On the Company Configuration page you can choose the default status for new companies and customise the fields you'd like to appear on your Company records page within Firefish.

The Terms settings page will allow you to set distinct fees for up to five salary bands of your choosing. This feature is currently in Beta.

Firefish Settings menu with Company Configuration highlighted

Company Fields

To customise the fields on your Company record, navigate to Settings > Company Configuration > General.

On this page you can enable/disable the fields that show within the company record summary. You can also make any enabled field mandatory.

Note: Any fields which have been made mandatory will be required to be completed before saving when editing an existing Company record or creating a new Company record.

Firefish Company Configuration tab with some example company fields selected

Default Status

To select the default status when a new company is created, navigate to Settings > Company Configuration > General.

You can use the drop down menu on the right-hand side to choose from any of these options:


Terms

Super Users and Compliance Users can select the standard terms bands which will be used for permanent jobs for all new companies. These can be set up by navigating to Settings > Company Configuration > Terms.

Firefish Company Configuration Terms page showing standard terms bands table

Using this table, you can configure up to five standard terms bands. The From and To columns select the salary range of each band and the % Markup column shows the fee to be applied to each band.

These terms bands will pull through to the Terms tab on a Company record where they can be customised further if necessary.

Firefish Company record with the Terms tab selected showing standard terms bands

Once you have saved your standard terms bands, they will be used for new companies and new permanent jobs created for those companies. If you edit your standard terms bands then you will move any existing companies that are using standard terms, and also have a terms document attached, from Standard to Custom terms banding. More information can be found about this here.

Terms Template Documents

Just underneath the standard terms table, you can upload a Permanent Terms Template document. This document will be attached when you send a Permanent terms email from the Contact or Company records.

A little further down the page in the Contract section, you can upload a Contract Terms Template document. This document will be attached when you send a Contract terms email from the Contact or Company records.

Firefish Contract Terms Template document section

If you click the Properties link you will be directed to System Configuration > Properties, where you can customise the fields you want to show on the Terms tab of a Company record, as well as which of these fields are mandatory.

Terms Authorisation Settings

The Permanent, Contract and Credit Details sections on this page each have a setting to enable authorisation. This is only available for Enterprise Clients.

If authorisation is enabled, your chosen Super Users and Compliance Users will be notified when a Recruiter has made changes to a Company's terms. This will allow the Super User or Compliance User to approve the changes.

Firefish authorisation setting for Permanent Terms

Your chosen Primary user will find the changes waiting for their approval in the Terms Authorisation to do list on the Dashboard.

Firefish dashboard to do list with Terms Authorisation highlighted

Your chosen Primary and Secondary users will also be notified by email too.

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