Search results for Firm Settings

221 articles found

• 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

• Delete a Project

  By the end of this article, you will know how to successfully delete any project in your Firm. In order to delete a project, the first thing that needs to be done is delete all of the notes attached

• Account Setup

  This article will provide the step by step process to create an account as an invited Client to a project within Clockwork. As a Client, you will receive an email once the invite is sent out by a

• Change a Client's Login Email

  If your client is able to log in, they can navigate to the Admin section of Clockwork by clicking on their name at the top right to easily update their email or password. If they cannot log in 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,

• Activating Your Account

  This article will show you how to activate your account with 4 easy steps. 1. Once you provide your firm details to your Account Manager, that person will process the documents to create your account

• 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

• 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

  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

• 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

• HAR/VAR Logs

  This support article provides instructions on how to collect HAR (HTTP Archive Viewer) logs in Google Chrome and Firefox. HAR logs provides information detailing how your browser interacts with

• Mobile App: People View

  The Mobile App provides a full list of your People Database. This article will support the features and details in order to guide you through the flow of contacting and updating your Candidates. Sort

• CSV IMPORT - SECTION 3 | TEST AND IMPORT

  You’re in the home stretch. Nice work! It is assumed that most people are using Excel (or a similar spreadsheet application) to create or prepare the import file. To convert an excel file (extension

• 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

• 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

• Import Contacts via CSV

  In this article, you will learn how to import many People into your database with a CSV import. The process is simple in terms of interfacing with the Clockwork platform. However, if you have more

• Data Glossary

  This section offers a more full description of data field nuances. All data fields that can be imported are set forth in our Data Import Here’s a full data dictionary with specific column headers

• 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

• 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

• 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

• 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

• Video: Custom Fields: Person

  The Person 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. Related Articles Custom Fields:

• 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

• Default Third Party Calling App

  This article details directing a Third Party application when selecting a phone number on a person record in Clockwork Web-base and Mobile App. Users browser and app settings can be changed to any

• Candidate Portal: Candidate Invite

  In this support article we will detail how a User can invite a Candidate to create their own Candidate Login to collect data and enhance their profiles. This helps Firms control what information is

• Candidate Portal: Compliance View

  In this article, Users will see that the Compliance View allows firms to know they are compliant with Privacy Policy. Begin by navigating to the Compliance view under Compliance to see the Compliance

• Strategy View

  The Strategy tab allows you to Identify the approach you are taking with your Project. In this article, we will cover how to access the tab, and the best way to utilize this important feature.

• 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

• 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-

• 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

• 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

• 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

• Profile

  In your Profile tab you will have multiple settings that will be covered in this article. Contact Information In order to change your contact information, click “Edit” and you will be able to change

• My Projects

  Accounts Dashboard Once logged into your account can click on the the Clockwork dropdown and select Accounts Dashboard. From here, you can see which other projects they have been invited to. Easily

• 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 &

• 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

• 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

• Profile: Notification Preferences

  This support article will detail the Notification Preferences for the Notification Center and Task Reminders. Inside of your Profile, you will be able to manage your Notification settings by

• Profile: Default Project View

  This Support article will guide you to change your Default Project View. This feature will change your landing page when viewing a project. Navigate to your Profile, side of the "Your Profile" tab.

• 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

• Candidate Panel: Header

  Below is a brief overview of the Candidate Panel headers found within the New Grid View. View or edit the Candidate status, visibility, email, phone, full profile link & more. Click "Projects" in the

• 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

• Person Panel: Header

  Below is a brief overview of the Person Panel header found within the New People View. Add a note or task, view the Person’s LinkedIn, or email and call with a simple click to the action icons below

• User Generated Reports: Project Details

  <ProjectTitle> Details (pdf/docx) Attributes: Project Details (Cover Page): Project Title, Creation Date, Hyperlink to Login Project Overview (Dashboard) Project Notes Position Details Current

• 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

• 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