What
This article shows how to create a new Candidate, or update an existing Candidate via the Textkernel or Daxtra functionality within Mercury.
- Textkernel is a recruitment technology that provides multi-lingual CV parsing, job parsing and semantic searching to help swiftly match the demand and supply within the job market.
- Daxtra is a provider of AI-powered recruitment technology that specializes in high-accuracy resume and job parsing, semantic search, and candidate matching.
NOTE: Please speak to your CSM to set this up. This is required even if you are currently using any other related products (e.g. Daxtra Capture).
Where
Creating or updating Candidates using their CV is done directly within the Mercury CRM.
How
Example 1: Create a new Candidate Record
Contacts > Ribbon Bar > Upload CV > Choose file > Parse & Wait (yes/no) > Upload CV
Parse & Wait option (unselected)
The Parse & Wait toggle gives users the choice in either having the CV be parsed (i.e. information extraction) in the background, or having the UI become non-reactive until the action is complete.
- In this example, Parse & Wait is not selected.
- After clicking Upload CV, the pop-up disappears and the user is free to carry on with any other actions.
- When the CV has been parsed, a notification will appear under the bell icon in the top navigation ribbon, along with a link to the Candidate Record.
Example 2: Update an existing Candidate Record
Contacts > Select Candidate > Ribbon Bar > Update by Parse
Parse & Wait option (selected)
The Parse & Wait toggle gives users the choice in either having the CV be parsed (i.e. information extraction) in the background, or having the UI become non-reactive until the action is complete.
- In this example, Parse & Wait is selected.
- After clicking Upload CV, the pop-up remains, along with a blue circular loading icon.
- When the CV has been parsed, the user is taken directly to the updated record, also within a pop-out window.