Search results for people search

182 articles found

• 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

• Profile: Client Tab

  Profile - Clients Tab The Clients tab lets you view a list of all Clients that have been invited to a Project within your Firm. You can click on Show details / Hide details to expand or collapse

• Companies: Data Import Actions

  Below is an overview of the Data Import Review feature that allows users to clean up and control the company database. The Data Import Review goes a step beyond Company Stemming to recognize

• Deactivated User Data Retention

  You will never lose data as a result of deactivating a user. That user will remain a team member on any projects that they were on prior to being deactivated, and any notes they have made and/or

• CSV IMPORT - SECTION 2 | DATA PREPARATION

  At the core of your search projects is your database: a place for you to store, update, and utilize to populate contacts into your search projects. Overview 1. Read our Best Practices. A database is

• External Recruiter Role Explained

  The External Recruiter user type is for users that should only see and work within the context of a project. They can do everything that a user can do in the project, but only within the project

• Importing to a Project

  Clockwork allows importing contacts from a CSV file directly into a project. To do so, please make sure to include a column labeled "project id" while preparing your CSV import file and add the

• Manage Former Companies and Contacts

  You may find that you need to update a contact's Position status to Former in case their employment status has changed. To do this please follow the steps below. 1. Select the contact you wish to

• Analytics: Note Object Report

  Please Note: This feature is available to our "Pro" tier level firms. If you are interested in upgrading to "Pro" please contact support! In this article, you will learn more about the Note Object

• 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

• Relationship Tracking

  Relationship tracking is a very useful way for you to see connections in your database. This article will detail how to add a Relationship to a Person's profile. Below are the instructions for

• 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

• Do Not Contact Label Explained

  When you are creating a project, you will see the option to mark your client’s company with a Do Not Contact label. The Do Not Contact label can be used for any client(s) with whom you have a

• Clockwork Maintenance

  It's important to keep our network running well. To ensure optimal functioning, Clockwork undergoes regular system maintenance. Maintenance activities include both routine preventive and ad-hoc

• How to Leverage Clockwork for Your Business Development Process

  Walk-through video displaying the start to finish process of creating your Project Types, Business Development Project, Deal, and Executive Search.

• 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,

• 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

• Update User Profiles - Job Title & Employer

  There are two ways to update a user's profile with Job Title and Employer. You can also update the user's profile manually: 1. Navigate to the user's profile or People record. 2. Scroll to the

• 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

• 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

• 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

• Candidate Portal: Details View

  In this Candidate Portal article, we provide some insight to the cards that Candidates see and what information in their Person Record they can add, edit, or remove. After candidates login to their

• Export Project Lead

  You can now Search and Export a Project Lead within a report. 1. Locate/Search for the Project Lead that you would like to export within a report. Click "Export # Projects to Excel". 2. A new window

• Mobile App: Person Panel

  The Person Panel in the Mobile App 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 candidate's

• 3. Project Administration

  This training track includes general training for project features. To go through this training, simply: 1. Click the links below to be taken to the respective training articles 2. After reading

• 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

• Events

  Finding your imported data. There are two ways to find your imported data: 1. By email: After a contact import is finished, you will get a data import confirmation email which includes a 'view your

• 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

• Video: Project: Long List & Status Report

  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

• Partner First Steps

  Welcome to the Clockwork family We're glad that you have joined us! This article steps you through the the things to complete within your first week at Clockwork. Keep in mind while going through

• 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

• 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

• 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

• 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,

• 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

• 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

• 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.

• Candidate Portal: Client Users

  In this support document, the Client Users Tab will be shown useful if the Candidate Portal is turned off for the firm. Users can view Client options in the Compliance tab. Clients Users Table

• Custom Fields: Company

  The Company 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. Access your “Firm Settings”. Click the

• 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

• 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

• 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

• 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

• Upload a Logo for a Client's Company

  If you are ever stuck and wondering how to upload a Logo for a client's company, then keep on reading as we lay out the steps on how to do it. Pull up the company’s record by searching for the

• 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

• Deals: Overview

  The Deals section allows you to run your deals inside Clockwork. As a firm owner or user within the firm, this panel gives you an overview of exactly what is happening in real time. This is your

• Client Team Avatars

  In this article, we will show you how to Navigate through the entire process of inviting and removing clients from a Project. First, navigate to the project you would like to manage. Click on

• 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

• 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

• 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