Search results for data enrichment

99 articles found

• The Check-In: Advanced Sourcing Webinar

  If you weren't able to attend, DaMarr Eagles from Clockwork’s support team joined Tatiana Grebennik from Clockwork’s success team on “The Check-In” (a monthly webinar for Clockwork users) to focus on

• 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

• Person Enrichment Integration

  This article will detail how to turn on the Nubela Integration found in the Integrations tab of your Firm Settings. This Person Enrichment Integration requires credits to update records inside of

• Company Enrichment Integration

  This article will detail how to turn on the Nubela Integration found in the Integrations tab of your Firm Settings. This Company Enrichment Integration requires credits to update records inside of

• On-Demand Person Enrichment

  The Clockwork On-Demand Person Enrichment Integration uses Nubela to connect your Firm Database with LinkedIn Public Profiles. You can use this integration to update candidates records one by one or

• Video: How To: On-demand Person Enrichment (OPE) (Video)

  The Clockwork On-Demand Person Enrichment Integration uses Nubela to connect your Firm Database with LinkedIn Public Profiles. You can use this integration to update candidates records one by one or

• On-Demand Company Enrichment

  The Clockwork On-Demand Company Enrichment Integration uses Nubela to connect your Firm Database with LinkedIn Company Profiles. You can use this integration to update candidates records one by one

• Companies: Table Interactions

  The new Companies View is displayed as an identical look as people and grid view. The Companies View uses the same Table Interactions along with search capabilities. This article will guide you

• CSV IMPORT - BEST PRACTICES

  Before you begin preparing your data, it's important to become familiar with a few general Best Practices when it comes to preparing your file for import. These Best Practices guide you in learning

• CSV IMPORT - SECTION 1 | DATA ACQUISITION

  Methods for acquiring your contact-related data generally falls under two categories, depending upon where your data currently lives. Regardless of your data coming from a CRM or spreadsheet,

• 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

• Data-Import URL

  Clockwork has an updated way to access import URL’s which should assist with stability and ease of use with the application. The URL is unique to each firm and project. To find your Data-Import URL

• CSV IMPORT - INTRODUCTION

  Outlined below is an easy-to-follow process for exporting your data, preparing and cleaning your files, and then importing your data to Clockwork. This import process outlined in our help article is

• CSV IMPORT - SECTION 5 | TIPS

  While the general import guide steps you through most scenarios, there are some outlier details that are of some use. The following articles are supplied to fill in any of those gaps. Excel Tips &

• Companies: Data Import Actions

  Below is an overview of the Data Import Review feature that allows users to clean up and control the company database. The Data Import Review goes a step beyond Company Stemming to recognize

• CSV IMPORT - SECTION 3 | TEST AND IMPORT

  You’re in the home stretch. Nice work! It is assumed that most people are using Excel (or a similar spreadsheet application) to create or prepare the import file. To convert an excel file (extension

• Import - Troubleshooting

  We highly recommend that users always test a CSV import by loading a small sample set of the data before importing larger datasets. This avoids mistakes and lets users confirm that they have mapped

• Data Glossary

  This section offers a more full description of data field nuances. All data fields that can be imported are set forth in our Data Import Here’s a full data dictionary with specific column headers

• CSV IMPORT - SECTION 2 | DATA PREPARATION

  At the core of your search projects is your database: a place for you to store, update, and utilize to populate contacts into your search projects. Overview 1. Read our Best Practices. A database is

• People Data Requirements

  Below is an overview explaining the ability to have LinkedIn URLs required when adding a person to your person database. In your Firm Settings: Setting tab, People Data Requirements now has a toggle

• Import Contacts via CSV

  In this article, 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

• Video: Project Visibility Defaults

  Related Articles Firm Settings: Project Visibility Defaults

• GDPR Questions Answered

  This article will answer many questions that are asked about how General Data Protection Regulation (GDPR) will affect Clockwork Recruiting on our online Executive Recruiting platform. For more

• The Check In: New People Filters and Search

  In case you missed it, Jessica Burgos from Clockwork’s Product Team, joined Tatiana Grebennik from Clockwork’s Success Team on “The Check-In” (a monthly webinar for Clockwork users to show us the New

• 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

• Google Integration: Document Card

  Inside of the Person/Candidate Panel the Documents card will display the Google Drive icon once connected and the document is uploaded using the Integration. The Integration makes it easier to share

• Candidates: Data-Duplicate Information

  PLEASE NOTE: As a rule, Clockwork does NOT destroy data. We never eliminate/override/delete existing data. The computer doesn't know what is important, so we keep all data. Specifically, For most

• 365 Integration: Document Card

  The 365 Integration makes it easier to manage candidate, client, and project documents across your Clockwork and OneDrive environments. You can share more documents with clients, edit documents

• Clockwork Subprocessors

  Clockwork ESE, LLC, (“Clockwork”) uses certain sub-processors and subcontractors to assist it in providing the Clockwork services as described in the Clockwork Recruiting Services Agreement. This

• GDPR's Impact on the Executive Search Field

  First published on our Blog May 28, 2017 http://www.clockworkrecruiting.com/gdpr-will-impact-executive-search/ Nearly every industry on the planet has become more become more globally connected, and

• Clockwork's GDPR Compliance

  Our Commitment to You and the Protection of Your Data We are committed to partnering with Clockwork customers and users to help them understand the General Data Protection Regulation (GDPR). The GDPR

• 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,

• Events

  Finding your imported data. There are two ways to find your imported data: 1. By email: After a contact import is finished, you will get a data import confirmation email which includes a 'view your

• Candidate Login: Details

  In this Candidates Details article, users will be able to view and edit all of their data. The data that appears here is the same data that firms have on their person records. After logging into

• 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

• Custom Fields: Application

  To Access the Custom Field data and add, edit or remove data from the field, navigate to the Candidate Panel or People Panel. Scroll to the Custom Fields section in either of the Panels or Click Edit

• Excel Tips & Tricks

  Name Header and Format The Name field is the only field that is required to process an import file into Clockwork. The First Name, Middle Name, Last Name fields are concatenated (condensed) together

• GDPR/CCPA Privacy Policy

  Privacy Policy Implementation In this article, we will walk you through creating, managing, and maintaining your privacy policy compliance in Clockwork, and sending your Privacy Policy to people for

• Clockwork Recruiting Security Information

  Security is important at Clockwork Recruiting. We take security seriously and take active measures to keep sensitive customer data safe and secure. Systems Clockwork is hosted on Amazon Web Services

• Advanced Import Templates

  If you are an advanced Clockwork user who is familiar with Excel and the data you would like to import is beyond the basics, this template will be of some help. Process and Logic Blank values in

• 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

• 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

• Mobile App: Person Panel

  The Person Panel in the Mobile App allows you to review all the details of a particular person and allows you to edit the data with ease. The Main Panel Area provides an overview of the candidate's

• Candidate Portal: Firm Settings

  The Candidate Portal is an Add On Service for Pro Tier Firms. The Candidate Portal selections must be requested and turned on by the Firms’ Account Manager. The Candidate Portal can only be accessed

• Basic Import Templates

  This Basic Import Template is for those who are new to Clockwork and trying to bring basic contact data into Clockwork OR more seasoned users who are adding simple contact information Before You

• 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

• 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

• Candidate Portal: Candidate Invite

  In this support article we will detail how a User can invite a Candidate to create their own Candidate Login to collect data and enhance their profiles. This helps Firms control what information is

• Importing to a Project

  Clockwork allows importing contacts from a CSV file directly into a project. To do so, please make sure to include a column labeled "project id" while preparing your CSV import file and add the

• Admin Visibility

  This article will explain how to make visibility displayed or hidden for the Project Dashboard and Candidate Data. Find the Admin section in the Mobile App inside of the side Panel. You can toggle