What
This article explains how you can set up a special view to help you manage Candidates who are reaching their Placement end dates, or Contractors coming towards the end of their assignments.
Where
Home > Contacts focus
How
1. Click into the main Contacts focus from the Mercury sitemap over in the far left menu panel.
2. Click the Views drop-down and select the Active Candidate Contacts view.
3. Click Edit Columns.
4. Add the columns called Original End Date (Current Placement) and Contractor.
5. Back into the View, from the column labelled Contractor you can simply filter it to Yes to show only Contractor Candidates.
6. If needed, you can also sort the Original End Date column by Newer to Older.
Save the new View to your Dashboard
1. Click on Edit filters and follow the filters shown below, then click Save.
2. You can then Save the View by clicking on the small arrow next to Active Candidate Contacts...
3. ...and then scroll all the way down towards the bottom of the list and click on Save as new view.
Authored by Aqsa Shaheen - Customer Success Manager @ Mercury