Search results for Profile settings

201 articles found

• Project Reports

  You can now turn on Gong Reports & New Project Reports through your Firm's settings! New Project Reports are summary reports distributed to all firm users when projects are opened. Gong Reports are

• Company Enrichment Integration

  This article will detail how to turn on the Nubela Integration found in the Integrations tab of your Firm Settings. This Company Enrichment Integration requires credits to update records inside of

• Person Enrichment Integration

  This article will detail how to turn on the Nubela Integration found in the Integrations tab of your Firm Settings. This Person Enrichment Integration requires credits to update records inside of

• Candidates: Data-Duplicate Information

  PLEASE NOTE: As a rule, Clockwork does NOT destroy data. We never eliminate/override/delete existing data. The computer doesn't know what is important, so we keep all data. Specifically, For most

• Video: Deactivate and Reactivate User

  Related Articles Firm Settings: Deactivate a User Firm Settings: Reactivate a User

• Admin Training

  This training track is geared toward Admin user roles and covers administrative-type actions available within Clockwork. As an Admin within Clockwork, you'll have access to your Firm Settings where

• 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

• Roles within Clockwork

  There is a hierarchy of roles available in the Clockwork platform. In this article, we list these roles and their accessibilities and limitations so that you can properly assign roles to users. We

• Project Candidates View Overview

  In this article, we will give you an overview of how the Project Candidates view is used and what it is capable of. 1. To access the Candidates view, click on the Projects menu item, find the project

• Clients: Reset Password

  If your client has forgotten their password, you can have them go to the login page and click ' Forgot Password?' and they will be prompted to enter in their Account Email. From there, have them

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• Video: Workflow

  Related Articles Firm Settings: Workflow

• 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

• 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.

• 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,

• 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

• 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

• Video: Project: Grid View (In-Depth)

  This video will take an in-depth look into Grid View and all of the features available. Related Support Articles Grid View: Move Candidates in BulkGrid View: Group ActionsGrid View: Columns &

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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: 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

• 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

• 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

• 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

• 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

• 2. Project Basics

  This training instructs on the various project tabs and the purpose of their respective sub-sections. This is where you'll spend most of your time. To go through this training, simply: 1. Click the

• 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