Firefish creates a To Do list item for you when an action is performed in the system that requires a follow-up. That way, you'll never miss a beat.

Here are some of the situations where a to-do list item will be created:

Adverts

  • A candidate applies for an advert, so you can send some feedback on their application

  • An employer leaves feedback for a candidate, so you can review it and relay the information

  • An employer creates an advert, so you can authorise or reject it

  • An advert is up for renewal

Jobs

  • A candidate has been considered

  • A candidate is at interview stage

  • A candidate is due to start a new role

  • A candidate is not progressing

  • A CV is sent to a hiring manager for review

  • Your colleague considers someone to one of your jobs

Candidate Activity

  • A candidate action is performed (e.g., a call received) for which a follow-up date is set

  • Bulk emails are sent with a follow-up date

  • New registrations have been assigned to you

  • A candidate has expired details (e.g., visa information)

  • Another user suggests a candidate for you to review

  • A candidate uploads a new CV via the Candidate Portal (Enterprise and Professional only)

Contact Activity

  • A contact action is performed (e.g., a canvas call) for which a follow-up date is set

  • You've got a meeting scheduled with a contact

  • Bulk emails are sent with a follow-up date

Compliance

  • Candidates Expired - candidates who have received your agreement but have not agreed within the expiry time limit of 28 days.

  • Candidates to Follow Up - candidates who have received your agreement but have not agreed within the first 14 days of receiving it, but are still within the expiry time limit of 28 days.

  • Candidates Never Requested - candidates who have not yet received a request to consent to your agreement.

  • Permanent or Contract Authorisation - offers that require candidate compliance details to be completed (only if offer authorisation is enabled).

  • Job Authorisation - jobs that are require company compliance details to be completed (only if offer on job is enabled).

  • Data Retention - archived candidates that have exceeded the data retention period, (default 2 years).

For more info on managing the Compliance section of your To Do list click here.

Managing Your To Do Lists

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