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Major Update!

Mercury Minutes are now available to watch within Mercury Assist! These short videos provide great context for areas of Mercury that can be utilised. Click the Hand icon and select the Mercury Minutes folder to see these great clips.

 

Future Updates

  • In Person Client visits! Coming up in the next quarter there will be chances to provide feedback that will be used in driving future updates.

  • Mercury Academy Quiz update. A new pool of questions will be used later this year!

  • Mercury Assist colour refresh. Cosmetic changes are coming to freshen up the way content looks later this year!

     

Mercury Academy

Course Module 2

The Creating a new Client Smart Walk-Thru has had structural changes made, to stabilise the positions of fields. Also, we have re-anchored the New step, as in the current version it would sometimes be hidden but it would allow users to click on the button to continue.
 

Course Module 3

Several re-alignments and improvements have been made as follows:

  • The Manually Create a Client Contact Smart Walk-Thru has had structural changes made to fields and re-anchored the New step.

  • The How to log a phone call from the Timeline Smart Walk-Thru has had structural changes made to fields, and we have also improved the positioning of the Completed and Follow Up buttons.

  • The How to create a Contact Appointment Smart Walk-Thru has had structural changes made to fields, and we we have also improved the positioning of the Description and Regarding buttons.

  • The Adding a tag to a Client Contact Smart Walk-Thru has had structural changes made to fields and re-anchored the Filter Views step.

  • The How to send an email to a Client Contact Smart Walk-Thru has had structural changes made to fields, and we have also re-anchored the Filter Views step and emboldened the Subject step in the Email Editor.

     

Course Module 4

Several re-alignments and improvements have been made which are as follows:

  • The Module 4 pop-up message has benefited from some additional guidance to ensure that users select a Candidate view when they are in the Contacts section.

  • The Manually Create a Candidate Contact Smart Walk-Thru has had structural changes made to fields. The steps that have been updated are the New button, the Client Contact toggle, the Candidate Contact toggle and the Timeline step, which have all been re-anchored.

  • The How to log a phone call from the Timeline Smart Walk-Thru has had structural changes made to fields. We have also improved the positioning of the Completed & Follow Up steps.

  • The How to create a Contact Appointment Smart Walk-Thru has had structural changes made to fields. We have also improved the positioning of the Description and Regarding steps.

  • The How to add Candidate Skills and Tags Smart Walk-Thru had has structural changes made to fields. We have also re-anchored the Candidate Tags and Candidate Skills steps, and applied a spotlight highlighter around both fields for better visibility.

 

Course Module 5

Several re-alignments and improvements have been made which are as follows:

  • The Create a Vacancy from a Client Contact Smart Walk-Thru has had structural changes made to fields. The main change is that we have re-anchored and re-positioned the Filter Views step.

  • The Add a Candidate Shortlist to a Vacancy Smart Walk-Thru has had structural changes made to fields. The main change is that we have re-anchored and re-positioned the Filter Views step.

  • The Submitting CVs from a Vacancy Smart Walk-Thru has had structural changes made to fields. The main change is that we have re-anchored and re-positioned the Filter Views step.

  • The How to Arrange an Interview from a Vacancy Smart Walk-Thru has had structural changes made to fields. The main change is the re-positioning of fields within the Confirm Interview window.

  • The Job Offer to Candidate via Vacancy Smart Walk-Thru has had structural changes made to fields. The main change is that we have re-anchored and re-positioned the Filter Views step.

 

Mercury Assist

Smart-Tips

These have been re-positioned in numerous areas to be better aligned to existing fields. The areas that have been updated are:
 

  • Updated positioning of tips found in System Admin (Expenses) Config (Report Template).

  • Updated positioning of tips found in the Client page.

  • Updated positioning of tips found in the Contacts page.

  • Updated positioning of tips found in the Vacancy page. Gross Profit is now a tooltip that hovers rather than a circular design.

  • Updated positioning of tips found in the Placement page.

  • Updated positioning of tips found in the Info page.

  • Updated positioning of tips found in the Agreement page.

  • Updated positioning of Dynamic Email Templates page.
     

 

Smart Walk-Thru's

Shortlists

  • In the How to Filter a Timeline in Shortlists Smart Walk-Thru, the Click on the filter icon in the Timeline step has been re-anchored. The Now Lets clear the applied filter step has also been re-anchored.

  • In the How to log a phone call from the Shortlist Timeline Smart Walk-Thru, the Mark as Completed and Follow Up steps have been re-positioned.

  • In the Managing Applications on the Shortlist Form Smart Walk-Thru, the guidance has been updated so that if the Flag Applicants button can be seen, then users will be directly routed to it instead of clicking the ellipsis.


 

Applicants

  • In the Applicant Overview Smart Walk-Thru we have re-positioned the Add Activities to their Timeline step so it is now aligned to the + icon.

  • In the Accept a Job Offer from Applicants Smart Walk-Thru we have streamlined the process so that users are informed that they will need to wait for Assist to load. We have also updated the Click to apply filter step to instruct users to select the Offer Made option.

  • In the Adding Hotlists to an Applicant Smart Walk-Thru we have fixed the Quick Find step as this was not functioning correctly.

  • In the Adding Tags to an Applicant Smart Walk-Thru we have fixed the Quick Find step as this was not functioning correctly.

  • In the How to Filter a Timeline in Applicants Smart Walk-Thru we have fixed the Quick Find and Filter icon steps as they were not functioning correctly.

  • In the How to log a phone call from the Applicant Timeline Smart Walk-Thru, the Mark as Completed and Follow Up steps have been re-positioned.

  • In the Managing Applications on the Applicant Form Smart Walk-Thru we have fixed the Quick Find step as this was not functioning correctly.

  • In the Managing Shortlists on the Applicant Form Smart Walk-Thru we have fixed the Quick Find step as this was not functioning correctly.

  • In the Arrange an interview from an Applicant Form Smart Walk-Thru we have fixed the Quick Find step as this was not functioning correctly. Within the Confirm Interview(s) window, the Enter Date of Interview & Enter Interview Start Time have been re-positioned. 

  • In the Job Offer to Candidate via Applicants Smart Walk-Thru we have fixed the Quick Find step as this was not functioning correctly.

  • In the Submit Candidates from Applicants Smart Walk-Thru we have fixed the Quick Find step as this was not functioning correctly.


 

Contacts

  • In the Accepting a Job Offer from the Candidate Record Smart Walk-Thru we have fixed the Quick Find step as this was not functioning correctly.

  • In the Add Contact to Hotlist(s) via a Contact Record Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly, updated the logic to identify if the Add to Hotlists button can be seen on the page, and included a check step to see if the user selected a candidate, if not the user is directed back to the Contacts Menu.

  • In the Add Contact to Hotlist(s) from a View Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly.

  • The Adding a Reference Request Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly.

  • In the Contact Communication Preferences Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly.

  • In the Create Activities from a Contact Record Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly.

  • In the Create Candidate Compliance Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly. Also re-selected the New Compliance Evidence step.

  • In the Editing an Appointment via Contact Record Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly.

  • In the How to add a Document to a Contact Record Smart Walk-Thru we have fixed the Quick Find and Filter Views steps as they were not functioning correctly.

  • In the How to add a note to a Contact Smart Walk-Thru we have fixed the Quick Find and Filter Views steps as they were not functioning correctly. Also re-anchored the Alternative Option step.

  • In the How to arrange an Interview from a Contact Smart Walk Thru we have fixed the Quick Find and Filter Views steps as they were not functioning correctly. We have also re-positioned the Enter Interview Start Date and Select Interviewer steps.

  • In the How to edit a CV Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly. We have also re-anchored the step that appears when editing Work History.

  • In the How to Filter a Timeline Smart Walk-Thru we have fixed the Filter Views & Timeline Filter steps as they were not functioning correctly.

  • In the How to log a detailed Phone Call Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly.

  • In the How to send an email to a Candidate Contact Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly.

  • In the How to send a SMS Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly.

  • In the How to View Candidate Specific Activities we have fixed the Filter Views step as this was not functioning correctly.

  • In the Log a Job Offer to Candidate from their profile Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly. Also amended the logic used to determine if a Shortlist has been added in the Shortlists section - if no Shortlist is found then users are directed back to the Contacts menu, or the click within the step to be directed to another Smart Walk-Thru showing users how a Shortlist can be added to a Vacancy.

  • In the Log an update from Contact Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly.

  • In the Match-to-Client Contact Smart Walk-Thru we have fixed the Quick Find and Filter Views steps as they were not functioning correctly.

  • In the Move an existing Client Contact to a new Employer Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly.

  • In the Progress Candidate to Client Shortlist via Contact Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly. Also amended the logic used to determine if a Shortlist has been added in the Shortlists section - if no Shortlist is found then users are directed back to the Contacts menu, or the click within the step to be directed to another Smart Walk-Thru showing users how a Shortlist can be added to a Vacancy.

  • In the Rejecting Candidate from a Contact Record Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly. Also amended the logic used to determine if a Shortlist has been added in the Shortlists section - if no Shortlist is found then users are directed back to the Contacts menu, or the click within the step to be directed to another Smart Walk-Thru showing users how a Shortlist can be added to a Vacancy.

  • In the Reschedule an Interview Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly.

  • In the Shortlisting from the Candidate Contact Record Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly and re-positioned the Newly added Vacancies you Shortlisted the Candidate will appear here step.

  • In the Shortlisting from the Candidate Contact View Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly.

  • In the Spec Send a Candidate to a Client Contact Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly. Also amended the logic used to determine if a Shortlist has been added in the Shortlists section - if no Shortlist is found then users are directed back to the Contacts menu, or the click within the step to be directed to another Smart Walk-Thru showing users how a Shortlist can be added to a Vacancy.

  • In the Uploading a Formatted CV to a Candidate Record Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly.

  • In the Validate/Update Compliance Evidence Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly. The logic also used to determine if a user has a piece of Compliance Evidence against them has also been updated.

  • In the View or Create a Candidate Work History Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly.

  • In the Viewing a Candidate’s current Placement Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly. Also amended the position of the All previous Placements step found before the Congratulations message.

  • In the Viewing a Contacts Hotlists Records Smart Walk-Thru we have fixed the Filter Views step.

  • In the Viewing Candidates Shortlist History Smart Walk-Thru we have fixed the Filter Views step.

  • In the Creating a Task Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly. We've also updated the wording in the Tasks ShoutOut.

  • In the How to Complete Activities Smart Walk Thru we have fixed the Filter Views & Quick Find steps as they were not functioning correctly. The ShoutOut that appears if no open activities are found in a user’s Timeline has been updated to provide a clearer understanding of why a record cannot be closed. Additionally, the Click Active/Overdue step has been amended to a Next step so users can select either one or both options and then proceed.



Clients

  • In the Creating a Client Contact Smart Walk Thru we have fixed the Filter Views step as this was not functioning correctly.

  • In the Creating a Vacancy from a Client Record Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly.



Info

  • In the Creating a New Info Record Smart Walk-Thru we have re-positioned the Last Contacted & Qualified Date steps.

  • In the Client Shortlist a Candidate from an Info Record Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly. We also fixed the logic that plays if a Candidate can be seen in a Shortlist, then if there are no Candidates, the guidance directs users to create a new Shortlist.

  • In the Submit Candidates from an Info Record Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly.

  • In the Shortlist Candidates on an Info Record Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly.

  • In the Add Skills and Tags to an Info Record we have fixed the Filter Views step as this was not functioning correctly. We have also fixed the Newly added Skills will appear here and Newly added Tags will appear here steps.



Projects

  • In the Add a Purchase Order to a Project Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly.

  • In the Create a new Project Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly.

  • In the Add Existing Vacancies to a Project Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly.

  • In the Add New Fees to a Project Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly.

  • In the Add a New Vacancy to a Project Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly.

  • In the Approve a Fee Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly.

  • In the Progress Candidates on a Project Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly. Also, the guidance now correctly checks to see if Candidates are assigned to the Project - if not, then the user is re-directed to a Walk-Thru that shows them how to add a Candidate.

 

Agreements

  • In the How to clone an Agreement Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly.

  • In the Creating a new Compliance Criterion Smart Walk-Thru we have fixed the Filter Views step as this was not functioning correctly. Also re-positioned the Extension Rule step.



Activities

  • In the Quick Create Activities Smart Walk-Thru we have fixed the Click + step as this was not functioning correctly.



Lists/Hot Lists

  • In the How do I Share my Hot List? Smart Walk-Thru we have fixed the Quick Find step as this was not functioning correctly.

 

Placements

  • In the Add a PO Number to a Placement Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.

  • In the Adding Commission to a Placement Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.

  • In the Adding Cost Centre to Placement Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.

  • In the Adding Costs to Placement Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.

  • In the Adding Fees to Placement Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.

  • In the Adding Rates to a Contract/Temporary Placement Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly. We have also repositioned the Here you can create the new rate & Choose the Client Charge Currency steps.

  • In the Amending the Frequency on a Placement Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.

  • In the Change a Placement to a Fixed Term Contract Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.

  • In the Change a Timesheet Approver Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly. Also re-anchored the Use the lookup to change the Approver step.

  • In the Change Pay and Charge on Temp/Contract Placements Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.

  • In the Convert a Contract/Temp Placement to Permanent Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.

  • In the Creating Expenses Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.

  • In the Creating Timesheets Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.

  • In the Deactivate a Placement Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.

  • In the Extend a Placement Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.

  • In the Issuing Paperwork Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly. We have also added a video to the Paperwork section to allow users a visual representation of what actions follow after completing the section.

  • In the List of Extensions on a Placement Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.

  • In the Placement - High Level Validation Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.

  • In the Processing a Rebate Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.

  • In the Receiving Paperwork for a Placement Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.

  • We have removed the Send Paperwork Smart Walk-Thru for a Placement Smart Walk-Thru as this content is covered in the Issuing Paperwork Smart Walk-Thru.

  • In the Understanding Engagements Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.



Portals

  • In the Activating Candidate Portal for a new Candidate Smart Walk-Thru we have fixed the Filter Views steps as this was not functioning correctly. We have also re-aligned the Portal process to the dropdown menu which switches between Candidate forms rather than the Further Information tab.



Quick Create

  • In the Quick Create Appointment Smart Walk-Thru we have made grammar changes to the View/Update General Details step.

  • In the Quick Create SMS Smart Walk-Thru we have repositioned the As a & Recipient Number steps.

  • In the Quick Create SMS Smart Walk-Thru we have repositioned the Mark as Completed & Follow Up steps.



Vacancy

  • In the Adding a Job Description Document to Vacancy Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.

  • In the Adding a Job Description to Vacancy Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.

  • In the Adding Tags to a Vacancy Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly. Also re-anchored the Search step in the Tags sidebar window.

  • In the Creating an Advert Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.

  • In the Email a link of a Candidate Shortlist Record Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.

  • In the Email Multiple Candidates a Vacancy Update Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.

  • In the How to Advertise a Vacancy Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.

  • In the How to Clone a Vacancy Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.

  • In the How to Clone/Deactivate a Vacancy Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.

  • In the Managing Applicants from a Vacancy Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.

  • In the Match to Vacancy Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.

  • In the Shortlist Candidates to another Vacancy from a Vacancy Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.

  • In the View Placement from the Vacancy Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.

  • In the Viewing Candidate Shortlist via Vacancy Smart Walk-Thru we have fixed the Quick Find & Filter Views steps as they were not functioning correctly.



Views, Charts & Dashboards

  • In the How to filter Views Smart Walk-Thru we have fixed the Filter Views step as it was not functioning correctly. We've al removed the Advanced Find step.

  • Removed the How to Share a View Smart Walk-Thru as this is now redundant. The Manage and Share Views Smart Walk Thru is more suitable.

  • In the Sending Bulk Emails from Views Smart Walk-Thru we have fixed the Filter Views step as it was not functioning correctly.



Authored by Arden Shaw - Digital Adoption Consultant @ Mercury

Keywords: Mercury Assist, Mercury Academy, Walk-Thrus, Smart Tips, Tutorial Videos, Digital Adoption, Mercury Guidance, Mercury Help, Training Modules, Training Courses, Interactive Help