Firefish Daily Checklist

Contents

• Overview
• Starting Your Day
• Throughout the Day
• Preparing for Client Meetings
• Preparing for Candidate Meetings
• Preparing for Internal Meetings

Overview

As a recruiter, juggling multiple tasks is part of the job—but staying focused and organised can make all the difference. The Firefish Daily Checklist is your go-to resource for managing your desk efficiently.

Use this checklist to:

• Stay on top of your priorities.
• Keep track of tasks and follow-ups
• Prepare thoroughly for meetings.
• Improve your productivity using the Firefish platform.

Starting Your Day

Begin each morning by reviewing your Firefish Dashboard To-Do List for a snapshot of everything that needs your attention.

Key Areas to Check:

Adverts

• Renewals: Repost adverts before they expire. Reposting (available for Professional and Enterprise users) also triggers job alerts to keep candidate engagement high.
• Applications: Review all new applications received overnight.

Jobs

• New Starts: Follow up with new starters to ensure a smooth onboarding. Set reminders to check in at the end of their first week.
• Contract/Temp Endings: Extend placements or send a thank-you email if not extending.
• CVs Sent: Chase up with clients on any CVs submitted.
• Interviews: Send "good luck" messages and follow up post-interview with both candidates and clients. Log your notes to close the loop.

Candidates, Contacts & Companies

• Action any follow-up tasks (calls, emails, notes).
• Review suggested candidates from colleagues.
• Manage new registrations: Ensure they are opted into marketing, job alerts, and have access to the candidate portal.

Throughout the Day

These are key actions you should keep in mind throughout the day:

• Email Logging: Use the Outlook add-in (Microsoft365 users only) to automatically log all communications.
• Monitor Applications: Keep an eye on new applications throughout the day.
• Record Meeting Notes: Log notes promptly after meetings to ensure accurate records.
• Review Talent Pools: Regularly scan for new candidates who might be a good fit for open roles.

Preparing for Client Meetings

Effective prep leads to better conversations and stronger client relationships. Use Firefish to streamline your preparation:

1. Review the Contact Record: Revisit notes and previous call logs for context.
2. Hiring Preferences & Matches: Identify potential matches and add recruiter summaries for your top candidates.
3. Company Record: Check for updates, credit status, or whether colleagues are also in touch with other contacts at the company.
4. Header Notes: Use these for quick access to key relationship-building info.

Preparing for Candidate Meetings

Know your candidate before you jump on the call. Firefish helps you gather the details that matter.

Steps to prepare:

1. Review Candidate Profile & CV
2. Work Preferences & Matches: Identify client opportunities worth discussing.
3. Marketing & Portal Access: Check their opt-in status and promote portal benefits.
4. Applications & Notes: Review past applications and any relevant notes.

Preparing for Internal Meetings

Before a team catch-up or 1-2-1 with your manager, use Firefish to gather performance data.

Key areas to review:

Dashboard

• Live Adverts: Review performance and decide which need more marketing support.
• Open Jobs: Assess team workload and priorities.
• Sales Projections & Plan: Are you on track to hit your targets?
• KPIs: Check your weekly activities and spot any areas needing improvement.

Standard Reports

• Export KPIs and action summaries for monthly reviews.
• Use job reports to assess metrics like time-to-fill and pipeline ratios.

Reports Dashboard

• Filter for relevant candidate/contact activity.
• Customise the dashboard for your team or business needs.