Viewing your Contracts Out

How to view and communicate with your current contractors in Firefish.

Contents:

• Navigating to the List 
• Filtering
• Actions 
  • Email 
  • Message
  • Roll On 
  • Terminate

The new Contracts Out list allows users to view all contractors that are currently out.

Users are able to easily send emails or messages to one or many candidates. 

Navigating to the List

Users can navigate to the Contracts Out list from the 'Opportunities' tab or the 'Current Contracts' quick link :

Users will see that the Contracts Out list shows a row for each candidate that is currently in contract. 

Users will see that this list has the following columns:

• Owner - The current placement-part owner. 
• Company - The company associated with the job. 
• Contact - The contact associated with the job. 
• Candidate - The candidate that has been placed. 
• Job Title - The name of the job. 
• Start Date - The start date of the placement. 
• End Date - The end date of the placement (including extensions and terminations).
• Pay Type - PAYE/Self Employed - based on the candidate pay details. 
• Pay Rate - Pay rate of the current placement-part. 
• Charge Rate - Charge rate of the current placement-part. 
• Supplier -  Selected supplier based on candidate pay details. 
• Timesheets - Status of timesheets. (If timesheets are enabled)

Filtering 

Users are able to filter the contracts out list by placement owner using the owner filter:

Users can further filter by using the advanced filters:

Actions 

Users are able to select one or more candidates in the list and perform one of the following actions:

Email 

You can send emails to your current contractors from the list, by selecting one or more candidates and then selecting the Email option. 

There are a number of candidate-specific email templates within Firefish that your Super User can set up for you to use. From the Contracts out list you can select the General Email, Thank You or one of the five available bulk email templates.

Message

You can send messages to your current contractors from the list, by selecting one or more candidate and then selecting the Message option. This allows you to send an SMS message. 

When the Payemoji integration is enabled you will also have the option to send an instant message. 

Roll On 

You can roll on your current contractors by selecting one or more candidates and then selecting the roll on option. 

When roll on is selected, you'll be able to select the new end date of the current placements.

The roll on modal will notify you of any placements that you have selected that cannot be rolled on:

When confirmed, the valid contract placements will have their end date updated. 

When a roll on is performed, the roll on action shows on the following records:

• Candidate 
• Contact 
• Company 
• Job 

Terminate 

You can terminate your current contractors by selecting one or more candidates and then selecting the terminate option. 

When terminate is selected, you'll be able to:

• select the new end date of the current placements
• Select if the end date has been worked or not
• Provide the termination reason 
  • Note Termination reasons are customisable and can be edited by a Super User via Drop Down Settings.
• Add any notes for the termination 
• Update the candidate rating.
  • Note If no rating is selected, the existing rating for each candidate will persist. 

Once confirmed, the placements will be terminated with the end date updated to the date that has been selected on the modal.

The rebate that is calculated for a termination will take the 'End Date Worked' into consideration:

• When ‘Worked End Date’ is checked the end date is not included in the rebate calculation.

• When ‘Worked End Date’ is unchecked the end date is included in the rebate calculation.

When a candidate has been terminated an action will show on the following records. This action will include any notes that were populated in the termination modal:

• Candidate 
• Contact 
• Company 
• Job