The Supplier Directory settings page allows you to build up a list of Suppliers (aka Limited or Umbrella Companies) which are commonly used when placing candidates on contract or temp positions. This will allow users to select from the list of Suppliers, when updating a candidates Pay details, to auto populate each field instantly, saving on loads of time otherwise spent manually updating these fields!

You can access the Supplier Directory settings page via Settings > People Configuration > Supplier Directory:

Note: the Supplier Directory settings page will only be visible when Contract Workflow is enabled within Candidate Settings.

Suppliers that you create will display here as a list and you can use drag and drop to sort them into your preferred order:

Adding and editing a supplier

To create a new Supplier click the Add button. A side panel will open displaying all of the required fields you will need:

Once you've filled in all of the fields, click Save to add your new Supplier to the displayed list. This option will now be available from the Supplier drop down on the Pay Tab within a Candidate Record. You'll also notice that the LTD Name field will display on the header of this side bar anytime you open it to make changes or edits (by clicking the blue pencil icon) and will show as the display name for your Supplier when viewing the Supplier Directory list. Firefish also shows you which User has created each Supplier listed.

Any documents that you add here will also automatically pull through any time you are selecting this supplier. You can also preview them buy clicking the document to open the preview side panel. From there you can rename, download and print a copy of the document.

Deleting a supplier


Firefish will display the number of Candidate Records where each of the listed Suppliers is in use. If a Supplier is used on 1 or more records it cannot be deleted from the Supplier Directory and the delete icon will be displayed in grey to reflect this:

When a Supplier is not utilised in any Candidate Records the delete icon will be displayed in red and can be used to permanently delete the Supplier from the Supplier Directory:

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