Search results for Firm Settings

221 articles found

• 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

• 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;

• 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

• Reasons To Close A Project

  The reasons for closing a Project: 1. Terminated = Client Fired the Firm 2. No Contract = Was a pitch project and they didn’t win it 3. Cancelled = Project closed with no fault to firm

• 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

• 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

• 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

• 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

• Video: Profile: Notification Preferences

  Your Notification Preferences will send you an Email, In App, or Web Push notification when an action is accomplished by yourself or a project that you have created or have been invited to.

• 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

• 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

• External Recruiter Role Explained

  The External Recruiter user type is for users that should only see and work within the context of a project. They can do everything that a user can do in the project, but only within the project

• Clients: Reset Password

  If your client has forgotten their password, you can have them go to the login page and click ' Forgot Password?' and they will be prompted to enter in their Account Email. From there, have them

• 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

• Research Criteria: Rate Candidates

  Candidate Rating in Grid View: When Research Criteria questions are present on a project, an additional “Rating” column is available in Grid View. In this version, Ratings are only available in Grid

• 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

• People: Bulk Resume Upload

  Users of Clockwork can upload multiple resumes at once, by using the Parse Resume option in People. Follow these few short steps to successfully accomplish this: Click the People icon in your Firm

• Profile: Client Tab

  Profile - Clients Tab The Clients tab lets you view a list of all Clients that have been invited to a Project within your Firm. You can click on Show details / Hide details to expand or collapse

• Candidate Portal: Details View

  In this Candidate Portal article, we provide some insight to the cards that Candidates see and what information in their Person Record they can add, edit, or remove. After candidates login to their

• 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

• People: Drag and Drop Bulk Resume Upload

  By the end of this article, you will have all the details to upload Bulk Resumes using any Desktop Application from an Email Client: Click the People icon in your Firm Main Menu to be taken to the

• Email Client Setting

  Select the type of Email Client you are using within Clockwork. The options that you have to choose from are the following: 1. Webmail - meaning you use an email application like Gmail to send work

• 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

• Companies: Filters

  Below is an overview of how to utilize the Company Filters inside the new Companies view. The number of displayed filters at the top panel is limited. IF more than 3 filters are selected by the User,

• Video: How to Delete a Project

  By the end of this video, you will know how to successfully delete any project in your Firm. Related Article Delete a Project

• 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

• Profile: Delete Client

  This article will detail how to delete an outdated or duplicate Client. Navigate into your Profile and select the Clients tab. This lets you view a list of all Clients that have been invited to a

• 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 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.

• Accessing Custom Reports

  The Custom Report is a Pro Tier feature for firms who have contracted Clockwork for Custom Reports Development, the ability to generate Custom Reports. Click the Project icon in your Firm Main Menu,

• 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

• 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

• 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: 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

• Deals: Icons

  The Deal Tag icon means business development is being done with a particular company. This informs you and your team that the company is actively on a deal. Not only is the company apart of the deal

• Profile: Edit Email

  After reading this article, you will know how to view and modify your Clockwork Account login information. On this page, you can select the Your Profile tab to view and edit your email address for

• Profile: Edit User Role

  Your assigned role in Clockwork must either be 'Partner' or 'Admin' to deactivate users. Not sure which role you've been assigned? You can check your role by clicking the "Clockwork Logo" button in

• 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

• Quickly Add Multiple Candidates to a Project

  The fastest way to add multiple candidates to a project is from your People tab. 1. Click "People" in the main menu. 2. You will be directed to the People page. You can enter search criteria to

• People: Bulk Edit

  People records can be edited in Bulk. This allows for quick and efficient editing of global values such as Region, Do Not Contact, and tags. You can also bulk edit Custom Fields if those fields are

• The Check-In: Working Smarter With Candidates & Projects In Clockwork

  If you weren't able to attend, DaMarr Eagles from Clockwork’s support team joined Tatiana Grebennik from Clockwork’s success team on “The Check-In” (a monthly webinar for Clockwork users) to focus on

• 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

• Candidate Portal: Client Users

  In this support document, the Client Users Tab will be shown useful if the Candidate Portal is turned off for the firm. Users can view Client options in the Compliance tab. Clients Users Table

• 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

• CSV Report Exports

  Please remember that if you are a user requesting more than 1,000 records at one time, the exported output of the CSV file will populate with only limited fields and none of the additional selected

• The Check In: Marketing and Business Development Using Clockwork

  If you weren't able to attend, Thaddeus Andres, Director of Marketing at Clockwork, joined Tatiana Grebennik from Clockwork’s Success Team on “The Check-In” (a monthly webinar for Clockwork users) to

• Google Integration: Login Authentication

  Any user is able to Login and Authenticate using their Google account. If a user has an existing Clockwork account, they are able to login through Google. However only firms that have the integration

• Companies: Bulk Edit

  Company records can be edited in Bulk. This allows for quick and efficient editing of global values such as Industries, Investors, Regions and Tags. You can also bulk edit Custom Fields if those

• 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-Import URL

  Clockwork has an updated way to access import URL’s which should assist with stability and ease of use with the application. The URL is unique to each firm and project. To find your Data-Import URL