Search results for Position View

239 articles found

  • New Project View: Add/Export Project

    Below is an overview of how to add a new project and Export them in the New Project View. Add Project This will navigate you to a page to enter all the necessary details for your new project. Export

  • New Projects View: Search Features

    You can filter through the Projects database to quickly locate what you need. Wildcard Fuzzy Searches Boolean When entering search terms into the Omnibox, press ‘tab’ or ‘enter/return’ to complete

  • Coverage Status in Strategy View

    When your team or clients determine that you have found enough candidates from a certain company, you may choose to check the Coverage Complete box next to the company to keep track of things. To

  • Grid View: Bulk Resume Upload

    Users of Clockwork can upload multiple resumes at once, directly into a Project, by using the Parse Resume option in New Grid View. Follow these few short steps below for you to successfully

  • 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

  • View and Export Aggregated Project Activity

    In this article, we are going to show you how you can view and export aggregated activity on each project per person. It is fairly easy and can be done in a few simple steps. 1.In the menu on the

  • Person Panel: Notes & Email View

    The Person Panel: Notes and Email view provides the capability to send a Note and Email from one place. This article will detail all features including how to send, edit, and delete Notes/Emails

  • 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

  • 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: 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

  • 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

  • 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

  • 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,

  • 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

  • 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

  • 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

  • User Generated Reports: Candidate Export List

    <ProjectTitle> Candidate Export (xlsx) Attributes: Recommended Name Current Position Preferred Email Preferred Phone LinkedIn URL Candidate Status Category Project Specific Fields Visibility Overview

  • 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

  • User Generated Reports: User List

    User Export (xlsx) Attributes: ID Name Position Company Role Email Address Phone Number Activated At These are not available for selection by the user. Click "Clockwork" at the top left, populating a

  • 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

  • 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,

  • Companies Panel Overview

    Within the Companies panel you will notice the following tabs and you will see all cards that are helpful with your research: Table of Contents Panel Configurations Notes Profile Company Contact

  • People: Filters

    Below is an overview of how to use Filters in the People View. Clicking the People Search buttons on both ends of the view will open the Search and Filters Panel. In the beginning, the three Filters

  • 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

  • Person Panel: Overview

    Person Panel: Overview The Person Panel 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

  • Mobile App: Candidates List

    Below is a brief overview of the Candidate List found inside of a desired Project. View or edit the Candidate status, visibility, email, phone, full profile link & more. The Candidates List will hold

  • Firm Settings: Feature Settings

    Application Features Dashboard The Dashboard feature enables your firm users to access the Dashboard in the Clockwork Application. Project Related Settings Gong Report Gong Reports are summary

  • 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

  • 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.

  • Candidate Panel: Overview

    The Candidate Panel allows you to review all the details of a particular candidate and allows you to edit the data with ease. The Main Panel Area provides an overview of the candidate's position,

  • Deals: Panel

    The Deals Panel will open after selecting your desired Deal name. The panel will hold all information with an ease to add or edit details. Panel Controls Add a Related Project Deals Tags Profile Card

  • Parse a Resume

    Resume parsing is not an exact science - which is why we don't recommend parsing resumes. If you plan to grab from LinkedIn, then you will want to change your parsing solution to NOT bring over

  • 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

  • Update User Profiles - Job Title & Employer

    There are two ways to update a user's profile with Job Title and Employer. You can also update the user's profile manually: 1. Navigate to the user's profile or People record. 2. Scroll to the

  • 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

  • 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.

  • 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

  • Candidate Panel: Document Viewer

    The Document Viewer within the Candidate Panel allows you to click & open up the Candidate's resume and other uploads within the panel. You can also download the resume if needed. Once the document

  • Export Project Status or Summary Report for Client

    If your client is requesting a Project Status Report or Summary or you simply just need it for internal purposes, follow the steps below. 1. On the menu in the left-hand side of the screen, click on

  • Exportable Reports Differences

    To export a project report, follow the steps below. Select your Projects page by clicking the Projects menu then select a project from your list. Click the "Export Report" text link and a small

  • 2. Project Basics

    This training instructs on the various project tabs and the purpose of their respective sub-sections. This is where you'll spend most of your time. To go through this training, simply: 1. Click the

  • 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

  • Person Panel: Click to Edit

    The Person Panel 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 position,

  • 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

  • Mobile App: Person Quick Search

    Quick Search is a very powerful, easy to access tool that lets you get right where you want to be as quickly as possible. In this article, we will show you how to use Quick Search to find People. As

  • 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

  • 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

  • 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

  • Tasks: Notifications

    When a User has a Task or Tasks assigned to them, the User can receive an email, in app message, or push notification reporting on the Tasks that are Upcoming. To ensure you have this option turned

  • Quick Search: People

    Quick Search is a very powerful, easy-to-access tool that lets you get right where you want to be as quickly as possible. In this article, we will show you how to use Quick Search to find People.