Search results for Grid View

225 articles found

• 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

• 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

• Mobile Project Dashboard: Headline

  This support article will detail each piece of the Project Dashboard and Admin Tab inside of your Projects. Users can view Project Dash in the Mobile App inside of the side Panel. Users can view and

• Candidate Portal: Firm Settings

  The Candidate Portal can only be accessed by users with Admin or Partner permissions. Clockwork wants to help Users become GDPR Compliant in a flash. This feature also allows Candidates to manage

• Mobile Project Dashboard: In and Out Process

  The In Process and Out Sections show a count and percentage of the total Candidates with In Statuses and Out Statuses respectively. Both Sections default to a list view and can display a bar chart

• 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

• Admin (Visibility)

  In this video we will cover client visibility settings in Admin View in a project for candidate and project data including: Project Visibility Defaults: Choose which Candidate data defaults to

• Candidate Login: Interest

  In this Interest View article we will detail how the interest filled in by a candidate can be filtered and searched in People View. Break down candidate’s look as well User can select “Willing to

• 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

• 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

• Person Panel: Header

  Below is a brief overview of the Person Panel header found within the New People View. Add a note or task, view the Person’s LinkedIn, or email and call with a simple click to the action icons below

• 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

• Firm Settings: Defaults

  You may edit your Firm's Default settings including the Time Zone and Currency used. Access Firm Settings as seen below. Edit Time Zone 1. Select the "Settings" view and click "Edit". 2. The drop

• 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.

• 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

• Person Icons Explained

  When you view a person in the People, you may notice these five icons after the Person's full name: Green suitcase icon: indicates the person is a Candidate on a Project. A red "suitcase" icon

• Distribution Table

  Finance Permissions provide view, add, edit, and delete permissions to Users for the Contract and Finance Views. Add Finance Permissions in the Users tab of Firm Settings, following the article here.

• 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

• Long List & Status Report

  In this video we will cover Long List and Status Report including: Commenting and Liking: Using Long List to capture client feedback on a candidate by liking, disliking or commenting. Status Report:

• People: Search Match Pop Over

  This article reviews the Search Term Matching Pop Over available in the People view. This feature enables you to see where your search terms match a person's record. Navigating to the People view,

• Clients: Spam Filters Messaging

  If your client is unable to view your Clockwork invite, they may need to adjust their spam filter settings. Below is a message that can be sent to your client: Before we begin working together, I

• 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.

• 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

• 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

• Firm Settings: Update Firm Profile

  Add/Edit Firm Name You can add/edit your Firm's name following the steps below. 1. Click "Clockwork" at the top left, populating a drop-down that will appear, then click "firm settings". 2. Find the

• Profile

  In your Profile tab you will have multiple settings that will be covered in this article. Contact Information In order to change your contact information, click “Edit” and you will be able to change

• Schools Overview

  In this article, you will be shown the features that help you understand where the education card in a person's panel is stored. Schools view allows you to import schools manually, apply Tags, and

• 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

• Account Profile Setup

  After reading this article, you will know the details of your Clockwork Account Profile Settings: In the Your Profile tab you will have 4 settings that will be covered in this article. 1.Task

• Mobile App: People Search and Filters

  This support article will highlight the Search and Filters features inside of the Mobile App. Search Inside of the mobile People View, users can search by clicking on the Search button at the bottom

• 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

• Candidate Portal: Candidate Invite

  In this support article we will detail how a User can invite a Candidate to create their own Candidate Login to collect data and enhance their profiles. This helps Firms control what information is

• 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

• Configure: Overview

  This article will provide a general overview of the Configure view within your Firm settings. Note: The categories in each section are used to match your information in the application. The

• Configure: Statuses

  To configure Candidate Statuses, go to Firm Settings in your Clockwork account. Click "Clockwork" on the top left of the screen, then click "Firm Settings". Select the "Configure" view which will

• 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

• Fee Structure

  This support article will cover the Fee Structure card inside of the Project - Contract Tab. This card is available so Firms do not have to store commissions outside of Clockwork when it comes to

• Notification preferences

  In this video we will show you how to update your notifications settings to receive them by email, in-app or web / browser push notifications and where to view notifications in Clockwork.

• 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,

• User Generated Reports: Tag List

  Tag Export (xlsx) Attributes: ID Name Description Companies (count) People (count) Deals (count) Projects (count) These are not available for selection by the user. Click "Tags" at the bottom left,

• User Generated Reports: User List

  User Export (xlsx) Attributes: ID Name Position Company Role Email Address Phone Number Activated At These are not available for selection by the user. Click "Clockwork" at the top left, populating a

• Person Panel: Tags

  This Support Article will cover how to Add and Filter by a Tag in the Person Panel. The Tags will be displayed underneath the panel header. Click "+ Add" and a drop-down with all of your previous

• 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

• Tasks: Dashboard Card

  The Tasks Dashboard Card allows you to view all of your Upcoming and Overdue Tasks. The card will show the following: Type: email, call, follow up, meeting, etc. Due Date: 1 day, 6 days, 2 weeks,

• Deals

  Deals and business development In this video we cover Deals View within Clockwork for business development including: Deal Creation: Adding and creating a deal to track and organize business

• 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

• 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

• Accessing Custom Reports

  The Custom Report is a 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, then

• 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

• Events

  Finding your imported data. There are two ways to find your imported data: 1. By email: After a contact import is finished, you will get a data import confirmation email which includes a 'view your