# Candidate Ownership Tracking

> Know who owns every candidate. A routine Jane, the AI employee from Forge AI, runs for staffing and consulting firms.

Every weekday morning Jane reads your applicant tracking system for each candidate a recruiter contacted for the first time. She tells each recruiter which candidates must be claimed soon, records each claim and opens the candidate to the team when ownership ends. Where two recruiters contacted the same candidate, she posts the facts to a manager.

Page: https://forge-labs.io/routines/candidate-ownership-rules-applied/

## How it works

1. **The weekday ownership read starts.** Every weekday morning Jane reads your applicant tracking system for each candidate a recruiter contacted for the first time.
2. **Jane tracks each claim.** Jane tells each recruiter which candidates must be claimed soon and records each claim. She opens the candidate to the team when ownership ends.
3. **Ownership is on every record.** Each candidate record shows its owner and the date ownership ends. Where two recruiters contacted the same candidate, Jane posts the facts to a manager in chat.

**When it runs:** Every weekday morning.

**What stays with your team:** Jane applies the rules and updates ownership in your ATS on her own. Disputed claims go to a manager.

**Who uses it:** Recruiters, Managers

**Team:** Operations

**Built for:** IT staffing, Commercial staffing, Recruitment process outsourcing

**Works with:** Bullhorn, Avionté, Greenhouse, Ceipal, Slack, Microsoft Teams

## Questions

### What does the Candidate Ownership Tracking routine do?

Every weekday it applies your firm's candidate claim and ownership rules, records owners and end dates in your ATS, and tells recruiters which claims close soon and which candidates are open.

### Can we use our own rules?

Yes. Tell Jane your claim period and ownership period, such as seven days and 90 days, and any exceptions, and she applies them.

### Who decides when two recruiters claim the same person?

A manager. Jane posts what each recruiter did and when, and does not choose between them.

### Which systems does it work with?

Tracker, Bullhorn, Crelate and most other applicant tracking systems, with Slack or Teams for the messages.

## Book a demo

https://forge-labs.io/book