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Introduction

Within this release a lot of work has gone into improving the base fundamentals of the system. This covers areas such as aligning all content to function with the “New Look” function enabled, a new template to all fields within Assist/Academy, updating the look of the Smart-tips and much more.


Another key change is that Mercury Search is now named Legacy Search as Mercury Search 3 is now being rolled out to all customers.
 

Contents


 

Mercury Search Webinar

On September the 12th 2024 Jackie Sherlock, Sonny Goodyear and Emily Jerman hosted a webinar previewing the new Mercury Search. Around 150 users joined the event and we deeply thank you all for joining! Mercury Assist played an important role in the form of a pop-up message that appeared once a day to inform users of the event. A link to the event can be found here.

 

New Look & Feel Preview
 

With a new season coming in, Mercury Assist & Academy are having a design refresh where we will be pivoting to a new field template design for Smart Walk-Thru guidance and Smart-Tips which can be seen below!
 

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As seen above our field templates will now be a colour combination of Purple and Blue which comprise two of the main colours within Mercury’s logo! Testing is currently ongoing to ensure that the user interface functions accurately on Laptop and Desktop platforms.

 

Smart Walk-Thru Updates

 

Activities


How to Complete Activities from the Timeline
  • Updated anchoring positions of steps
  • Amended Click Record Type step to recognise if the dropdown menu is already open
 How to view all my due Activities
  • Updated anchoring positions of steps

 

Agreements


Creating a New Compliance Criterion
  • Updated anchoring positions of steps
Creating a New Agreement
  • Updated anchoring positions of steps

 

Applicants 


Accept a Job Offer from Applicants
  • Updated anchoring positions of steps

Clients


Adding a Tag to a Client
  • Updated anchoring positions of steps
  • Added logic to determines if the current form is UCI or the new Mercury Account form
Creating a Client Contact via a Client
  • Renamed from Creating a Client Contact
  • Updated anchoring positions of steps
Creating a new Client
  • Updated anchoring positions of steps
Creating an Org Chart
  • Updated anchoring positions of steps
How to Pin Activities to a Client Timeline
  • Updated anchoring positions of steps
 

Contacts

Accepting a Job Offer from the Candidate Record
  • Updated anchoring positions of steps
  • Amended wording at Step 15 to make users aware that a candidate must be at the "Offer Made" stage.
 
Add Contact to Hotlist(s) from a View
  • Updated anchoring positions of steps
 
Adding a Reference Request
  • Updated anchoring positions of steps
 
Adding a tag to a Client Contact
  • Updated anchoring positions of steps
 
Adding appointment meeting notes
  • Updated anchoring positions of steps
 
Create Candidate Compliance
  • Updated anchoring positions of steps
 
Creating a Task
  • Updated anchoring positions of steps
 
How to add a document to a Contact record
  • Updated anchoring positions of steps
 
How to add a note to a Contact
  • Updated anchoring positions of steps
 
How to add Candidate Tags
  • Updated anchoring positions of steps
 
How to arrange an interview from a Contact
  • Updated anchoring positions of steps
 
How to create a Contact Appointment
  • Updated anchoring positions of steps
 
How to edit a CV
  • Updated anchoring positions of steps
 
How to log a detailed Phone Call
  • Updated anchoring positions of steps
 
How to log a phone call from the Timeline
  • Updated anchoring positions of steps
 
How to log Education from a Contact
  • Updated anchoring positions of steps

How to Pin Activities to a Contact Timeline
  • Updated anchoring positions of steps

 

How to send an email to a Client Contact
  • Updated anchoring positions of steps

 

Manually Create a Candidate Contact
  • Updated anchoring positions of steps

 

Manually Create a Client Contact
  • Updated anchoring positions of steps

 

Move an existing client contact to a new employer
  • Updated anchoring positions of steps

 

Reschedule an Interview
  • Updated anchoring positions of steps
Spec Send a Candidate to a Client Contact
  • Updated anchoring positions of steps
Update Contact Record with Data Removal Request
  • Updated anchoring positions of steps
Uploading a Formatted CV to a Candidate Record
  • Updated anchoring positions of steps
Validate/Update Compliance Evidence
  • Updated anchoring positions of steps
Viewing Candidate's shortlist history
  • Updated anchoring positions of steps
Accepting a Job Offer from the Candidate Record
  • Updated anchoring positions of steps
  • Amended wording at Step 15 to make users aware that a candidate must be at the "Offer Made" stage.
Add Contact to Hotlist(s) from a View
  • Updated anchoring positions of steps
Adding a Reference Request
  • Updated anchoring positions of steps
Adding a tag to a Client Contact
  • Updated anchoring positions of steps
Adding appointment meeting notes
  • Updated anchoring positions of steps
Create Candidate Compliance
  • Updated anchoring positions of steps
Creating a Task
  • Updated anchoring positions of steps
How to add a document to a Contact record
  • Updated anchoring positions of steps
How to add a note to a Contact
  • Updated anchoring positions of steps
How to add Candidate Tags
  • Updated anchoring positions of steps
How to arrange an interview from a Contact
  • Updated anchoring positions of steps
How to create a Contact Appointment
  • Updated anchoring positions of steps
How to edit a CV
  • Updated anchoring positions of steps
How to log a detailed Phone Call
  • Updated anchoring positions of steps
How to log a phone call from the Timeline
  • Updated anchoring positions of steps
How to log Education from a Contact
  • Updated anchoring positions of steps
How to Pin Activities to a Contact Timeline
  • Updated anchoring positions of steps
 

Fees

Add a New Purchase Order
  • Updated anchoring positions of steps

Add a Purchase Order to a Fee
  • Updated anchoring positions of steps

Approve a Fee
  • Updated anchoring positions of steps
  • Amended wording that takes users back to the Fees menu if Fee is not in the correct status.

Add Skills and Tags to an Info Record
  • Updated anchoring positions of steps

Client Shortlist a Candidate from an Info Record
  • Updated anchoring positions of steps

Convert Info Records into Vacancies
  • Updated anchoring positions of steps
  • Amended wording that alerts users when they are in the converted vacancy that they now have the option to save and close and edit the vacancy separately.

Creating a new info Record
  • Updated anchoring positions of steps

Deactivate Info records
  • Updated anchoring positions of steps

Shortlist Candidates on an Info record
  • Updated anchoring positions of steps

Submit Candidates from an Info Record
  • Updated anchoring positions of steps

Create New Hot List and Email Contact
  • Updated anchoring positions of steps
 

 

Info

Client Shortlist a Candidate from an Info Record
  • Updated anchoring positions of steps
Convert Info Records into Vacancies
  • Updated anchoring positions of steps
  • Amended wording that alerts users when they are in the converted vacancy that they now have the option to save and close and edit the vacancy separately.
Creating a new info Record
  • Updated anchoring positions of steps

 

Legacy Search

How to Save a Search
  • Updated anchoring positions of steps
  • Auto-step has been added that automatically directs users to the General page.
Searching for Candidates by Location
  • Updated anchoring positions of steps
  • Auto-step has been added that automatically directs users to the General page.
Searching for Contacts by Country
  • Updated anchoring positions of steps
  • Users are now directed to the Legacy Search option
Using Current/Previous Shortlists within Search
  • Updated anchoring positions of steps
  • Auto-step has been added that automatically directs users to the General page.

 

Lists/Hotlist

Create New Hot List and Email Contact
  • Updated anchoring positions of steps
 How do I Share my Hot List?
  • Updated anchoring positions of steps
  • Removed unnecessary Save step situated within a Hotlist form.

 

Mercury Search 3

Adding Contacts to a Hotlist in new Search
  • Updated anchoring positions of steps
How to Save a Search in new Search
  • Updated anchoring positions of steps
Searching for Candidates by Location in new Search
  • Updated anchoring positions of steps
Using Current/Previous Shortlists within new Search
  • Updated anchoring positions of steps

 

Placements


Add Client Invoice Details to a Perm Placement
  • Updated anchoring positions of steps
 
Approving a Placement
  • Updated anchoring positions of steps
  • Converted two auto-steps into manual steps as load times caused the filter menu to close
 
Change a Timesheet approver
  • Updated anchoring positions of steps
 
Change Pay and Charge on Temp/Contract Placements
  • Updated anchoring positions of steps
 
Creating Timesheets
  • Updated anchoring positions of steps
 
Deactivate a Placement
  • Updated anchoring positions of steps
 
Extend a Placement
  • Updated anchoring positions of steps
 
Issuing Paperwork
  • Updated anchoring positions of steps
 
List of extensions on a Placement
  • Updated anchoring positions of steps
 
Placement - High Level Validation
  • Updated anchoring positions of steps
 
Receiving Paperwork for a Placement
  • Updated anchoring positions of steps

 

Project

Add Existing Vacancies to a Project
  • Updated anchoring positions of steps

 

Quick Create

Quick Create Appointment
  • Updated anchoring positions of steps
  • Removed unnecessary handling steps that routed users to a different form if the section of Scheduling information was not seen on the form

Quick Create Candidate Contact
  • Updated anchoring positions of steps

Quick Create Client
  • Updated anchoring positions of steps

Quick Create Contact
  • Updated anchoring positions of steps

 

Shortlists

Arrange an interview from a Shortlist
  • Updated anchoring positions of steps
How to Filter a Timeline in Shortlists
  • Updated anchoring positions of steps
Progress Candidate to Client Shortlist via Shortlist
  • Updated anchoring positions of steps
Shortlists Overview
  • Updated anchoring positions of steps
Submit Candidates from Shortlists
  • Updated anchoring positions of steps
 

Vacancy

Accept a Job Offer from the Vacancy
  • Updated anchoring positions of steps

Add a Candidate Shortlist to a Vacancy
  • Updated anchoring positions of steps

Add a New Vacancy to a Project
  • Updated anchoring positions of steps

Adding Contacts to a Hotlist from Search Results
  • Updated anchoring positions of steps

Adding tags to a Vacancy
  • Updated anchoring positions of steps

Arrange an Interview from a Vacancy
  • Updated anchoring positions of steps

Create a new Vacancy
  • Updated anchoring positions of steps
 
Create a Vacancy from a Client Contact
  • Updated anchoring positions of steps

Creating a Vacancy from a Client Record
  • Updated anchoring positions of steps
 
Creating an Advert
  • Updated anchoring positions of steps
 
Email Multiple Candidates a Vacancy Update
  • Updated anchoring positions of steps
 
High- level Candidate Search from Vacancy
  • Updated anchoring positions of steps
 
How to Arrange an Interview from a Vacancy
  • Updated anchoring positions of steps
 
Job Offer to Candidate via Vacancy
  • Updated anchoring positions of steps
 
Managing Applicants from a Vacancy
  • Updated anchoring positions of steps
 
Previewing a Candidate from Search
  • Updated anchoring positions of steps
 
Progress Candidate to Client Shortlist via Vacancy
  •  Updated anchoring positions of steps
 
Submitting a CV for a Vacancy via Candidate record
  • Updated anchoring positions of steps
  • Amended wording that makes users aware if the candidate has an inactive shortlist status at Step 17.
 
Submitting CVs from a Vacancy
  • Updated anchoring positions of steps
 
Viewing Candidate Shortlist Details via Vacancy
  • Updated anchoring positions of steps
 

Views, Charts & Dashboards

Create a Dashboard
  • Updated anchoring positions of steps

How to edit a Dashboard
  • Updated anchoring positions of steps

Manage and Share Views
  • Updated anchoring positions of steps

Sending Bulk Emails from Views
  • Updated anchoring positions of steps
  • Amended the wording in Select Candidates step to better reflect the actions needed.


 

 

Smart-Tips

 

Clients

  • Amended Client Known As tip from a circular icon to a Hover display
  • Positional changes done to align all Smart-tips more accurately

 

Contacts

  • Amended Required field within the Appointments window from a circular icon to a Hover display
  • Positional changes done to align all Smart-tips more accurately

 

 Email Editor

  • Amended Smart-tip from a circular icon to a Hover display

 

Info

  • Positional changes done to align all Smart-tips more accurately

 

What’s Next?

Coming up later this year and continuing into next year with the coming arrival of the new Mercury Search, content within Mercury Academy will expand to accommodate this exciting new feature. Cosmetic changes to Smart-Tips and the Assist menu will also be slated for improvements!


For now, this is concludes the Mercury Assist Autumn Update, Thanks for reading!
 

Authored by Arden Shaw - Lead Digital Adoption Consultant

 

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Keywords: Mercury Assist, Mercury Academy, Walk-Thrus, walkthroughs, Smart Tips, Tutorial Videos, Digital Adoption, Mercury Guidance, Mercury Help, Interactive Help