Search results for delete project

253 articles found

• 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

• Cai - Ai Rating and Notes

  CAI (Clockwork AI) searches through the person record: Resume, Bio, Work History, Contact Details, Notes (limited to 2 years of notes) and email tab (365 integration or Google integration with

• Note Mentions

  The Mentions feature enables firms to mention “@” other firm users and clients within the notes editor to draw focus and attention to a particular note or next steps. Mentions also enables firm users

• Candidate Panel: Candidate Status

  Below is a detailed description of each Candidate Status value. *The Candidate Status is found in the Candidate Panel within the New Grid View. Placed - Offer has been accepted and the Candidate has

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• Long List: Settings

  Long List Long List allows you to easily share potential candidates with clients in a way that displays just enough information to quickly review together and receive the high-level feedback you need

• 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

• 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

• 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

• 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,

• 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

• 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

  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

• 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,

• 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

• Configure: Note Template

  Configure, create, edit & delete Templates within your Firm's account. Please know that templates can also be accessed when sending out mass mail through the Grid View Create A Note Template 1.

• 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

• 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

• 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

• Candidate Login: Details

  In this Candidates Details article, users will be able to view and edit all of their data. The data that appears here is the same data that firms have on their person records. After logging into

• 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

• Search by Client Companies

  In this article, we will show you how easy it is to find a specific Project by using the Client Company as your search term. Head over to the search bar located at the top right of the screen. When

• Grid View: Bulk Email

  You can now send out an email to multiple Candidates at one time within Grid View. Send Bulk Email Select the Project and enter Grid View. Select the Candidates that you would like to send mail to.

• Candidate Portal: Details View

  In this Candidate Portal article, we provide some insight to the cards that Candidates see and what information in their Person Record they can add, edit, or remove. After candidates login to their

• 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

• User Generated Reports: People Excel Report

  People 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

• 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

• Custom Fields: Opt-In

  The "Self Identification" should be marked in your Firm Settings if you want those options to appear in the Self Identification Form. After the Custom Field options are created and marked Self ID,

• Data-Import URL

  Clockwork has an updated way to access import URL’s which should assist with stability and ease of use with the application. The URL is unique to each firm and project. To find your Data-Import URL