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New Forms patch (M2_v30_Patch) - release notes

Please note we have introduced a ‘Security Role’ to enable only certain Users to have access to these new Forms based on feedback.
You will need to assign ‘Mercury - Can View New Mercury Forms’ security role to give access to these new Forms.
 

Contact 

  • General Tab
    • Renamed ‘Client’ back to ‘Client Contact’
    • ‘Candidate Status’ s read-only
    • Tags are back at the top of the page
    • ‘LinkedIn’ is within the ‘CONTACT DETAILS’
    • 'Candidate Website' is within 'CONTACT DETAILS' section
    • 'Video Call ID' is within 'CONTACT DETAILS' section
    • Video Call Type' is within 'CONTACT DETAILS' section
    • 'Social Profiles' is within 'CONTACT DETAILS' section 
    • Last Sales Email (Candidate) - underneath 'Last Emailed' / read-only & only visible if Candidate = Yes
    • Last Sales Email (Client Contact) - underneath 'Last Sales Email (Candidate)'
/ read-only & only visible if Client Contact = Yes
                o Control for 'Personal Mobile' to allow for SMS
    • Control for 'Work Mobile' to allow for SMS
 
  • Experience Tab
    • 'Candidate Comments' is within the 'Self Summary' section
 
  • Client Contact Tab
    • 'Vacancies' is defaulted
    • There is a 'COMMENTS' section which includes 'Client Comments', 'Discipline' & 'Sector' are within this section 
 
  • Candidate Tab
    • 'Current Placement' is visible
    • 'Original End Date' & 'Actual End Date' are shown as columns when looking at 'Placements' 
 

Vacancy 

  • 'AGREEMENT_MANDATORY_ON_VACANCY' config to work
  • Basic Info Tab
    • If 'Approvals' are enabled, 'Approval' section is visible and at the top right of the page
    • 'Priority' is above 'Speculative' 
    • 'Retained' is the same control as previously
    • 'Exclusivity' is underneath 'Retained'
    • If 'Exclusivity' is set to Yes, 'Exclusivity Review Date' is displayed underneath
    • 'CONNECTIONS' section underneath ‘FINANCIALS’
    • 'Probability' is read-only within the 'FINANCIALS' section
    • 'Gross Profit' is read-only within the 'FINANCIALS' section
    • 'End Client' & 'End Contact' are within their own section called 'END CLIENT'
    • 'Delivery Owner' is visible within the 'OWNER INFORMATION' section
    • 'Key Account Manager' is visible within the 'OWNER INFORMATION' section
    • 'Lead From' is visible within the 'OWNER INFORMATION' section
    • 'Converted From' is visible within the 'OWNER INFORMATION' section
    • 'Project' is visible within the 'OWNER INFORMATION' section
    • New 'REQUIREMENTS' underneath 'INFORMATION' containing;
      • 'Start Date'
      • 'Review Date'
      • 'Positions'
      • 'Positions Remaining'
      • 'Hours Per Day' (Contract or Temp ONLY)
      • 'Days Per Week' (Contract or Temp ONLY)
      • 'Number of Weeks' (Contract or Temp ONLY)
 
o 'Candidate Pay' is visible within 'FINANCIALS' section (Temporary Vacancies
ONLY)
 
  • Candidates Tab
o 'Salary' is visible for Permanent Vacancies within top section 
  • 'Salary To' is visible for Permanent Vacancies within the top section
  • 'Pay' is visible for Contract / Temporary Vacancies within top section 
  • 'Charge' is visible for Contract / Temporary Vacancies within the top section
  • 'Shortlist' grid is automatically expanded to show all 'Candidates'
 
  • Advert Status' tab is hidden by default only on the Mercury Vacancy form
  • NEW tab called 'Advert Details'
    • Effectively moved all the ‘Advert’ fields to this tab including;
  • Name (Please relabel to 'Vacancy Name')
  • Job Title 
  • Internal Description
  • Email Description
  • Job Summary (Job Board)
  • Summary
  • Alternate Advert Text 1
  • Alternate Advert Text 2
  • Visible on Portal
  • Advertise on Website 
  • Published Posting URL
  • Rename 'DETAILS' Tab to 'JOB DETAILS' Tab
    • 'Subsector' is renamed to 'Sector'
    • Standard Classification' is renamed to 'SOC'
 
  • Permanent Vacancy ONLY;
    • 'BENEFITS' section under 'DETAILS' which include;
  • Holiday Days 
  • Company Car (ensure this is a toggle)
  • Pension Scheme (ensure this is a toggle)
  • Medical Insurance (ensure this is a toggle)
  • Bonus / Shares
  • Benefit Notes
 
  • NEW 'Commission Splits' are on 'COMMISSION' tab
  • Legacy 'Commission Splits' are not the Mercury Vacancy Form
 

Placement 

  • Legacy ‘Validate’ ribbon button is not visible on Mercury Placement Form
  • All Types the following fields are read-only;
    • Candidate
    • Client Name (relabelled to Client)
    • Frequency 
  • Corresponding 'Currency' field is next to the monetary field
  • Basic Info Tab
    • 'Engagement' is read-only
    • 'Vacancy' is visible underneath 'Agreement'
    • 'Engagement' is visible above 'Vacancy' 
  • Readded ‘Admin & Activities’ Tab
  • Finance Tab 
    • All Types > 'Placement Rates' is defaulted
    • 'Invoice Contact' is visible on 'Finance' tab above 'Accounting Legal Entity'
    • 'Paperwork Contact' is visible on 'Finance' tab above 'Accounting Legal Entity'
    • SOC is within 'FINANCE' section
    • 'Finance Account Ref' is visible
    • 'Withold Tax' is visible o 'Cost Centre' is visible
    • 'Reporting Business Unit' is visible
    • 'Payroll Number' is visible
    • 'Primary Authoriser' is visible
    • 'Secondary Authoriser' is visible
  • Contract Placement
    • 'Candidate Company' is only visible for Contract Placements
  • Permanent Placement
    • Basic Info Tab
  • When 'Fixed Term Contract' toggle is set to Yes, 'Original End Date' & 'Actual End Date' are visible
  • 'Fixed Term Contract' toggle is only visible for Permanent Placements
  • 'Package Value' & 'Package Value Currency' is underneath 'Salary' 
o Readded Finance Tab
  • Compliance Tab
    • 'Compliance' is defaulted on 'Compliance' tab
  • Contract or Temporary Placement
    • Basic Info Tab
  • 'Likely to Extend' is visible underneath 'Agreement'
    • Finance Tab
  • 'Taxable As' is visible within 'DETAILED TERMS' underneath 'Total Pay with On-costs' 
    • Timesheet & Expense Tab
  • Minor field relabelling 
  • Timesheet subgrid to show Timesheets not Placement Rates
  • When creating a Placement manually, the following fields are editable and remain editable until first save
    • Candidate
    • Type
    • Client
  • Readded ‘Addresses’ Tab
  • Readded ‘User Fields’ (Custom Fields) Tab
  • NEW 'Commission Splits' are on 'COMMISSION' tab
  • Legacy 'Commission Splits' are not the Mercury Placement Form
     
Keywords: New Forms patch (M2_v30_Patch), release notes