Manage Company Compliance on a Job

This Enterprise-only feature lets users manage job authorisation and compliance within Firefish. Each job's compliance status shows if company details are complete, while authorisation settings control job processing before verification.

Table of Contents

• Company Compliance Statuses
• Permanent Job Workflow
• Contract Job Workflow
• When Job Authorisation is Disabled
• When Job Authorisation is Enabled

Company Compliance Statuses

Each job record has a company compliance status icon that provides the latest compliance information. Clicking on the icon opens a side panel where compliance details can be viewed and edited.

The statuses depend on whether Job Authorisation is enabled in the Permanent Workflow or Contract Workflow settings.

Permanent Job Workflow

In the Permanent Job Workflow, the company compliance status is in the Company Compliance section of the job summary.

• Changes to Payment Terms made on a permanent job affect only that job.
• Changes to Credit Details made on a job impact the overall company compliance.

Contract Job Workflow

In the Contract Job Workflow, the company compliance status is found in the Job Header section of the job record.

• Changes to Contract Terms and Credit Details on a contract job impact the overall company compliance.

When Job Authorisation is Disabled

By default, job authorisation is disabled, and the following compliance statuses are used:

Company details can be enabled, disabled, or made mandatory in Properties Settings.

When Job Authorisation is Enabled

If Job Authorisation is enabled, additional statuses and restrictions apply:

Until the company compliance status is Completed, users can only view potential matches and progress jobs according to the Permanent Workflow or Contract Workflow compliance settings.

Job Authorisation Notifications

When a user creates a new permanent job with job authorisation enabled:

• The primary Super User or Compliance User listed in Agreed Terms and/or Credit Details settings is sent an email.
• Email templates can be customised via Settings > System Configuration > Email Templates:
  • Agreed Terms - Jobs > General > Job Authorisation
  • Credit Details - Company > Credit Details Authorisation
• A To-Do List item is created for the primary Super User or Compliance User:
  • Agreed Terms - Compliance > Job Authorisation
  • Credit Details - Company > Compliance Authorisation

When a user creates a new contract job with job authorisation enabled:

• The primary Super User or Compliance User receive an email.
• The email template can be customised under Jobs > General > Job Authorisation.
• Firefish creates a To-Do List item under Compliance > Job Authorisation.

Compliance Side Panels

Clicking a compliance status icon opens a side panel showing compliance details. Super users can manage the displayed fields in System Configuration > Properties:

• Disabled fields will not appear.
• Mandatory fields are marked with a red asterisk.

Permanent Workflow

• Changes in the Permanent Terms side panel affect only that job.
• Changes in the Credit Details side panel affect company-wide compliance.

Contract Workflow

• Changes in the Contract Terms side panel affect company-wide compliance.
• Changes in the Credit Details side panel affect company-wide compliance.