Quick Start Video

Quick Start Steps

From Quick Create:

• From a Vacancy record, click the ‘Candidates’ tab.
• Click ‘New Shortlist’.
• Type the Candidate name into the Candidate field and select the Candidate.
• Fill out the remaining fields.
• Click ‘Save and Close’.

From a view:

• Navigate to a Candidate View (the default View can be accessed by clicking ‘Contacts’ on the left side of the screen).
• Select one or more Candidates by clicking the space to the left of the Candidate name. A blue circle with a checkmark will appear to indicate the Candidate has been selected.
• Click the ‘Shortlist to Vacancies’ button in the ribbon at the top of the page.
• In the ‘Lookup Records’ pane that appears, type the vacancy name into the search bar.
• Click the relevant Vacancy to select it. You may repeat steps 4 and 5 to add additional Vacancies.
• Click ‘Add’.

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https://portal.wearemercury.com/knowledgebase/article/KA-01326