To give business owners control over which jobs are being worked with which companies, all jobs in Firefish have a company compliance status.

When a job is created, the compliance status will be visible in the header of the job record, indicating whether the companies credit details have been completed:

Clicking on the status will open a side panel displaying any company fields which have been enabled on the job record within Properties settings:

Company compliance statuses can differ depending on whether your Super User or Compliance User has enabled Authorisation on Jobs within Permanent Workflow settings or Contract Workflow settings.


When Job Authorisation is Disabled

Check out this video showing you how Company Compliance on a Job works when authorisation on jobs is disabled (default setting) or read on for more information:

By default, authorisation on jobs will be disabled, meaning all users will be able to access the company compliance side panel and the following statuses will be in use:

Status

Meaning

Restrictions

Some mandatory company details are missing.

None

This company Credit Status is set to "Bad Credit".

None

All mandatory company details have been completed.

None


When Job Authorisation is Enabled

Check out this video showing you how Company Compliance on a Job works when authorisation is enabled or read on for more information:

If authorisation is enabled, only Super Users and Compliance Users will be able to access the company compliance side panel and the following statuses will be in use:

Status

Meaning

Restrictions

Job has been created and an email has been sent to your Compliance User requested job authorisation.

Users can only review potential matches and consider candidates.

Compliance User has viewed the side panel but some mandatory company details are still missing.

Users can only review potential matches and consider candidates.

The company Credit Status is set to "Bad Credit".

Users can only review potential matches and consider candidates.

All mandatory company details have been completed.

Users can progress candidates through the full workflow.

Until the company compliance status has been marked as Good to Go, a user will only be able to view the Potential Matches list and Consider candidates - they will not be able to arrange interviews, send CVs, offer or make placements.

When a new job is created while authorisation on job is enabled, an email will be sent to the Super Users or Compliance Users which have been selected within the Permanent Workflow or Contract Workflow compliance settings. This email template can be customised via Settings > System Configuration > Email Templates:

A to do list item will also be created under the Compliance section, called Job Authorisation

Each to do list item will link to the job, company and contact associated with that job. You'll also see a column showing the compliance status and the requested date

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