Company records provide a central place to store and manage company details, documents, notes and recruitment activity throughout the recruitment process.
Check out our video guide or click to jump to the section you'd like to learn more about:
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Leads
The company record header provides a quick overview of key information, including contact details, social and website links, and the date of the latest activity.
Select the Note icon to add a quick note to the company record. You can also set a follow-up date, which will create a to-do item on your dashboard. Quick notes remain pinned to the company record header for easy reference.
Select Tasks from the company header to access additional actions, including archiving the company, merging it with another company record, or enriching its contacts.
To send an email from a company record, select Email from the header options:
Select the appropriate Email Template, then choose the contact you'd like to email. You can edit the subject line and email content, attach documents and add addional recipients if required before sending:
To archive a company record, select Tasks from the company header, then choose Arhive
You will be prompted to select a reason for archiving a company. You can also add any relevant notes before confirming the action.
Archived companies will appear greyed out and display the Unarchive button in the centre of the record. Select Unarchive at any time to restore the company.
When you select Unarchive, you'll be prompted to choose a reason and add a note before confirming the action.
Archive and Unarchive reasons can be customised by a Super User within Drop Down Settings.
The Summary tab is where you can view and manage the company's ley information, including its Address & Contact info, Company Summary, Status, and Owner.
Use the Company Status field to categorise companies such as Client, Partner or Prospect. By default, new records are assigned the status New Company. Super Users can customise both the available statuses and the default value in settings > Company Configuration > General > Company Fields > Status.
The Associated Companies section allows you to create parent and child relationships between company records. This is useful for organisations with multiple branches, divisions or brands.
Once linked, you can recruit for either the parent or child company while selecting contacts from any associated company during the interview, offer or placement stages.
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Note:
Each company record in Firefish can have only one parent company associated. However, there is no limit to how many child companies a parent company can be linked to.
A child company can also act as a parent company to its own associated child companies.
After saving, any child companies appear in the Associated Companies section of the Summary tab.
A parent company is identified by the P icon next to the company record.
To remove an associated company, click the red cross beside the company record.
Now that you've associated company records together, check out how to assign a contact from any associated company when creating a job, arranging an interview or recording a placement.
The Recent Activity panel on the right-hand side of the Summary tab displays all activity associated with the company record, including notes, emails, jobs and contact activity.:
The actions are ordered by date, with the most recent action appearing at the top of the list. By default, the Recent Activity will display the 5 most recent actions but if you scroll to the bottom of the page, the next 5 actions will load.
Using the icons on the left-hand side, you can quickly filter Recent Activity and display by action type (e.g. Task, Note, Call & SMS, Email, Meeting, Recruitment Workflows, Integrations, Leads, as well as All):
By clicking the Filter button, you can also select individual action types and view the full history of a specific or customised selection of actions:
Select the Contacts tab to view all current and previous contacts linked to the company record.
You can also add a new contact by clicking the Create Contact button at the bottom right-hand side of the page.
Leads
The Leads tab will allow you to view all live and previous Leads for the Company:
You can find full details on Leads here!
The Hiring Preferences tab allows you to build up a picture of the types of candidates that the company likes to hire or is interested in hearing about.
If you'd like to add or remove benefits from a company record, go to the Benefits tab. You can even Copy Benefits from Parent Company if the company has a parent company.
The Terms tab lets you record your agreed terms per company, with settings for Recruiters, Review Dates, Agreed Rates and Terms for permanent and contract roles.
You can also record the Credit Details for each company on this tab.
For Permanent terms, Super Users and Compliance Users can select up to five pay bands with distinct fees which will be used for jobs for all new companies on the Company Configuration page. These terms bands will pull through to the Terms tab where you can customise them further if necessary.
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Similarly, for Contract terms, Super Users and Compliance Users can select up to five standard rate bands with additional rates and distinct fees applied. The standard terms set up on the Company Configuration page will pull through to new companies, but Contract terms don't pull through to new jobs for those companies.
Clicking Change in the Permanent or Contract Terms sections will open a side panel where you can configure the terms bands for this company. The From and To columns select the pay range of each band and the final column shows the fee to be applied to each band.
Underneath the terms bands table, you can update the Agreed Terms document. Uploaded Terms that are a supported file type (doc, docx, pdf, rtf, tif) can be previewed by clicking the document icon to open the preview sidebar
From here you can download, print and rename your Terms documents
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You can also update the Recruiter and the Review Date in this side panel. If the Review Date is changed, then the Review Terms to do list will appear on the Recruiter's dashboard. If the Recruiter field isn't populated, the to do list will appear on the Company Owner's dashboard.
Be sure to hit Save so that any changes in the side panel are not lost.
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Enterprise Users
Enterprise users can enable authorisation on the Company Configuration page. This allows your chosen Super Users or Compliance Users to review changes made to Company Contract terms by Recruiters.
Credit Details
In this section, you can fill in the Credit Details for the company. If you need to make changes, click the Change button to open the side panel. Each field within this section is audited, so you can see when the field was last updated and who it was updated by.
You can configure these fields via your Properties Settings. If all of the Credit Details Properties are disabled, then the Credit Details section won't be visible.
If the Review Date is changed, then the Review Terms to do list will appear on the Company Owners dashboard.
Compliance
Enterprise Users
The Recruitment tab lets you see all the recruitment history for the company, for Opens Jobs and Closed and Past Jobs owned by all users.
Documents
Use the Documents tab to store important company documents directly onto the company record (e.g. Proposals and Permanent/Contract Terms). There's also a more general Company Documents store that you can use for anything else relevant.
Don't forget that as long as they are supported file types (doc, docx, pdf, rtf, tif) you can preview each document by clicking the document icon. You'll be able to download, print and rename the documents from here too.