Sometimes a permanent placement needs to be ended after it’s been confirmed in Firefish — for example, if a candidate doesn’t start or leaves early within a rebate period. This article explains how to terminate a permanent placement, adjust rebate amounts, and choose whether to notify contacts via email.
- When to Terminate a Placement
- How to Terminate a Permanent Placement
- Understanding Rebate Amounts and Splits
- Termination Emails and Notifications
- FAQs
When to Terminate a Placement
You should terminate a permanent placement if:
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The candidate withdraws or fails to start
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The candidate leaves within the rebate period
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You need to correct sales plan data and remove the associated figures
⚠️ Terminating a placement will:
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Remove the placement from revenue and sales plans
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Trigger optional termination emails to clients and candidates
A termination can not be undone. Once it has been logged, if you need to put the candidate back into the workflow or place them again for whatever reason, you will need to create a new job.
How to Terminate a Permanent Placement
- Go to the Placements tab from your menu or dashboard.
- Locate the candidate you want to terminate.
- Click the cog on the right, and select Terminate.
- In the termination window:
- Select a Termination Label (e.g. Withdrew, Terminated Early).
- Add Termination Comments for internal reference.
- Choose whether to send termination emails to the contact and/or candidate.
- Confirm by clicking Terminate Placement.
Understanding Rebate Amounts and Splits
When terminating a placement, you may need to adjust rebate values and user splits.
- Rebate Amount: The value returned to the client due to early departure or non‑start.
- Rebate %: The percentage of the placement fee that is rebated.
- User Splits: Adjust the revenue splits for users involved in the deal if needed.
To edit these values: - Enter the Rebate Amount manually, or let Firefish calculate based on percentage. - Adjust Split values to reflect accurate commission distribution.
Termination Emails and Notifications
If you select 'yes' when asked if you'd like to reconfirm the details, you can choose to send emails to the candidate and/or contact with confirmation of the termination.
If you wish to amend the email templates, these are set up under Settings > System Configuration > Email Templates > Opportunities > Permanent > Termination.
These emails provide a consistent message confirming the placement has been terminated.
Emails can only be sent if the contact or candidate has an email address saved on their record.
FAQs
Can I undo a termination once it’s confirmed?
No — terminations are final and remove the placement from sales figures. Create a new placement if needed.
What happens to the sales plan when a placement is terminated?
The placement is removed from revenue totals and commission calculations.
Can I customise termination email wording?
Yes — go to Settings > Email Templates > Termination to update the message.
Do I have to enter a rebate amount?
No, but it’s recommended to reflect accurate financial reporting.