Search results for New User

314 articles found

• 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:

• GDPR Questions Answered

  This article will answer many questions that are asked about how General Data Protection Regulation (GDPR) will affect Clockwork Recruiting on our online Executive Recruiting platform. For more

• 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

• Quick Search: Deals

  If you have numerous Deals and you spend time searching through them trying to find the one Deal you need, use the convenient quick search bar that can be found on every page on Clockwork. Click on

• 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

• Search for Projects Using Criteria

  After reading this article, you will have a good understanding of all the different ways you can perform a full search for projects within Clockwork. Start by clicking on the Search option (located

• Icons: Unread Notes Indicator

  Unread Notes Indicator If a red circle appears next to a candidate's name this indicates that notes have been added to that candidate that have been unread. You can click on the candidate to access

• Pendulum: Bad Sender System Address

  ERROR Users may attempt to send an email within Clockwork and receive the error below. Often when this error occurs, the User is signing into CW with one email then attempts sending emails through CW

• 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

• 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

• People: Overview

  This article will detail a general overview of the People View. Click the "People" icon in your Firm Main Menu to be taken to the People view. Show Columns Click the "Gear Icon" and a Show Columns

• 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

• Project Internal View

  The Internal view is for the internal team and provides an overview of the project activity broken down by user, time frame and actions taken. This is also an area where you can attach internal

• Custom Fields: Project

  Users can Search Project Custom fields in Project view. Creating the custom field, users will have to go into the Firm Settings and click on the “Custom Fields” tab and you will find the “Add Custom

• Team Operations: Team Activity Leaderboard

  Prompt: Team Activity Leaderboard Description: Internal-facing weekly view of recruiter activity volume across the team for coaching and load-balancing. Frequency: Weekly Connectors: Clockwork

• 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

• 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

• Troubleshoot Bounced Emails

  Please take a look at the top 8 reasons why emails often bounce. These can help with understanding why your emails are bouncing & assist with determining a proper strategy. 1. Aggressive SPAM Filters

• 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

• Google Integration: Firm Settings

  This article will detail the importance of enabling and confirming permissions with Google. Firm based permissions control object authorization at the firm level. The Google integration will save

• Mobile App: Person Note

  Follow the steps below to successfully sort through your notes and learn all of the hidden features inside of the Mobile App. Inside of the Person Record, click on the Notes button with the number

• 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

• 365 Integration: Email View

  The Email view inside of the Person Panel will display the captured email correspondence for each User that has the Integration connected. Users with Admin or Partner role are the only users with the

• Google Integration: Email Tab

  The Email tab inside of the Person Panel will display the captured email correspondence for each User that has the Integration connected. Users with Admin or Partner role are the only users with the

• Cai - AI Rating and Notes

  CAI (Clockwork AI) uses information from the person record, including the Resume, Bio, Work History, Contact Details, Notes from the last two years, and email data available through a connected 365

• 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

• Candidate Portal: Candidate Interest View

  In this Interest View article we will detail how the interest filled in by a candidate can be filtered and searched in People View. Work Remotely In People View, users can filter People by “Work

• 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

• Team Operations: Project Efficiency Report

  Prompt: Project Efficiency Report Description: Comprehensive review of a project that measures how efficiently the team ran it and to surface where time, effort, and sourcing capacity were won or

• 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

• 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

• Pipeline & Project Health: Weekly Pipeline Health Report

  Prompt: Weekly Pipeline Health Report Description: Roll-up of every active retained search showing pipeline depth, stage distribution, movement, and at-risk searches. Frequency: Weekly (Monday

• Pro Tips: Unlock the Power of A.I.

  On 22 July 2026, Beth, DaMarr, and Jay joined “Pro Tips” to discuss and explore the new MCP server to connect with your A.I. Assistant. With it, you can securely access your live Clockwork data,

• Unlock the Power of A.I. and FAQs

  On 22 July 2026, Beth, DaMarr, and Jay joined “Pro Tips” to discuss and explore the new MCP server to connect with your A.I. Assistant. With it, you can securely access your live Clockwork data,

• Mail Analytics

  In this support article, we will go into more detail about how you can leverage Mail Analytics following Mass EMail. Emails sent from gridview and people view using the send mail feature, will be

• Candidate Portal: Firm Settings

  The Candidate Portal can only be accessed by users with Admin or Partner permissions. Clockwork wants to help Users become GDPR Compliant in a flash. This feature also allows Candidates to manage

• Email Client Setting

  Select the type of Email Client you are using within Clockwork. The options that you have to choose from are the following: 1. Webmail - meaning you use an email application like Gmail to send work

• 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

• 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

• Chrome Extension Import Method

  Please Note: Importing a new profile through the Chrome extension uses 2 credits. This applies whether you use Manual or Automated lookup. If the person already exists in your Clockwork database, the

• Pipeline & Project Health: Project Candidate Completeness Audit

  Prompt: Project Candidate Completeness Audit Description: For a single project, audits every in-consideration candidate against a data-completeness checklist so the team knows which records need work

• Firm Settings: Update Firm Profile

  Add/Edit Firm Name You can add/edit your Firm's name following the steps below. 1. Click "Clockwork" at the top left, populating a drop-down that will appear, then click "firm settings". 2. Find the

• 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

• Configure: Overview

  This article will provide a general overview of the Configure view within your Firm settings. Note: The categories in each section are used to match your information in the application. The

• Mobile App: People Search and Filters

  This support article will highlight the Search and Filters features inside of the Mobile App. Search Inside of the mobile People View, users can search by clicking on the Search button at the bottom

• 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

• 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

• Search Execution & Research: Search Kickoff Brief

  Prompt: Search Kickoff Brief Description: Assembles everything needed to launch a new search: similar past searches, reusable target companies, candidates from related pipelines, and a starter target

• Documents Section: Add, Remove, Preview

  Add documents pertinent to the Project/Person Record. Add New Document To Add a document, simply click "+ Add Document". Drag and drop your file into the populated window or you can click the window