What
Conduct a search for Candidates from the CRM by initiating a search matched to a selected Vacancy. See any Candidates already relating to the Vacancy, i.e. in a Shortlist, Hot List or Email List, and add new Candidates too!
Where
Vacancies > select Vacancy > Search > Mercury Search Match To Vacancy
How
Begin in the CRM and then onto Search. Any changes made in Search save back to the CRM.
CRM
- Go to Vacancies on the CRM.
- Select the Vacancy you would like to search by and select the tick box. Only one Vacancy can be selected.
- Select Search from the ribbon menu bar.
- Click Mercury Search Match To Vacancy to open the Search modal window.
Mercury Search
- The context of the search will be done from the Vacancy, e.g. Product Manager. To leave the context of the Vacancy, click the drop-down and select Leave Vacancy Context.
- In the context of a Vacancy, see any Candidates in: Shortlist, Hotlist, or Email.
- New Candidates can be found by using the filter options. Search can be done through Filters. Groups, or Boolean.
- Flags can also be added to Candidates in the context of a Vacancy, see Use and Function of Flags for more information.
END