Updating & Progressing a Candidate

With this new feature we will be promoting best practice, which has resulted in removing the ability to progress multiple Candidates for one role. Some of the benefits of only progressing one Candidate are:

• Focused attention - devote full attention to evaluating and engaging within a single Candidate.

• By evaluating Candidates individually, Recruiters can make more objective assessments based on merit, qualifications and fit for the role, rather than being influenced by comparisons with other Candidates

• Improved quality of Hire - by concentrating resources on thoroughly evaluating and engaging with one Candidate, organisations can make more informed hiring decisions. This can result in the selection of Candidates who are not only qualified for the role, but who also possess the right skills, attitude and cultural fit to excel within an organisation.

Where

We have created a new ribbon button on the Shortlist:

When selecting an option, Users will be shown a side panel:

This is currently available when selecting one Candidate via the Candidates tab on a Vacancy, or directly from the Shortlist record.

 

How

Substatus / Feedback

We have added a new feature which will allow Recruiters to progress the Candidate through Shortlist Substatuses and give them the opportunity to quickly create feedback for that particular Candidate.

NOTE: New Substatus options can be added via Mercury Admin > Config area > Shortlist Substatuses.

Users will be presented with a side panel where they will be able to select a Substatus linked to the status of the Shortlist, or any global Shortlist Substatus (Shortlist Substatus not linked to Shortlist Status):

Any text added into the Feedback will automatically create a Shortlist Feedback record when selecting Confirm:

Shortlist Feedback:

Submit

When submitting a Candidate for a role, Recruiters will be shown a side panel where they can input the pay details for the Candidate:

NOTE: We have temporary removed the ability to launch the Email Editor (Send CVs) from this process, however, we will be looking to re-introduce this. You are still able to email the Client Contact from the ribbon of the Shortlist.

 

Interview

Recruiters are still able to set the Stage of the Interview:

Along with selecting one Interviewer:

A particular type of Interview:

Then, dependent on what was selected:

Reschedule Interview

We've created a new Progression stage which provides Recruiters with the ability to reschedule an Interview. This option only appears when an Interview has been logged:

When launching Reschedule you will be shown a list of any open Candidate Appointments regarding the Shortlist:

NOTE: This is only if your optional workflow is configured to create Appointments. Automatic creation of an Appointment is triggered from:

You are unable to proceed until you cancel (via the X) the appointment. You will be prompted to confirm and given the option to create a new Interview:




The appointment will be updated to a status of Cancelled:

The original Shortlist Update will be amended to show as Cancelled and the subject appended to include RESCHEDULED:

If you do not wish to create a new Interview at the same time, then the window will close.

If selecting to create a new Interview, you will be directed to the Interview page:

If there are no Appointments, then you will be directed straight to Reschedule:

Offer Made

Accept Offer

When accepting an offer, Recruiters will be shown the Pay details once more, however, they will be read-only. Depending on the customer's configuration, will depend on whether Rate Frequency and Rate Type are shown.

Contract / Temp:

With USE_DEFAULT_RATES_FOR_ACCEPT_OFFER set to Yes:

With USE_DEFAULT_RATES_FOR_ACCEPT_OFFER set to No:

The Confirm button will not be visible until a selection has been made in Rate Type. Users will only see Rate Types related to the Frequency:

Perm:

Reject

When rejecting a Candidate for a role, users will be given the option to select a reason along with adding any information:

Options available for Rejection Reason:

Upon Confirm, the modal window will close and Rejection Reason and Rejection Comments will be updated based on the inputs:

  This is one of our standout new features in Mercury v29 and we would love to know your thoughts about it

Authored by Matt McNamara - Product Owner @ Mercury