Search results for Firm Settings

235 articles found

• Mobile Project Dashboard: Notes

  Project Notes can be viewed/edited/deleted by clicking on the “Notes” button at the top of the Dashboard. In the Add Note window, you can select a Note Template and Type. There is also the option to

• 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

• Module 5: Status Report

  Welcome to Clockwork's Refresher Training Course! This course is designed to help up-skill team members, refresh your knowledge of product features and provide pro-tips on using Clockwork. Watch the

• Module 10: Client Collaboration Portal

  Welcome to Clockwork's Refresher Training Course! This course is designed to help up-skill team members, refresh your knowledge of product features and provide pro-tips on using Clockwork. Watch the

• Custom Fields: Project Dashboard

  When adding or editing a Custom Field you have the option of including the field in the Project Dashboard. Checking the "Include On Dashboard" will allow for the Custom Field created to be viewed

• Getting Started: How to Use This Prompt Playbook

  How To Use This Prompt Playbook Treat each prompt as a starting point. The “Adapt It” note for each prompt lists additional ways or suggestions to further refine and retarget the prompt. The more

• Project Dashboard: Candidates Added

  Within the Projects Dashboard you can see an overview of your Candidates Added in a bar chart. Click "Projects" in the main menu and then Click "Dashboard" within the submenu. The Candidates Added

• User Generated Reports: Project Details

  <ProjectTitle> Details (pdf/docx) Attributes: Project Details (Cover Page): Project Title, Creation Date, Hyperlink to Login Project Overview (Dashboard) Project Notes Position Details Current

• 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

• 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

• Project Dashboard: Research Criteria

  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

• Project Dashboard: Outreach

  Within the Projects Dashboard you can see an overview of your Candidate Outreach. Click "Projects" in the main menu and then Click "Dashboard" within the submenu. The Outreach Section will be shown

• Grid View

  In this video below we will cover using Grid View within a project for finding and organizing candidates including: Editing candidates within a project: Filtering for and organizing candidates within

• Client & Candidate Communication: Project Status Report: Template Builder

  Prompt: Project Status Report — Template Builder (run once per report format) Description: Analyzes an existing status report document to extract its structure and create a reusable template

• 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

• 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

• 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

• Mobile: User Profile

  In order to update your profile from the mobile app. You click on the Avatar in the upper-right corner and land on the User Profile page. This article will detail how to edit each section, if

• Pipeline & Project Health: Project Candidate Completeness Audit

  Prompt: Project Candidate Completeness Audit Description: For a single project, audits every in-consideration candidate against a data-completeness checklist so the team knows which records need work

• People: Actions

  Below is an overview of how to use Actions in the People View. Please Note: Group actions can not be performed on lists of people over 1000. In order for the select check box to appear Users must

• Report Not Received

  There are 2 possible reasons why you did not receive your export report: Your report did not successfully export from Clockwork. Your report successfully exported but did not successfully make it to

• 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

• Email Integration: Error Troubleshooting

  The error messages that you may experience within the Email Setup box: LOGIN failed Unable to connect to email server. Error message Error: getaddrinfo ENOTFOUND Error message: Invalid credentials

• 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

• 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 Recruiting Security Information

  Security is important at Clockwork Recruiting. We take security seriously and take active measures to keep sensitive customer data safe and secure. Systems Clockwork is hosted on Amazon Web Services

• Team Operations: Project Efficiency Report

  Prompt: Project Efficiency Report Description: Comprehensive review of a project that measures how efficiently the team ran it and to surface where time, effort, and sourcing capacity were won or

• 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

• Module 7: Workflows

  Welcome to Clockwork's Refresher Training Course! This course is designed to help up-skill team members, refresh your knowledge of product features and provide pro-tips on using Clockwork. Watch the

• Mobile Project Dashboard: Outreach

  The Outreach Section will be shown in your Dashboard and will show a numerical overview of notes with a type setting that is in the outreach category. You can filter to display Outreach notes made to

• Custom Fields

  In this video we will cover custom fields for people, projects, deals and companies including: Creating A Custom Field: How to create a custom field for a specific object. Custom Field Types: Setting

• Email Integration: Invalid Credentials

  ERROR When setting up Email Integration, some Users may experience the issue below. Error: Invalid Credentials (Failure) TROUBLESHOOTING 1. First check to be sure that you are entering in your

• 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

• 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

• 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