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193 articles found

• 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

• Change Candidate Visibility for Clients

  Here we will show you how to grant or restrict client visibility for each separate Candidate in your project. First, navigate to the Project menu and select the project you want to work on by

• 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

• 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

• Custom Fields: Overview

  The Custom Fields module allows you to add single select lists, multiple select lists, or text fields to Person records in your Clockwork Person Database. Any custom fields added to the Custom Fields

• 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

• Client Team Avatars

  In this article, we will show you how to Navigate through the entire process of inviting and removing clients from a Project. First, navigate to the project you would like to manage. Click on

• Move Candidates Between Projects

  This article will detail how to move Candidates between Projects. 1. Click "Projects" in the main menu. 2. You will be directed to the Projects page. Click on a Project. You can also use the Quick

• Mark Team Member as Project Lead

  You are now able to define a Project Lead when: 1. Creating a Project 2. Establishing a lead within an existing Project 3. Converting a Deal into a Project - the Deal Lead becomes the Project Lead.

• 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

• 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

• Customize Project Industry Options

  For whatever reason, you may need to edit or adjust your Project Industry. This is initially selected during the Project creation process, but you can still be able to change it even when the Project

• Locate Your Project ID

  Knowing your Project ID helps you identify which project data should be placed into when dealing with external integrations. This is unique to one project and is also useful when preparing a CSV

• 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

• Candidate Login: Permissions

  The Candidate Permissions tab puts the data in the candidates hands. In the beginning, when a candidate first logs in, they will be dropped into the permissions view with no permissions selected;

• Firm Settings: Feature Settings

  Application Features Dashboard The Dashboard feature enables your firm users to access the Dashboard in the Clockwork Application. Project Related Settings Gong Report Gong Reports are summary

• 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

• 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

• 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

• 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

• 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

• Add & Remove Team Members From Projects

  In this article, we will go over how to add and remove team members from a project inside Clockwork. Add a Team Member Remove a Team Member Reorder Your Team Add a Team Member Once the candidates

• Share Your Ideas With Us!

  Share your idea with us! Visit our ideas portal to share your product idea directly with our Product Team! Product Idea Review Policy Our approach to product ideas: Here at Clockwork Recruiting, we

• 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

• Person Enrichment Integration

  This article will detail how to turn on the Nubela Integration found in the Integrations tab of your Firm Settings. This Person Enrichment Integration requires credits to update records inside of

• Configure: Statuses

  To configure Candidate Statuses, go to Firm Settings in your Clockwork account. Click "Clockwork" on the top left of the screen, then click "Firm Settings". Select the "Configure" view which will

• Mark a Project as Confidential

  Marking projects as Confidential is ideal for projects for which you do not want to send out firm-wide communications (related to the project being opened and/or closed, ie. gong reports). Like all

• 365 Integration: Firm Settings

  This article will detail the importance of enabling and confirming permissions with 365. Firm based permissions control object authorization at the firm level. The Microsoft 365 integration will save

• 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

• 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

• Grid View: Group Actions

  A great feature of the powerful Candidate Grid View is the ability to perform bulk actions on Candidates. We will show you how this is done in this article. Once you click on an Action, you have the

• Project Dashboard: Overview

  This article provides an overview of the new Mobile-Friendly Project Dashboard. Know at a glance how much outreach has occurred, how many candidates have been added, where in the process your

• 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

• Azure Integration

  Azure Integration To enable the Azure Integration, SAML must be enabled for your Firm's environment, with a subscription to the integration. Please contact sales@clockworkrecruiting.com to have that

• Person Panel: Overview

  Person Panel: Overview The Person Panel allows you to review all the details of a particular person and allows you to edit the data with ease. The Main Panel Area provides an overview of the

• Candidate Panel: Overview

  The Candidate Panel allows you to review all the details of a particular candidate and allows you to edit the data with ease. The Main Panel Area provides an overview of the candidate's position,

• Configure Default Email Client

  Configuring your mail client involves changing your settings so that your computer will open up the right email account (your login email for Clockwork) when you click on an email address inside of

• 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

• The Check In: Positions View, Cai and Job Postings

  On 25 January 2024, Dan Shirley from Clockwork’s Customer Success Team joined us on “The Check-In” to discuss and explore the Positions View within Clockwork. Within a project we looked at how to use

• Project Candidates View Overview

  In this article, we will give you an overview of how the Project Candidates view is used and what it is capable of. 1. To access the Candidates view, click on the Projects menu item, find the project

• Report Builder

  Formulas You can find Formulas in the Add Chart section of Clockwork Report Builder. They can be used to create calculated columns that can be used like any other column of data. Use Cases Formulas