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129 articles found

  • 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

  • People: Search

    You can filter through the People database to quickly locate a Candidate. Wildcard Fuzzy Searches Boolean When entering search terms into the Omnibox, press ‘tab’ or ‘enter/return’ to complete your

  • 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

  • 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

  • Note Email Notifications and Responses

    When you are inside a Project and you view a Candidate's details, there is a note feature which we will discuss in this article. Notifications on Note Creation Responding to Notes Notifications on

  • 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

  • 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

  • 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

  • 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

  • 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

  • Report Builder

    Formulas You can find Formulas in the Add Chart section of Clockwork Report Builder. They can be used to create calculated columns that can be used like any other column of data. Use Cases Formulas

  • 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,

  • Deals: Delete A Deal

    In order to delete a Deal, you must first remove all Notes and Deal Document(s) attached to that Deal. Navigate to the Deals page and click on the Name of the desired deal. Inside of the Deal Panel

  • CSV IMPORT - BEST PRACTICES

    Before you begin preparing your data, it's important to become familiar with a few general Best Practices when it comes to preparing your file for import. These Best Practices guide you in learning

  • How We Deliver Support

    Clockwork offers online support via email on weekdays between 5:00 AM and 8:00 PM EST. Support Associates are Product Experts, available and trained to quickly and efficiently solve problems. Phone

  • 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,

  • Deals: Team Members & Tasks

    Add a Team Member to a Deal To add a Team Member to a deal please select your Deal then click "+Add" within the Team card. A drop down will appear allowing you to search for a person within your

  • Email Integration: What is it?

    The Clockwork Email Integration tool targets the communication of users and prospects alike, and transforming your recruiting process through a clear, easy-to-use communication medium: emails. Users

  • 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

  • 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

  • Tags - Download Report

    1. Click the "tags" tab and click "download." A csv tags report will download automatically. 2. The csv tags report will include every tag along with the counts related to companies, people, deals

  • User Generated Reports: Tag List

    Tag Export (xlsx) Attributes: ID Name Description Companies (count) People (count) Deals (count) Projects (count) These are not available for selection by the user. Click "Tags" at the bottom left,

  • The Check In: Using Notes and Mentions For Collaborating

    This time on The Check-In, Dane from Clockwork’s Sales Team joined us to look at how Mentions will work and how to use notes more effectively including: Where you can mention users and clients and

  • 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

  • 6. People Management

    This training instructs on the various project tabs and the purpose of their respective sub-sections. To go through this training, simply: 1. Click the links below to be taken to the respective

  • Finance: Client Report Panel

    Inside of the Client Report Panel table, it will reflect the populated payment schedule entries that generate the sums available in the Client Report by focused Client companies. The Project ID is

  • Grid View: Columns & Settings

    Within the new Grid View you now have more options available to you! 1. Column order & sizing 2. Static columns 3. Choose which columns to display 4. Save Configurations 5. Search / Filtering Column

  • 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

  • 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.