Search results for Project Dashboard

247 articles found

  • Strategy View & Target Company Lists

    In this video we will cover setting the project strategy within strategy view including: Project Strategy: Edit, update, upload or link shared documents to dictate and demonstrate the overall search

  • Current and Past Employees in Target Company

    The numbers for past and current employees in the target companies section reflect how many past or current employees of those companies are currently candidates in the search project. As you begin

  • 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

  • Menu Options Overview

    In the video below, we will cover a brief overview of configuring your home dashboard, and a high-level review of the main navigation menu tabs within Clockwork including: Home Projects People

  • 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,

  • Settings

    In the below videos we will cover updating and making changes to your firm settings including: Project Visibility Defaults: Candidate data and fields that default to visible for a client within a

  • 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

  • Do Not Contact Label Explained

    When you are creating a project, you will see the option to mark your client’s company with a Do Not Contact label. The Do Not Contact label can be used for any client(s) with whom you have a

  • 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

  • User Generated Reports: Candidate Export List

    <ProjectTitle> Candidate Export (xlsx) Attributes: Recommended Name Current Position Preferred Email Preferred Phone LinkedIn URL Candidate Status Category Project Specific Fields Visibility Overview

  • 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

  • Grid View: Grid View Sorting

    Grid View will let you quickly analyze a large number of Candidates in many different ways. In this article, we will show you how to add and remove columns and how to sort based on the data in those

  • 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 Panel: Notes-Add/Edit/Reply

    Users have the ability to Add, Edit & Reply to Notes within the Candidate Panel in Grid View. Add A Note Edit A Note Reply To A Note Note Mentions [Expand window to work on notes and see card] Add A

  • Create Target Company Lists

    The Strategy tab in a project offers you a way to build a list of Target Companies that your team and clients can collaborate on to define your search parameters. Here, we will show you how to create

  • The Check-In: Advanced Sourcing Webinar

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

  • Research Criteria: Quality Rating Report

    Research Quality Report: The Candidate Rating Report is accessible by hyperlink at the bottom of the Research Criteria Card in the Position tab. Users can open this report to view all ratings saved

  • Companies: Filters

    Below is an overview of how to utilize the Company Filters inside the new Companies view. The number of displayed filters at the top panel is limited. IF more than 3 filters are selected by the User,

  • Position View: Overview

    The Position view inside a project is where your team should enter the following: 1. Job Description 2. Job Requirements 3. Compensation 4. Company location Entering the Job Description and Job

  • Candidate Portal: Candidate Users

    In the Candidate Users tab, Users will be able to navigate through the candidate with ease and confirm if a candidate has activated their account. The user can also send the Candidate Users URL so

  • Deals: Panel

    The Deals Panel will open after selecting your desired Deal name. The panel will hold all information with an ease to add or edit details. Panel Controls Add a Related Project Deals Tags Profile Card

  • Coverage Status in Strategy View

    When your team or clients determine that you have found enough candidates from a certain company, you may choose to check the Coverage Complete box next to the company to keep track of things. To

  • Access and Use Analytics

    Please Note: This feature is available to our " Pro" tier level firms. If you are interested in upgrading to "Pro" please contact support! Analytics that consist of activity reports are a collection

  • Companies Panel Overview

    Within the Companies panel you will notice the following tabs and you will see all cards that are helpful with your research: Table of Contents Panel Configurations Notes ProfileKeywords Company

  • 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

  • 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

  • Companies: Table Interactions

    The new Companies View is displayed as an identical look as people and grid view. The Companies View uses the same Table Interactions along with search capabilities. This article will guide you

  • 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

  • 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,

  • Status Reports: Settings

    The Status Report is where you conduct your Status Calls with your clients. Prior to the call, you are able to not only change the visibility of the Candidate data displayed in each Status Section,

  • 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

  • Position View: Job Post

    The Project Job Post is an Add On Service for Pro Tier Firms. The Job Post selections must be requested and turned on by the Firms’ Account Manager. In this support article we will walk you through

  • A.I. Ratings and Assessments

    Watch this short video to learn how to leverage Clockwork's A.I. (CAI) Ratings and Assessments for Candidates on a project.

  • Generating with Cai

    Use A.I. to generate position details and benchmark criteria based upon project, company and industry metadata: Job Descriptions Research Criteria Job Requirements

  • 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

  • CSV IMPORT - SECTION 5 | TIPS

    While the general import guide steps you through most scenarios, there are some outlier details that are of some use. The following articles are supplied to fill in any of those gaps. Excel Tips &

  • Status Report: Download Reports

    Download a PDF of your Project Status Report The report will download to your desktop as a PDF. Below is an example of a report. Export Report Choose what type of report you want to be generated from

  • Download a Profile

    There are times you'd like to download a profile report for a Person, aside from their association with a Project. This can be done by selecting the Print icon under the person's contact record. A

  • Data Enrichment

    In this video we will cover on-demand person enrichment to automatically update people records with LinkedIn profile information using the data providers and enrichment tool including: Purchasing

  • People View: Search and Filters

    People search and boolean filters In the videos below we cover an overview of using people filters and boolean search criteria for searching including: People Filter Panel: Where to find more filters

  • Profile: Delete Client

    This article will detail how to delete an outdated or duplicate Client. Navigate into your Profile and select the Clients tab. This lets you view a list of all Clients that have been invited to a

  • Deals

    Deals and business development In this video we cover Deals View within Clockwork for business development including: Deal Creation: Adding and creating a deal to track and organize business

  • 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

  • Finance: Team Report

    The Finance: Team Report is an Add On Service for Pro Tier Firms. The Finance Tab selection must be requested and turned on by the Firms’ Account Manager. In this article we will detail the functions

  • Position View

    In the below videos we will cover the positions view within a project. Edit your search strategy here including: Job Description: Edit, save and share your candidate brief and position profile here

  • 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

  • 365 Integration: Document Card

    The 365 Integration makes it easier to manage candidate, client, and project documents across your Clockwork and OneDrive environments. You can share more documents with clients, edit documents

  • User Generated Reports: Deal Excel Report

    Deal Export Report (xlsx) Attributes: Recommended Name Current Position Preferred Email Preferred Phone Address LinkedIn URL Do Not Contact Optional Fields to export All Positions All Education All

  • 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

  • The Check In: Strategy View & Target Company Lists

    On 29 February 2024, Dan Shirley from Clockwork’s Customer Success Team joined us on “The Check-In” to discuss and explore the Strategy View. Within a project we looked at how to build, track and