Search results for Profile settings

202 articles found

  • 365 Integration: Firm Settings

    This article will detail the importance of enabling and confirming permissions with 365. Firm based permissions control object authorization at the firm level. The Microsoft 365 integration will save

  • Google Integration: Firm Settings

    This article will detail the importance of enabling and confirming permissions with Google. Firm based permissions control object authorization at the firm level. The Google integration will save

  • 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

  • Firm Settings: Project Visibility Defaults

    You may edit your Firm's Default Visibility settings at any time. The settings in Firm Settings are the default for all new Projects. Changing settings here does not affect open projects. You can

  • Mobile Profile/Logout

    This support article highlights the Navigation Menu. Only Logged in Users are able to view the Navigation Menu by clicking on your icon in the upper-right corner. Users can view and edit profile

  • 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

  • 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

  • Email Integration

    Email integration can be utilized for IMAP configuration with email servers other than Outlook and Google. If you have Outlook or Google you will set-up the Google or 365 specific integration. To

  • 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

  • Enrichment Data Providers

    When you use the Clockwork Chrome Extension on a LinkedIn profile, data flows through a specific chain before it appears in Clockwork. Here's exactly how that works and what it means for you. 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

  • 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

  • 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,

  • Company Enrichment Integration

    This article covers how to set up and use the Company Enrichment integration found in the Integrations tab of your Firm Settings. The Clockwork Company Enrichment Integration uses data providers 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,

  • Position View: Cai (Clockwork AI)

    We are excited to release a new suite of generative A.I. features in Clockwork. Using your past work and project data, Cai is now available in Positions View for projects with Retained and

  • 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

  • Email Integration: Error Troubleshooting

    The error messages that you may experience within the Email Setup box: LOGIN failed Unable to connect to email server. Error message Error: getaddrinfo ENOTFOUND Error message: Invalid credentials

  • Chrome Extension Import Method

    Clockwork's Chrome extension here now offers two ways to look up a profile: Manual and Automated. Both use the data providers and import the same way once a profile is found; the only difference 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

  • 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

  • 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

  • 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

  • Email Integration Signature

    In this article we will guide you through setting up and using your Email Signature. The Email Signature will be used through your Email Integration client: Google or Outlook (365). To start this

  • Pendulum Mail Hook Explained

    The Pendulum mail hook allows you to send an email to a contact and have a copy of that email automatically saved as a note on the person's contact record inside Clockwork. *Pendulum cannot be used

  • 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) searches through the person record: Resume, Bio, Work History, Contact Details, Notes (limited to 2 years of notes) and email tab (365 integration or Google integration with

  • Change Account Username or Email Address

    Here, we will show the process of changing your login username and email address inside Clockwork. Change Username Change Email Address Change Username To change your Account Username, navigate to

  • 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

  • Login Credentials

    Update your login email and credentials, time zone, password, photo and other user profile information.

  • A.I. Candidate Summary Notes

    Use A.I. to generate a high-level summary overview note of a candidate's profile including their background.

  • Google Integration: Document Card

    Inside of the Person/Candidate Panel the Documents card will display the Google Drive icon once connected and the document is uploaded using the Integration. The Integration makes it easier to share

  • Cai: Project Creation

    Creating New Projects with AI This video and article will guided you through the process to enter the project name, company name, project type, project status, industry, specialty, seniority, along

  • Strategy View

    The Strategy tab allows you to Identify the approach you are taking with your Project. In this article, we will cover how to access the tab, and the best way to utilize this important feature.

  • 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

  • Data Enrichment

    In this video we will cover on-demand person enrichment to automatically update people records with LinkedIn profile information using the data providers and enrichment tool including: Purchasing

  • Position View

    In the below videos we will cover the positions view within a project. Edit your search strategy here including: Job Description: Edit, save and share your candidate brief and position profile here

  • 365 Integration: Document Card

    The 365 Integration makes it easier to manage candidate, client, and project documents across your Clockwork and OneDrive environments. You can share more documents with clients, edit documents

  • Deals: Create A Project From A Deal

    Navigate to the Deals Panel then click the deal you'd like to create a Project from to open the side panel. Once within your Deal Panel hover over then click on the "Profile" card. Upon changing the

  • Candidate Portal: Removal Request

    In order to be in compliance, Firms will need to proceed with the Removal Request when they are emailed with a link to the firm users. Upon completion of the request, the candidate's record in the

  • Clockwork's GDPR Compliance

    Our Commitment to You and the Protection of Your Data We are committed to partnering with Clockwork customers and users to help them understand the General Data Protection Regulation (GDPR). The GDPR

  • Relationship Tracking

    Relationship tracking is a very useful way for you to see connections in your database. This article will detail how to add a Relationship to a Person's profile. Below are the instructions for

  • Department & Industry

    Industry When you Update a company record, this will bring over the Industry from LinkedIn. The LinkedIn URL must be in the company record to accomplish this. We also indicate on the company that the

  • Status Reports: General Overview

    The Status Report is where you conduct Status Calls with your clients. Organized by Status, Color Category, or Ratings. Candidates are displayed based on the chosen display option. Below you will

  • 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

  • Candidates: Data-Duplicate Information

    PLEASE NOTE: As a rule, Clockwork does NOT destroy data. We never eliminate/override/delete existing data. The computer doesn't know what is important, so we keep all data. Specifically, For most

  • 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

  • Person Enrichment Integration

    This article covers how to set up and use the Person Enrichment integration found in the Integrations tab of your Firm Settings. Note: Only users with a Partner or Admin role can access and manage

  • Mark a Project as Confidential

    Marking projects as Confidential is ideal for projects for which you do not want to send out firm-wide communications (related to the project being opened and/or closed, ie. gong reports). Like all