Search results for Long List Status Report

228 articles found

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • Remove Candidates from a Project

    You can remove a candidate from a project simply by changing their Candidate Status to Remove from Project. Click the status dropdown next to their name. From the pop-up window, scroll to the bottom

  • 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,

  • 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

  • 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

  • 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

  • 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

  • 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,

  • 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,

  • Cai: Project Creation

    Creating New Projects with AI This video and article will guided you through the process to enter the project name, company name, project type, project status, industry, specialty, seniority, along

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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.

  • 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

  • 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

  • Admin Visibility

    This article will explain how to make visibility displayed or hidden for the Project Dashboard and Candidate Data. Find the Admin section in the Mobile App inside of the side Panel. You can toggle

  • CSV IMPORT - SECTION 3 | TEST AND IMPORT

    You’re in the home stretch. Nice work! It is assumed that most people are using Excel (or a similar spreadsheet application) to create or prepare the import file. To convert an excel file (extension

  • Search for Projects Using Criteria

    After reading this article, you will have a good understanding of all the different ways you can perform a full search for projects within Clockwork. Start by clicking on the Search option (located

  • Quick Search: People

    Quick Search is a very powerful, easy-to-access tool that lets you get right where you want to be as quickly as possible. In this article, we will show you how to use Quick Search to find People.

  • Profile: Assessments

    This article will guide you through the process of fulfilling a full Assessments process. Assessments are an Add-On Feature for Pro Tier Firms, that has to be turned on by contacting your Account

  • Import Contacts via CSV

    In this article, you will learn how to import many People into your database with a CSV import. The process is simple in terms of interfacing with the Clockwork platform. However, if you have more

  • Mark a Project as Confidential

    Marking projects as Confidential is ideal for projects for which you do not want to send out firm-wide communications (related to the project being opened and/or closed, ie. gong reports). Like all

  • Companies: Add/Export

    Below you will be guided through the necessary steps to Add and Export Companies. Add Companies Users can Add Companies from scratch. The only required fields are " Company Name" and "Preferred