Search results for Profile settings

187 articles found

• 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

• 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

• Note Mentions

  The Mentions feature enables firms to mention “@” other firm users and clients within the notes editor to draw focus and attention to a particular note or next steps. Mentions also enables firm users

• Add Object

  The Add Object feature covered in this support article will provide the benefits of centralizing the creation of new Projects, People, Companies, and Deals. The Add Object is defaulted to “Add

• Turn the Home Dashboard On and Off

  You can toggle the Home option On or Off by following the instructions below. 1. Within Clockwork, access your Firm Settings by clicking on the Clockwork logo. 2. You will then select the Settings

• Update a Closed Project

  Once a Project has been closed, it can still be reopened and updated at any time. You will need to access the Project Admin area to update the Project Status and Project Settings. Project Status

• 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

• 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

• 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

• 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

• Project Dashboard: Project Summary

  Within the Projects Dashboard you can see a Project Summary for your Candidates. Click "Projects" in the main menu and then Click "Dashboard" within the submenu. The Project Summary section shows an

• 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

• Project Dashboard: In and Out Charts

  Within the Projects Dashboard you can see an overview of your Candidates "In Process" and those that are "Out." Click "Projects" in the main menu and then Click "Dashboard" within the submenu. The In

• 365: Failure to Authenticate

  If you receive a notice from Microsoft after signing in with your Outlook credentials, this should be due to Microsoft's security policy changes (October 2025) that now require administrator consent

• Custom Fields: Project

  The Project Custom Field is an Add On Service for Pro Tier Firms. The custom field selections must be requested and turned on by the Firms’ Account Manager. Users can Search Project Custom fields in

• Close a Project

  When you are done working on a project, you should close it out to stay organized and efficient. Keep reading to find out how. Navigate to your Projects Page, find the Project you wish to close and

• Mark a Project as Internal

  Marking projects as Internal designates that the search is only for the firm’s internal use - not for client presentation purposes. Common uses of Internal projects include business development,

• CSV Import: Creating New Contact vs Updating on Existing Contact

  Question When importing a .CSV file, how does the system differentiate whether there is a new contact that needs to be created versus if a contact's info needs to be updated? For instance, if there

• 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

• 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

• 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

• GDPR Questions Answered

  This article will answer many questions that are asked about how General Data Protection Regulation (GDPR) will affect Clockwork Recruiting on our online Executive Recruiting platform. For more

• 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

• 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

• Default Date and Time

  This article will detail how we have created a more unified experience for users which allows for seamless communication within firms that have different users in different parts of the world. The

• Mobile Project Dashboard: Notes

  Project Notes can be viewed/edited/deleted by clicking on the “Notes” button at the top of the Dashboard. In the Add Note window, you can select a Note Template and Type. There is also the option to

• Long List: Candidate Panel For Clients

  Based on visibility settings at project level Notes Candidate Panel For Clients Clients now have the ability to view the Candidate Panel. You can simulate the Client view by following the steps

• Custom Fields: Project Dashboard

  When adding or editing a Custom Field you have the option of including the field in the Project Dashboard. Checking the "Include On Dashboard" will allow for the Custom Field created to be viewed

• Project Dashboard: Candidates Added

  Within the Projects Dashboard you can see an overview of your Candidates Added in a bar chart. Click "Projects" in the main menu and then Click "Dashboard" within the submenu. The Candidates Added

• 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

• 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.

• 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

• Project Dashboard: Color Category

  Within the Projects Dashboard you can see an overview of your Candidates sorted by the Color Category based off of the selected choices in Grid View. Click "Projects" in the main menu and then Click

• Configure Default Email Client

  Configuring your mail client involves changing your settings so that your computer will open up the right email account (your login email for Clockwork) when you click on an email address inside of

• Project Dashboard: Research Criteria

  Within the Projects Dashboard you can see an overview of your Candidates sorted by the Color Category based off of the selected choices in Grid View. Click "Projects" in the main menu and then Click

• 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

• Project Dashboard: Outreach

  Within the Projects Dashboard you can see an overview of your Candidate Outreach. Click "Projects" in the main menu and then Click "Dashboard" within the submenu. The Outreach Section will be shown

• Candidate Related Dates Within Project

  There are 3 Candidate related dates within a Project. 1. The date the Candidate was added to the Project. 2. The date the Candidate was presented to a client. 3. The date that any information within

• Grid View: Rerank Instructions

  Rerank your candidates within the new and improved Grid View 2.0! Rerank button updates the rank of candidates based on the current sort of the table; using the rank text field, you can update the

• The Check In: Client Collaboration Using Clockwork

  In case you missed it, DaMarr Eagles from Clockwork’s Support Team, joined us on “The Check-In” (a monthly webinar for Clockwork users) to show us all of the different ways to use Clockwork to

• 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

• Person Panel: Notes & Email View

  The Person Panel: Notes and Email view provides the capability to send a Note and Email from one place. This article will detail all features including how to send, edit, and delete Notes/Emails

• Candidate Panel: Notes-Pin Notes

  Pinning a Note allows you to pin an important note to the top position of all of your listed notes. Pinning a note from the candidate panel will only display the pinned note for the user who selected

• Companies: Panel Header

  To rebrand or change a companies logo and change the Companies Status within Clockwork, please follow the steps below: Logo Pull up the company’s record by searching for the company either in your

• Custom Fields: Opt-In

  The "Self Identification" should be marked in your Firm Settings if you want those options to appear in the Self Identification Form. After the Custom Field options are created and marked Self ID,

• Start a New Project

  When creating a project, you are guided through the process to enter the project name, company name, project type, project status, industry, specialty, seniority, along with project location details.

• AI Assistant Applications

  The Clockwork MCP Server is built on the open Model Context Protocol (MCP) standard and is designed to work with AI assistant applications that support custom MCP servers and the capabilities

• 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;

• 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.

• 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