Search results for Firm Settings

205 articles found

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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,

• 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

• 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

• 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

• API Gateway Limits

  There are two sizes for the API Gateway limits. These limits apply to the entire Firm, and not to the individual User(s). Small Medium NOTE: Please contact our support team if you believe you'll need

• 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.

• 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

• 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

• 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,

• 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

• Clockwork Integrations Guide

  There are a number of business applications that can integrate to work seamlessly with Clockwork and enhance its capabilities. Premium API All firms have access to the Clockwork API. If your firm

• 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

• 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 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• Account Setup

  This article will provide the step by step process to create an account as an invited Client to a project within Clockwork. As a Client, you will receive an email once the invite is sent out by a

• Change a Client's Login Email

  If your client is able to log in, they can navigate to the Admin section of Clockwork by clicking on their name at the top right to easily update their email or password. If they cannot log in and

• Activating Your Account

  This article will show you how to activate your account with 4 easy steps. 1. Once you provide your firm details to your Account Manager, that person will process the documents to create your account

• Delete a Project

  By the end of this article, you will know how to successfully delete any project in your Firm. In order to delete a project, the first thing that needs to be done is delete all of the notes attached

• 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

• 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

• 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,

• Deals: Search & Filtering

  Users can filter through their deals to locate a Deal quickly. Deal Filter Options include: Leads, Users, Statuses, Stages, Start Date, & Close Date. Text Keyword Search The Deals Search omnibox

• HAR/VAR Logs

  This support article provides instructions on how to collect HAR (HTTP Archive Viewer) logs in Google Chrome and Firefox. HAR logs provides information detailing how your browser interacts with

• 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)

• 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

• 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