Search results for Long List Status Report

243 articles found

• Video: Firm Settings: Re-order Candidate Status

  Configure Candidate Statuses to match the desired hierarchy within the respected categories. Related Articles Configure: StatusesConfigure: Overview

• Report an Issue with Clockwork

  If you think you have encountered a bug or error in Clockwork, please report it to us here: support@clockworkrecruiting.com To ensure that we are able to replicate and resolve the issue as quickly as

• 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

• 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

• 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 Dashboard: Project Summary

  Within the Projects Dashboard you can see a Project Summary for your Candidates. Click "Projects" in the main menu and then Click "Dashboard" within the submenu. The Project Summary section shows an

• 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

• 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

• 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

• 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

• Candidate Panel: Header

  Below is a brief overview of the Candidate Panel headers found within the New Grid View. View or edit the Candidate status, visibility, email, phone, full profile link & more. Click "Projects" in the

• 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

• The Check In: Strategy View & Target Company Lists

  On 29 February 2024, Dan Shirley from Clockwork’s Customer Success Team joined us on “The Check-In” to discuss and explore the Strategy View. Within a project we looked at how to build, track and

• Dashboard Overview

  The Dashboard lets you see the status of all your projects and their progress at a glance. In this article, we will walk you through the available cards and how they can be used in your organization.

• 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

• Configure: Overview

  This article will provide a general overview of the Configure view within your Firm settings. Note: The categories in each section are used to match your information in the application. The

• 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

• 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'. These reports are emailed to active

• Analytics: Project Activity

  In this article, you will learn more about the Note Activity Report under the new feature Analytics. You can find the project activity by users across Projects here. This includes Candidates Added,

• 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

• 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

• Reports Errors

  If you experience an error with a Report you have downloaded from the Clockwork site, please review the information below for assistance. Troubleshooting (Missing Candidate Images) If you experience

• 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

• 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

• Project Dashboard: In and Out Charts

  Within the Projects Dashboard you can see an overview of your Candidates "In Process" and those that are "Out." Click "Projects" in the main menu and then Click "Dashboard" within the submenu. The In

• 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

• Access and Use Analytics

  Please Note: This feature is available to our " Pro" tier level firms. If you are interested in upgrading to "Pro" please contact support! Analytics that consist of activity reports are a collection

• Notification Center

  In this support article, we will cover the Notification Center. Users will be able to see a badge number indicating that an unread change has been made inside of your Firm Environment. The following

• Mobile App: People Search and Filters

  This support article will highlight the Search and Filters features inside of the Mobile App. Search Inside of the mobile People View, users can search by clicking on the Search button at the bottom

• Share Your Ideas With Us!

  Share your idea with us! Visit our ideas portal to share your product idea directly with our Product Team! Product Idea Review Policy Our approach to product ideas: Here at Clockwork Recruiting, we

• The Check In: Client Collaboration Using Clockwork

  In case you missed it, DaMarr Eagles from Clockwork’s Support Team, joined us on “The Check-In” (a monthly webinar for Clockwork users) to show us all of the different ways to use Clockwork to

• 4. Project Candidates

  This training track includes an overview of the Candidate Tab. To go through this training, simply: 1. Click the links below to be taken to the respective training articles 2. After reading through

• 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

• Companies: Panel Header

  To rebrand or change a companies logo and change the Companies Status within Clockwork, please follow the steps below: Logo Pull up the company’s record by searching for the company either in your

• Clients: Confirm Activation

  If you have invited a client to a project, you may want to know whether or not that client has activated their account by accepting your invitation. We will show you two ways to check on your

• 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

• Dashboard

  In this article we will cover the Dashboard. The Dashboard communicates at a high level the status of the project, the work being accomplished, and the progress being made. The drop down option under

• Video: Firm Settings: Toggle ON New Statuses for Project Types

  New candidate statuses require being Toggled ON in Project Types so they can appear in projects created before the new status. Related Articles Configure: Project Types

• Manage Former Companies and Contacts

  You may find that you need to update a contact's Position status to Former in case their employment status has changed. To do this please follow the steps below. 1. Select the contact you wish to

• 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

• 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

• 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

• 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,

• 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

• Quick Search: Projects

  If you have numerous Projects and you spend time rummaging through them trying to find the one project you need, use the convenient quick search bar that can be found on every page on Clockwork. Head

• Configure: Project Types

  Configure your Project Types within Firm Settings. Default Project Types will always be available to all Firms. These default types include Retained, Retingency, Contingency, Pickup, and Special

• 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

• Candidate Portal: Client Users

  In this support document, the Client Users Tab will be shown useful if the Candidate Portal is turned off for the firm. Users can view Client options in the Compliance tab. Clients Users Table

• 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