Search results for Position View

239 articles found

  • Position View: Overview

    The Position view inside a project is where your team should enter the following: 1. Job Description 2. Job Requirements 3. Compensation 4. Company location Entering the Job Description and Job

  • Video: Project: Position View

    The Position tab inside a project is where your team should enter the following: Job Description, Job Requirements, Research Criteria, Compensation, Company location, Visibility Related Support

  • Position View: Self ID

    The Project Submit Interest - Self Identification Form is an Add On Service for Pro Tier Firms. The Self ID selections must be requested and turned on by the Firms’ Account Manager. In this support

  • Position View: Job Post

    The Project Job Post is an Add On Service for Pro Tier Firms. The Job Post selections must be requested and turned on by the Firms’ Account Manager. In this support article we will walk you through

  • Position View: Cai (Clockwork AI)

    We are excited to release a new suite of generative A.I. features in Clockwork. Using your past work and project data, Cai is now available in Positions View for projects with Retained and

  • Position View: Submit Interest Form

    The Project Job Post-Submit Interest Form is an Add On Service for Pro Tier Firms. The Job Post selections must be requested and turned on by the Firms’ Account Manager. In this support article we

  • The Check In: Positions View, Cai and Job Postings

    On 25 January 2024, Dan Shirley from Clockwork’s Customer Success Team joined us on “The Check-In” to discuss and explore the Positions View within Clockwork. Within a project we looked at how to use

  • Project Internal View

    The Internal view is for the internal team and provides an overview of the project activity broken down by user, time frame and actions taken. This is also an area where you can attach internal

  • Project Dashboard: Research Criteria

    Within the Projects Dashboard you can see an overview of your Candidates sorted by the Color Category based off of the selected choices in Grid View. Click "Projects" in the main menu and then Click

  • Status Reports: Settings

    The Status Report is where you conduct your Status Calls with your clients. Prior to the call, you are able to not only change the visibility of the Candidate data displayed in each Status Section,

  • Project Dashboard: Overview

    This article provides an overview of the new Mobile-Friendly Project Dashboard. Know at a glance how much outreach has occurred, how many candidates have been added, where in the process your

  • Turn On/Off Resume Parsing

    Resume Parsing Settings can be adjusted under Firm Settings by an Admin or Partner user. There are three parsing options: Resume Parsing turned off Parsing on, but Work History and Education excluded

  • People: Overwrite Position and Education

    This article will cover a feature that will assist with strong data integrity for your Position and Education cards in a person's record. This includes ensuring that Company data is source-able,

  • Status Reports: Overview

    The Status Report is where you conduct Status Calls with your clients. Organized by Status, Color Category, or Ratings. Candidates are displayed based on the chosen display option. Below you will

  • Project Clients - Viewing as Client

    An important part of Clockwork Recruiting software is sharing just the right information with your clients. In this article, we will show you how to temporarily assume the role of a client within

  • Candidate Panel: Notes-Pin Notes

    Pinning a Note allows you to pin an important note to the top position of all of your listed notes. Pinning a note from the candidate panel will only display the pinned note for the user who selected

  • Admin View: Do Not Contact

    This support article will guide you through the short steps to apply a Do Not Contact preference. The DNC will apply to the client company and cascade to current employees of that company, if you

  • Grid View: Rerank Instructions

    Rerank your candidates within the new and improved Grid View 2.0! Rerank button updates the rank of candidates based on the current sort of the table; using the rank text field, you can update the

  • Mark a Project as Confidential

    Marking projects as Confidential is ideal for projects for which you do not want to send out firm-wide communications (related to the project being opened and/or closed, ie. gong reports). Like all

  • Video: Project: Grid View (In-Depth)

    This video will take an in-depth look into Grid View and all of the features available. Related Support Articles Grid View: Move Candidates in BulkGrid View: Group ActionsGrid View: Columns &

  • 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

  • Candidate Panel: Notes-Add/Edit/Reply

    Users have the ability to Add, Edit & Reply to Notes within the Candidate Panel in Grid View. Add A Note Edit A Note Reply To A Note Note Mentions [Expand window to work on notes and see card] Add A

  • Grid View: Move Candidates in Bulk

    If you need to add multiple candidates from one project to another, this is something you can easily do using the New Grid View. First, access the Project that you would like to make changes to. Once

  • Customize Project Industry Options

    For whatever reason, you may need to edit or adjust your Project Industry. This is initially selected during the Project creation process, but you can still be able to change it even when the Project

  • 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

  • Grid View: Columns & Settings

    Within the new Grid View you now have more options available to you! 1. Column order & sizing 2. Static columns 3. Choose which columns to display 4. Save Configurations 5. Search / Filtering Column

  • Grid View: Bulk Email

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

  • Deals: Overview

    The Deals section allows you to run your deals inside Clockwork. As a firm owner or user within the firm, this panel gives you an overview of exactly what is happening in real time. This is your

  • Project View: Candidate Search

    The Candidate Search is an improved search function that will bring consistency to your search options in multiple views inside of your Project. In Status Report, Long List, and Grid View there will

  • Video: Project: How To Add Candidates in Grid View

    Related Support Articles Grid View: Add Candidates

  • Research Criteria: Visibility Settings

    1. Firm Project Default Settings 2. Project Level Visibility Settings 3. Add in Long List Firm Project Default Settings Set your firm default visibility settings for projects below. Updates to these

  • Candidate Portal: Details View

    In this Candidate Portal article, we provide some insight to the cards that Candidates see and what information in their Person Record they can add, edit, or remove. After candidates login to their

  • Video: Add Records from CSV in People View

    In this video, you will learn how to import many People into your database with a CSV import. The process is simple in terms of interfacing with the Clockwork platform. However, if you have more than

  • Companies Search

    Below is an overview of how to utilize the Keyword Text Search inside the new Companies view. Start by entering the keyword(s) in the search bar above the Companies Table. By clicking the blue arrow

  • 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

  • Pro Tip: View Controls

    Sometimes the text may be too difficult to read in your web browser. If using 3 different browsers (Chrome, IE and Firefox) you may struggle to find the menu where you can increase or decrease the

  • Strategy View

    The Strategy tab allows you to Identify the approach you are taking with your Project. In this article, we will cover how to access the tab, and the best way to utilize this important feature.

  • Video: Profile: Settings

    Gong Report: 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'. Email Client: Webmail -

  • Projects Table View: Project Details

    In this article, you will be shown the features that help you understand what is inside all of your projects from the Table View. Show Columns Switch Table View Bulk Edit Find People Clone Project

  • Projects Section View: Project Details

    In this article, you will be shown the features that help you understand what is inside all of your projects from the Section View. Show Columns Switch Table View Bulk Edit Find People Clone Project

  • Mobile App: People View

    The Mobile App provides a full list of your People Database. This article will support the features and details in order to guide you through the flow of contacting and updating your Candidates. Sort

  • Mobile App: Project View

    In this article, you will be shown the features that help you understand what is inside all of your projects. In project view you will be able to see the: Project Status, Start Date, Project Type,

  • Profile: Default Project View

    This Support article will guide you to change your Default Project View. This feature will change your landing page when viewing a project. Navigate to your Profile, side of the "Your Profile" tab.

  • 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

  • View a Person's Files

    There are two ways to view a specific Person's files: one through their own Contacts Page, and one from the project they are a candidate for. In this article, we will show you how to view them from

  • Project Candidates View Overview

    In this article, we will give you an overview of how the Project Candidates view is used and what it is capable of. 1. To access the Candidates view, click on the Projects menu item, find the project

  • Video: Project: Strategy View

    The Strategy tab allows you to Identify the approach you are taking with your Project. In this article, we will cover how to access the tab, and the best way to utilize this important feature.

  • Candidate Portal: Compliance View

    In this article, Users will see that the Compliance View allows firms to know they are compliant with Privacy Policy. Begin by navigating to the Compliance view under Compliance to see the Compliance

  • Grid View: Group Actions

    A great feature of the powerful Candidate Grid View is the ability to perform bulk actions on Candidates. We will show you how this is done in this article. Once you click on an Action, you have the

  • 365 Integration: Email View

    The Email view inside of the Person Panel will display the captured email correspondence for each User that has the Integration connected. Users with Admin or Partner role are the only users with the