Glossary of terms used within the Mercury software :
Activities: The key View to focus on is the default view, named My Activities. This will display any activities you have open/incomplete. Examples include phone calls, draft emails, tasks, updates and appointments.
Agreements: A method of creating terms and applying them to Vacancies and/or Placements. They can be generic or client specific. They could be used purely to outline terms of business, or to add a pre-agreed rate or fee on a vacancy, or they can be used to detail the compliance required against a Placement, or a combination of the these.
Applicant: A candidate that has been sent to a contact with the hope of arranging an interview.
Applicants: A list of candidates who have applied to adverts made from Mercury via your Broadbean integration.
Assign: This is used to change the ownership of a record.
Candidate: The candidate is the person who is applying for a role.
Candidate Company: The company that the candidate works through if they are a contractor.
Client: The Company or Business is referred to as the Client.
Contact: The hiring manager or person who works for the Client is referred to as the Contact.
CV: A candidate's resume.
Dashboards: A collection of tiles displaying Views or graphs. They help drive your business, teams, or individuals, to focus on key areas. There are 6 Mercury standard dashboards. New customised dashboards can be built, as required.
Data Request: A candidate or contact may wish to have a copy of the data that you hold on them; they are able to notify you of this via a Data Request.
Data Removal Request: A candidate or contact may wish to have the data that you hold on them removed; they are able to notify you of this via a Data Removal Request.
Deactivate: A feature in the Mercury software which will archive a record. The record immediately becomes read-only and comes off all the Active Views. It is not a delete function and any record which has been deactivated immediately has the Deactivate button replaced with an Activate button.
Email Editor: This is the name of Mercury's built-in email function.
Fees: A fee or a cost can be added against a Placement, a Vacancy or a Client record. This can then be captured for financial reporting.
GDPR: General Data Protection Regulation.
Home: Takes you to the Dashboards.
Hotlists: This feature allows you to build as many different lists of key contacts as desired. Client contacts and candidates can be added to the same list, between which you can toggle from within the hotlist. Bulk emails can be sent, searches can be run, and hotlists can even be shared to colleagues. Contacts can also be removed from your hotlists when you need to.
Info: Vacancy leads.
Parse: To Parse a CV is to analyse the CV in order to bring information into the system.
Pinned: Items that you add here will always appear for quick single-click access.
Placements: The assignments.
Recent: Your personal history of the last 10 items that you have selected in Mercury.
Share: This does not run any action in Mercury because data is already open to users of the system. It can be used when there is any segregated data.
Shortlist: A list of candidates that you have deemed suitable for a vacancy. It is a record which shows the audit trail of all the shortlist actions against a specific candidate for one specific vacancy. It is incredibly important when it comes to activity reporting and has helpful Views, such as lists of candidates currently at interview or offer stage, or simply a list of all the candidates you have currently listed against a vacancy.
Spec Sends: A list of all the candidates you have spec’d over to your clients. For this to be recorded, the email function must be used and the Spec Send button on the email editor must have been selected.
Vacancies: These are the available job roles to be filled. They can also be Opportunities, where there are speculative vacancies - not leads, but vacancies that are expected but not confirmed.
Views: A view is simply an on-screen table display of data rows and columns within any Mercury menu.