Search results for Firm Settings

235 articles found

• 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

• 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

• Team Operations: Team Data Hygiene Scorecard

  Prompt: Team Data Hygiene Scorecard Description: Operational quality check on how well the team keeps Clockwork records complete and current — note frequency, stale candidacies, and missing fields.

• 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

• On-Demand Person Enrichment

  The Clockwork On-Demand Person Enrichment Integration uses Direct Integrations to connect your Firm Database with API driven Public Data. You can use this integration to update candidates records one

• Position View: Job Post

  In this support article we will walk you through setting up the Job Post feature in order to share new projects with your top candidates directly, with ease. Inside of the Project, users can click on

• 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

• Enrichment Data Providers

  When you use the Clockwork Chrome Extension on a LinkedIn profile, data flows through a specific chain before it appears in Clockwork. Here's exactly how that works and what it means for you. The

• 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,

• Cai: Similar Projects in Strategy View

  Creating Similar Project Lists Clockwork uses an AI-driven matching algorithm to identify projects that are similar to one another based on weighted criteria. Project-level attributes (70% weighting)

• Search Execution & Research: Market Map Generator

  Prompt: Market Map Generator Description: Builds a market map of a target function at a defined set of companies, drawing on Clockwork people data and supplementing with web research. Frequency: Ad

• Clockwork Chrome Extension Outline

  The Clockwork Chrome Extension is designed to streamline your sourcing and save you valuable time on every executive search project. Our enhanced Chrome extension seamlessly integrates with your

• Team Operations: Team Capacity & Workload Comparison

  Prompt: Team Capacity & Workload Comparison Description: Shows how project and candidacy load is distributed across the team over a window, highlighting who is overloaded, who has headroom, and how

• Getting Started: LLM Prompt Playbook

  Clockwork Recruiting - LLM Prompt Playbook Below is a working library and examples of LLM prompts that executive recruiters and their teams can use with Clockwork Recruiting. Each prompt is designed

• 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

• 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

• Daily Workflows: Daily Project Pulse

  Prompt: Daily Project Pulse Description: A 24-hour change report across your active retained searches, surfacing pipeline movement, stage changes, stalls, and items needing attention. Frequency:

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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 to Select Your Document Folder with Google or 365

  Note: This article applies only to existing Clockwork firms that already have Google Drive or OneDrive document storage configured. This document storage setup is no longer available for new firms.

• 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.

• 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

• 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

• 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

• Long List & Status Report

  In this video we will cover Long List and Status Report including: Commenting and Liking: Using Long List to capture client feedback on a candidate by liking, disliking or commenting. Status Report:

• Admin (Visibility)

  In this video we will cover client visibility settings in Admin View in a project for candidate and project data including: Project Visibility Defaults: Choose which Candidate data defaults to

• Mobile App: 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

• Client & Candidate Communication: Candidate Notes to Client-Facing Overview

  Prompt: Candidate Notes → Client Facing Overview Description: Reads every note on a person — across all their candidacies and their person record — and synthesizes them into a single, consistently

• 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

• 365: Failure to Authenticate

  If you receive a notice from Microsoft after signing in with your Outlook credentials, this should be due to Microsoft's security policy changes (October 2025) that now require administrator consent

• Cai: Project Creation

  Creating New Projects with AI This video and article will guided you through the process to enter the project name, company name, project type, project status, industry, specialty, seniority, along

• 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

• Notification preferences

  In this video we will show you how to update your notifications settings to receive them by email, in-app or web / browser push notifications and where to view notifications in Clockwork.

• 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

• 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

• 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.

• Task Reminders

  In this video we will cover Tasks and Task reminders including: Task Reminders Settings: Turing on task reminders and setting reminders to send by email, in-app, or web / browser push notifications.

• Module 3: Gridview

  Welcome to Clockwork's Refresher Training Course! This course is designed to help up-skill team members, refresh your knowledge of product features and provide pro-tips on using Clockwork. Watch the