Team Members, Team Roles, and Credits User Guide

Overview

Bullhorn for Salesforce uses Team Members, Team Roles A job (vacancy, position, role) is an opening for which a customer's client needs a placement. and Credits to document and manage individual team member contributions and fees throughout the hiring process. This can be particularly useful when dealing with specialized hires involving a large team and phased billing. The information used is structured based on each individual Job A job (vacancy, position, role) is an opening for which a customer's client needs a placement., where:

• Staff are assigned as Team Members with a Team Role A job (vacancy, position, role) is an opening for which a customer's client needs a placement. and their Bullhorn for Salesforce User In Salesforce terminology, this is anybody that has login access to an instance. In BH4SF instances, usually the staff of recruiting companies account associated with the Team Member.
• Team Member Credit categories are associated to a Job.
• Bullhorn for Salesforce User contributions are allocated to the associated Team Member Credit categories.

This article covers how to use Team Members, Roles, and Credits. See Team Members, Team Roles, and Credits for Administration and Configuration information.

Adding Team Roles

1. Navigate to Team Roles > New.
2. Enter a unique name in the Team Role Name field.
3. Enter the Job Record Types that the Team Role can be assigned to. Separate each with a comma and no space. The Team Role can only be assigned to the Job Record Types entered here.
4. Check Active. You can select this later if the Team Role is only going to be used in the future.
5. Add additional notes in the Notes field if required.
6. Click Save.
   

Managing Team Members

Adding Team Members

Follow the steps below to add a Team Member and associate them with a Job and User account:

1. Navigate to Team Members > New.
2. Select the Team Member’s Bullhorn for Salesforce User Account.
3. Choose the Job.
4. Choose the Team Member Role.
5. Choose the Date From.
6. Check the Active box.
7. Click Save.
   

When you save the record, a Team Member Name Reference is generated.

Removing Team Members

Follow the steps below to remove a Team Member from a Job:

1. Open the record.
2. Enter a date in the Date to field.
3. Uncheck the Active box on the appropriate date.
   

Managing Team Member Credits

General Information

Out-of-the-box example types of credit categories are included in Bullhorn for Salesforce:

• Winning Business: Contribution to finding or winning the opportunity Potential sales to new or established customers..
• Conversion: Contribution to converting the opportunity to a live Job.
• Execution: Contribution to delivering the Job to completion.
• Successful Candidate A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider.: Finding a successful candidate.
• Finance Applied: Managing the billing process.

No validation is applied to the values entered out-of-the-box, for example, the sum of contributions may exceed 100% for a specific contribution type. Alternative Team Member Credit categories and custom validation rules may also be created by Bullhorn for Salesforce Administrators for specific business cases.

Multiple users can contribute to the same credit category and values can be reset at different billing stages out-of-the-box. Team Member Credits are viewed, added and updated by users with the associated permissions on the Job screen or the Related tab of a Job. Team Members are selected from existing Bullhorn for Salesforce users.

Companies A Company is the organization where the contact works. This can also be called the Client. have individual approaches for managing Team Member Credits and the approaches implemented may depend on a number of factors such as the type of hire, sector or geographical region, and billing agreements. Custom validation rules may be created for specific business cases.

Check with your Bullhorn for Salesforce Administrator regarding:

• Which fields are included in your Org and who has permission to edit and manage the contributions.
• What logic is included to manage how these are fields are calculated and processed in your Org, including any data validation rules.

Manually Adding Team Member Credits

1. Navigate to the New Team Member Credit screen.
2. Select the Job.
3. Select the Team Member.
4. Choose the Credit Type.
5. Enter the Date From which the user contributed to the Team Member Credit category.
6. Enter the Date To which the user contributed to the Team Member Credit category.
7. Enter either the monetary Value of the contribution or the Value % of the contribution.
8. Click Save.
   • A Team Member Credit Number is automatically generated for the record.