{"id":24769,"date":"2026-08-03T09:15:03","date_gmt":"2026-08-03T09:15:03","guid":{"rendered":"https:\/\/recruiterflow.com\/glossary\/?p=24769"},"modified":"2026-08-03T09:15:17","modified_gmt":"2026-08-03T09:15:17","slug":"off-limits-policy","status":"publish","type":"post","link":"https:\/\/recruiterflow.com\/glossary\/off-limits-policy\/","title":{"rendered":"What is Off-Limits Policy?"},"content":{"rendered":"<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"5:1-5:269;52-320\">An off-limits policy defines the organizations, business units, employees, placed candidates, or other talent groups that a search firm will not approach for another assignment, together with the restriction&#8217;s scope, duration, reason, exceptions, and approval process.<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"7:1-7:748;322-1069\">Off-limits rules are common in retained <a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"https:\/\/recruiterflow.com\/blog\/executive-search-process\/\">executive search<\/a>, where a client expects the firm not to recruit from its workforce during an agreed period. They may arise from a search agreement, master services agreement, client relationship, placement commitment, conflict rule, or firm policy. The details vary: a restriction might cover a whole corporate group, one subsidiary, a function, a geography, named individuals, or a placed candidate. It may begin when an assignment starts, a placement is made, or another agreed event occurs. It may expire after a fixed period or remain active until review. The policy converts those terms into instructions applied before sourcing or outreach.<\/p>\n<blockquote class=\"ml-2 border-l-4 border-[hsl(var(--border-300)\/0.1)] pl-4 text-text-300\" data-sourcepos=\"9:1-9:210;1071-1280\">\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"9:3-9:210;1073-1280\"><a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"https:\/\/www.ecssa.org\/cerc\/code-of-practice\/\">ECSSA&#8217;s CERC Code of Practice<\/a> says consultants should disclose material restrictions before accepting an assignment and agree off-limits rules with the client.<\/p>\n<\/blockquote>\n<h2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\" dir=\"ltr\" data-sourcepos=\"11:1-11:33;1282-1314\"><span class=\"ez-toc-section\" id=\"Off-limits_policy_at_a_glance\"><\/span>Off-limits policy at a glance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3 print:block print:space-y-1\" dir=\"ltr\" data-sourcepos=\"13:1-19:49;1316-1705\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"13:1-13:59;1316-1374\">Protects agreed client, candidate, and firm commitments.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"14:1-14:67;1375-1441\">Identifies restricted companies, units, domains, or individuals.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"15:1-15:54;1442-1495\">Records why the restriction exists and who owns it.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"16:1-16:62;1496-1557\">Defines the start event, duration, expiry, and review date.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"17:1-17:49;1558-1606\">Specifies exceptions and who may approve them.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"18:1-18:50;1607-1656\">Alerts researchers before outreach takes place.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"19:1-19:49;1657-1705\">Shows how restrictions affect market coverage.<\/li>\n<\/ul>\n<h2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\" dir=\"ltr\" data-sourcepos=\"21:1-21:34;1707-1740\"><span class=\"ez-toc-section\" id=\"How_an_off-limits_policy_works\"><\/span>How an off-limits policy works<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 class=\"text-text-100 mt-2 -mb-1 text-base font-bold\" dir=\"ltr\" data-sourcepos=\"23:1-23:43;1742-1784\">Identify the source of the restriction<\/h3>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"25:1-25:238;1786-2023\">Start with the signed search agreement, master services agreement, placement terms, or internal conflict rule. Record the document, clause, client, assignment, and owner. Clarify verbal expectations before the search team relies on them.<\/p>\n<h3 class=\"text-text-100 mt-2 -mb-1 text-base font-bold\" dir=\"ltr\" data-sourcepos=\"27:1-27:33;2025-2057\">Define the restricted entity<\/h3>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"29:1-29:221;2059-2279\">State whether the policy covers the contracting company, parent, subsidiaries, portfolio companies, divisions, brands, locations, or named people. Store domains and aliases so the restriction does not depend on one name.<\/p>\n<h3 class=\"text-text-100 mt-2 -mb-1 text-base font-bold\" dir=\"ltr\" data-sourcepos=\"31:1-31:33;2281-2313\">Set the trigger and duration<\/h3>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"33:1-33:205;2315-2519\">Define when the restriction begins and ends. Triggers may include assignment acceptance, placement, candidate start date, contract expiry, or the last assignment. Use exact dates and record renewal logic.<\/p>\n<h3 class=\"text-text-100 mt-2 -mb-1 text-base font-bold\" dir=\"ltr\" data-sourcepos=\"35:1-35:22;2521-2542\">Record exceptions<\/h3>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"37:1-37:187;2544-2730\">An agreement may permit candidate-initiated contact, prior relationships, client consent, excluded units, or departures. Define how the team requests, documents, and approves exceptions.<\/p>\n<h3 class=\"text-text-100 mt-2 -mb-1 text-base font-bold\" dir=\"ltr\" data-sourcepos=\"39:1-39:37;2732-2768\">Check restrictions during search<\/h3>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"41:1-41:236;2770-3005\">Researchers should see off-limits status during market mapping, profile review, search selection, and outreach preparation. A restriction may block outreach, require partner review, or place the person in a restricted research segment.<\/p>\n<h3 class=\"text-text-100 mt-2 -mb-1 text-base font-bold\" dir=\"ltr\" data-sourcepos=\"43:1-43:34;3007-3040\">Review and close restrictions<\/h3>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"45:1-45:163;3042-3204\">Assign an owner to review expiries, corporate changes, and completed assignments. When a restriction ends, retain its source, dates, history, and approval record.<\/p>\n<h2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\" dir=\"ltr\" data-sourcepos=\"47:1-47:44;3206-3249\"><span class=\"ez-toc-section\" id=\"Example_from_a_retained_executive_search\"><\/span>Example from a retained executive search<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"49:1-49:354;3251-3604\">A search firm completes a chief financial officer assignment for Northstar Group. The agreement states that the firm will not initiate recruitment approaches to Northstar employees for 18 months after the placed executive&#8217;s start date. The protection covers Northstar Group and two operating subsidiaries, but not an independently managed joint venture.<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"51:1-51:209;3606-3814\">The operations team attaches the agreement to a restriction and records dates, entities, aliases, domains, owner, and exception process. The placed CFO is separately restricted during employment at Northstar.<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"53:1-53:214;3816-4029\">Six months later, another client requests finance leaders in the same sector. A researcher finds a controller at a protected subsidiary. The system flags the profile before outreach and blocks sequence enrollment.<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"55:1-55:168;4031-4198\">The partner explains the coverage gap and broadens the market to adjacent companies. <strong>The policy has turned a contractual commitment into a visible search decision.<\/strong><\/p>\n<h2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\" dir=\"ltr\" data-sourcepos=\"57:1-57:45;4200-4244\"><span class=\"ez-toc-section\" id=\"Off-limits_policy_versus_related_concepts\"><\/span>Off-limits policy versus related concepts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<div class=\"overflow-x-auto w-full px-2 mb-6 print:overflow-x-visible\" dir=\"ltr\" data-sourcepos=\"59:1-64:186;4246-5170\">\n<table class=\"min-w-full border-collapse text-sm leading-[1.7] whitespace-normal\">\n<thead class=\"text-left\">\n<tr>\n<th class=\"text-text-100 border-b-0.5 border-[hsl(var(--border-300)\/0.6)] py-2 pr-4 align-top font-bold\" style=\"text-align: left;\" scope=\"col\">Point<\/th>\n<th class=\"text-text-100 border-b-0.5 border-[hsl(var(--border-300)\/0.6)] py-2 pr-4 align-top font-bold\" style=\"text-align: left;\" scope=\"col\">Off-limits policy<\/th>\n<th class=\"text-text-100 border-b-0.5 border-[hsl(var(--border-300)\/0.6)] py-2 pr-4 align-top font-bold\" style=\"text-align: left;\" scope=\"col\">Non-solicitation<\/th>\n<th class=\"text-text-100 border-b-0.5 border-[hsl(var(--border-300)\/0.6)] py-2 pr-4 align-top font-bold\" style=\"text-align: left;\" scope=\"col\">Candidate source ownership<\/th>\n<th class=\"text-text-100 border-b-0.5 border-[hsl(var(--border-300)\/0.6)] py-2 pr-4 align-top font-bold\" style=\"text-align: left;\" scope=\"col\">Placement remedy or rebate<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td class=\"border-b-0.5 border-[hsl(var(--border-300)\/0.3)] py-2 pr-4 align-top\">Main purpose<\/td>\n<td class=\"border-b-0.5 border-[hsl(var(--border-300)\/0.3)] py-2 pr-4 align-top\">Control restricted sourcing and outreach<\/td>\n<td class=\"border-b-0.5 border-[hsl(var(--border-300)\/0.3)] py-2 pr-4 align-top\">Limit solicitation under an agreement<\/td>\n<td class=\"border-b-0.5 border-[hsl(var(--border-300)\/0.3)] py-2 pr-4 align-top\">Assign introduction or representation credit<\/td>\n<td class=\"border-b-0.5 border-[hsl(var(--border-300)\/0.3)] py-2 pr-4 align-top\">Define a remedy after an early departure<\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-[hsl(var(--border-300)\/0.3)] py-2 pr-4 align-top\">Typical scope<\/td>\n<td class=\"border-b-0.5 border-[hsl(var(--border-300)\/0.3)] py-2 pr-4 align-top\">Companies, units, employees, or individuals<\/td>\n<td class=\"border-b-0.5 border-[hsl(var(--border-300)\/0.3)] py-2 pr-4 align-top\">Parties and activities named in a contract<\/td>\n<td class=\"border-b-0.5 border-[hsl(var(--border-300)\/0.3)] py-2 pr-4 align-top\">Candidate, recruiter, agency, client, and time window<\/td>\n<td class=\"border-b-0.5 border-[hsl(var(--border-300)\/0.3)] py-2 pr-4 align-top\">Placement, fee, departure event, and time window<\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-[hsl(var(--border-300)\/0.3)] py-2 pr-4 align-top\">Operational question<\/td>\n<td class=\"border-b-0.5 border-[hsl(var(--border-300)\/0.3)] py-2 pr-4 align-top\">May we approach this person?<\/td>\n<td class=\"border-b-0.5 border-[hsl(var(--border-300)\/0.3)] py-2 pr-4 align-top\">What contact has the party promised not to initiate?<\/td>\n<td class=\"border-b-0.5 border-[hsl(var(--border-300)\/0.3)] py-2 pr-4 align-top\">Who owns or receives credit for this candidate?<\/td>\n<td class=\"border-b-0.5 border-[hsl(var(--border-300)\/0.3)] py-2 pr-4 align-top\">Is a replacement, credit, or refund due?<\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-[hsl(var(--border-300)\/0.3)] py-2 pr-4 align-top\">Main record<\/td>\n<td class=\"border-b-0.5 border-[hsl(var(--border-300)\/0.3)] py-2 pr-4 align-top\">Restriction with dates, reason, scope, and exceptions<\/td>\n<td class=\"border-b-0.5 border-[hsl(var(--border-300)\/0.3)] py-2 pr-4 align-top\">Contract clause and legal interpretation<\/td>\n<td class=\"border-b-0.5 border-[hsl(var(--border-300)\/0.3)] py-2 pr-4 align-top\">Submission and relationship history<\/td>\n<td class=\"border-b-0.5 border-[hsl(var(--border-300)\/0.3)] py-2 pr-4 align-top\">Placement and commercial terms<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"66:1-66:300;5172-5471\">An off-limits rule may implement a non-solicitation commitment, but the terms are not interchangeable. Candidate ownership does not determine whether outreach is permitted. A rebate period concerns the placement fee after a departure, though a placement may create a separate off-limits restriction.<\/p>\n<h2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\" dir=\"ltr\" data-sourcepos=\"68:1-68:34;5473-5506\"><span class=\"ez-toc-section\" id=\"Why_off-limits_policies_matter\"><\/span>Why off-limits policies matter<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"70:1-70:189;5508-5696\">Clear restrictions protect trust. Clients share organization charts, succession concerns, compensation, and leadership context. A defined policy explains how that access will be protected.<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"72:1-72:255;5698-5952\">Researchers need to know which parts of the <a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"https:\/\/recruiterflow.com\/blog\/market-mapping-in-recruitment\/\">market<\/a> are unavailable before promising coverage. Early visibility supports discussion of constraints, adjacent markets, and possible exceptions.<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"74:1-74:197;5954-6150\">Consistent policies reduce dependence on memory. A global team may not know that a subsidiary, former brand, or portfolio company is covered. Central records make restrictions usable across desks.<\/p>\n<h2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\" dir=\"ltr\" data-sourcepos=\"76:1-76:44;6152-6195\"><span class=\"ez-toc-section\" id=\"What_an_off-limits_record_should_contain\"><\/span>What an off-limits record should contain<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"78:1-78:87;6197-6283\">Capture enough detail for a researcher to act without interpreting the contract alone:<\/p>\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3 print:block print:space-y-1\" dir=\"ltr\" data-sourcepos=\"80:1-88:55;6285-6779\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"80:1-80:49;6285-6333\">Restricted company, entity, domain, or person.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"81:1-81:54;6334-6387\">Parent, subsidiary, brand, and alias relationships.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"82:1-82:58;6388-6445\">Client, assignment, placement, and agreement reference.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"83:1-83:40;6446-6485\">Restriction reason and precise scope.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"84:1-84:60;6486-6545\">Trigger event, start date, expiry date, and renewal rule.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"85:1-85:64;6546-6609\">Countries, functions, or business units included or excluded.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"86:1-86:64;6610-6673\">Candidate-initiated contact and prior-relationship treatment.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"87:1-87:51;6674-6724\">Exception request, approver, decision, and date.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"88:1-88:55;6725-6779\">Record owner, review date, notes, and audit history.<\/li>\n<\/ul>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"90:1-90:179;6781-6959\">The firm&#8217;s approved policy and underlying agreement control the decision. Contract wording and applicable law vary, so legal counsel should review uncertain or high-impact cases.<\/p>\n<h2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\" dir=\"ltr\" data-sourcepos=\"92:1-92:33;6961-6993\"><span class=\"ez-toc-section\" id=\"How_to_measure_policy_quality\"><\/span>How to measure policy quality<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"94:1-94:128;6995-7122\">The primary signal is pre-outreach detection rate: the share of restricted profiles identified before anyone initiates contact.<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"96:1-96:29;7124-7152\">Supporting measures include:<\/p>\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3 print:block print:space-y-1\" dir=\"ltr\" data-sourcepos=\"98:1-104:50;7154-7507\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"98:1-98:33;7154-7186\">Restricted outreach incidents.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"99:1-99:61;7187-7247\">Restrictions with complete scope and source documentation.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"100:1-100:54;7248-7301\">Records with valid start, expiry, and review dates.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"101:1-101:49;7302-7350\">Time required to resolve an exception request.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"102:1-102:40;7351-7390\">Expired restrictions awaiting review.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"103:1-103:67;7391-7457\">Searches where off-limits coverage was disclosed during kickoff.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"104:1-104:50;7458-7507\">Overrides with recorded approval and rationale.<\/li>\n<\/ul>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"106:1-106:116;7509-7624\">Blocked-company volume does not indicate quality. The goal is accurate enforcement and transparent market coverage.<\/p>\n<h2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\" dir=\"ltr\" data-sourcepos=\"108:1-108:30;7626-7655\"><span class=\"ez-toc-section\" id=\"Common_off-limits_mistakes\"><\/span>Common off-limits mistakes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 class=\"text-text-100 mt-2 -mb-1 text-base font-bold\" dir=\"ltr\" data-sourcepos=\"110:1-110:39;7657-7695\">Using a company name without scope<\/h3>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"112:1-112:115;7697-7811\">A parent, subsidiary, brand, or division may be included or excluded. Record the legal and operational boundaries.<\/p>\n<h3 class=\"text-text-100 mt-2 -mb-1 text-base font-bold\" dir=\"ltr\" data-sourcepos=\"114:1-114:28;7813-7840\">Leaving dates ambiguous<\/h3>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"116:1-116:97;7842-7938\">&#8220;Eighteen months&#8221; is incomplete without a trigger. Record the start event and calculated expiry.<\/p>\n<h3 class=\"text-text-100 mt-2 -mb-1 text-base font-bold\" dir=\"ltr\" data-sourcepos=\"118:1-118:33;7940-7972\">Relying on consultant memory<\/h3>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"120:1-120:94;7974-8067\">Restrictions must be visible to every person who can research, submit, or contact candidates.<\/p>\n<h3 class=\"text-text-100 mt-2 -mb-1 text-base font-bold\" dir=\"ltr\" data-sourcepos=\"122:1-122:40;8069-8108\">Treating every exception informally<\/h3>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"124:1-124:78;8110-8187\">Record the request, authority, decision, date, and supporting client consent.<\/p>\n<h2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\" dir=\"ltr\" data-sourcepos=\"126:1-126:45;8189-8233\"><span class=\"ez-toc-section\" id=\"Automation_and_AI_in_off-limits_workflows\"><\/span>Automation and AI in off-limits workflows<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"128:1-128:303;8235-8537\">Automation can flag a candidate when their current employer or email domain matches a restricted entity, warn users before sequence enrollment, calculate expiry dates, and create review tasks. AI can help identify aliases, parent-company relationships, or records that may belong to a restricted group.<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"130:1-130:298;8539-8836\">These methods depend on accurate company and employment data. Operations owners should verify identity, employer, corporate relationships, dates, and exceptions before outreach. Approximate matching can produce missed restrictions or false flags, so decisive actions need traceable source records.<\/p>\n<h2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\" dir=\"ltr\" data-sourcepos=\"132:1-132:28;8838-8865\"><span class=\"ez-toc-section\" id=\"Where_Recruiterflow_fits\"><\/span>Where Recruiterflow fits<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"134:1-134:250;8867-9116\">Recruiterflow is an AI-native recruiting platform for retained, contingent, staffing, and executive-search firms. It combines ATS, recruitment CRM, company records, candidate profiles, sourcing, communication, automation, permissions, and reporting.<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"136:1-136:769;9118-9886\">Recruiterflow&#8217;s Off Limits feature lets firms create restriction reasons, associate companies or domains, set cool-off periods, and define override restrictions. Current <a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"https:\/\/help.recruiterflow.com\/en\/collections\/14581517-company-restrictions\">help documentation<\/a> says candidates can be marked automatically when their employer or email domain matches a configured entry, with off-limits status visible on the candidate profile. Teams retain responsibility for translating agreements into settings, maintaining company relationships, reviewing matches, approving exceptions, and confirming permitted outreach. Product Marketing should verify current settings, automatic matching, override behavior, permissions, audit history, and feature names before publication.<\/p>\n<h2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\" dir=\"ltr\" data-sourcepos=\"138:1-138:23;9888-9910\"><span class=\"ez-toc-section\" id=\"Practical_checklist\"><\/span>Practical checklist<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ol class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-decimal flex flex-col gap-1 pl-8 mb-3 print:block print:space-y-1\" dir=\"ltr\" data-sourcepos=\"140:1-149:48;9912-10473\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"140:1-140:61;9912-9972\">Locate the governing agreement or approved internal rule.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"141:1-141:63;9973-10035\">Define the covered entity, people, geography, and function.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"142:1-142:66;10036-10101\">Record aliases, domains, parent, and subsidiary relationships.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"143:1-143:59;10102-10160\">Set the trigger, start date, expiry, and renewal logic.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"144:1-144:66;10161-10226\">Document exclusions and candidate-initiated contact treatment.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"145:1-145:33;10227-10259\">Assign an owner and approver.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"146:1-146:59;10260-10318\">Make restrictions visible during research and outreach.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"147:1-147:56;10319-10374\">Review the target market with the client at kickoff.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"148:1-148:51;10375-10425\">Audit upcoming expiries and incomplete records.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"149:1-149:48;10426-10473\">Preserve history when a restriction closes.<\/li>\n<\/ol>\n<h2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\" dir=\"ltr\" data-sourcepos=\"151:1-151:28;10475-10502\"><span class=\"ez-toc-section\" id=\"Questions_recruiters_ask\"><\/span>Questions recruiters ask<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 class=\"text-text-100 mt-2 -mb-1 text-base font-bold\" dir=\"ltr\" data-sourcepos=\"153:1-153:50;10504-10553\">How long does an off-limits restriction last?<\/h3>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"155:1-155:257;10555-10811\">There is no universal duration. The agreement may use a fixed term, renew after each assignment, protect a placed candidate during employment, or continue until written release. Record the exact trigger and expiry instead of relying on a market convention.<\/p>\n<h3 class=\"text-text-100 mt-2 -mb-1 text-base font-bold\" dir=\"ltr\" data-sourcepos=\"157:1-157:70;10813-10882\">Does off-limits mean the firm cannot store or research a profile?<\/h3>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"159:1-159:262;10884-11145\">Not necessarily. A policy may restrict outreach rather than research or record retention. The agreement, applicable law, data policy, and internal rules determine permitted activity. A restricted research status can preserve visibility without enabling contact.<\/p>\n<h3 class=\"text-text-100 mt-2 -mb-1 text-base font-bold\" dir=\"ltr\" data-sourcepos=\"161:1-161:62;11147-11208\">What happens if a restricted candidate contacts the firm?<\/h3>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\" data-sourcepos=\"163:1-163:214;11210-11423\">Follow the written policy. Some agreements distinguish candidate-initiated contact from recruiter solicitation; others do not. Record the contact, pause action, and obtain the required internal or client approval.<\/p>\n<h2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\" dir=\"ltr\" data-sourcepos=\"165:1-165:27;11425-11451\"><span class=\"ez-toc-section\" id=\"Recruiterflow_resources\"><\/span>Recruiterflow resources<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3 print:block print:space-y-1\" dir=\"ltr\" data-sourcepos=\"167:1-169:85;11453-11885\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"167:1-167:177;11453-11629\"><a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"https:\/\/help.recruiterflow.com\/en\/articles\/6420152-what-are-off-limits-and-how-to-set-them-up-in-recruiterflow\">What are Off Limits and how to set them up in Recruiterflow?<\/a><\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"168:1-168:171;11630-11800\"><a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"https:\/\/help.recruiterflow.com\/en\/articles\/11784759-viewing-and-modifying-candidates-in-an-off-limit-company\">Viewing and modifying candidates in an Off Limit company<\/a><\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"169:1-169:85;11801-11885\"><a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"https:\/\/recruiterflow.com\/blog\/ai-for-executive-search\/\">AI for executive search<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>An off-limits policy defines the organizations, business units, employees, placed candidates, or other talent groups that a search firm will not approach for another assignment, together with the restriction&#8217;s scope, duration, reason, exceptions, and approval process. Off-limits rules are common in retained executive search, where a client expects the firm not to recruit from its <a href=\"https:\/\/recruiterflow.com\/glossary\/off-limits-policy\/\" class=\"more-link\">&#8230;<span class=\"screen-reader-text\">  What is Off-Limits Policy?<\/span><\/a><\/p>\n","protected":false},"author":31,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[115],"tags":[],"class_list":["post-24769","post","type-post","status-publish","format-standard","hentry","category-recruitment"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.7 (Yoast SEO v28.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>What is Off-Limits Policy? - Recruiterflow Glossary<\/title>\n<meta name=\"description\" content=\"An off-limits policy defines the organizations, business units, employees, placed candidates, or other talent groups that a search firm will not approach for another assignment, together with the restriction&#039;s scope, duration, reason, exceptions, and approval process.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/recruiterflow.com\/glossary\/off-limits-policy\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What is Off-Limits Policy?\" \/>\n<meta property=\"og:description\" content=\"An off-limits policy defines the organizations, business units, employees, placed candidates, or other talent groups that a search firm will not approach for another assignment, together with the restriction&#039;s scope, duration, reason, exceptions, and approval process.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/recruiterflow.com\/glossary\/off-limits-policy\/\" \/>\n<meta property=\"og:site_name\" content=\"Recruiterflow Glossary\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/recruiterflow\" \/>\n<meta property=\"article:published_time\" content=\"2026-08-03T09:15:03+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-08-03T09:15:17+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/recruiterflow.com\/glossary\/wp-content\/uploads\/2026\/07\/Group-6754-e1683281335979.png.webp\" \/>\n\t<meta property=\"og:image:width\" content=\"672\" \/>\n\t<meta property=\"og:image:height\" content=\"140\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/webp\" \/>\n<meta name=\"author\" content=\"Abhishek Sharma\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@recruiterflow\" \/>\n<meta name=\"twitter:site\" content=\"@recruiterflow\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Abhishek Sharma\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"7 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/recruiterflow.com\\\/glossary\\\/off-limits-policy\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/recruiterflow.com\\\/glossary\\\/off-limits-policy\\\/\"},\"author\":{\"name\":\"Abhishek Sharma\",\"@id\":\"https:\\\/\\\/recruiterflow.com\\\/glossary\\\/#\\\/schema\\\/person\\\/e49b0f8dc111400d65599717285b3172\"},\"headline\":\"What is Off-Limits Policy?\",\"datePublished\":\"2026-08-03T09:15:03+00:00\",\"dateModified\":\"2026-08-03T09:15:17+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/recruiterflow.com\\\/glossary\\\/off-limits-policy\\\/\"},\"wordCount\":1514,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/recruiterflow.com\\\/glossary\\\/#organization\"},\"articleSection\":[\"Recruitment\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/recruiterflow.com\\\/glossary\\\/off-limits-policy\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/recruiterflow.com\\\/glossary\\\/off-limits-policy\\\/\",\"url\":\"https:\\\/\\\/recruiterflow.com\\\/glossary\\\/off-limits-policy\\\/\",\"name\":\"What is Off-Limits Policy? 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