Search results for New User

292 articles found

  • 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

  • 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

  • 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

  • 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

  • Email Integration Setup

    Email Integration is a Pro feature that can be turned on in your Firm Settings. Once on, individual User accounts can be setup as follows. Firm Configuration: 1. Go to Firm Settings 2. Select the

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • How We Deliver Support

    Clockwork offers online support via email on weekdays between 5:00 AM and 8:00 PM EST. Support Associates are Product Experts, available and trained to quickly and efficiently solve problems. Phone

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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 Portal: Firm Settings

    The Candidate Portal is an Add On Service for Pro Tier Firms. The Candidate Portal selections must be requested and turned on by the Firms’ Account Manager. The Candidate Portal can only be accessed

  • 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

  • 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

  • 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

  • Video: Profile: Settings

    Gong Report: A Gong Report provides a brief overview of a closed project. Please note that Gong reports will not send for any projects marked 'internal' or 'confidential'. Email Client: Webmail -

  • 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

  • 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

  • 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

  • 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

  • Add/Edit/Merge Tags

    Tags Tab Under the Tags tab is where you manage tags which are useful for categorizing data in Clockwork. Searching through large amounts of data is made easier through the effective use of Tags. Add

  • 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

  • Grid View: Rerank Instructions

    Rerank your candidates within the new and improved Grid View 2.0! Rerank button updates the rank of candidates based on the current sort of the table; using the rank text field, you can update the

  • SECTION 3 - TEST AND IMPORT

    You’re on 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

  • People: Drag and Drop Bulk Resume Upload

    By the end of this article, you will have all the details to upload Bulk Resumes using any Desktop Application from an Email Client: Click the People icon in your Firm Main Menu to be taken to 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

  • 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

  • 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

  • Video: Add Objects (All Areas)

    The Add Object feature covered in this support video will provide the benefits of centralizing the creation of new Projects, People, Companies, and Deals. Related Article Add Object

  • 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,

  • 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

  • Video: Firm Settings: Billing Tab

    Legacy Clockwork Subscriptions are annual. Your firm will pay the subscription on either an annual or monthly basis. When you increase your subscription seat count, your Firm will pay for the

  • Pendulum Email in a Specific Project

    Pendulum mail hook allows you to send an email to a contact and have a copy of the email automatically save as a note on the person's candidate record in Clockwork. To use pendulum from within

  • 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