Search results for Long List Status Report

244 articles found

• Candidate Portal: Candidate Users

  In the Candidate Users tab, Users will be able to navigate through the candidate with ease and confirm if a candidate has activated their account. The user can also send the Candidate Users URL so

• Candidates By Companies

  Read this article to learn how to view the number of candidacies you have in each Target Company in a project. Begin by navigating to the Projects page and selecting the project you are working on:

• 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

• Advanced Import Templates

  If you are an advanced Clockwork user who is familiar with Excel and the data you would like to import is beyond the basics, this template will be of some help. Process and Logic Blank values in

• Candidate Portal: Compliance View

  In this article, Users will see that the Compliance View allows firms to know they are compliant with Privacy Policy. Begin by navigating to the Compliance view under Compliance to see the Compliance

• People: Overview

  This article will detail a general overview of the People View. Click the "People" icon in your Firm Main Menu to be taken to the People view. Show Columns Click the "Gear Icon" and a Show Columns

• Best Practices

  Before you begin preparing your data, it's important to become familiar with a few general Best Practices when it comes to preparing your file for import. These Best Practices guide you in learning

• 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

• 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

• Download a Contact Record

  Here is how you can download a Person to share, back up, or review. First, open the appropriate Person Panel. You can also Quick Search or search through your People tab. Once you have the Person

• 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

• Google Integration: Docket

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

• Premium API

  This article will guide you through the process of turning on and generating your API keys and rate limits. Premium API is an Add-On Feature for Pro Tier Firms. This feature can be turned on in your

• Clockwork Password Requirements

  Here at Clockwork, we take security very seriously. We have implemented a password strength checker to help you protect your own account with a strong password. zxcvbn Explained No, that is not a

• 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

• Events: Overview

  This article will cover all areas of the Events tab. The Events chart can be filtered by event type, User(s), Date Range, and User Role. OUTREACH/ INFO/ OTHER These are the note categories displaying

• 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

• 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

• New Project View: Add/Export Project

  Below is an overview of how to add a new project and Export them in the New Project View. Add Project This will navigate you to a page to enter all the necessary details for your new project. Export

• 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

• Grid View: Group Actions

  A great feature of the powerful Candidate Grid View is the ability to perform bulk actions on Candidates. We will show you how this is done in this article. Once you click on an Action, you have the

• 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

• Deals: Overview

  The Deals section allows you to run your deals inside Clockwork. As a firm owner or user within the firm, this panel gives you an overview of exactly what is happening in real time. This is your

• 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

• Mobile Project Dashboard: Project Summary

  The Project Summary section shows an overview of your Candidate's status. The total number of Candidates is shown and broken out into status percentages for In, Research, Out, and Other. Detailed by

• 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

• 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,

• Person Panel: Overview

  Person Panel: Overview The Person Panel 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

• Remove Candidates from a Project

  You can remove a candidate from a project simply by changing their Candidate Status to Remove from Project. Click "Projects" in the main menu. You will be directed to the Projects page. Click on a

• 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

• Mobile App: Project View

  In this article, you will be shown the features that help you understand what is inside all of your projects. In project view you will be able to see the: Project Status, Start Date, Project Type,

• Projects Section View: Project Details

  In this article, you will be shown the features that help you understand what is inside all of your projects from the Section View. Show Columns Switch Table View Bulk Edit Find People Clone Project

• Projects Table View: Project Details

  In this article, you will be shown the features that help you understand what is inside all of your projects from the Table View. Show Columns Switch Table View Bulk Edit Find People Clone Project

• 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

• Clockwork Recruiting Security Information

  Security is important at Clockwork Recruiting. We take security seriously and take active measures to keep sensitive customer data safe and secure. Systems Clockwork is hosted on Amazon Web Services

• Video: Project: Position View

  The Position tab inside a project is where your team should enter the following: Job Description, Job Requirements, Research Criteria, Compensation, Company location, Visibility Related Support

• Download a Profile

  There are times you'd like to download a profile report for a Person, aside from their association with a Project. This can be done by selecting the Print icon under the person's contact record. A

• 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.

• 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

• SparkHire Integration

  This article will guide you through the process of Integrating SparkHire with Clockwork to fulfill the benefits of Video Interviewing and having those notes shown in the Person Notes in Clockwork.

• 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

• People Data Requirements

  Below is an overview explaining the ability to have LinkedIn URLs required when adding a person to your person database. In your Firm Settings: Setting tab, People Data Requirements now has a toggle

• Analytics: Deals

  Under Deals, you will notice 2 sections, Win-Loss and Deal Projections. To access and use your Deals pages, check out this step by step article. Analytics: Deals - Win-Loss The Win-Loss report allows

• Video: Home Dashboard + CW Tabs

  The Home 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

• People: Export

  Find out how to quickly export contacts into a convenient Excel file in this short article. Begin by navigating to the People menu item to your left. Inside the People page, you will see the menu

• Candidate Panel: Overview

  The Candidate Panel allows you to review all the details of a particular candidate and allows you to edit the data with ease. The Main Panel Area provides an overview of the candidate's position,

• Firm Settings: Auto-Pin Note

  After reading this article, you will know the details of the Auto-pin feature used in the candidate panel for a chosen Note Type. Auto-pin notes is true on People view and Candidate Panel. Firm

• Pendulum: Bad Sender System Address

  ERROR Users may attempt to send an email within Clockwork and receive the error below. Often when this error occurs, the User is signing into CW with one email then attempts sending emails through CW

• Deals: Create A Project From A Deal

  Navigate to the Deals Panel then click the deal you'd like to create a Project from to open the side panel. Once within your Deal Panel hover over then click on the "Profile" card. Upon changing the

• Troubleshoot Bounced Emails

  Please take a look at the top 8 reasons why emails often bounce. These can help with understanding why your emails are bouncing & assist with determining a proper strategy. 1. Aggressive SPAM Filters