---
title: Splitdesk
description: "The PCRecruiter Split Desk tool allows users to split data that is being entered into PCRecruiter between multiple users. These splits can take place on Company, Name, Position or Interview records. ## Manual Placement Fees The most basic (and easiest)…"
url: "https://learning.pcrecruiter.net/site/docs/placements/splitdesk/"
updated: "2026-09-25"
category: Applicant Tracking / Placements
---

# Splitdesk

The PCRecruiter Split Desk tool allows users to split data that is being entered into PCRecruiter between multiple users. These splits can take place on Company, Name, Position or Interview records.

## Manual Placement Fees

The most basic (and easiest) way to utilize Split Desk is for splitting Placement Fees manually between multiple users serving different roles; for instance, Sourcers, Recruiters, Account Managers, etc. Using Split Desk in this manner takes out any additional steps and allows users to manually enter percentages on Placement records which in turn calculates their Split based on Placement Fees.

### Creating Split Types

When manually entering Split data into a placement record, we recommend creating custom Split Types to identify the specific user roles (Later on we will discuss using our predefined types). To create custom Split Types an Admin user will need to do the following:

1. Select **System** from the main toolbar
2. Select **Add-Ons** from the menu ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/Splitdesk-1.png)
3. Choose **Splitdesk Types**
4. Click **Add Splitdesk Type**
5. Enter a label for the **Splitdesk Type**
6. Click **Save ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/splitdesk-2-2.png)**

 

1. Repeat steps 4-6 until all your Splitdesk Types have been created.

### Permanent Placements

Split Desk can be applied to a Placement once a Permanent Placement has been made. Let’s take a look:

1. Choose the Position you would like to create a Placement for, here we will use our **Advertising Executive**
2. Choose **Placements** from the navigation menu ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/splitdesk-3-1.png)
3. Choose **Add Permanent Placement** from the action menu ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/splitdesk-3-2.png)
4. Enter your placement details making sure to enter a **Placement Fee ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/splitdesk-4-2.png)**
5. Click **Place** when finished
6. Once the Placement has been created the **Split Desk Distribution** section becomes editable ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/splitdesk-5-3.png)
7. Use the first dropdown to identify what **type** of a split you are entering
8. The second dropdown is used to choose which **user** is associated with this split
9. And the **Percentage** field is used to enter the percentage of the split the user will receive
10. Once you have entered this information click **Add**. Once you do so, you will see the actual dollar amount that breaks down to below. ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/splitdesk-6-2.png)
11. Continue to add until all users receiving a portion of the split have been entered ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/splitdesk-7-2.png)
12. Once all users are entered click **Save** on the placement record

### Contract/Temp Placements

Using Split Desk with a Contractor/Temporary Placement is similar to the process outlined above for Permanent Placements but there are some differences:

1. Begin by accessing the **Position** you would like to make a Placement for. Choose **Placements** from the Navigation toolbar.
2. Choose **Add Contract/Temp Placement** from the Action Toolbar ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/splitdesk-9-1.png)
3. Enter the details of your contract placement being sure to include **Bill Rate** and **Pay Rate ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/splitdesk-10-1.png)**
4. Before hitting Place scroll down to locate the **Contract Estimator** – This step is crucial or your Placement will not show in the PCRecruiter Analytics
5. Click **Open Estimator Calculator ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/splitdesk-11-2.png)**
6. In the Estimator you will need to enter additional details for your Contract Placement. You can get as detailed as entering **Expenses** but you MUST enter the **hours** they will be working. If they will be working a standard 8 hours Monday through Friday you can click the **Standard 40 Hour** **Preset** option at the bottom. ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/splitdesk-12-1.png)
7. You will see Revenue, Cost and Profit Estimates are generated at the bottom. Click **Update Values** to add these values to the placement record ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/splitdesk-13-1.png) ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/splitdesk-14-1.png)
8. Click **Place**
9. Now the **Split Desk Distribution** section is editable and can be used as discussed above ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/splitdesk-15-1.png)
10. Click **Save** when finished

## Using Split Desk Ownership

Now we will take this a step further and utilize Ownership with the PCRecruiter Split Desk. This functionality allows users to be assigned to Name, Company, Position and Interview records in PCR and auto calculate Split Desk data based on these fields.

### Activating Ownership

First an admin user must activate the Ownership fields in your database.

1. Select **System** from the Main Toolbar
2. Select **Add-Ons**
3. Select **Splitdesk ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/splitdesk-16-1.png)**
4. This will open the Splitdesk Configuration window, check the option to **Use ownership fields on Candidate, Company and Position records**
5. When you do this, you will see the fields become editable. This screen dictates what percentage of a placement is disbursed to each owner**. Here you must enter values that will equal 100%**. For instance, each owner can receive 25%; or the Interviewer can receive 50% and the Candidate Owner can receive the other 50% excluding the Company Owner and position Owner. For this example, I am going to assign 25% for each owner. ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/splitdesk-17-1.png)
6. Now, we will need to add the Ownership field to Company, Name and Position records (It is automatically added to Interview records when Split Desk is Activated). Select any **Company Record** to start
7. Choose **Customize** from the Action Toolbar
8. Click into **Click to set Field**
9. Choose **Ownership** from the dropdown ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/splitdesk-18-1.png)
10. **Drag and Drop** the field wherever you desire
11. **Save**
12. Repeat steps 7-10 from a **Name and Position record**

## Assigning Ownership

Now that we have activated the Ownership feature, we can assign Ownership to our records. Remember, you do not need to have Ownership for every type of record, but you can. You can also have multiple Owners for one record as you will see below.

1. Let’s start by assigning BobS as 100% Owner of ABC Marketing Company, Click the selector icon for the **Ownership** field ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/splitdesk-19-1.png)
2. In the pop-up box we will enter **BobS at 100%.** This means BobS will receive the full 25% that is being delegated to the Company Owner (Per the Ownership setup screen discussed in the previous step). ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/splitdesk-20-1.png)
3. Click **Save**
4. Close the box and you will see BobS is now in the Ownership field – You do not need to save the actual Company record, the value is already saved.
5. Now we will move onto the **Candidate**we will be placing for the position, Penelope White
6. Locate the **Ownership** field as we did on the Company record and click the selector icon
7. Now, let’s say there are 2 users who are splitting ownership of this person. We will add both of them to this screen as we did before – but with the appropriate percentage. ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/splitdesk-21-1.png)
8. Remember the percentages entered here are splitting the 25% that is being disbursed to the Candidate owner – so **KathyJ and PennyJ would both be getting ½ of the 25%, so 12.5% each.**
9. **Save** when finished
10. Follow the same process on the **Position Record** if desired.

Interview records will work slightly differently when assigning Ownership; in fact, the person entering the Interview will automatically be given 100% credit for the interview they are adding. Read on for more details.

### Linking to a Pipeline

When a user links a Candidate to a Pipeline that user is automatically given 100% for that action.

1. Select the **Candidate** you would like to link
2. Choose **Link to Position**
3. Choose the **Position** you would like to link to
4. The Candidate is Linked and you do not have to do anything further to receive Split Desk credit for linking the record (In this case KathyJ)

### Adding an Interview

1. From the Pipeline Choose **Action** for the record you would like to create an interview for
2. Choose **Add ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/splitdesk-22-1.png)**
3. Enter your **interview details** as you normally would
4. Select the **Splitdesk Charm**
5. Here you will see the Username in the Written By field is already populated here at **100%**
6. You can delete this and choose to add multiple users for a particular interview if desired, but this screen must equal 100% ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/splitdesk-23-1.png)

These same rules will apply if you are using Drag and Drop in a pipeline, the person completing the action will automatically be given 100% of the interview.

If the same person is completing all steps of the interview process with a candidate this doesn’t get too complicated – they would receive the full 25% that has been delegated to the interviewer.

However, you could have 2 interviews with different owners, or you could have 1 interview with 2 different owners, either would cause a split of the 25% accordingly.

For this example, Penelope had the following Interviews:

- Linkname = BobS 100%
- Tel Int = KathyJ 100%
- 1st InPers = PennyJ 100%

### Making the Placement

Now we will create a new Placement for Penelope following the same processes outlined above. But this time, we will be automatically adding our Split Desk data based on the Ownership fields previously discussed.

1. Enter a**Placement** including **Placement Fee** as usual (Or using the Contract Estimator if placing a Contractor)
2. Click **Save**
3. Now, go to the **Split Desk Distribution** and click the **“here”** link, the data is automatically populated as we have entered through our example: ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/splitdesk-24-1.png)
4. Click **Save**when finished

## Calculating Commissions

Commissions can either be calculated in conjunction with Split Desk Distribution or separately.

### Calculating Separate Commissions

Once a placement has been made a user can opt to utilize the Commissions area instead of the Split Desk Distribution area. This is useful if you (or an administrative person) just want to go through and enter Commissions for each user – no splitting involved, just entering dollar amounts.

1. Once the placement has been made scroll to the **Commissions**
2. Click **Add ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/splitdesk-25-1.png)**
3. Choose a **Username**
4. Enter their Commission**Amount**
5. **Save** – You do not need to do anything else on this screen ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/splitdesk-26-1.png)
6. Continue to add until all Commissions have been added ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/splitdesk-27-1.png)
7. **Save** the Placement when finished

### Calculating Commissions Based on Split Distribution

Let’s take a look at our last option which is to enter Commissions Based on Split Distribution. For this we will return to our example with Penelope, her Split Desk Distribution looks like so: ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/splitdesk-27-2.png)

Below the Split Desk Distribution you will see the Commissions area.

You can choose to manually enter Commissions as discussed above, or you can click the **“Here”** option to automatically pull the data into this section as well. This will allow the data to be shown on the Splits by Commission chart with the Analytics – which shows total brought in from the placement vs. commissions paid. ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/splitdesk-28-1.png)

The Analytics will look as follows: ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/splitdesk-31.png) ![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2017/10/splitdesk-32.png)