To add a split to a position, click on the User(s) area, as pointed out in the figure above. This will open the split details dialogue window, as shown below.
To begin, enter the Percent Credit for the Lead Account Executive. Please note that the Lead Account Executive is the user who added the position and this cannot be changed in HA. | |
For internal splits, check the box for Internal Split, as shown in the figure to the right. Then, select the user from the dropdown list and enter the Percent Credit for the selected user. To add additional users, click the Add More button, as pointed out by the purple arrow in the figure. Then repeat the process.. Please note that the total for Account Executive splits CANNOT exceed 100%. The split amounts do not have to be even among the users but the total cannot exceed 100. For example, if the Lead AE is getting 50%, but splitting the job order with 2 other users evenly, those two users should each have 25%, for a total of 100%. |
When finished, simply click the Save button. You will receive a confirmation prompt that the splits have been saved and the additional user(s) will now be displayed in the User(s) area of the Position Details.
Project Coordinator & Internet Researcher Splits
Splits with PC's and IR's do not count toward the 100% for Account Executives and are each totaled separately. Therefore, you can associate Project Coordinators and IR's to your positions without affecting split credit for AE's.
In this example, we're associating a single PC with this position. However, just like with AE's, you can give split credit to multiple Project Coordinators by using the Add More button. However, just as with AE's, PC credit cannot exceed 100%.
When you click Save, the Project Coordinator(s) will now be added to the User(s) area of the Position Details, as shown in the figure below.
The process for Internet Researchers is identical except you must choose the Internet Research option instead of Project Coordinator.