Members
Members (seven20__Member__c) are Users who have some role in placing a candidate. These members will usually get recognition revenue for their work, through billing splits.
Members can either be assigned on a Job (seven20__Job__c) or a Placement (seven20__Placement__c) level. Those which are assigned on a job level can be automatically assigned to placements created from that job, by setting seven20__Convert_Members_to_Placements__c field to be Yes. Whenever a new placement is created against that job, member records against the job will be cloned and assigned to the placement. Any updates to the records against the job will not be reflected on those against the placement.
Member records should only be assigned to either a job or a placement, not both.
Adding members
Members against either a Job or a Placement can be managed through the Member Manager Table component, which can be added to the object's Lightning Page. This component looks similar to a related list, and displays members associated to the current record. It has the following columns:
| Column Name | Configurable | Description |
|---|---|---|
| Member | The user's profile picture | |
| Name | The user's Name | |
| Role | Yes | The member's seven20__Role__c. Hidden by default |
| Split | The seven20__Split__c for the member, if present | |
| [Bar graphic] | Yes | A bar showing a user's relative split percentage compared to other members. Shown by default |
All configuration is done via the Lightning App Builder.
This table has a button labeled Manage which opens a modal where members can be added and removed. This is done through a table, with the following columns:
| Column Name | Description |
|---|---|
| User | A lookup to the User object (only active users can be selected) |
| Split % | The percentage split |
| A Remove Bin button which removes members |
Schema
| Field Label | Field Api Name | Type | Description |
|---|---|---|---|
| Job | seven20__Job__c | Lookup(seven20__Job__c) | The Job that the member is related to |
| Placement | seven20__Placement__c | Lookup(seven20__Placement__c) | The Placement that the member is related to |
| User | seven20__User__c | Lookup(User) | The User that the member is related to |
| Role | seven20__Role__c | Picklist | The role of the member |
| Split % | seven20__Split__c | Percent(3,2) | The percentage of revenue recognition that the member will get for this job or placement |
Members can be created without having a percentage split by disabling the Percentage_Split_Required validation rule on the Member object.