Views:

V34 Summary Release Notes 

 

Welcome to the Release Notes for v34 of Mercury which will be rolling out to customers over July/August 2025. 

This release provides users with a mix of both brand-new functionality and enhancements to existing features, all of which have been developed to help improve your experience of using Mercury, and make you more efficient and effective. There is also a fully itemised list of all changes and important additional information for System Admins.

We’re really excited to announce a brand-new way for you to progress your candidates through the shortlisting, interview and placement process. The Shortlist Board view works like a Kanban board and allows you to quickly and easily drag and drop candidates through the various recruitment stages. 

Key Enhancement - Worker Type Compliance 

Version 34 brings you a simpler way to manage compliance in relation to specific Worker Types. Previously you needed to create multiple Agreements to be able to accommodate the different types of worker and their associated Compliance information.  

This new method gives you the flexibility you need without the administrative overhead that Agreements can mean. 

 

Key Enhancement – Mercury Forms are now the default view 

Thanks to your feedback the new Mercury Forms are now better than ever and will be the default in the Contact, Placement, Client and Vacancy entities.  

 

Key Enhancement – Auto-calculate financials on rate change 

When a rate change is made on a Placement the associated financial information will now automatically re-calculate, saving you time and effort. 

 

Shortlist Board View 
 

The new Shortlist Board is the easiest way to view where your candidates are in the recruitment process and progress them to the next stage. 

In your Vacancies you are now able to choose between seeing your candidates in List or Board view, and progress them through from Shortlist all the way to Acceptance or Rejection. 

Key features include 

  • Drag and drop candidates to the next stage in the recruitment process 
  • Records updated across Mercury automatically  

There has never been an easier and quicker way to progress your Candidates. 

This option is now available for all users – simply click on Candidates in your Vacancy and choose Board View to see it for yourself. 

Relates to Development Item: 91376 

 

The following UI and UX enhancements have been completed as part of the v34 release. For full information please refer to the itemised release notes.

 

Worker Type Compliance 
 

We have simplified the process of associating Worker Types to Compliance items. This new method will reduce the number of Agreements that need to be set up whilst giving you more flexibility to manage important information. 

Key features include: 

  • Group specific compliance to a particular Worker Type and build up Compliance from different sources (Agreement, Worker Type). 
  • Add one or more Worker Types and link the appropriate Compliance to a specific Placement and easily see where a Worker Type has been previous linked to a Placement. 
  • You are able to add the Worker Type to the Validation process to ensure that Recruiters are either populating the Worker Type or reviewing it before submitting a Placement for Validation — supporting early compliance checks.    
  • View Placements associated with a Worker Type directly from the Placements tab in the Worker Type form.    

There is more information available on the itemised release notes, and the Knowledge Base.
 

Relates to Development Items: 63027, 63037, 63036, 63038, 63093, 80697, 88224, 63087, 80696, 88143, 88375, 80695, 83086, 85577, 91512, 92663, 92665 

 

Mercury Forms now appear as Default 

We have been working to bring the new Mercury Forms up to parity with the legacy UCI forms. This work is now complete and so the Mercury Forms will now be the default form used across the Contact, Placement, Client and Vacancy entities. 

Relates to Product Development: 89168 

 

Auto-calculate Financials on Rate Change 

The Candidate Pay and Pay & Charge figures are now automatically recalculated based on the frequency when changing the Standard Rate Type on a Placement. This means that you will not need to recalculate the values yourself, making it easier.  

Note this is only applicable for Hourly and Daily rates based on the values (Hours per Day) on the Placement. 

Relates to Product Development: 83088 

 

Upload multiple documents to SharePoint 

For any entity that has Documents, we have added a new ribbon button “Open SharePoint” which will open your SharePoint environment. This will allow you to select Documents from a range of different entities and upload in one go rather than having to individually select and upload, saving you time and effort. 

Relates to Product Development: 83095 

 

Vacancy Tab changes 

We have moved the Advert Details tab on the Mercury Vacancy form to the Job Details tab to give a better experience of using the Vacancy tab. Advert Text 1 and 2 have also now been made Rich Text fields. Additional fields will be made Rich Text in v35.  

Relates to Development Item: 87350 

 

Sort Email Templates 
 

Users now have the ability to sort Email Templates in the Email Editor alphabetically (A-Z) which will make it easier for you to find the template you need.  

The specific sort order is - special characters, numeric and then alphanumeric.    

Relates to Development Item: 84981  

 

User/Team Security Access  
 

We have created a new Security Role (Mercury - Can edit and update user or team records) to give Edit Permissions on the Users and/or Teams record. Mercury administrators will need to assign this new role to users who need the Permission and the following roles will no longer be able to edit users or teams records. 

  • Mercury xRM – Recruiter 
  • Mercury xRM - Recruiter Lite 
  • Mercury xRM - Recruiter w/o Client Create 
  • Mercury xRM - Sales Co-ordinator 

Relates to Development Item: 15687 

 

Candidate Pay information on Basic Info tab 

We have made Candidate Pay information viewable in the Temporary Terms section of the Basic Info tab so that recruiters can easily see the actual amount the candidate will be receiving.  

Relates to Development Item: 83015 

 

Ability to change Client on a Placement 

We have added a new Security Role which enables the ability to Change a Client on a Placement via a new button on the ribbon called “Novate”. This will allow you to keep a record up to date should the Client change. 

Relates to Product Development: 83091 

 

Automatically create SharePoint Location for Candidate Company 

When a Candidate Company is created, a SharePoint Document Location will now also be created automatically so that you do not need to manually do so. 

Relates to Product Development: 88309 

 

Placement owner on Extension 

You are now able to decide who the owner of an Extended Placement should be via Configuration.  

Relates to Product Development: 83093 

 


Rename “Accounts Contacts” in Client  

To improve consistency across the Mercury Platform we have changed the name of Accounts Contacts to Invoice Contacts in the Client entity. If this is populated on the Client, it will automatically populate 'Invoice Contact' on any Placement created for that Client. 

Relates to Development Item: 79830 

 

Timesheet and Expenses Control 

We have changed “Create Timesheets” and “Create Expenses” so that they are now toggles, in order to improve the consistency of users experience of Mercury. 

Relates to Development Item: 81199 

 

Calculated Values between Contract and Temp 

We have standardised the Calculated Values fields across both Contract and Temporary Placements. The fields are now the same, and also appear in the same order to give a consistent user experience across both areas. 

Refers to Product Development: 83165 

 

Added hierarchy filter on Hiring Manager or End Client/End Contact in Vacancy Form 

Previously there was no hierarchy filter on the Hiring Manager or End Client/End Contact on the Vacancy Form. This meant that if there was more than one Hiring Manager any contact could be selected. We have now brought this in line with the Placement forms by adding a hierarchy filter. This has also been added to the Legacy UCI form. 

Relates to Product Development: 85026  

 


Create Mercury Advert 

To improve reporting around Job Adverts a Mercury Advert will be created once you have posted a job to Broadbean and/or Logic Melon. This will make it easier for you to track which jobs are actually being posted. 

Relates to Product Development: 74627 

 

 

Daxtra On Demand

We’ve made some enhancements to Daxtra on Demand. We now record the method that was used to parse the CV (API, manually uploaded). Additionally, users can now efficiently update the ‘latest source’ field when uploading a CV via on demand. 

Relates to Product Development: 89140, 89141

 

Additional configurability – Hidden & Mandatory fields. 

In addition to the above we've added some additional configurability for Hidden & Mandatory fields within Mercury. You or the relevant Administrator can create a configuration record (similar to the existing ones) for a particular entity and any field specified will be hidden or made mandatory.  

 

 

87399 PDF CV Rendering fails when using WopiFrame.aspx CV Preview Url 
 
 An issue was found where CV Previewing was not working for PDF documents. This is now working as expected. 
 
75146 Sending Email in quick Succession will delete Attachments - IWI 
 
 When sending emails to a Client Contact or Candidate Contact, the attachments were being stripped if they were sent within a very short period to the same contact. This is now resolved. 
 
85048 Line Breaks in Email Editor 
 
 Previously, the Email Editor had an option to add a line break but after an update the line break default was 1.0 and users were unable to edit it. This has now been resolved. 
 
85733 Addresses within Interview 
 
 When selecting an Address within Update Candidate for a Face to Face meeting, all Addresses were being shown instead of Addresses associated with the Client. This is now resolved. 
 
87250 Gross Profit Currency not visible - M27645 
 
 An issue was identified where True Gross Profit and True Weekly Gross Profit currency fields were missing on the Placement UCI form. The issue was only affecting Contract Placements and has now been resolved.   
 
83330 Placement Validation - Populating Postcode field when Config is empty 
 
 When the Placement Validation config is empty it was still displaying the Postcode/Address fields for the entities. This is now working as expected. 
 
84338 Placement Validation shows "Fixed Term Contract" always 
 
 “Fixed Term Contract” field was always showing when validating a Permanent placement when this field is not present in the PLACEMENT_VALIDATION_PLACEMENT.CRIMSON_PLACEMENT Configuration Item. This is now working as expected. 
 
84453 Mercury Vacancy - Agreement Lookup has recent filter 
 
 When searching for an Agreement on the Mercury Vacancy form, the recent filter was being applied to the lookup, so any recently viewed or created agreements can be added to the vacancy, even when incompatible. This has now been resolved. 
 
84460 Setting financial details, fields lock and unlock incorrectly 
 
 When setting Values in the Financials section, the fields were unlocking and locking incorrectly. These are now working as expected. 
 
88344 Progress Candidate > Accept Offer script error from Shortlist Home Grid 
 
 When a user attempted to use the Progress Candidate functionality to Accept Offer from the Shortlist Home Grid, nothing happened, and a script error was shown in the browser console. This has now been resolved.  
 
81782 Locked List on Mercury Placement 
 
 Not all fields specified as being locked within the Config were showing as locked on the UCI Form & Mercury Placement Form.  This has now been resolved. 
 
84791 Finalised Field not locked in Header & Type to be unlocked - Mercury Placement Form 
 
 The Finalised field was not locked on the header of the Mercury Placement form and type was editable. This has now been resolved. 
 
89624 Unable to create Contract Vacancy > Margin error  
 
 When creating a new Contract Vacancy, Margin & Markup were incorrectly being specified as mandatory. This has now been resolved 
 
82158 Mandatory Financials on Shortlist at Selected 
 
 An issue was identified where users were unable to save a Shortlist without inputting financial details at 'Selected' stage. This has now been resolved.  
 
91107 Geocoding for Hong Kong doesn't work as expected 
 
 An issue was identified where geocoding of Locations in Hong Kong were not working as expected. This has now been resolved. 
 

Important additional information for Mercury System Admins 

If you are a Mercury System Admin of an organisation using bespoke customisations, please see the additional information here.