Progress Candidates through a Vacancy from a Shortlist with drag-and-drop functionality of a Shortlist Board. Any changes made will feed back to the Vacancy and any Candidate records.
Where
From Mercury:
Home > Vacancies > Vacancy Record > Candidates tab > Shortlists button > Board View
Shortlist Board view:
1. Shortlist Statuses
2. Sort By: Newest to Oldest, or Oldest to Newest
3. Expand each Candidate text box to view information such as:
Name (click the hyperlink to view the Candidate card in a pop-up window)
Current Job Title
Current Client
Last date of Shortlist update
Salary Information
Latest Feedback
Vacancy Details: Job Title and Position Type
4. Not all Shortlist statuses may be visible on-screen, click the arrow(s) to navigate
How
Change Candidate Shortlist Status
Drag-and-drop Candidates between statuses. A grey box appears where the Candidate will move to:
Submitted
When a Candidate is updated to Submitted, the following pop-up appears. The financial details are populated from the vacancy. These can either be saved to the shortlist upon submitting, or amended and saved to the shortlist instead.
For permanent roles, Salary and Fee % are required fields. The Fee Amount field is automatically calculated from Fee Based On and Fee %.
For Contract/Temp roles, Pay and Charge are required fields. Markup %, Margin %, and Margin are automatically calculated based on the values given, and cannot be overwritten.
When complete, click Confirm to progress the Candidate. If you click Discard and Close, the Candidate will remain under their current status and no changes will be made.
Client Shortlisted
No additional information is required when a Candidate is updated to Shortlisted.
Interview
When a Candidate is updated to Interview, the following pop-up appears.
All information must be filled in before it can be saved. No information can be typed in, and must be selected from the drop-downs provided.
When complete, click Confirm to progress the Candidate. If you click Discard and Close, the Candidate will remain under their current status and no changes will be made.
Candidates at any Interview stage will have a flag added: 'Interview First', 'Interview Further', or 'Interview Final'.
For multi-stage interview processes, you can add another interview by selecting Options > New Interview.
Offer Made
When a Candidate receives an offer, the same pop-up shown from the Submitted stage will be shown again in the case that any information needs a final update.
For permanent roles, Salary and Fee % are required fields. The Fee Amount field is automatically calculated from Fee Based On and Fee %.
For Contract/Temp roles, Pay and Charge are required fields. Markup %, Margin %, and Margin are automatically calculated based on the values given, and cannot be overwritten.
When complete, click Confirm to progress the Candidate. If you click Discard and Close, the Candidate will remain under their current status and no changes will be made.
Offer Accepted
When a Candidate accepts an offer, the same pop-up shown from the Submitted stage will be shown again in the case that any information needs a final update.
For permanent roles, Salary and Fee % are required fields. The Fee Amount field is automatically calculated from Fee Based On and Fee %.
For Contract/Temp roles, Pay and Charge are required fields. Markup %, Margin %, and Margin are automatically calculated based on the values given, and cannot be overwritten.
A tick-box confirming the detailed are correct must be ticket before you can select Confirm and progress the Candidate. If you click Discard and Close, the Candidate will remain under their current status and no changes will be made.
Offer Rejected
When a Candidate rejects an offer, the following pop-up appears.
The Rejection Reason is required, Additional Information in optional.
When complete, click Confirm to progress the Candidate. If you click Discard and Close, the Candidate will remain under their current status and no changes will be made.
