What
Utilise Mercury's AI in summarising Candidate information relating to a Vacancy Shortlist. Automatically create relevant text relating to the following features which save back to the Candidate (in context of the Shortlist) on the CRM. Click on each link for more information.
Where
The Shortlist AI button is accessed from a Vacancy:
Home > Vacancies > Vacancy record > Candidates tab > Shortlists section > double-click on any white space within the table row > Ribbon Bar > Shortlist AI
Or from a Shortlist record:
Home > Shortlists > double-click on any white space within the table row > Ribbon Bar > Shortlist AI
How
Generate Shortlist Candidate information in relation to a Vacancy. Input details about the Candidate and generate information that can be edited and reviewed. Information generated is saved and added to the Candidate in context of the Vacancy Shortlist under Candidate Description.
Basic Information
Summarise will automatically generate information specific to the selected material type selected from the tabs available. The more basic information given, the more relevant the generated output. Certain generated information can be manually edited, or regenerated, including automatic change of word count (i.e. made shorter or longer).
Shortlist Name: The name of the Candidate and the Shortlist context. The format for this is Candidate Name - Client ID/Name.
Status Reason: The Candidate's status in relation to the Vacancy. This can be one of the following: Accepted, Client Shortlisted, Inactive, Interview Final, Interview First , Interview Further, Offer Made, Placed, Rejected, Selected, Submitted.
Substatus: Internal steps within a status reason. These are manually added but not required, and can be utilised if there are multiple steps/stages within one status. For example, Interview Further may include the sub-statuses of 3rd interview and 4th interview.
Include: Select what information source to generate from - either Use Data? which includes the toggles of Work History, Education and Tags, or CV.
Further Information: Use this field to add additional detail about the Candidate. Keep sentences short and separate with a full stop. Character limit of 150.
Language: Change the language the information is generated in. Default is English (US).
Review and Saving Generated Text
Before creating Candidate information. please be aware of the steps required to save and publish text to the Candidate in context of a Shortlist. A review is required for the Summary and Email tabs. Once the responses are generated, a RAG status underneath the tab will indicate if it has been reviewed or saved back to the Vacancy:
- Red - Not Reviewed or Saved to Shortlist
- Amber - Reviewed but not Saved to Shortlist
- Green - Reviewed and Saved to Shortlist
Summary
Shortlist AI automatically generates a shortlisted Candidate summary in context of a Vacancy, bringing through key information from either the associated CV, or from data saved against the Candidate within the CRM. Information created for a Summary includes (but is not limited to): Candidate introduction in relation to the Vacancy, Key Skills, Key Achievements and further information including Recruiter contact details. The information returned is editable but cannot be made shorter or longer.
Example: Using the shortlisted Candidate's CV, create a Summary in relation to the Vacancy:
Email
Create an email description / introduction, which can be used to send to prospective Hiring Managers, by bringing through key information from either the associated CV or from data saved against the Candidate within the CRM. Please note the text generated will not include any salutations or signatures. This means that it can be taken into the Email Editor as a merge field, once saved to the Candidate in context of the Vacancy. The information returned can be edited, regenerated, made shorter or made longer. An email can be generated using a Candidate's CV, or CRM data.
Example: Using the Candidate's Data from the CRM, create an Email in relation to a given Vacancy to send to prospective hires. This example was enhanced by clicking the Make Longer button:
Role Suitability
Generate a summary of the Candidate's suitability for the role by bringing through key information from either the associated CV or from data saved against the Candidate within the CRM. This is very useful for Recruiters who may not be familiar with the requirements for a specific Vacancy, covering the Candidate's strengths and previous experience, but also highlighting where there might be a lack of suitability and why. The information returned can be edited or regenerated, but cannot be changed in length.
Example: Using the Candidate's Work History Data and Education Data from the CRM, create an explanation of the Candidate's suitability for the role in relation to a given Vacancy:
Company Branded Profile
After data generated has been reviewed and saved to the Shortlist, the Company Branded Profile button will appear in the Shortlist AI window. The button will only appear once there is the green highlight under either Summary or Email.
The Company Branded Profile window will open:
1 Select a Document Template from the drop-down menu.
2 Choose a Filename; for best practice, we recommend removing spaces from the file name and uses dashes, e.g. — or __.
3 Optional toggle to be notified in-app once the profile has been created.
4 Once complete, click Confirm
Notification Enabled
If Notify Me Once Complete is toggled to Yes, a green pop-up will appear confirming successful submission and that a notification will be given.
A Branded profile created notification will appear in the top right hand corner of the CRM with links to View Shortlist or View Document.
Notification Disabled / View Branded CV
If Notify Me Once Complete is toggled to No, to view the document you will have to go to the Contact directly:
Contacts > Contact Record > Documents tab > CV folder > Branded CV
END