Creating a new job in Firefish is easy; here's how it's done.


Getting started

To create your new job, you can either select Jobs > New Job from the menu:

Or, if you're already in the contact record, click Tasks:

Then select New Job:

Now you're ready to enter the job details!

Worked on a similar job before? Save time by going to a previous job record then selecting More Actions > Create Similar to pull through the details, then update the company, contact, etc by following the steps below!


Job Summary

In the Job Summary section you can change the user who's responsible for the role. It will automatically default to your name, but if you're adding a job to Firefish for one of your colleagues just click Change and pick their name from the drop-down.

Change user when creating a new job

Next, select the Job Workflow for the role. This can be either Permanent or Contract (this may be renamed to Temp/Locum on your system). If either workflow is disabled then you'll only see one option: the option(s) available will depend on your systems Candidate Settings.

Select Workflow when creating a job

Now it's time to enter the Job Title:

Enter job title of new job

If you're creating your new job from the Actions button in the Contact record, the Company and Contact details will have auto-populated for you. You can change this information by clicking the Edit buttons next to the company and contact names:

Once you've clicked Edit, you'll have the option to select another contact from the company assigned to the job or you can tick 'Include Associated Companies' if the contact you want to assign to the job works at an associated company.

Include Associated Companies when assigning a contact to a job

If you used the Jobs > New Job option from the menu, just start typing and Firefish will suggest matching companies on your database. You also have the option to 'Include Associated Companies' when assigning a company to the job:


Custom Fields

In the second column, you'll find Custom Fields. Here, you can enter the details of the start date for the role (if there is one); any additional benefits the position offers; the value of these benefits; the standard number of hours to be worked; the job type; and the deadline for CVs to be submitted to the hiring manager:

Job Type, CV Deadline, Job Source and Team can be enabled/disabled on both Contract and Permanent jobs.

Super Users can also configure additional custom job fields to suit your business needs.


Potential Matches

When you create a job, Firefish will generate a list of candidates whose preferences match the requirements of the role. Not only that, they'll be rated and ranked so that you have a clear view of the best candidates on your database for the job.

The potential matches list is generated based on how closely a candidate's preferences match the preferences and keywords entered here:

You can choose to Score and/or Filter candidates based on Salary/Rate, Discipline, Role, Location and/or Speciality. By default, Firefish will score on these elements but Super Users can adjust these to suit your business within Potential Match settings. Some of the fields in our screenshot are marked with a * - this means that our Super User has stipulated that these fields are mandatory in the Potential Match settings.

You can also use the Keywords search field to include terms from a candidate's most recently uploaded CV and their profile. If you want to search the candidate's CV only, just un-tick the Include Candidate Profile box. Don't forget you can use your Boolean search terms here!

Find out how to use your potential matches effectively through the job workflow here.

Now that we've entered all the details of the job, it's time to hit that Create button at the bottom right of the screen!


Job Profile and Terms of Business

Your job has been created, and you now have the option to attach some documents relevant to the role.

If there is a document in the Terms tab of the company record, this will automatically pull through to the job. What's more, it will automatically attach to your emails when you send CVs to a hiring manager.

If you don't want the document to attach to your emails you can turn this feature off by going to Settings>Job Configuration.

Firefish settings menu with Job Configuration selected

Then, un-tick the Terms box in the Documents Attached (CV Send) section and hit Save in the bottom-right corner of the page.

Firefish Job Configuration General menu with Terms option selected

If you don't have any terms in place on the company record, give the icon a click to upload them from your computer. You may have different terms in place for a particular role, so to change these just click the red x to remove, then click on the icon to add your new terms from your computer. This won't delete the original terms from the company record - just from this job:

The Extra Info field is an area for you to upload a document which holds any information you may want to refer to during the hiring process. This doesn't auto-attach anywhere - it's just for your reference.

By attaching the Job Profile to the Summary page, it will automatically attach to your candidate emails when you arrange interviews, ensuring that they have clarity of the role increasing their chances of interview success:

Once they have been added, you can click on any of the documents to open the document preview side panel. From here you are able to download, print and even rename the documents

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