Candidate Journey
Automations that touch the candidate lifecycle from apply to placement.
Active Placement
Candidate has accepted a placement and is continuing to work.
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Criteria
- Placement Status Is Approved (Any Date)
- AND Placement Start Date After April 15, 2026
- AND Branch Is FWY
- AND Placement Company Name (Legacy) Does Not Contain "Forge New Hire" (Any Date)
Actions
- Wait 1 Week
- Send Engagement
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Criteria
- Placement Status Is "Approved" (Any Date)
- AND Placement Start Date After March 31, 2026
- AND Branch Is INDY or INDYN
- AND Company Name Is Not Forge New Hire - Indianapolis South
Actions
- Wait 1 Day After Start Date at 5:00pm
- Send Text: Hey %FIRSTNAME%, this is Forge checking in, how did your first day go?
- If Positive Response →Send Text: Happy to hear that! Are you all set to make it to your next shift?2 branches
- If Postitive Response →Send Text: That's great! We'll check back in with you in a few days. If you need anything at all, don't hesitate to reach out to us. Have a great day!
- If Negative Response →Sent Text: Got it, it sounds like this assignment isn't a good fit for you? What specifically did you not like? We may have other positions available for you. Please call us at 317-856-4400 to end your assignment.
- Add Candidate to "INDY - Turnover Risk" Tearsheet.
- Send Notification Email To Office
- If Neutral Response →Send Text: We get it, first days can be a lot. Are you still planning to head back for your next shift?2 branches
- If Positive Response →Send Text: That's good! Is there anything that you need from us? Or is there anything specifically about the job that you're not happy about?
- Add Candidate to "INDY - Turnover Risk" Tearsheet
- Send Notification Email To Office
- If Negative Response →Send Text: Not a problem, we get it. Could you please give us a call really quick, so that we can discuss options with you regarding ending your assignment and possibly finding you something new?
- Add Candidate to "INDY - HIGH TURNOVER RISK" Tearsheet
- Send Notification Email To Office
- If Negative Response →Send Text: We totally get it, we may be able to find you a different assignment %FIRSTNAME%. Please call us at 317-856-4400 so that we can end your assignment and discuss other assignment options.
- Add Candidate to "INDY - HIGH TURNOVER RISK" Tearsheet
- Send Notification Email To Office
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Assignment Ended
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Criteria
- Placement Status Is Approved (Any Date)
- AND Placement End Date More Than 0 Days Ago
- AND Placement End Reason Is Client, Client DNR - Attendance, Client DNR - Misconduct, or Client DNR - Performance (Any Date)
- AND Status Is Not Review
- AND Placement End Date After July 7, 2023
Actions
- Update Placement Status to "DNR"
- Updace Candidate Status to "Active"
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Criteria
- Placement Status Is Approved, Completed, or Terminated (Any Date)
- AND Placement End Date More Than 0 Days Ago
- AND Placement End Reason Is Walked Off Job (Any Date)
- AND Status Is Not Review
- AND Placement End Date Is After July 1, 2023
Actions
- Set Placement Status To "Terminated"
- Update Candidate Status To "Terminated"
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Completed Onboarding
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Criteria
- Onboarding Status Is Completed
- AND I9 On File Equal To True (1)
- AND Status Is Not Direct Hire, FNC, Inactive, Incomplete App, No Section 2, Hired In, Placed, Suspended, Terminated, TNC, Unemployment, Work Comp, Archive, Active, or Review
- AND Does Not Have Placement Less Than 5 Days Ago
Actions
- Update Candidate Status To "Active"
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Direct Hire
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Criteria
- Placement Employment Type Is Direct Hire (After August 1, 2023)
- AND Placement Status Is Approved (Any Date)
- AND Status Is Not Review
Actions
- Update Candidate Status To "Direct Hire"
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Hired In
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Criteria
- Placement Status Is Approved (Any Date)
- AND Placement End Date More Than 0 Days Ago
- AND Placement End Reason Is Perm Placement (Any Date)
- AND Status Is Not "Review"
- AND Placement End Date After September 1, 2023
Actions
- Update Placement Status to "Complete"
- Update Candidate Status to "Hired In"
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Incomplete Onboarding
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Criteria
- Document Verification Is "Checked"
- AND Branch is GRE
Actions
- Remove Candidate from GRE-Placements W. Incomplete Onboarding Tearsheet
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Inquiry Status
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This automation has been grouped together. Within Bullhorn Automation, this automation is separated by branch.
Criteria
- Date Added Less Than 1 Days Ago
- AND Status Is Inquiry
- AND Onboarding Status Is Not Initiated, Ready for Review
- AND Separated By Branch Value
Actions
- Add Candidate To Branch Auto Initiate Tearsheet
- Initiate Onboarding
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Criteria
- Candidate Status Is Inquiry
- AND Date Added Less Than 1 Days Ago
- AND Onboarding Status Is InitiationFailed
Actions
- Send Email: Hi %FIRSTNAME%, Thank you for applying with Forge Industrial Staffing—we’re excited to help you move forward. We wanted to let you know that we ran into a small issue while initiating your onboarding packet. No worries—this happens from time to time, and it’s usually something we can clear up quickly with a brief conversation. To keep the process moving and avoid any delays, please give your local Forge office a call at your earliest convenience. Our team will walk through what’s needed and help get everything completed so we can continue moving you toward your next opportunity. We appreciate your time and look forward to speaking with you soon. Best regards, Forge Industrial Staffing Work Where It Works For You
- Add Note To Candidate Record: %FIRSTNAME% %LASTNAME% has been notified via automation that onboarding was unable to be initiated. They have been instructed to contact their local Forge office.
- Send Text: Hey %FIRSTNAME%, this is Forge Industrial Staffing. We noticed an issue with your onboarding that needs attention. Can you please call your local Forge office, so that we can continue to move the process forward. Thanks!
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Data Health
Automations that keep Bullhorn and adjacent systems clean.
Talent Pool
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Criteria
- Status Is Active
- AND Date I9 Expiration More Than 0 Days Ago
- AND I9 Completion Date More 365 Days Ago
- AND Placement Status is not "Approved" (Any Date)
- AND Onboarding Status is "Completed."
Actions
- Set Candidate Status To "Inactive"
- Add Note: I-9 Expired. Candidate status has been changed to "Inactive" via automation. Candidate must complete new I-9 before placement.
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