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Super Users, follow these guides for key system settings for first-time set-up.
Welcome Aboard, we’re delighted to have you here!
To ensure that Firefish aligns perfectly with your processes, there are a few customisable settings that we recommend you update - or at least review - during your implementation journey.
To assist you, we've provided guided training videos in each section, along with links to relevant how-to guides for more detailed instructions.
5 First Steps
Aim to complete these 5 settings ahead of your first onboarding session to maximise your utilisation.
- Set up your company email settings so you and your team can begin emailing candidates and clients straight from within Firefish.
- If you’re using Microsoft 365, you can also enable email logging and create your company never-log list to begin tracking inbox activity.
- Set up your company’s unique Candidate Preferences by editing your drop downs.
This will allow potential matching to kick in and take away the hard work of digging for relevant candidates.
The preferences you can personalise to suit your business are:
- Disciplines & Roles: Which functions/divisions and types of jobs do you recruit for?
- Locations: Which location(s) do you recruit in?
- Specialty: Use this section to define which sectors if you recruit cross-sector roles.
And don’t forget to update your candidate source and company industry dropdowns.
- Add your Candidate Agreement to the Legal plugin.
- Add your template documents to your documents library.
People Configuration
Settings include the ability to configure your engagement indicators for fast insights into what’s happening with your data, updating your manual registration form to include mandatory fields ensuring data quality and setting up your custom candidate details to track custom information. (Note, compliance details are available on professional and enterprise only).
1. Engagement Indicators are colour-coded categories which give you and your colleagues an instant update on a candidate or client’s status.
2. The Manual Registration Form enables you to set the fields that should be completed before you add a candidate to your database
3. You can add bespoke fields to a candidate record that can be used to record additional information in relation to compliance. Common types of Compliance details include proof of address, proof of right to work, DBS checks or industry specific compliance.
Company Configuration
Within your company configuration, super users can customise mandatory fields on company records to ensure data quality, alongside customising terms and standard compliance requirements. (Note, terms and standard compliance are on professional and Enterprise only)
1. Available company fields and how they are used
2. Upload Terms & Setting bands
3. Set standard company compliance
Job Configuration
Configure which workflows you need enabled alongside workflow stages, mandatory fields and automation rules. (Note, terms and standard compliance are on professional and Enterprise only)
1. In the Permanent workflow section, you can pick which fields are enabled on the Summary of a Job, enable Job Authorisation and choose whether Sales Mark-up is mandatory. It's the same with the Contract Workflow section, you can also pick which fields are enabled on the Summary of a Job, enable Job Authorisation and choose the unit settings that should be used.
2. Potential matches allow the system to take on some of the hard work in sourcing candidates by intelligently matching candidates already on your database to your jobs based on preferences, keywords and salary info.
3. In the CVs Sent section, you can decide which documents are attached to the contact email when sending a CV on the job workflow.
4. In the Offers section, you have some options to customise the offer stage of your permanent job workflow.
User Management
Set up user KPI’s, targets and teams for reporting and management purposes as well as user permissions to ensure your users have the right access levels you’d like them to have.
1. Users can set up teams under Team Structure within the User Management settings.
2. Recruitment Managers and Super Users can create targets for users.
3. If you're a Super User, the User Permission settings allows you to control which users have access to what in your Firefish system based on user role.
System Configuration
Here you can set mandatory preference fields, customise properties from candidate status to interview types and tailor pre-set email templates to match your brand tone if required.
1. In Firefish you can add your own customised drop downs which suit the terminology your business uses.
2. Every email sent through Firefish has an email template option. These can be edited to make them more personalised for your business.
3. The Document Library is a place for you to upload standard documents that will be sent to candidates or contacts on a regular basis.4. The Benchmark dashboard compares data for an average user from your system against a benchmark user across key KPIs.Integrations
There are a number of integrations available to enrich your database, allowing you to streamline your recruitment activities.
Check out the Firefish Marketplace for a full list of our current integrations: https://www.firefishsoftware.com/product/integrations
For set up guidance, the Integrations section of the Fish Tank will walk you through the relevant settings for each: https://fishtank.firefishsoftware.com/integrations