Category · Mercury Customer Portal

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Adding a new Purchase Order to a Placement
This page shows you how to add a new Purchase Order to an existing Placement.
Adding a Rate to a Placement
How to add a rate to a placement.
Adding an existing Purchase Order to a Placement
How to add an existing Purchase Order to an existing Placement.
Address fields for a Client's main site
How to select an updated Client Site address on a Placement.
Approving a Placement
Step-by-step guide for Placement Approval
Changing an Agreement on a Placement
How to change an Agreement on a Placement.
Cloning a Placement
The functionality of cloning a Placement and how to exclude fields from the cloned Placement.
Converting a Contract/Temp Placement to a Permanent Placement
This article will show how easy it is to convert a contract or temporary placement to a permanent placement.
Creating a Placement
How to create new Placements
Deactivating a Placement
How to close a Placement if it's either not started or terminated early.
End Client and End Contact fields
A useful way of tracking where successful Candidates will be based.
How to amend Start and End dates on Placements
How to change Start and End dates on Placements using Excel online.
How to manage internal notifications for Placement end dates
Managing Candidates who are reaching their Placement end dates.
Inactive Agreements on Placements and Extensions
A detailed explanation of how an Inactive Agreement affects a Placement that has recently been extended.
Issuing Paperwork
This article explains how to issue paperwork
Lock Placement Fields after Placement is Approved
Lock Placements after they reach a set status, and create security roles that can override this read-only setting.
Making a Placement compliant
How to make a placement be in Compliance
Managing Offboarding
How to manage any offboarding or checks that are required to be completed at the end of a Placement
Placement amendments
How to process mid-term changes to Contract or Temp Placements.
Placement Financial Calculations
A breakdown of the financial fields on the each Placement type and the calculations.
Placement Statuses
A workflow diagram showing the different Statuses on a Placement.
Placement Validation
Brand new alternative method for validating Placements.
Placements on a Project
All Placements linked to a Project will be listed and easily accessed. The total Project Gross Profit of all non-cancelled Placements will be displayed.
Sync Agreement workflow on a Placement
Copying terms from an Agreement to a Placement
The Engagement Record
For all those dealing with contract and temporary extensions, this record shows all extensions listed together that relate to the same Placement.
The Placement life cycle - understanding all stages of a Placement
The journey of a Placement from inception to closure.
Updating & Progressing a Candidate
New design and functionality for Candidate progression from a Vacancy through to Placement.
Updating Commission on a Placement
The Commission on a Placement is based on percentage or flat rate for up to four Consultants.
Validation - Differences between Placement Types
This will explain the differences required to validate each placement type
Why can't I finalise the Placement?
How to finalise a Placement
Why run Validation on a Placement?
The importance of validating placements