Views:

What 

In our newest Mercury Core release (v31) we have made additional updates to the Forms used across the Mercury CRM for Clients, Vacancies and Placements. See below for a breakdown of the changes to each new Form.

 

Where 

Mercury Contact form

  • General tab new subsections: CANDIDATE TAGS and CLIENT CONTACT TAGS. 'Candidate tags' can also be viewed under the Experience tab, and 'Client Contact Tags' from the Client Contact tab.
     
  • General tab > CONTACT DETAILS subsection: 'LinkedIn Profile' field added. Hidden fields by default: 'Candidate Website', 'Video Call ID', 'Video Call Type', and 'Social Profile'.
     
  • Experience tab > SELF SUMMARY subsection: 'Candidate Comments' field added (moved from the Candidate tab). 

     
  • Candidate tab new field: 'Current Placement'. Contains a link to the Placement record if filled in and a lookup option to add it directly from the Candidate record. 
     
  • Client Contact tab new subsection for Activities with three options to toggle between: 'Phone Calls', 'Emails', and 'Appointments'. Each activity has two views, e.g. 'Client Contact Phone Calls' and 'All Phone Calls'. 

 

Mercury Vacancy form

  • Basic Info tab new subsection: APPROVALS will show if approvals are enabled, moved to the top right of the page layout. 
     
  • Basic Info tab > OWNER INFORMATION subsection: Hidden fields by default: 'Delivery Owner', 'Key Account User', 'Lead From', 'Converted From', and 'Project'. 
     
  • Basic Info tab new subsection: CONNECTIONS with three columns: 'Connected To', 'Role (To)', and 'Description'. 
     
  • Basic Info tab new subsection: REQUIREMENTS (in Contract/Temporary vacancy records only). Fields shown by default: 'Probability (%)', 'Hours Per Week', 'Days Per Week', and 'Number of Weeks'. Hidden fields by default: 'Start Date', 'Review Date', 'Positions', and 'Positions Remaining'.
     
  • Job Details tab new subsection: BENEFITS (in Permanent vacancy records only) with six fields: 'Holiday Days', 'Company Car' (toggle), 'Pension Scheme' (toggle), 'Medical Insurance' (toggle), 'Bonus/Shares', and 'Benefits Notes'. 
     
  • New Advert Details tab including fields covering vacancy descriptions for internal use, email, job summary/job board, portal and website visibility toggles, and URL link(s).
     
  • Candidates tab new fields: 'Salary' and 'Salary To' (for permanent vacancies) or 'Pay' and 'Charge' (for temporary/contract vacancies). 

 

Mercury Placement Form

  • New Admin & Activities tab, identical to the older version of the placement records (UCI). Includes subsections for PAPERWORK AND DOCUMENTS, TIMELINE, OWNERSHIP, and AUDIT DATA (all placement types). 
     
  • Finance tab: toggle for Placement Rates, Fees, and Purchase Orders is now at the top of the page.
     
  • Finance tab > new subsection FINANCE with the following fields:
     
    • 'Invoice contact'
    • 'Paperwork contact'
    • 'Accounting Legal Entity'
    • 'Payable Legal Entity'
    • 'SOC'
    • 'Finance Account Ref.'
    • 'Cost Centre'
    • 'Withold Tax'
    • 'Reporting Business Unit'
    • 'Payroll No.'
    • 'Primary Authoriser (Contract/Temporary placement records only)'
    • 'Second Authoriser (Contract/Temporary placement records only)'
       
  • Finance tab > new subsection DETAILED TERMS. For Temporary and Contract Placements there are more additional fields (e.g. markup, deductions, margin values, on-costs, etc.). 
     
  • Finance tab > new subsection GROSS PROFIT. Fields are 'Gross Profit' and 'True Gross Profit' (all placement types), and 'True Weekly Gross Profit' (contract vacancies only)

 

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Keywords: mercury vacancy, mercury placement, mercury client, new forms, v31, mercury version 31