Search results for Candidate Status

217 articles found

  • Grid View: Rerank Instructions

    Rerank your candidates within the new and improved Grid View 2.0! Rerank button updates the rank of candidates based on the current sort of the table; using the rank text field, you can update the

  • The Check In: Positions View, Cai and Job Postings

    On 25 January 2024, Dan Shirley from Clockwork’s Customer Success Team joined us on “The Check-In” to discuss and explore the Positions View within Clockwork. Within a project we looked at how to use

  • 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

  • Project Dashboard: Notes

    Project Dashboard notes allow you to communicate with your Client and other Firm team members easily. What’s the status of the project? Any news from the week? Any important sentiment to communicate

  • 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

  • Profile: Assessments

    This article will guide you through the process of fulfilling a full Assessments process. Assessments are an Add-On Feature for Pro Tier Firms, that has to be turned on by contacting your Account

  • Add a Person to a Project Directly from their Person Panel

    This article will detail how to add a Person to a Project from inside their person panel. Click the expand arrows next to the candidate's name to open the panel. Click on the "+Add to Project" inside

  • 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

  • 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

  • Reports Errors

    If you experience an error with a Report you have downloaded from the Clockwork site, please review the information below for assistance. Troubleshooting (Missing Candidate Images) If you experience

  • Research Criteria: Visibility Settings

    1. Firm Project Default Settings 2. Project Level Visibility Settings 3. Add in Long List Firm Project Default Settings Set your firm default visibility settings for projects below. Updates to these

  • Long List: Mobile

    Long List Mobile 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

  • 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

  • Note Email Notifications and Responses

    When you are inside a Project and you view a Candidate's details, there is a note feature which we will discuss in this article. Notifications on Note Creation Responding to Notes Notifications on

  • Third Party Landing Page

    In this Support article, we will guide you through the changes that you will see when importing candidates into Clockwork with a Third Party Extension Landing Page is now People View with the Person

  • 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

  • Configure: Project Types

    Configure your Project Types within Firm Settings. Default Project Types will always be available to all Firms. These default types include Retained, Retingency, Contingency, Pickup, and Special

  • 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

  • Report Not Received

    There are 2 possible reasons why you did not receive your export report: Your report did not successfully export from Clockwork. Your report successfully exported but did not successfully make it to

  • 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

  • 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

  • GDPR/CCPA Privacy Policy

    Privacy Policy Implementation In this article, we will walk you through creating, managing, and maintaining your privacy policy compliance in Clockwork, and sending your Privacy Policy to people for

  • Project Dashboard

    In this video we will cover a high-level overview of using the Project Dashboard including: Talent Metrics: Seeing quantitative and qualitative candidate and talent metrics in pie, bar or list

  • Custom Fields: Application

    To Access the Custom Field data and add, edit or remove data from the field, navigate to the Candidate Panel or People Panel. Scroll to the Custom Fields section in either of the Panels or Click Edit

  • 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

  • 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

  • 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

  • Why isn't my pendulum mail hook working?

    Here we will cover some of the most common Pendulum mail hook problems. 1. You must be sending emails from the email address you use to log in to Clockwork. If the email address you are sending from

  • Project Dashboard: Outreach

    Within the Projects Dashboard you can see an overview of your Candidate Outreach. Click "Projects" in the main menu and then Click "Dashboard" within the submenu. The Outreach Section will be shown

  • The Check In: New People Filters and Search

    In case you missed it, Jessica Burgos from Clockwork’s Product Team, joined Tatiana Grebennik from Clockwork’s Success Team on “The Check-In” (a monthly webinar for Clockwork users to show us the New

  • 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

    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

  • Custom Fields: Opt-In

    The "Self Identification" should be marked in your Firm Settings if you want those options to appear in the Self Identification Form. After the Custom Field options are created and marked Self ID,

  • How to Select Your Document Folder with Google or 365

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

  • 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

  • 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

  • Mark a Project as Internal

    Marking projects as Internal designates that the search is only for the firm’s internal use - not for client presentation purposes. Common uses of Internal projects include business development,

  • 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

  • Add & Remove Team Members From Projects

    In this article, we will go over how to add and remove team members from a project inside Clockwork. Add a Team Member Remove a Team Member Reorder Your Team Add a Team Member Once the candidates

  • 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

  • Mobile App: People View

    The Mobile App provides a full list of your People Database. This article will support the features and details in order to guide you through the flow of contacting and updating your Candidates. Sort

  • 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

  • Internal Project Notes

    You can add Internal Project Notes to any project through the steps we show here. First, navigate to the Projects page, find the Project you want to add notes to, and then click on the title: Then

  • 365 Integration: Docket

    The 365 Integration updates the Task Panel to the Docket Panel. The Docket Panel provides the ability to connect Docket Events in Clockwork to your Outlook Calendar. You can add, edit, decline, and

  • People: Search

    You can filter through the People database to quickly locate a Candidate. Wildcard Fuzzy Searches Boolean When entering search terms into the Omnibox, press ‘tab’ or ‘enter/return’ to complete your

  • Companies: Data Import Actions

    Below is an overview of the Data Import Review feature that allows users to clean up and control the company database. The Data Import Review goes a step beyond Company Stemming to recognize

  • 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

  • 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

  • Dashboard

    In this article we will cover the Dashboard. The Dashboard communicates at a high level the status of the project, the work being accomplished, and the progress being made. The drop down option under

  • Update a Closed Project

    Once a Project has been closed, it can still be reopened and updated at any time. You will need to access the Project Admin area to update the Project Status and Project Settings. Project Status