Outreach & Activity Rules
The note action requiring a voicemail when no answer occurs.
What is RC – Phone Attempt?
The status for a candidate who has not yet been screened.
What is Unscreened?
The required action for all unqualified applicants.
What is reject the application in the system?
The initial action required before escalating any ownership conflict.
What is recruiters resolving the issue directly (call or meet)?
The structured screening conversation completed with a candidate after initial contact.
What is a G2?
The two-way communication used for updates and logistics.
What is a Connect?
The status for a candidate actively working with a recruiter after a G2.
What is Screened?
The required timeframe to contact qualified applicants.
What is within 24 hours?
The second level of escalation after recruiters cannot resolve a dispute.
What is involving BDMs or ROMs?
The maximum frequency allowed for logging a G2 Completed note.
What is once every 13 weeks?
The outreach method that does not count toward ownership
What is Mass Email or Text To?
The status indicating commitment to a role and active matching.
What is Lockdown?
The weekend protection period for candidates who apply on Saturday.
What is 48 hours?
The final escalation path used when leadership cannot resolve a conflict.
What is submitting a SNAP ticket?
The type of two-way call focused strictly on building rapport, not operations.
What is a Phone Call – Relationship?
The maximum number of candidates allowed in daily mass emails.
What is 250?
The status for candidates currently working or recently placed.
What is Active?
The rule when an applicant is already an active HCP.
What is contact the current owner before taking action?
The time ownership is held after a note action in Recruitable status.
What is 24 hours?
The requirement for maintaining a screened candidate through consistent interaction.
What is a Connect or candidate response every 7 days?
The requirement for documenting all activity in the system.
What is logging clear notes in real time?
The status candidates revert to when engagement requirements are not met.
What is Recruitable?
The condition under which Indeed outreach grants ownership.
What is contacting the candidate first gives 24-hour ownership?
The rule stating bookings alone do not grant ownership.
What is Microsoft Bookings does not establish ownership?
The Mergi-approved intake templates that can support—but not duplicate—a G2.
What are Screeners?