Search results for data enrichment

99 articles found

• Add/Edit/Merge Tags

  Tags Tab Under the Tags tab is where you manage tags which are useful for categorizing data in Clockwork. Searching through large amounts of data is made easier through the effective use of Tags. Add

• 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.

• 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

• Report Builder

  Formulas You can find Formulas in the Add Chart section of Clockwork Report Builder. They can be used to create calculated columns that can be used like any other column of data. Use Cases Formulas

• Candidate Login: Permissions

  The Candidate Permissions tab puts the data in the candidates hands. In the beginning, when a candidate first logs in, they will be dropped into the permissions view with no permissions selected;

• Deals: Add/Export

  The Deals View tracks all activity within the deal and lets the team see where things are at with a deal in real time. In this article you will have a step by step on how to add deals and export this

• Add Object

  The Add Object feature covered in this support article will provide the benefits of centralizing the creation of new Projects, People, Companies, and Deals. The Add Object is defaulted to “Add

• Position View: Submit Interest Form

  The Project Job Post-Submit Interest Form is an Add On Service for Pro Tier Firms. The Job Post selections must be requested and turned on by the Firms’ Account Manager. In this support article we

• Legacy ID: Replaced with Unique Universal Identifiers (UUID)

  We’re Improving the Security of our Database - Here’s What It Means For You. What is happening? Over the coming weeks you might notice a change in the URL bar of your browser when using Clockwork. In

• Grid View: Grid View Sorting

  Grid View will let you quickly analyze a large number of Candidates in many different ways. In this article, we will show you how to add and remove columns and how to sort based on the data in those

• 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

• Custom Fields: Filtering

  All Custom Fields include the ability to filter specifically by the field data. To add Custom Fields to the People View filters, click the Search omnibox to open the Filter bar and then Click on the

• Position View: Self ID

  The Project Submit Interest - Self Identification Form is an Add On Service for Pro Tier Firms. The Self ID selections must be requested and turned on by the Firms’ Account Manager. In this support

• Choose Client Visibility Settings

  Here, we will show you how to manage what data your clients can see within a given project. Begin by navigating to the project you wish to change visibility settings on. Click on the Projects menu

• Download a Profile

  There are times you'd like to download a profile report for a Person, aside from their association with a Project. This can be done by selecting the Print icon under the person's contact record. A

• Video: Home Dashboard + CW Tabs

  The Home 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

• 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,

• Video: Project: Long List & Status Report

  Long List: Early in your search, there are generally a larger number of candidates on the project. Rather than thumb through many pages of candidates, going deep into their details, you can quickly

• Companies: Merge/Unmerge

  In some instances, after importing candidates via parsed resumes or alternative resources, you may find the need to merge duplicate company records. Users can merge companies by first selecting at

• Finance: Team Report

  The Finance: Team Report is an Add On Service for Pro Tier Firms. The Finance Tab selection must be requested and turned on by the Firms’ Account Manager. In this article we will detail the functions

• Status Reports: Settings

  The Status Report is where you conduct your Status Calls with your clients. Prior to the call, you are able to not only change the visibility of the Candidate data displayed in each Status Section,

• Status Reports: 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

• Clockwork Password Requirements

  Here at Clockwork, we take security very seriously. We have implemented a password strength checker to help you protect your own account with a strong password. zxcvbn Explained No, that is not a

• 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

• Candidate Related Dates Within Project

  There are 3 Candidate related dates within a Project. 1. The date the Candidate was added to the Project. 2. The date the Candidate was presented to a client. 3. The date that any information within

• Locate Your Project ID

  Knowing your Project ID helps you identify which project data should be placed into when dealing with external integrations. This is unique to one project and is also useful when preparing a CSV

• New Project View: Filters

  This article will detail a general overview of the filters in Project View. Filters The number of displayed filters at the top panel is limited. IF more than 3 filters are selected by the User, the

• Finance: Team Report Panel

  Inside of the Team Report Panel, you will see the Total Amount Due per each Firm-Specific Fee Structure Type per project for the Focused Firm User within the filtered range. Panel View Details: Total

• CSV IMPORT - SECTION 4 | CONFIRM IMPORT

  As soon as your import is done, you will want to confirm that your data has populated in Clockwork. There are several ways to confirm an import. Each of them will include a link to the contacts that

• Long List

  Early in your search, there are generally a larger number of candidates on the project. Rather than thumb through many pages of candidates, going deep into their details, you can quickly run down the

• 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

• 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

• 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

• Position View: Job Post

  The Project Job Post is an Add On Service for Pro Tier Firms. The Job Post selections must be requested and turned on by the Firms’ Account Manager. In this support article we will walk you through

• 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,

• Custom Fields: Overview

  The Custom Fields module allows you to add single select lists, multiple select lists, or text fields to Person records in your Clockwork Person Database. Any custom fields added to the Custom Fields

• Distribution Table

  The Finance Module is an Add On Service for Pro Tier Firms. The Finance Module selection must be requested and turned on by the Firms’ Account Manager. Finance Permissions provide view, add, edit,

• 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

• Email Integration: What is it?

  The Clockwork Email Integration tool targets the communication of users and prospects alike, and transforming your recruiting process through a clear, easy-to-use communication medium: emails. Users

• 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

• Finance: Client Report

  The Finance: Client Report is an Add On Service for Pro Tier Firms. The Finance Tab selection must be requested and turned on by the Firms’ Account Manager. In this article we will detail the

• 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

• Custom Fields: Deals

  This article will walk Users through creating the Deals Custom Field in the Firm Settings, and creating a Deal. By the end of this article Users will know how to apply the custom field to the Deal

• 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

• Troubleshoot Bounced Emails

  Please take a look at the top 8 reasons why emails often bounce. These can help with understanding why your emails are bouncing & assist with determining a proper strategy. 1. Aggressive SPAM Filters

• 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

• The Check-In: Person Panel Webinar

  Clockwork's Person Panel brings the latest in UI/UX design to the world of Executive Search. Through extensive research and testing with our users, Clockwork has developed an innovative

• 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