Search results for New User

292 articles found

• Legacy ID: Replaced with Unique Universal Identifiers (UUID)

  We’re Improving the Security of our Database - Here’s What It Means For You. What is happening? Over the coming weeks you might notice a change in the URL bar of your browser when using Clockwork. In

• Video: Profile: Task & Task Reminders

  When a User has a Task or Tasks assigned to them, the User can receive an email, in app message, or push notification reporting on the Tasks that are Upcoming. Users can create and manage all Tasks

• Pendulum: Address Does Not Exist

  ERROR There are a number of instances where a User may attempt to send an email within Clockwork and receive the following error: "< @clkwk.com>: Address Does Not Exist" TROUBLESHOOTING 1. Is the

• 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

• 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

• 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

• 365 Integration: Login Authentication

  Any user is able to Login and Authenticate using their Microsoft 365 account. If a user has an existing Clockwork account, they are able to login through Microsoft 365. However only firms that have

• Task: Panel

  Task Creation Users can now create and manage all Tasks within Clockwork from anywhere in the application. At the top right of your screen, you will notice "Tasks". Clicking this will open a side

• Why isn't my pendulum mail hook working?

  Here we will cover some of the most common Pendulum mail hook problems. 1. You must be sending emails from the email address you use to log in to Clockwork. If the email address you are sending from

• Project Dashboard: Visibility Settings

  The Visibility Settings can be adjusted in your Project Dashboard to enhance yours and your Client's View. Click "Projects" in the main menu and then Click "Dashboard" within the submenu. Click the

• Mobile App: Candidates List

  Below is a brief overview of the Candidate List found inside of a desired Project. View or edit the Candidate status, visibility, email, phone, full profile link & more. The Candidates List will hold

• 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

• Companies Panel Overview

  Within the Companies panel you will notice the following tabs and you will see all cards that are helpful with your research: Table of Contents Panel Configurations Notes Profile Company Contact

• 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

• 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

• Analytics: Note Timeline Report

  In this article, you will learn more about the Note Timeline Report under the new feature " Analytics". Note Timeline Report: You can find the aggregated note activities across Objects created by

• 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

• Grid View: Bulk Resume Upload

  Users of Clockwork can upload multiple resumes at once, directly into a Project, by using the Parse Resume option in New Grid View. Follow these few short steps below for you to successfully

• Long List: Feedback and Comments

  This article will dive into the Feedback and Comments columns in Long List. Users and Clients can now easily leave their reactions and comment on each candidate which are viewable at a glance without

• 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

• Position View: Self ID

  The Project Submit Interest - Self Identification Form is an Add On Service for Pro Tier Firms. The Self ID selections must be requested and turned on by the Firms’ Account Manager. In this support

• Project Dashboard: Notes

  Project Dashboard notes allow you to communicate with your Client and other Firm team members easily. What’s the status of the project? Any news from the week? Any important sentiment to communicate

• Research Criteria: Quality Rating Report

  Research Quality Report: The Candidate Rating Report is accessible by hyperlink at the bottom of the Research Criteria Card in the Position tab. Users can open this report to view all ratings saved

• 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

• Basic Import Templates

  This Basic Import Template is for those who are new to Clockwork and trying to bring basic contact data into Clockwork OR more seasoned users who are adding simple contact information Before You

• Turn On/Off Resume Parsing

  Resume Parsing Settings can be adjusted under Firm Settings by an Admin or Partner user. There are three parsing options: Resume Parsing turned off Parsing on, but Work History and Education excluded

• Contract Terms

  The Contract Terms section is a new section for users but contains information that was formerly available in the Fee section of the Admin tab. The Contract Terms include all of the fee fields, with

• 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

• 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

• 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

• Analytics: Project Activity

  In this article, you will learn more about the Note Activity Report under the new feature Analytics. You can find the project activity by users across Projects here. This includes Candidates Added,

• 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

• Profile: Default Project View

  This Support article will guide you to change your Default Project View. This feature will change your landing page when viewing a project. Navigate to your Profile, side of the "Your Profile" tab.

• Access and Use Analytics

  Please Note: This feature is available to our " Pro" tier level firms. If you are interested in upgrading to "Pro" please contact support! Analytics that consist of activity reports are a collection

• 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.

• 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

• 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

• Email Integration: Error Troubleshooting

  The error messages that you may experience within the Email Setup box: LOGIN failed Unable to connect to email server. Error message Error: getaddrinfo ENOTFOUND Error message: Invalid credentials

• 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.

• 365 Integration: Firm Settings

  This article will detail the importance of enabling and confirming permissions with 365. Firm based permissions control object authorization at the firm level. The Microsoft 365 integration will save

• Clients: Invitation Not Received

  If you have invited your client to a project and they say they did not receive the email, there are a few steps to take: Check to make sure that you invited them using the correct email address. You

• Candidate Panel: Notes-Filtering

  You can filter Notes Tab a number of ways within the Candidate Panel. Users Note Types Specific Time Period All Contexts (Projects, Deals) Filter through UsersType or select the name you are looking

• Mark Team Member as Project Lead

  You are now able to define a Project Lead when: 1. Creating a Project 2. Establishing a lead within an existing Project 3. Converting a Deal into a Project - the Deal Lead becomes the Project Lead.

• Status Reports: Settings

  The Status Report is where you conduct your Status Calls with your clients. Prior to the call, you are able to not only change the visibility of the Candidate data displayed in each Status Section,

• Third Party Landing Page

  In this Support article, we will guide you through the changes that you will see when importing candidates into Clockwork with a Third Party Extension Landing Page is now People View with the Person

• Quick Search: Deals

  If you have numerous Deals and you spend time searching through them trying to find the one Deal you need, use the convenient quick search bar that can be found on every page on Clockwork. Click 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

• 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

• Icons: Unread Notes Indicator

  Unread Notes Indicator If a red circle appears next to a candidate's name this indicates that notes have been added to that candidate that have been unread. You can click on the candidate to access