Within the BI Portal, Contributors are the owners or participants in activity, jobs, placements, or transactions. Contributors are defined as follows:
Activity Contributors
The following chart details how each "activity" is assigned to a Contributor within the BI Portal:
Activity Type | Contribution Type | Contributor Defined by |
Clients Created | Primary | User who created the Client (or Company) Record |
New Active Clients | Primary | User(s) who were assigned commissions roles on the most recent placement made with the client (company) |
Client Meetings | Primary | User who created the Note of Client Visit, Client Visit (New), or Client Visit (Virtual) |
Job Orders Created | Primary | User who created the Job Order |
Candidates Created | Primary | User who created the Candidate Record |
Internal Interviews | Primary | User who created the Note of Interview |
Internal Submits | Primary | User who submitted the Candidate to the Job |
External Submits | Primary | User who changed the Submission Status to Client Submission |
External Interviews | Primary | User who changed the Submission Status to Client Interviews (Interviewing) |
Placements Created | Primary | User who created the Placement |
Conversions | Primary | The user who created a Placement with the Employment Type of Conversion |
Job Contributors
The following chart details how Jobs are assigned a Contributor within the BI Portal:
Contribution Type | Contributor Defined by |
Primary | User who owns the Open Job |
Desker | User listed in the Assigned To - Desker field (assignments) of the Job Record |
Recruitment Coordinator | User listed in the Assigned To - RC field (customText13) of the Job Record |
Placement & Transaction Contributors
The following chart details how Placements, Starts, & Transactions are assigned a Contributor within the BI Portal:
Contribution Type | Contributor Defined by |
BD Flip | The user(s) who received the Commission Credit type of BD Flip on the Placement Record |
Desking | The user(s) who received the Commission Credit type of Desking on the Placement Record |
Origination | The user(s) who received the Commission Credit type of Origination on the Placement Record |
Other | The user(s) who received Commission Credit with a type not otherwise defined within this list. |
Recruiting | The user(s) who received the Commission Credit type of Recruiting on the Placement Record |
Sales | The user(s) who received the Commission Credit type of Sales on the Placement Record |
Support | The user(s) who received the Commission Credit type of Support on the Placement Record |
Sourcer | The user(s) who is identified in Sourced By field on the Candidate Record tied to the Placement Record * This assignment is contingent upon Sourcer Bonus Logic |