Team Members, Team Roles, and Credits

Overview

Team Member, Team Role A job (vacancy, position, role) is an opening for which a customer's client needs a placement., and Team Member Credit objects allow an association between users, their contribution to a Job A job (vacancy, position, role) is an opening for which a customer's client needs a placement., and the credit they receive for that contribution. This article covers the overview and enablement of Team Members, Team Roles A job (vacancy, position, role) is an opening for which a customer's client needs a placement., and Credits. See Team Members, Team Roles, and Credits User Guide for additional information on using Team Members, Team Roles and Credits.

Team Member and Team Role objects were added to the package in 2023.8 and relate to the Team Member Credit Object that already existed.

Definitions

Team Member: An internal user.
Team Role: The “role” a team member plays on a job (for example, Lead A record that holds a potential relationship with a person or company. Examples: candidates, contacts, companies, jobs., Lead Consultant Used mainly in USA recruitment industry, a Consultant is a person placed on a tempory contract/vacancy (Consultant is only used for temporary jobs, not for permanent positions), Project Coordinator, etc.).
Team Member Credit: An amount (or percentage) that is to be awarded to a Team Member when a job is filled and depends on the role played by the Team Member on that job.

These objects can be added to the Job record or given direct access through tabs.

No out-of-the-box logic is attached. You are only provided with the objects and the fields to build your own team members structure and credit assignment logic.

Objects and Fields

Team Member (TR1__Team_Member__c)

Field Name	API API, or Application Programming Interface, is used by customers to create custom career portals or to take advantage of Data Mirror/DataMart. Bullhorn prefers to use REST API. Name	Field Type	Description
Team Member	TR1__Team_Member__c	Lookup (User)	The user who is given Team Member status.
Job	TR1__Job__c	Master-Detail (TR1__Job__c)	The Job for which this User is a Team Member.
Job Type	TR1__Job_Type__c	Formula	Association to Job Record Type.
Team Member Role	TR1__Team_Member_Role__c	Lookup (Team Member Role)	Role of the Team Member on the specified Job .
Date From	TR1__Date_From__c	Date	Start date (when member was assigned to the role).
Date To	TR1__Date_to__c	Date	End date (when member was removed from the role).
Active	TR1__Active__c	Checkbox	To flag if a Team Member is active or not (unchecked by default).

Team Member Credit (TR1__Team_Member_Credit__c)

Field Name	API Name	Field Type	Description
Job	TR1__Job__c	Master-Detail (TR1__Job__c)	The Job to which the credit is related.
Team Member	TR1__Team_Member__c	Lookup (User)	User linked to this credit.
Credit Type	TR1__Credit_Type__c	Picklist	Specifies a Credit Type.
Date From	TR1__Date_From__c	Date	Start date of the Credit.
Date To	TR1__Date_To__c	Date	End date of the Credit.
% Value	TTR1__Value_Percent__c	Number (16, 2)	The Credit value in percent (%).
Value (Decimal)	TR1__Value__c	Number (16, 2)	The Credit value.

Team Role (TR1__Team_Role__c)

Field Name	API Name	Field Type	Description
Team Role Name	Name	Text (80)	The name of the team role.
Job Record Types	TR1__Job_Record_Types__c	LongTextArea(5000)	List of Job Record Type Ids or developer names.
Active	TR1__Active__c	Checkbox	Specifies if it is an active Role.
Note	TR1__Note__c	LongTextArea(5000)	Text field to capture notes.

Configuration

The three objects and fields are available in the package out of the box. Standard object configuration (create Tab, create Related List on Job record, add required fields, etc.) is required to start using them. Contact Bullhorn Support for more information.