Search results for Grid View

217 articles found

• 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

• 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;

• Mobile App: Person Panel

  The Person Panel in the Mobile App 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

• 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

• Candidate Portal: Firm Settings

  The Candidate Portal is an Add On Service for Pro Tier Firms. The Candidate Portal selections must be requested and turned on by the Firms’ Account Manager. The Candidate Portal can only be accessed

• 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

• 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

• 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

• 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

• 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

  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,

• 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

• 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: 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

• 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

• 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

• 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: 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

• 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

• 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

• Video: Create a New Project

  Related Article New Project View: Add/Export Project

• 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: 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

• 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

• Video: Profile Settings: Your Profile

  This video will guide you through viewing and modify your Clockwork Account Profile information. You can select the Your Profile tab to view and edit your email address, password, and the time zone

• 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,

• 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

• 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

• 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,

• 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

• 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

• 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

• 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,

• 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

• Fee Structure

  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. This support article will cover the Fee

• 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

• 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,

• Change Official Start Date

  You may need to update/change the Official Start Date for a Project you have created. The instructions to do so are as follows: Click "Projects" in the main menu. You will be directed to the Projects

• 5. Projects and Clients

  This training track includes instruction for preparing your project to be viewed by Clients and inviting them to Clockwork. To go through this training, simply: 1. Click the links below to be taken

• Filter Notes by Project or Note Type

  In this article, you will learn how to see all notes from one Person and filter them by Project or Note type. First, navigate to the People page and click on the name of the Person whose notes you

• The Check In: What’s New In Projects

  If you weren't able to attend, Jessica Hammond, Clockwork’s VP of Product, joined Tatiana Grebennik from Clockwork’s Success Team on “The Check-In” (a monthly webinar for Clockwork users) to show us

• User Generated Reports: Summary Status Reports for all Candidates

  <ProjectTitle> Summary Status Reports for all Candidates (pdf/docx) Attributes: Project Details (Cover Page): Project Title, Creation Date, Hyperlink to Login Candidates (Table): Name, Position,

• Firm Settings: Firm Credentials

  You can access your Firm Import URL, Pendulum Email and Domain following the steps below. 1. Click "Clockwork" at the top left, populating a drop-down that will appear, then click "firm settings". 2.

• Analytics: Note Activity

  In this article, you will learn more about the Note Activity Report under the new feature Analytics. You can find the note activity created by users here. This includes all Note types plus