Search results for Candidate Status

216 articles found

• Change Candidate Visibility for Clients

  Here we will show you how to grant or restrict client visibility for each separate Candidate in your project. First, navigate to the Project menu and select the project you want to work on by

• 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

• Candidate Login: Edit/Delete

  In this short support article we will walk you through updating or deleting your Candidate Portal account. Click on your icon in the upper-right corner of any page. Click “edit” to access all the

• Candidate Login: Permissions

  The Candidate Permissions tab puts the data in the candidates hands. In the beginning, when a candidate first logs in, they will be dropped into the permissions view with no permissions selected;

• 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

• Candidate Login: Interest

  In this Interest View article we will detail how the interest filled in by a candidate can be filtered and searched in People View. Break down candidate’s look as well User can select “Willing to

• Change a Project's Status

  To change the status of a project to either Pitch, Active, on Hold, or Closed, do the following. Navigate to the Projects page and click on the title of the project you wish to modify: Under the

• 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,

• 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

• 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

• 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

• Long List: Candidate Panel For Clients

  Based on visibility settings at project level Notes Candidate Panel For Clients Clients now have the ability to view the Candidate Panel. You can simulate the Client view by following the steps

• 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

• Candidates By Companies

  Read this article to learn how to view the number of candidacies you have in each Target Company in a project. Begin by navigating to the Projects page and selecting the project you are working on:

• 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: 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

• Choose Client Visibility Settings

  Here, we will show you how to manage what data your clients can see within a given project. Begin by navigating to the project you wish to change visibility settings on. Click on the Projects menu

• Long List: Table Interactions

  Trigger Candidate Panel Within Long List, you can trigger or prompt the Candidate Panel to open. Simply click the name of the Candidate - this will populate the Candidate Panel window. The Candidate

• My Projects

  Accounts Dashboard Once logged into your account can click on the the Clockwork dropdown and select Accounts Dashboard. From here, you can see which other projects they have been invited to. Easily

• 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

• Long List

  Early in your search, there are generally a larger number of candidates on the project. Rather than thumb through many pages of candidates, going deep into their details, you can quickly run down the

• 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

• Person Icons Explained

  When you view a person in the People, you may notice these five icons after the Person's full name: Green suitcase icon: indicates the person is a Candidate on a Project. A red "suitcase" icon

• Custom Fields: Exporting & Importing

  Custom Fields can be exported in all of the following reports: Project Status Report, Project Status Report with all Candidates and Project Details. In order for these reports to be visible you must

• 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

• 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

• Move Candidates Between Projects

  This article will detail how to move Candidates between Projects. 1. Click "Projects" in the main menu. 2. You will be directed to the Projects page. Click on a Project. You can also use the Quick

• 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

• Research Criteria: Rate Candidates

  Candidate Rating in Grid View: When Research Criteria questions are present on a project, an additional “Rating” column is available in Grid View. In this version, Ratings are only available in Grid

• Firm Settings: Workflow

  In this Workflow support article, starting inside of the Firm Settings, we will walk you through creating your own system. The Workflow will allow Users to create automatic reminders to basic tasks

• Delete a Project

  By the end of this article, you will know how to successfully delete any project in your Firm. In order to delete a project, the first thing that needs to be done is delete all of the notes attached

• Mobile Project Dashboard: Candidates Added

  The Candidates Added section gives an overview of Active and Added candidates in a bar chart. You can filter to display active and added Candidates made by day, week or month.

• Do Not Contact Label Explained

  When you are creating a project, you will see the option to mark your client’s company with a Do Not Contact label. The Do Not Contact label can be used for any client(s) with whom you have a

• Mail Analytics

  In this support article, we will go into more detail about how you can leverage Mail Analytics following Mass EMail. Emails sent from gridview and people view using the send mail feature, will be

• 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

• Search within a Project for Candidates

  To locate candidates within your Project: 1. Select the project you wish to search 2. Click the "Candidates" tab. 3. On the far right side, you will see a "Search Candidates" box. Enter the name of

• Quickly Add Multiple Candidates to a Project

  The fastest way to add multiple candidates to a project is from your People tab. 1. Click "People" in the main menu. 2. You will be directed to the People page. You can enter search criteria to

• Firm Settings: Auto-Pin Note

  After reading this article, you will know the details of the Auto-pin feature used in the candidate panel for a chosen Note Type. Auto-pin notes is true on People view and Candidate Panel. Firm

• Client Visibility on Notes

  Any notes you add to a Project or Candidate can be turned on or off, and we'll show you how to do that here. It is important to remember the difference between notes added on the Person's contact

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

  Related Support Articles Grid View: Add Candidates

• The Check-In: Working Smarter With Candidates & Projects In Clockwork

  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

• Icons: Unread Notes Indicator

  Unread Notes Indicator If a red circle appears next to a candidate's name this indicates that notes have been added to that candidate that have been unread. You can click on the candidate to access

• Person Panel: Interactions

  The Candidate Panel improved interactions will assist you to interact with your Person and Candidate data with ease. Users will be able to see data on a candidate while taking notes inside of panel.

• Pendulum Email in a Specific Project

  Pendulum mail hook allows you to send an email to a contact and have a copy of the email automatically save as a note on the person's candidate record in Clockwork. To use pendulum from within

• Long List: Feedback and Comments

  This article will dive into the Feedback and Comments columns in Long List. Users and Clients can now easily leave their reactions and comment on each candidate which are viewable at a glance without

• Research Criteria: Quality Rating Report

  Research Quality Report: The Candidate Rating Report is accessible by hyperlink at the bottom of the Research Criteria Card in the Position tab. Users can open this report to view all ratings saved

• 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

• 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

• 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

• Research Criteria: Setup

  Research Criteria Card In the Research Criteria card, users can add, edit, and remove project specific research criteria questions. Each question has a title and a description (only the title is