Search results for Positions View

264 articles found

• 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

• People View: Search and Filters

  People search and boolean filters In the videos below we cover an overview of using people filters and boolean search criteria for searching including: People Filter Panel: Where to find more filters

• Cai: Similar Projects in Strategy View

  Creating Similar Project Lists Clockwork uses an AI-driven matching algorithm to identify projects that are similar to one another based on weighted criteria. Project-level attributes (70% weighting)

• 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

• Strategy View & Target Company Lists

  In this video we will cover setting the project strategy within strategy view including: Project Strategy: Edit, update, upload or link shared documents to dictate and demonstrate the overall search

• Grid View: How to add candidates

  In this video below we will cover using Grid View within a project and adding candidates.

• 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 -

• 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

• 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: 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

• 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

• On-Demand Person Enrichment

  The Clockwork On-Demand Person Enrichment Integration uses Direct Integrations to connect your Firm Database with API driven Public Data. You can use this integration to update candidates records one

• 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,

• 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

• Cai - AI Rating and Notes

  CAI (Clockwork AI) uses information from the person record, including the Resume, Bio, Work History, Contact Details, Notes from the last two years, and email data available through a connected 365

• 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

• 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,

• 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 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.

• Pipeline & Project Health: Project Candidate Completeness Audit

  Prompt: Project Candidate Completeness Audit Description: For a single project, audits every in-consideration candidate against a data-completeness checklist so the team knows which records need work

• Module 10: Client Collaboration Portal

  Welcome to Clockwork's Refresher Training Course! This course is designed to help up-skill team members, refresh your knowledge of product features and provide pro-tips on using Clockwork. Watch the

• 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

• 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

• 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

• Module 8: Project Dashboard

  Welcome to Clockwork's Refresher Training Course! This course is designed to help up-skill team members, refresh your knowledge of product features and provide pro-tips on using Clockwork. Watch the

• 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. Screen recording

• Search Execution & Research: Person Brief 360

  Prompt: Person Brief 360 Description: A complete background and relationship dossier on a named individual, combining their profile, every interaction in Clockwork, and their full candidacy history.

• 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

• Client & Candidate Communication: Candidate Notes to Client-Facing Overview

  Prompt: Candidate Notes → Client Facing Overview Description: Reads every note on a person — across all their candidacies and their person record — and synthesizes them into a single, consistently

• 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

• Clockwork Chrome Extension Outline

  The Clockwork Chrome Extension is designed to streamline your sourcing and save you valuable time on every executive search project. Our enhanced Chrome extension seamlessly integrates with your

• 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 ProfileKeywords Company

• 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

• 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

  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

• 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

• 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

• 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

• 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

• 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

• 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