Search results for Positions View

238 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

• 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

• 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

• 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,

• 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: 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

• 6. People Management

  This training instructs on the various project tabs and the purpose of their respective sub-sections. To go through this training, simply: 1. Click the links below to be taken to the respective

• 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

• 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

• 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,

• 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

• Download a Contact Record

  Here is how you can download a Person to share, back up, or review. First, open the appropriate Person Panel. You can also Quick Search or search through your People tab. Once you have the Person

• 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

• 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 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

• 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

• 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

• 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,

• 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.

• 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

• Companies: Best Practices

  Companies: Best Practices The Companies area is where you will include background information and research on companies your Firm is working with. Do Not Contact You can apply Do Not Contact at the

• 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

• Project Dashboard: Research Criteria

  Within the Projects Dashboard you can see an overview of your Candidates sorted by the Color Category based off of the selected choices in Grid View. Click "Projects" in the main menu and then Click

• 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

• 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

• 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

• 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

• 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

• 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 - 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

• 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

• 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

• 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

• 3. Project Administration

  This training track includes general training for project features. To go through this training, simply: 1. Click the links below to be taken to the respective training articles 2. After reading

• 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

• 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

• Custom Fields: Person

  The Person Custom Field is an Add On Service for Pro Tier Firms. The custom field selections must be requested and turned on by the Firms’ Account Manager. Users can Search and Filter Person Custom

• 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

• 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

• 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

• 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

• 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

• Custom Fields: Project

  The Project Custom Field is an Add On Service for Pro Tier Firms. The custom field selections must be requested and turned on by the Firms’ Account Manager. Users can Search Project Custom fields in

• 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

• 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

• 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

• 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

• Mobile Project Dashboard: Headline

  This support article will detail each piece of the Project Dashboard and Admin Tab inside of your Projects. Users can view Project Dash in the Mobile App inside of the side Panel. Users can view and

• Confidential Setting

  The Confidential Setting article will detail the benefits of marking your projects as Confidential and how to make it visible to Team Members. Selecting the Confidential Option while creating the new