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Placement tracking and onboarding

Automates the complete placement tracking and onboarding process from candidate acceptance through successful placement completion. Streamlines communication, documentation, and milestone tracking to ensure smooth transitions and reduce placement failures.

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Workflow Trigger

Candidate accepts job offer in the ATS system

Visual Flow

Each node represents an automated step. Connections show how data and decisions move through the workflow.

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

  1. 1
    Trigger

    Candidate accepts offer

    Workflow initiates when a candidate formally accepts a job offer through the ATS portal. This creates a placement record and begins the onboarding tracking process.

    BullhornGreenhouse
  2. 2
    Action

    Generate onboarding checklist

    Creates a customized onboarding checklist based on role requirements and client specifications. Assigns tasks to candidate, client contact, and recruiting team with due dates.

    BullhornCrelate
  3. 3
    Action

    Send placement notifications

    Automatically notifies all stakeholders including account managers, recruiters, and client contacts about the successful placement. Includes placement details and next steps.

    BullhornJobAdder
  4. 4
    Action

    Schedule check-in touchpoints

    Creates automated calendar invites for 1-week, 30-day, 60-day, and 90-day check-ins with both candidate and hiring manager. Sets reminder notifications for recruiting team.

    BullhornLever
  5. 5
    Decision

    Evaluate placement status

    Reviews completion of onboarding milestones and feedback from scheduled check-ins. Determines if placement is progressing successfully or requires intervention.

    BullhornCrelate
  6. 6
    Action

    Update candidate pipeline

    Adds successfully placed candidate to talent pipeline for future opportunities and referral programs. Updates LinkedIn Recruiter profile with placement history and skills validation.

    LinkedIn RecruiterBullhorn
  7. 7
    Output

    Generate placement completion report

    Creates comprehensive placement report including timeline metrics, client satisfaction scores, and revenue attribution. Stores in ATS for performance analytics and client reporting.

    BullhornGreenhouse

Outputs

  • Completed onboarding checklist with all milestones tracked
  • Placement success report with timeline and satisfaction metrics
  • Updated talent pipeline with validated candidate profiles

Key Metrics

  • Time-to-full-productivity for placed candidates
  • Placement retention rate at 90 days
  • Client satisfaction score during onboarding process

Tools & Integrations

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