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      Using To Do Lists

      How To Do Lists are created on your dashboard and how to manage them.

      Firefish creates a To Do list item for you when an action is performed in the system that requires a follow-up. That way, you'll never miss a beat.

      Here are some of the situations where a to-do list item will be created:

      Adverts

      • A candidate applies for an advert, so you can send some feedback on their application

      • An employer leaves feedback for a candidate, so you can review it and relay the information

      • An employer creates an advert, so you can authorise or reject it

      • An advert is up for renewal

      Jobs

      • A candidate has been considered

      • A candidate is at interview stage

      • A candidate is due to start a new role

      • A candidate is not progressing

      • A CV is sent to a hiring manager for review

      • Your colleague considers someone to one of your jobs

      Candidate Activity

      • A candidate action is performed (e.g., a call received) for which a follow-up date is set

      • Bulk emails are sent with a follow-up date

      • New registrations have been assigned to you

      • A candidate has expired details (e.g., visa information)

      • Another user suggests a candidate for you to review

      • A candidate uploads a new CV via the Candidate Portal (Enterprise and Professional only)

      Contact Activity

      • A contact action is performed (e.g., a canvas call) for which a follow-up date is set

      • You've got a meeting scheduled with a contact

      • Bulk emails are sent with a follow-up date

      Compliance

      • Candidates Expired - candidates who have received your agreement but have not agreed within the expiry time limit of 28 days.

      • Candidates to Follow Up - candidates who have received your agreement but have not agreed within the first 14 days of receiving it, but are still within the expiry time limit of 28 days.

      • Candidates Never Requested - candidates who have not yet received a request to consent to your agreement.

      • Compliance Authorisation - companies which require compliance details to be completed on their terms or credit details (only if authorisation is enabled)

      • Permanent or Contract Authorisation - offers that require candidate compliance details to be completed (only if offer authorisation is enabled).

      • Job Authorisation - jobs that are require company compliance details to be completed (only if offer on job is enabled).

      • Data Retention - archived candidates that have exceeded the data retention period, (default 2 years).

      For more info on managing the Compliance section of your To Do list click here.