Contract / Temp Workflow
Designed to streamline and de-risk your contract and temp processes, this playbook helps you optimise operational efficiency in Firefish. We’ll cover:
✔ Creating contract/temp jobs and managing tailored workflow stages
✔ Setting and managing structures
✔ Authorisation workflows and compliance controls
✔ Managing PAYE, self-employed and umbrella pay types
✔ Booking contractors with e-signature workflows
✔ Handling contract extensions and terminations
✔ Ongoing contractor management, including check-ins and compliance tracking
Why Choose This Module?
Streamline your contract and temp recruitment with workflows designed to reduce risk and boost operational efficiency. This module helps you manage pay structures, automate authorisations, and track compliance with ease. From booking contractors and handling extensions to e-signatures and check-ins, you'll save time, stay compliant, and deliver a seamless experience for both clients and candidates, no matter the contract length.
Unlock the Full Potential of Your CRM with Firefish Playbooks
Our playbook consultancy service is designed to supercharge your recruitment operations by aligning your CRM with best-in-class workflows tailored specifically to your business. Through our bespoke service, we work closely with key individuals in your business to optimise every stage of your recruitment process.
Each playbook acts as a personalised, strategic guide; giving your team crystal-clear workflows, data-driven insights, and actionable steps that ensure consistency, efficiency, and compliance across your agency. Whether you're looking to streamline operations, improve performance, increase revenue or scale with confidence, our consultancy gives you the roadmap and support to make it happen.
Candidate Management
A structured consultancy module designed to help you streamline and standardise your candidate workflows in Firefish. We’ll guide you through:
✔ Setting up core preferences and work types
✔ Managing new and existing candidates consistently
✔ Standardising star ratings across the team
✔ Identifying and maximising “hot” candidates
✔ Building and maintaining talent pools & saved searches
✔ Keeping candidate engagement levels high
Why Choose This Module?
Unlock faster placements and higher-quality hires by standardising candidate workflows and prioritising your best talent. This module streamlines your process, boosts engagement, and transforms your candidate database into a growth engine. It helps you win more business, reduce drop-offs, and scale confidently.
Explore the sessions we offer through our Playbook Consultancy Service
Playbook Modules
Putting data at the heart of your
recruitment agency.
Business Development
This module gives you a scalable framework for proactive client growth using Firefish. We’ll guide your team through:
✔ Creating and managing companies and sites
✔ Creating, tagging and managing contacts
✔ Proactively specking our candidates to target clients
✔ Running compliant, high-impact bulk email campaigns
✔ Setting company terms, credit limits and key statuses
Why Choose This Module?
Drive consistent, scalable client growth with a proactive business development framework built inside your CRM. This module helps your team manage companies and contacts effectively, spec out candidates to target clients, and run high-impact, compliant email campaigns. With clear processes for credit control and client status tracking, you’ll increase outreach efficiency, win more business, and build a predictable pipeline for long-term growth.
Permanent Recruitment Workflow
This module provides a best-practice framework for managing your full perm recruitment cycle in Firefish. We’ll help you:
✔ Create jobs and manage bespoke workflow stages
✔ Build and distribute high-performing adverts
✔ Track and manage applicants through every stage
✔ Use prospect lists to drive proactive candidate sourcing
✔ Streamline application management
✔ Handle offers, placements and compliance checks
✔ Automate consultant check-ins and probation follow-ups
✔ Forecast sales and manage split fees with accuracy
Why Choose This Module?
Run a consistent, high-performing permanent recruitment process from start to finish with best-practice workflows built into Firefish. This module helps you manage every stage—from job creation and advert performance to applicant tracking, offers, and compliance. With tools for proactive sourcing, accurate forecasting, and automated follow-ups, you’ll improve consultant productivity, enhance candidate and client experience, and increase placement success.
Super User Settings
This module ensures your onboarding process is streamlined, inclusive, and fully compliant. We’ll help you set up:
✔ Candidate registration and compliance processes
✔ Diversity & Equality data collection
✔ GDPR management, including consent tracking and data retention workflows
✔ Self-service onboarding via the candidate portal
✔ Ongoing database cleansing to maintain accuracy and compliance
Why Choose This Module?
Streamline onboarding and take control of your compliance setup with efficient, scalable system settings. This module helps you manage GDPR workflows, track consent, collect diversity data, and offer a smooth self-service experience through the candidate portal. By maintaining a clean, audit-ready database, you’ll reduce risk, save admin time, and deliver an inclusive experience that builds candidate trust from the very first touchpoint.
Onboarding & Compliance
Designed to streamline to ensure your onboarding process is streamlined, inclusive, and fully compliant. We’ll cover:
✔ Candidate registration and compliance processes
✔ Diversity & Equality data collection
✔ GDPR management, including consent tracking and data retention workflows
✔ Self-service onboarding via the candidate portal
✔ Ongoing database cleansing to maintain accuracy and compliance
Why Choose This Module?
Simplify onboarding and stay fully compliant with a streamlined process built around your CRM. This module helps you manage registration, consent tracking, and diversity data while giving candidates a smooth self-service experience. With automated GDPR workflows and ongoing database cleansing, you’ll reduce risk, save admin time, and deliver a professional, inclusive first impression—every time.
Shift Workflow
This module helps you build an efficient, scalable process for managing shift-based roles and bookings in Firefish. It’s designed for temp and contract recruiters placing high volumes with fast turnaround. We’ll help you:
✔ Creating and managing shift-based job workflows
✔ Shift pattern setup and availability management
✔ Booking candidates into shifts (manual and bulk)
✔ Real-time candidate communication & shift reminders
✔ Managing pay types (PAYE, umbrella, LTD) and rate variations
✔ Shift tracking, check-ins, and no-show management/leavers
✔ Reporting on shift fulfilment, margins, and hours worked
Why Choose This Module?
Deliver fast, high-volume shift placements with a workflow built for speed, accuracy and scale. This module helps you manage shift patterns, candidate availability and bookings with ease, while automating communication, reminders and compliance checks. With tools to handle pay types, track no-shows and report on fulfilment, margins and hours worked, you’ll boost efficiency, improve fill rates and stay fully in control of your shift-based recruitment.
Job Advertising & Distribution
This module helps you create a high-performing, consistent approach to advertising jobs and maximising visibility across all channels. We’ll help you:
✔ Best practice job advert creation and branding
✔ Managing job boards and Firefish-integrated advertising channels
✔ Automating multi-channel advert distribution
✔ Optimising advert content for SEO and candidate conversion
✔ Promoting roles via social media and your candidate portal
✔ Managing application routing and source tracking
✔ Using analytics to track performance and refine messaging
Why Choose This Module?
Create a consistent, high-impact approach to job advertising that drives visibility and results. This module helps you write better adverts, automate multi-channel distribution, and optimise content for SEO and candidate conversion. With tools for source tracking, social promotion, and performance analytics, you’ll fill jobs faster, attract better talent, and maximise ROI on every advert.
Ready to Get Started?
Each Playbook includes:
• 3 hours of consultancy with one of our experts
• 2 hours of tailored documentation to deliver a customised guide for your team
• Tailored Fishtank setup to ensure easy access
Priced at £850 per module, each Playbook offers exceptional value. You’ll leave with streamlined, best-practice processes built into Firefish, ready to drive consistency, compliance, and performance across your business.
Let’s build your Playbook—book a call with your Success Manager to get started.