Knowledge Base - Home

Welcome to the Mercury Knowledge Base! Here you’ll find everything you need to know about using Mercury, including tips, tricks and all the latest features.

Click on a Topic below or use the Search 🔍 above.

  • AI & Automations

    A suite of essential AI tools boosting capacity and capabilities for Recruiters

  • Activities

    All about Activities in Mercury - calls, emails, tasks, updates, appointments

  • Agreements & Compliance

    Adding & managing compliance criteria for agreements

  • Analytics

    Self-service business insights at Enterprise scale

  • Candidates

    The creation and management of Candidate records in Mercury

  • Clients

    How to log, manage and process all client data in Mercury

  • Contacts

    Using & managing data around the hiring managers of Clients

  • Emails & Outlook

    Creating, formatting and configuring emails within Mercury

  • Fees & Financials

    Managing fees and costs for Placements, Vacancies and Clients

  • Hot Lists

    Building, using & managing lists of key Contacts, Clients and Candidates

  • Info (Leads)

    Capturing and managing Vacancy Leads

  • Integrations

    Articles covering all our Partner software integrations with Mercury

  • Placements

    All about assigning and placing Candidates

  • Portals

    Articles to help you with the self-service portals for Candidates & Clients

  • Projects

    Help & information for creating & managing client projects in Mercury

  • Release Notes

    Full release notes library of all Mercury software releases

  • Search

    Everything about Mercury's powerful Candidate Searching tool

  • Spec Sends

    Full guides on how to send spec CVs to clients

  • System Admin

    From starting out with Mercury to details of other features, user tasks and system setups

  • Timesheets & Expenses

    All about managing & approving candidate/client timesheets & expenses

  • Vacancies & Shortlists

    All about creating & managing Vacancies & Shortlists

  • Views & Reporting

    All about building & working with Mercury's powerful data displays

  • Implementation:

    This category is for articles related to Mercury Projects, to assist Clients with tasks that are assigned to them.

  • Implementation: Quick Start Guides

    Get the basics of Mercury in our quick start guide series.

  • Implementation: Start

    Articles regarding the first phase of the project.

  • Implementation: Refine

    Articles regarding the Refine phase of the project.

  • Implementation: Deploy

    Articles regarding the Deploy phase of the project.

  • Implementation: Accept

    Articles regarding the Acceptance phase of the project.

  • Implementation: Train

    Articles regarding the Train phase of the project.

  • Implementation: Go-Live

    Articles regarding the Go-Live phases of the project.