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• Fee Structure

  The Finance Module is an Add On Service for Pro Tier Firms. The Finance Module selection must be requested and turned on by the Firms’ Account Manager. This support article will cover the Fee

• Events

  Finding your imported data. There are two ways to find your imported data: 1. By email: After a contact import is finished, you will get a data import confirmation email which includes a 'view your

• Accessing Custom Reports

  The Custom Report is a Pro Tier feature for firms who have contracted Clockwork for Custom Reports Development, the ability to generate Custom Reports. Click the Project icon in your Firm Main Menu,

• Change Official Start Date

  You may need to update/change the Official Start Date for a Project you have created. The instructions to do so are as follows: Click "Projects" in the main menu. You will be directed to the Projects

• 5. Projects and Clients

  This training track includes instruction for preparing your project to be viewed by Clients and inviting them to Clockwork. To go through this training, simply: 1. Click the links below to be taken

• Filter Notes by Project or Note Type

  In this article, you will learn how to see all notes from one Person and filter them by Project or Note type. First, navigate to the People page and click on the name of the Person whose notes you

• The Check In: What’s New In Projects

  If you weren't able to attend, Jessica Hammond, Clockwork’s VP of Product, joined Tatiana Grebennik from Clockwork’s Success Team on “The Check-In” (a monthly webinar for Clockwork users) to show us

• Firm Settings: Firm Credentials

  You can access your Firm Import URL, Pendulum Email and Domain following the steps below. 1. Click "Clockwork" at the top left, populating a drop-down that will appear, then click "firm settings". 2.

• 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

• Analytics: Project Activity

  In this article, you will learn more about the Note Activity Report under the new feature Analytics. You can find the project activity by users across Projects here. This includes Candidates Added,

• 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

• 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

• Importing to a Project

  Clockwork allows importing contacts from a CSV file directly into a project. To do so, please make sure to include a column labeled "project id" while preparing your CSV import file and add 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

• The Check In: What Influences And Drives Product Updates In Clockwork?

  If you weren't able to attend, Jessica Burgos from Clockwork’s product team joined Tatiana Grebennik from Clockwork’s success team on “The Check-In” (a monthly webinar for Clockwork users) to focus

• People Data Requirements

  Below is an overview explaining the ability to have LinkedIn URLs required when adding a person to your person database. In your Firm Settings: Setting tab, People Data Requirements now has a toggle

• 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

• People: Bulk Edit

  People records can be edited in Bulk. This allows for quick and efficient editing of global values such as Region, Do Not Contact, and tags. You can also bulk edit Custom Fields if those fields are

• Candidate Portal: Client Users

  In this support document, the Client Users Tab will be shown useful if the Candidate Portal is turned off for the firm. Users can view Client options in the Compliance tab. Clients Users Table

• 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

• The Check In: New People Filters and Search

  In case you missed it, Jessica Burgos from Clockwork’s Product Team, joined Tatiana Grebennik from Clockwork’s Success Team on “The Check-In” (a monthly webinar for Clockwork users to show us the New

• Long List: Table Interactions

  Trigger Candidate Panel Within Long List, you can trigger or prompt the Candidate Panel to open. Simply click the name of the Candidate - this will populate the Candidate Panel window. The Candidate

• 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

• Firm Settings: Licensed Seats

  As a Firm you will now be able to see how many seats you are using and have the ability to request more seats if needed. This feature allows the Partner and Admin roles to view seats consumed. When a

• The Check In: Client Collaboration Using Clockwork

  In case you missed it, DaMarr Eagles from Clockwork’s Support Team, joined us on “The Check-In” (a monthly webinar for Clockwork users) to show us all of the different ways to use Clockwork to

• Candidate Related Dates Within Project

  There are 3 Candidate related dates within a Project. 1. The date the Candidate was added to the Project. 2. The date the Candidate was presented to a client. 3. The date that any information within

• Candidates By Companies

  Read this article to learn how to view the number of candidacies you have in each Target Company in a project. Begin by navigating to the Projects page and selecting the project you are working on:

• Report an Issue with Clockwork

  If you think you have encountered a bug or error in Clockwork, please report it to us here: support@clockworkrecruiting.com To ensure that we are able to replicate and resolve the issue as quickly as

• 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

• 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

• People: Bulk Resume Upload

  Users of Clockwork can upload multiple resumes at once, by using the Parse Resume option in People. Follow these few short steps to successfully accomplish this: Click the People icon in your Firm

• 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: 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

• 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

• Companies: Add/Export

  Below you will be guided through the necessary steps to Add and Export Companies. Add Companies Users can Add Companies from scratch. The only required fields are " Company Name" and "Preferred

• Finance: Client Report Panel

  Inside of the Client Report Panel table, it will reflect the populated payment schedule entries that generate the sums available in the Client Report by focused Client companies. The Project ID is

• Profile: Assessments

  This article will guide you through the process of fulfilling a full Assessments process. Assessments are an Add-On Feature for Pro Tier Firms, that has to be turned on by contacting your Account

• Parse a Resume

  Resume parsing is not an exact science - which is why we don't recommend parsing resumes. If you plan to grab from LinkedIn, then you will want to change your parsing solution to NOT bring over

• 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

• 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

• Clients: Confirm Activation

  If you have invited a client to a project, you may want to know whether or not that client has activated their account by accepting your invitation. We will show you two ways to check on your

• Change Account Username or Email Address

  Here, we will show the process of changing your login username and email address inside Clockwork. Change Username Change Email Address Change Username To change your Account Username, navigate to

• Events: Overview

  This article will cover all areas of the Events tab. The Events chart can be filtered by event type, User(s), Date Range, and User Role. OUTREACH/ INFO/ OTHER These are the note categories displaying

• Firm Settings: Auto-Pin Note

  After reading this article, you will know the details of the Auto-pin feature used in the candidate panel for a chosen Note Type. Auto-pin notes is true on People view and Candidate Panel. Firm

• 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

• 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

• Long List: Feedback and Comments

  This article will dive into the Feedback and Comments columns in Long List. Users and Clients can now easily leave their reactions and comment on each candidate which are viewable at a glance without

• Search by Target Companies

  Here, we will show you how to search for People by Target Categories or Companies. To learn more about how to create categories and company lists, see this article. First, navigate to the Projects

• Payment Schedule: Add, Edit, Delete

  The Finance Module is an Add On Service for Pro Tier Firms. The Finance Module selection must be requested and turned on by the Firms’ Account Manager. Finance Permissions provide view, add, edit,