Search results for Firm Settings

235 articles found

• Events: Overview

  This article will cover all areas of the Events tab. The Events chart can be filtered by event type, User(s), Date Range, and User Role. OUTREACH/ INFO/ OTHER These are the note categories displaying

• 365 Integration: Login Authentication

  Any user is able to Login and Authenticate using their Microsoft 365 account. If a user has an existing Clockwork account, they are able to login through Microsoft 365. However only firms that have

• Payment Schedule: Add, Edit, Delete

  Finance Permissions provide view, add, edit, and delete permissions to Users for the Contract and Finance Views. Add Finance Permissions in the Users tab of Firm Settings, following the article here.

• Custom Fields: Person

  Users can Search and Filter Person Custom fields in People View - Bulk Edit, and Person Panel. Users can not change the object or field type once a field is created. You can “Edit” the Field Name and

• Close a Project

  When you are done working on a project, you should close it out to stay organized and efficient. Keep reading to find out how. Navigate to your Projects Page, find the Project you wish to close and

• 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

• Google Integration: Email Tab

  The Email tab 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

• Okta Integration

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

• 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

• Distribution Table

  Finance Permissions provide view, add, edit, and delete permissions to Users for the Contract and Finance Views. Add Finance Permissions in the Users tab of Firm Settings, following the article here.

• 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,

• Custom Fields: Deals

  This article will walk Users through creating the Deals Custom Field in the Firm Settings, and creating a Deal. By the end of this article Users will know how to apply the custom field to the Deal

• 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

• Position View: Self ID

  In this support article we will walk you through setting up the Submit Interest - Self ID feature in order to allow potential candidates to enter their own data and streamline candidate

• 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

• Access and Use Analytics

  Analytics that consist of activity reports are a collection of powerful reporting options that let you see activity by users, per project, and through notes across your entire account. Having quick

• Custom Fields: Company

  Access your “Firm Settings”. Click the "Custom Fields" tab. This is where you can add and manage all of your Custom Fields. Click “+Add Custom Field” to add your customization. Users can add Company

• Configure: Note Template

  Configure, create, edit & delete Templates within your Firm's account. Please know that templates can also be accessed when sending out mass mail through the Grid View Create A Note Template 1.

• 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

• 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

• 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

• Firm & Clients Avatars

  Select a Project from your Projects page and open up the project. After you identify your Team and Client Avatars, you can adjust the format of the avatars to be Vertical or Horizontal across your

• Project Dashboard: Visibility Settings

  The Visibility Settings can be adjusted in your Project Dashboard to enhance yours and your Client's View. Click "Projects" in the main menu and then Click "Dashboard" within the submenu. Click the

• Change Project Title

  If you are needing to change your Project title for whatever reason (such as rebranding, or correcting a mistake), you can easily do it by following the steps below. Simply head over to your Project

• Long List: Settings

  Long List Long List allows you to easily share potential candidates with clients in a way that displays just enough information to quickly review together and receive the high-level feedback you need

• 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

• Getting Started: What Is an MCP Server? Why Does It Matter for Your Executive Search Firm and CRM?

  What Is an MCP Server? Why Does It Matter for Your Executive Search Firm and CRM? MCP stands for Model Context Protocol. Think of it as a standard, secure connector that lets an A.I. assistant, like

• 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

• Multi-Firm Users

  If you are a user of multiple firms you can quickly access your firms via your home page. 1. Log-into Clockwork.2. Click the firm toggle on the Clockwork logo drop down. A list of firms will be

• Gong Report, Email and Default Project View Settings

  In this video we will focus on setting the below three user settings within your user profile. These changes are only applicable to you as a user within Clockwork. Turning on or off Gong Reports -

• People: Overview

  This article will detail a general overview of the People View. Click the "People" icon in your Firm Main Menu to be taken to the People view. Show Columns Click the "Gear Icon" and a Show Columns

• Candidate Portal: Candidate Interest View

  In this Interest View article we will detail how the interest filled in by a candidate can be filtered and searched in People View. Work Remotely In People View, users can filter People by “Work

• 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

• Clients: Invitation Not Received

  If you have invited your client to a project and they say they did not receive the email, there are a few steps to take: Check to make sure that you invited them using the correct email address. You

• 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

• Account Profile Setup

  After reading this article, you will know the details of your Clockwork Account Profile Settings: In the Your Profile tab you will have 4 settings that will be covered in this article. 1.Task

• 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

• 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,

• Note Mentions

  The Mentions feature enables firms to mention “@” other firm users and clients within the notes editor to draw focus and attention to a particular note or next steps. Mentions also enables firm users

• Update a Closed Project

  Once a Project has been closed, it can still be reopened and updated at any time. You will need to access the Project Admin area to update the Project Status and Project Settings. Project Status

• Candidate Panel: Candidate Status

  Below is a detailed description of each Candidate Status value. *The Candidate Status is found in the Candidate Panel within the New Grid View. Placed - Offer has been accepted and the Candidate has

• 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;

• On-Demand Company Enrichment

  The Clockwork On-Demand Company Enrichment integration uses our data providers to connect your Firm Database with publicly available company profile information. You can use this integration to

• How to Create API Keys

  Each firm has a Firm Service Key which is unique to the firm. Each user has a API Key and a Secret Key which is unique to each user of the firm. Instructions to create keys are below: Navigate to

• Why isn't my pendulum mail hook working?

  Here we will cover some of the most common Pendulum mail hook problems. 1. You must be sending emails from the email address you use to log in to Clockwork. If the email address you are sending from

• Finance: Team Report

  In this article we will detail the functions inside of the Team Report. Firm Users will be added to the Finance Team Report with data that is retrieved from the Fee Structure Card. If a user is found

• 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

• Strategy

  The Strategy View is a way for you, the Firm to identify and communicate the high level strategy used to source the best Candidate for your Project.. In this article, we will cover the best way to

• Chrome Extension Import Method

  Please Note: Importing a new profile through the Chrome extension uses 2 credits. This applies whether you use Manual or Automated lookup. If the person already exists in your Clockwork database, the