exclude anyone who is already Off Limits, add the criteria "OFFLIMITS Is no".

Creating the Webhook Step

  1. Navigate to Add New Step and select Webhook, then fill out the options as follows:
    • Name: Enter any label, e.g. “Add Off Limits Policy”.
    • Method: POST
    • URL: api/herefish-webhook/off-limits
    • Data:
      • To create a policy with "Block" behavior, enter {“Behavior”:”Block”}
      • To create a policy with "Warn" behavior, enter {“Behavior”:”Warn”}
      • To remove a policy, enter {“Behavior”:””}
    • On Failed Request: Select your preferred option.
  2. Click Test Webhook to test the settings in your automation.
    • You can choose to test with any candidate or contact that has been exported to Bullhorn Automation.

    • This will create an Off Limits policy for the selected candidate or contact, so be prepared to open the Invenias record and remove the policy if necessary.
  3. Once you've confirmed the test was successful, enable your automation!