Search results for New User

292 articles found

  • Billing Information

    Please know that the Subscription Services are billed in advance and are non-refundable. There will be no refunds or credits for partial service or upgrade/downgrade refunds. In case you add a new

  • Video: Firm Settings: How to Add a New User

    Subscription Services - Adding User Seats to your Account All Subscription services contracts Terms are annual or multi-annual, whether they are paid with annually or in monthly installments payment

  • 1. Account Setup & User Configuration

    This training track includes first steps in adding and setting up a new user account. To go through this training, simply: 1. Click the links below to be taken to the respective training articles 2.

  • Admin Training

    This training track is geared toward Admin user roles and covers administrative-type actions available within Clockwork. As an Admin within Clockwork, you'll have access to your Firm Settings where

  • Firm Settings: Licensed Seats

    As a Firm you will now be able to see how many seats you are using and have the ability to request more seats if needed. This feature allows the Partner and Admin roles to view seats consumed. When a

  • Roles within Clockwork

    There is a hierarchy of roles available in the Clockwork platform. In this article, we list these roles and their accessibilities and limitations so that you can properly assign roles to users. We

  • Azure Integration

    Azure Integration To enable the Azure Integration, SAML must be enabled for your Firm's environment, with a subscription to the integration. Please contact sales@clockworkrecruiting.com to have that

  • Firm Settings: Billing

    Overview Subscriptions are controlled with ease through the automated billing module in Firm settings. Managed in application by Partner or Admin users only. Firm Settings Go to Firm settings to

  • Firm Settings: Reactivate a User

    Your assigned role in Clockwork must either be 'Partner' or 'Admin' to reactivate users. 1. Click the Users tab for a line item list of all users within your Firm. 2. Click on the "All Active" drop

  • Firm Settings: Deactivate a User

    Subscription Services - Deactivating User Seats All Subscription services contracts Terms are annual or multi-annual, whether they are paid with annually or in monthly installments payment terms.

  • Deactivated User Data Retention

    You will never lose data as a result of deactivating a user. That user will remain a team member on any projects that they were on prior to being deactivated, and any notes they have made and/or

  • People: Filters

    Below is an overview of how to use Filters in the People View. Clicking the People Search buttons on both ends of the view will open the Search and Filters Panel. In the beginning, the three Filters

  • Update User Profiles - Job Title & Employer

    There are two ways to update a user's profile with Job Title and Employer. You can also update the user's profile manually: 1. Navigate to the user's profile or People record. 2. Scroll to the

  • Clockwork Automatic Logout

    Please know that once you login to your Clockwork User account the session will remain open for 14 days. After 14 days the User will need to re-authenticate and sign back into the account. After 14

  • People: Bulk Edit

    People records can be edited in Bulk. This allows for quick and efficient editing of global values such as Region, Do Not Contact, and tags. You can also bulk edit Custom Fields if those fields are

  • Video: Deactivate and Reactivate User

    Related Articles Firm Settings: Deactivate a User Firm Settings: Reactivate a User

  • Note Email Notifications and Responses

    When you are inside a Project and you view a Candidate's details, there is a note feature which we will discuss in this article. Notifications on Note Creation Responding to Notes Notifications on

  • CSV Import: Creating New Contact vs Updating on Existing Contact

    Question When importing a .CSV file, how does the system differentiate whether there is a new contact that needs to be created versus if a contact's info needs to be updated? For instance, if there

  • Distribution Table

    The Finance Module is an Add On Service for Pro Tier Firms. The Finance Module selection must be requested and turned on by the Firms’ Account Manager. Finance Permissions provide view, add, edit,

  • Person Panel: Header

    Below is a brief overview of the Person Panel header found within the New People View. Add a note or task, view the Person’s LinkedIn, or email and call with a simple click to the action icons below

  • Candidate Portal: Candidate Users

    In the Candidate Users tab, Users will be able to navigate through the candidate with ease and confirm if a candidate has activated their account. The user can also send the Candidate Users URL so

  • People: Actions

    Below is an overview of how to use Actions in the People View. Please Note: Group actions can not be performed on lists of people over 1000. In order for the select check box to appear Users must

  • Project Reports

    You can now turn on Gong Reports & New Project Reports through your Firm's settings! New Project Reports are summary reports distributed to all firm users when projects are opened. Gong Reports are

  • Gong Reports

    A Gong Report provides a brief overview of a closed project. Please note that Gong reports will not send for any projects marked 'internal' or 'confidential'. The information within the report

  • Start a New Project

    When creating a project, you are guided through the process to enter the project name, company name, project type, project status, industry, specialty, seniority, along with project location details.

  • People: Add People

    Below is an overview of how to add people in the People View. Click "People" from the main menu. Click the "menu icon." A dropdown menu box will appear with the following options: Add Person, Export,

  • Grid View: Add Candidates

    You can add a Candidate through Grid View. 1. Select a Project from the Project view. You can also use the Quick Search in the upper right corner for faster access. 2. Use the navigation menu to the

  • Grid View: Bulk Email

    You can now send out an email to multiple Candidates at one time within the New Grid View. Send Bulk Email 1. Select the Project and enter Grid View. 2. Select the Candidates that you would like to

  • Grid View: Grid View Sorting

    Grid View will let you quickly analyze a large number of Candidates in many different ways. In this article, we will show you how to add and remove columns and how to sort based on the data in those

  • User Generated Reports: User List

    User Export (xlsx) Attributes: ID Name Position Company Role Email Address Phone Number Activated At These are not available for selection by the user. Click "Clockwork" at the top left, populating a

  • People: Search

    You can filter through the People database to quickly locate a Candidate. Wildcard Fuzzy Searches Boolean When entering search terms into the Omnibox, press ‘tab’ or ‘enter/return’ to complete your

  • New People Search

    New People Search and Filters: We moved people search and filters to the right side with new boolean filtering conditions, new filters and saving multiple filter views. Watch this video series to see

  • New Project View: Filters

    This article will detail a general overview of the filters in Project View. Filters The number of displayed filters at the top panel is limited. IF more than 3 filters are selected by the User, the

  • Mobile: User Profile

    In order to update your profile from the mobile app. You click on the Avatar in the upper-right corner and land on the User Profile page. This article will detail how to edit each section, if

  • Profile: Edit User Role

    Your assigned role in Clockwork must either be 'Partner' or 'Admin' to deactivate users. Not sure which role you've been assigned? You can check your role by clicking the "Clockwork Logo" button in

  • User Generated Reports: Project Details

    <ProjectTitle> Details (pdf/docx) Attributes: Project Details (Cover Page): Project Title, Creation Date, Hyperlink to Login Project Overview (Dashboard) Project Notes Position Details Current

  • Google Integration: User Profile Settings

    The Google Settings in the Profile is related to the logged in user. The Settings section will display which permissions have been granted, the last time your email was checked, the document root

  • 365 Integration: User Profile Settings

    The 365 Settings in the Profile is related to the logged in user. The Settings section will display which permissions have been granted, the last time your email was checked, the document root folder

  • User Generated Reports: Tag List

    Tag Export (xlsx) Attributes: ID Name Description Companies (count) People (count) Deals (count) Projects (count) These are not available for selection by the user. Click "Tags" at the bottom left,

  • User Generated Reports: Project Status Report

    <ProjectName> Status Report (pdf/docx) Attributes: Project Details (Cover Page): Project Title, Creation Date, Hyperlink to Login Current Candidates (Table): Rank, Picture, Name, Position, Status

  • User Generated Reports: Candidate Export List

    <ProjectTitle> Candidate Export (xlsx) Attributes: Recommended Name Current Position Preferred Email Preferred Phone LinkedIn URL Candidate Status Category Project Specific Fields Visibility Overview

  • User Generated Reports: Summary Status Report

    <ProjectTitle> Summary Status Report (pdf/docx) Attributes: Project Details (Cover Page): Project Title, Creation Date, Hyperlink to Login Candidates (Table): Name, Position, Overview, Next Steps In

  • User Generated Reports: Deal Excel Report

    Deal Export Report (xlsx) Attributes: Recommended Name Current Position Preferred Email Preferred Phone Address LinkedIn URL Do Not Contact Optional Fields to export All Positions All Education All

  • User Generated Reports: People Excel Report

    People Export Report (xlsx) Attributes: Recommended Name Current Position Preferred Email Preferred Phone Address LinkedIn URL Do Not Contact Optional Fields to export All Positions All Education All

  • New Project View: Add/Export Project

    Below is an overview of how to add a new project and Export them in the New Project View. Add Project This will navigate you to a page to enter all the necessary details for your new project. Export

  • The Check In: What’s New In Projects

    If you weren't able to attend, Jessica Hammond, Clockwork’s VP of Product, joined Tatiana Grebennik from Clockwork’s Success Team on “The Check-In” (a monthly webinar for Clockwork users) to show us

  • User Generated Reports: Project Status Report with all Candidates

    <ProjectTitle> Status Report w/ Candidates (pdf/docx) Attributes: Project Details (Cover Page): Project Title, Creation Date, Hyperlink to Login Current Candidates (Table): Rank, Picture, Name,

  • User Generated Reports: Summary Status Reports for all Candidates

    <ProjectTitle> Summary Status Reports for all Candidates (pdf/docx) Attributes: Project Details (Cover Page): Project Title, Creation Date, Hyperlink to Login Candidates (Table): Name, Position,

  • Video: Create a New Project

    Related Article New Project View: Add/Export Project

  • New Projects View: Search Features

    You can filter through the Projects database to quickly locate what you need. Wildcard Fuzzy Searches Boolean When entering search terms into the Omnibox, press ‘tab’ or ‘enter/return’ to complete