Search results for Positions View

264 articles found

• Projects Tab

  Organizing and filtering for projects In this video below we will cover filtering, creating and organizing your projects within projects view including: Clone Projects: Clone an existing project and

• Custom Fields: Project

  Users can Search Project Custom fields in Project view. Creating the custom field, users will have to go into the Firm Settings and click on the “Custom Fields” tab and you will find the “Add Custom

• Companies: Table Interactions

  The new Companies View is displayed as an identical look as people and grid view. The Companies View uses the same Table Interactions along with search capabilities. This article will guide you

• 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

• 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

• Confidential Setting

  The Confidential Setting article will detail the benefits of marking your projects as Confidential and how to make it visible to Team Members. Selecting the Confidential Option while creating the new

• Move Candidates Between Projects

  This article will detail how to move Candidates between Projects. 1. Click "Projects" in the main menu. 2. You will be directed to the Projects page. Click on a Project. You can also use the Quick

• 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

• 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;

• 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 our data providers to connect your Firm Database with publicly available company profile information. You can use this integration to

• Configure: Project Types

  Configure your Project Types within Firm Settings. Default Project Types will always be available to all Firms. These default types include Retained, Retingency, Contingency, Pickup, and Special

• 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

• 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

• 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 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

• Configure: Note Template

  Configure, create, edit & delete Templates within your Firm's account. Please know that templates can also be accessed when sending out mass mail through the Grid View Create A Note Template 1.

• Research Criteria: Rate Candidates

  Candidate Rating in Grid View: When Research Criteria questions are present on a project, an additional “Rating” column is available in Grid View. In this version, Ratings are only available in Grid

• 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

• Client Visibility on Notes

  Any notes you add to a Project or Candidate can be turned on or off, and we'll show you how to do that here. It is important to remember the difference between notes added on the Person's contact

• Data Enrichment

  In this video we will cover on-demand person enrichment to automatically update people records with LinkedIn profile information using the data providers and enrichment tool including: Purchasing

• 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

• 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

• 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

  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.

• Research Criteria: Setup

  Research Criteria Card In the Research Criteria card, users can add, edit, and remove project specific research criteria questions. Each question has a title and a description (only the title is

• 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:

• Mass Mail Policy

  Mass Mail should not be done for marketing purposes from within Clockwork. Mass mail should be handled through a product that manages the emails properly. Sending out lots of bulk emails will make

• 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

• Change Candidate Visibility for Clients

  Here we will show you how to grant or restrict client visibility for each separate Candidate in your project. First, navigate to the Project menu and select the project you want to work on by

• 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

• 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

• 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

• 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

• 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

• Email Integration Signature

  In this article we will guide you through setting up and using your Email Signature. The Email Signature will be used through your Email Integration client: Google or Outlook (365). To start this

• 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

• 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

• 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