Placements

Here you will find all of the articles relating to the Placements phase.

Adding a Placement Rate to a Placement
How to add or edit a rate on a placement.
Adding a Purchase Order to a Placement
This page shows you how to add a new Purchase Order to an existing Placement.
Approving a Placement
Step-by-step guide for Placement Approval
Changing an Agreement on a Placement
How to change an Agreement on a Placement.
Cloning a Placement
The functionality of cloning a Placement and how to exclude fields from the cloned Placement.
Converting a Contract/Temp Placement to a Permanent Placement
This article will show how easy it is to convert a contract or temporary placement to a permanent...
Creating a Placement from a Vacancy
How to create Placements from a Vacancy.
Deactivating a Placement
How to close a Placement if it's either not started or terminated early.
Default Rate when Accepting an Offer
Update or change default rates for a frequency for a Placement.
End Client and End Contact fields
A useful way of tracking where successful Candidates will be based.
Export Placement data with InTime/EverTime
Export Placement information outside of Mercury.
How to amend Start and End dates on Placements
How to change Start and End dates on Placements using Excel online.
How to create a default view for contractor placement end dates
Managing Candidates who are reaching their Placement end dates.
How to create an NPS survey
How to create an NPS Customer Voice survey.
How to see records of a previous Engagement
How to get to a View of previous Engagements, including End Dates.
Inactive Agreements on Placements and Extensions
A detailed explanation of how an Inactive Agreement affects a Placement that has recently been e...
Issuing Paperwork
This article explains how to issue paperwork
Lock Placement Fields after Placement is Approved
Lock Placements after they reach a set status, and create security roles that can override this r...
Making a Placement Compliant
How to make a Placement be in Compliance
Managing Offboarding
How to manage any offboarding or checks that are required to be completed at the end of a Placement
NPS surveys
Utilise NPS surveys for feedback across Interviews, Placement approvals, and Placement start dates.
Placement Amendments
How to process mid-term changes to Contract or Temp Placements.
Placement Financial Calculations
A breakdown of the financial fields on the each Placement type and the calculations.
Placement Status Process Flow
A workflow diagram showing the different Statuses on a Placement.
Placement Validation
Brand new alternative method for validating Placements.
Placements on a Project
All Placements linked to a Project will be listed and easily accessed. The total Project Gross Pr...
Shortlist Board - Candidate Shortlists
View and progress Candidate's through a Shortlist using the interactive Shortlist Board
Sync Agreement workflow on a Placement
Copying terms from an Agreement to a Placement
The Engagement Record
For all those dealing with contract and temporary extensions, this record shows all extensions li...
The Placement life cycle - understanding all stages of a Placement
The journey of a Placement from inception to closure.
Update a Client's main site address from a Placement
How to select an updated Client Site address from a Placement.
Updating & Progressing a Candidate
New design and functionality for Candidate progression from a Vacancy through to Placement creation.
Updating Commission on a Placement
The Commission on a Placement is based on percentage or flat rate for up to four Consultants.
Validation - Differences between Placement Types
This will explain the differences required to validate each placement type
Why can't I finalise the Placement?
How to finalise a Placement
Why run Validation on a Placement?
The importance of validating placements
Worker Types
How To add and use Worker Types.