ATS v1: Team Member Credits

Team Member Credits help you record how different recruiters or team members contributed to successfully placing a candidate A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. in an executive role. Executive search placements The stage that occurs after a candidate accepts a job offer and facilitates their information being copied to the back office. often involve multiple people—one person might win the client A Company is the organization where the contact works. This can also be called the Client. relationship, another converts it to an active search, and a third delivers the final placement The stage that occurs after a candidate accepts a job offer and facilitates their information being copied to the back office.. This feature lets you document each person's contribution with percentage-based credit allocation, making it clear who earned what portion of the placement fee.

This is especially important for firms that split fees among team members based on their involvement in origination, conversion, and execution phases of a search.

Common Scenarios for Using Team Member Credits

You might need this feature if you:

• Need to track which recruiter won the client relationship versus who delivered the final placement
• Split placement fees among multiple team members based on their contributions to different search phases
• Want to recognize team members who contributed to originating, converting, or executing a successful search
• Need to report on individual team member performance based on their credited placements
• Have senior team members who focus on business development while junior members execute searches
• Want to document fee splits for accounting or commission calculation purposes
• Need to track team contributions over time to understand who is strongest in each phase of the search process

How Team Member Credits Work

Team Member Credits track contributions across three defined phases of executive search work. You create Team Member Credit records on jobs to document which team members contributed to each phase and what percentage of credit they earned for their work.

Record Contributions Across Three Search Phases

In executive search, placements typically involve work in three distinct areas. Team Member Credits let you allocate credit percentages to team members for each of these phases based on your firm's credit allocation methodology.

The three credit areas are:

• Origination: Credit for winning or finding the opportunity Potential sales to new or established customers.. This typically goes to the person who developed the client relationship or brought in the search assignment.
• Conversion: Credit for converting the opportunity to a live job. This recognizes the work to scope the search, finalize terms, and get the client to commit to proceeding.
• Execution: Credit for delivering the job to successful completion. This goes to team members who sourced candidates A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider., managed interviews, and closed the placement.

Each Team Member Credit record includes:

• The team member (user) who earned credit
• The job the credit applies to
• Origination percentage (if they contributed to winning the opportunity)
• Conversion percentage (if they contributed to converting it to a live search)
• Execution percentage (if they contributed to delivering the placement)

Multiple team members can contribute to the same phase. For example, two recruiters might share execution credit 50/50, or three people might split origination credit based on their involvement in winning the client.

Display Credits on Job Records

Once you create Team Member Credit records, they appear on the job in a related list. This provides visibility into who contributed to the placement and how credit was allocated, which is useful for recognition, reporting, and commission calculations.

The Team Member Credits Related List on Job records shows:

• Each team member who received credit
• Their credit percentages for origination, conversion, and execution
• A clear record of contributions for that specific placement

Out of the box, the system does not validate that credit percentages add up to 100% or follow any specific allocation rules. Different firms have different approaches—some calculate totals per area, others per user, and some use different methodologies entirely. You can create custom validation rules to enforce your firm's specific credit allocation policies.

Configuration Steps

Follow these steps to enable Team Member Credits in your Bullhorn for Salesforce org. You must be a Salesforce administrator to complete these configuration tasks.

Step 1: Add Team Member Credits Related List to Job Page Layouts

1. Go to Setup > Object Manager > Job > Page Layouts
2. Edit the relevant Job page layouts where you want Team Member Credits to appear
3. Add the Team Member Credits Related List to the layout
4. Select which fields to display on the related list (recommended: Team Member name, Origination %, Conversion %, Execution %)
5. Save your changes

Step 2: Assign Permission Set to Users

1. Go to Setup > Permission Sets
2. Find and open the Team Member Credit permission set
3. Click Manage Assignments
4. Add all users who need to create and view Team Member Credits
5. Save your changes

Step 3: Create Custom Validation Rules (Optional)

If your firm has specific rules for how credit percentages should be allocated, create custom validation rules to enforce those policies.

1. Go to Setup > Object Manager > Team Member Credit > Validation Rules
2. Click New
3. Create validation rules that match your firm's credit allocation methodology
4. Example validation rules might include:
   • Origination credits for a job must total 100%
   • No single person can claim more than 100% in any category
   • At least one credit percentage must be greater than 0
5. Save your validation rules

Troubleshooting

If the Team Member Credits Related List does not appear on Job records

Verify that you added the Team Member Credits Related List to your Job page layouts (Setup > Object Manager > Job > Page Layouts). Also confirm that you assigned the Team Member Credit permission set to your user account and refreshed your browser.

If users cannot create Team Member Credit records

Check that the Team Member Credit permission set is assigned to those users (Setup > Permission Sets > Team Member Credit > Manage Assignments). Also verify that users have at least read access to the Job object and the User In Salesforce terminology, this is anybody that has login access to an instance. In Bullhorn Recruitment Cloud instances, usually the staff of recruiting companies object.

If credit percentages are not adding up correctly

The system does not automatically validate credit totals out of the box. If your firm requires credits to total 100% per phase, create custom validation rules on the Team Member Credit object to enforce this policy.

If you need to track additional credit categories beyond the three standard ones

Contact your Salesforce administrator to add custom percentage fields to the Team Member Credit object. You can create additional fields like Research Credit, Client Management Credit, or any other categories your firm uses.

If Team Member Credits are not copying when you clone a job

Team Member Credits are specific to each job placement and should not automatically copy. If you need credits from a previous similar job, manually create new Team Member Credit records on the new job.

If you need to report on total credits earned by team member across all jobs

Create a custom report on the Team Member Credit object. Group by Team Member (User) and sum the percentage fields to see total credits by person. Filter by date ranges or job status to analyze specific time periods or only completed placements.

If you want to prevent users from editing credits after a job is closed

Create a validation rule that checks the job status and prevents updates to Team Member Credit records when the job is in a closed or completed status. This prevents retroactive changes to credit allocation.

If you need to track who created or last modified credit records

Standard Salesforce audit fields (Created By, Created Date, Last Modified By, Last Modified Date) are available on Team Member Credit records. Add these fields to your page layouts or reports if you need to track changes.

Frequently Asked Questions

Can one team member receive credit in all three categories on the same job?

Yes. A single team member can have origination, conversion, and execution credit on one job if they were involved in all phases. Create one Team Member Credit record for that person and populate all three percentage fields.

Do credit percentages need to add up to 100%?

Not automatically. The system does not enforce any specific totals out of the box because different firms use different methodologies. Some firms require each category to total 100%, others track credits differently. Create custom validation rules if you need to enforce specific totals.

Can I give fractional percentages like 33.33%?

Yes. The percentage fields accept decimal values, so you can allocate credits as precisely as your firm requires. Check with your Salesforce administrator about the decimal place settings on these fields.

How do I handle situations where someone leaves the firm but has credits on past placements?

Team Member Credit records remain associated with the User record even if someone leaves. If the user is deactivated in Salesforce, their credits remain visible on historical jobs. This preserves the accurate record of who contributed to past placements.

Can I create reports showing top performers by credit earned?

Yes. Create a custom report on the Team Member Credit object, group by Team Member (User), and sum the percentage fields. You can filter by date ranges, job status, or other criteria to analyze performance over specific periods.

What happens if I delete a Team Member Credit record?

Deleting a Team Member Credit record removes that credit allocation from the job. The job remains, but that team member's contribution is no longer documented. Consider carefully before deleting credits, especially on completed placements, as this affects historical records.