New Forms patch (M2_v30_Patch) - release notes
Please note we have introduced a ‘Security Role’ to enable only certain Users to have access to these new Forms based on feedback.
You will need to assign ‘Mercury - Can View New Mercury Forms’ security role to give access to these new Forms.
Contact
- General Tab
- Renamed ‘Client’ back to ‘Client Contact’
- ‘Candidate Status’ s read-only
- Tags are back at the top of the page
- ‘LinkedIn’ is within the ‘CONTACT DETAILS’
- 'Candidate Website' is within 'CONTACT DETAILS' section
- 'Video Call ID' is within 'CONTACT DETAILS' section
- Video Call Type' is within 'CONTACT DETAILS' section
- 'Social Profiles' is within 'CONTACT DETAILS' section
- Last Sales Email (Candidate) - underneath 'Last Emailed' / read-only & only visible if Candidate = Yes
- Last Sales Email (Client Contact) - underneath 'Last Sales Email (Candidate)'
o Control for 'Personal Mobile' to allow for SMS
- Control for 'Work Mobile' to allow for SMS
- Experience Tab
- 'Candidate Comments' is within the 'Self Summary' section
- Client Contact Tab
- 'Vacancies' is defaulted
- There is a 'COMMENTS' section which includes 'Client Comments', 'Discipline' & 'Sector' are within this section
- Candidate Tab
- 'Current Placement' is visible
- 'Original End Date' & 'Actual End Date' are shown as columns when looking at 'Placements'
Vacancy
- 'AGREEMENT_MANDATORY_ON_VACANCY' config to work
- Basic Info Tab
- If 'Approvals' are enabled, 'Approval' section is visible and at the top right of the page
- 'Priority' is above 'Speculative'
- 'Retained' is the same control as previously
- 'Exclusivity' is underneath 'Retained'
- If 'Exclusivity' is set to Yes, 'Exclusivity Review Date' is displayed underneath
- 'CONNECTIONS' section underneath ‘FINANCIALS’
- 'Probability' is read-only within the 'FINANCIALS' section
- 'Gross Profit' is read-only within the 'FINANCIALS' section
- 'End Client' & 'End Contact' are within their own section called 'END CLIENT'
- 'Delivery Owner' is visible within the 'OWNER INFORMATION' section
- 'Key Account Manager' is visible within the 'OWNER INFORMATION' section
- 'Lead From' is visible within the 'OWNER INFORMATION' section
- 'Converted From' is visible within the 'OWNER INFORMATION' section
- 'Project' is visible within the 'OWNER INFORMATION' section
- New 'REQUIREMENTS' underneath 'INFORMATION' containing;
- 'Start Date'
- 'Review Date'
- 'Positions'
- 'Positions Remaining'
- 'Hours Per Day' (Contract or Temp ONLY)
- 'Days Per Week' (Contract or Temp ONLY)
- 'Number of Weeks' (Contract or Temp ONLY)
o 'Candidate Pay' is visible within 'FINANCIALS' section (Temporary Vacancies
ONLY)
- Candidates Tab
- 'Salary To' is visible for Permanent Vacancies within the top section
- 'Pay' is visible for Contract / Temporary Vacancies within top section
- 'Charge' is visible for Contract / Temporary Vacancies within the top section
- 'Shortlist' grid is automatically expanded to show all 'Candidates'
- Advert Status' tab is hidden by default only on the Mercury Vacancy form
- NEW tab called 'Advert Details'
- Effectively moved all the ‘Advert’ fields to this tab including;
- Name (Please relabel to 'Vacancy Name')
- Job Title
- Internal Description
- Email Description
- Job Summary (Job Board)
- Summary
- Alternate Advert Text 1
- Alternate Advert Text 2
- Visible on Portal
- Advertise on Website
- Published Posting URL
- Rename 'DETAILS' Tab to 'JOB DETAILS' Tab
- 'Subsector' is renamed to 'Sector'
- Standard Classification' is renamed to 'SOC'
- Permanent Vacancy ONLY;
- 'BENEFITS' section under 'DETAILS' which include;
- Holiday Days
- Company Car (ensure this is a toggle)
- Pension Scheme (ensure this is a toggle)
- Medical Insurance (ensure this is a toggle)
- Bonus / Shares
- Benefit Notes
- NEW 'Commission Splits' are on 'COMMISSION' tab
- Legacy 'Commission Splits' are not the Mercury Vacancy Form
Placement
- Legacy ‘Validate’ ribbon button is not visible on Mercury Placement Form
- All Types the following fields are read-only;
- Candidate
- Client Name (relabelled to Client)
- Frequency
- Corresponding 'Currency' field is next to the monetary field
- Basic Info Tab
- 'Engagement' is read-only
- 'Vacancy' is visible underneath 'Agreement'
- 'Engagement' is visible above 'Vacancy'
- Readded ‘Admin & Activities’ Tab
- Finance Tab
- All Types > 'Placement Rates' is defaulted
- 'Invoice Contact' is visible on 'Finance' tab above 'Accounting Legal Entity'
- 'Paperwork Contact' is visible on 'Finance' tab above 'Accounting Legal Entity'
- SOC is within 'FINANCE' section
- 'Finance Account Ref' is visible
- 'Withold Tax' is visible o 'Cost Centre' is visible
- 'Reporting Business Unit' is visible
- 'Payroll Number' is visible
- 'Primary Authoriser' is visible
- 'Secondary Authoriser' is visible
- Contract Placement
- 'Candidate Company' is only visible for Contract Placements
- Permanent Placement
- Basic Info Tab
- When 'Fixed Term Contract' toggle is set to Yes, 'Original End Date' & 'Actual End Date' are visible
- 'Fixed Term Contract' toggle is only visible for Permanent Placements
- 'Package Value' & 'Package Value Currency' is underneath 'Salary'
- Compliance Tab
- 'Compliance' is defaulted on 'Compliance' tab
- Contract or Temporary Placement
- Basic Info Tab
- 'Likely to Extend' is visible underneath 'Agreement'
- Finance Tab
- 'Taxable As' is visible within 'DETAILED TERMS' underneath 'Total Pay with On-costs'
- Timesheet & Expense Tab
- Minor field relabelling
- Timesheet subgrid to show Timesheets not Placement Rates
- When creating a Placement manually, the following fields are editable and remain editable until first save
- Candidate
- Type
- Client
- Readded ‘Addresses’ Tab
- Readded ‘User Fields’ (Custom Fields) Tab
- NEW 'Commission Splits' are on 'COMMISSION' tab
- Legacy 'Commission Splits' are not the Mercury Placement Form