Search results for Add people

235 articles found

• Candidate Login: Details

  In this Candidates Details article, users will be able to view and edit all of their data. The data that appears here is the same data that firms have on their person records. After logging into

• Custom Fields: Deals

  This article will walk Users through creating the Deals Custom Field in the Firm Settings, and creating a Deal. By the end of this article Users will know how to apply the custom field to the Deal

• Azure Integration

  Azure Integration To enable the Azure Integration, SAML must be enabled for your Firm's environment, with a subscription to the integration. Please contact sales@clockworkrecruiting.com to have that

• 365 Integration: Document Card

  The 365 Integration makes it easier to manage candidate, client, and project documents across your Clockwork and OneDrive environments. You can share more documents with clients, edit documents

• 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.

• Okta Integration

  To enable the Okta Integration, SAML must be enabled for your Firm's environment, with a subscription to the integration. Please contact sales@clockworkrecruiting.com to have that enabled. Your users

• 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

• 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

• 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

• 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

• 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

• 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

• Internal Project Notes

  You can add Internal Project Notes to any project through the steps we show here. First, navigate to the Projects page, find the Project you want to add notes to, and then click on the title: Then

• 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

• 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

• Firm Settings: Switch Users

  To switch the user in an active seat: 1. First Deactivate the user who will no longer need access to Clockwork. 2. Then Add the user who will be taking the now open Clockwork seat. This ensures no

• 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

• Google Integration: Document Card

  Inside of the Person/Candidate Panel the Documents card will display the Google Drive icon once connected and the document is uploaded using the Integration. The Integration makes it easier to share

• Project Clients - Viewing as Client

  An important part of Clockwork Recruiting software is sharing just the right information with your clients. In this article, we will show you how to temporarily assume the role of a client within

• Tasks: Notifications

  When a User has a Task or Tasks assigned to them, the User can receive an email, in app message, or push notification reporting on the Tasks that are Upcoming. To ensure you have this option turned

• 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

• Companies: Filters

  Below is an overview of how to utilize the Company Filters inside the new Companies view. The number of displayed filters at the top panel is limited. IF more than 3 filters are selected by the User,

• Finance: Client Report

  The Finance: Client Report is an Add On Service for Pro Tier Firms. The Finance Tab selection must be requested and turned on by the Firms’ Account Manager. In this article we will detail the

• Contract Terms

  The Contract Terms section is a new section for users but contains information that was formerly available in the Fee section of the Admin tab. The Contract Terms include all of the fee fields, with

• 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

• Research Criteria: Visibility Settings

  1. Firm Project Default Settings 2. Project Level Visibility Settings 3. Add in Long List Firm Project Default Settings Set your firm default visibility settings for projects below. Updates to these

• Grid View: Bulk Email

  You can now send out an email to multiple Candidates at one time within the New Grid View. Send Bulk Email 1. Select the Project and enter Grid View. 2. Select the Candidates that you would like to

• Analytics: Note Activity

  In this article, you will learn more about the Note Activity Report under the new feature Analytics. You can find the note activity created by users here. This includes all Note types plus

• 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

• Clockwork Integrations Guide

  There are a number of business applications that can integrate to work seamlessly with Clockwork and enhance its capabilities. Premium API The Premium API is available for developers as a Pro Tier-

• 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

• Mobile: Team and Clients

  In the Project Dashboard, you have the ability to Invite Clients and Team members to a project, along with other capabilities that you see in the Desktop Version. Once the project dashboard page is

• 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

• 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

• The Check In: Positions View, Cai and Job Postings

  On 25 January 2024, Dan Shirley from Clockwork’s Customer Success Team joined us on “The Check-In” to discuss and explore the Positions View within Clockwork. Within a project we looked at how to use

• Position View: Overview

  The Position view inside a project is where your team should enter the following: 1. Job Description 2. Job Requirements 3. Compensation 4. Company location Entering the Job Description and Job

• Dashboard

  In this article we will cover the Dashboard. The Dashboard communicates at a high level the status of the project, the work being accomplished, and the progress being made. The drop down option under

• 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,

• Firm Settings: Email Integration Settings

  This feature is available to our Pro Tier Firms. If you are interested in upgrading to "Pro" please contact your Account Manager. The Email Integration Feature allows Firms to enable a setting where

• GDPR's Impact on the Executive Search Field

  First published on our Blog May 28, 2017 http://www.clockworkrecruiting.com/gdpr-will-impact-executive-search/ Nearly every industry on the planet has become more become more globally connected, 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

• 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

• Remove Candidates from a Project

  You can remove a candidate from a project simply by changing their Candidate Status to Remove from Project. Click "Projects" in the main menu. You will be directed to the Projects page. Click on a

• 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

• 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

• Google Integration: User Profile Settings

  The Google Settings in the Profile is related to the logged in user. The Settings section will display which permissions have been granted, the last time your email was checked, the document root

• Deals: Search & Filtering

  Users can filter through their deals to locate a Deal quickly. Deal Filter Options include: Leads, Users, Statuses, Stages, Start Date, & Close Date. Text Keyword Search The Deals Search omnibox

• 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

• 365 Integration: User Profile Settings

  The 365 Settings in the Profile is related to the logged in user. The Settings section will display which permissions have been granted, the last time your email was checked, the document root folder

• Grid View: Grid View Sorting

  Grid View will let you quickly analyze a large number of Candidates in many different ways. In this article, we will show you how to add and remove columns and how to sort based on the data in those