Search results for Firm Settings

221 articles found

  • 2. Project Basics

    This training instructs on the various project tabs and the purpose of their respective sub-sections. This is where you'll spend most of your time. To go through this training, simply: 1. Click 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • Start a New Project

    When creating a project, you are guided through the process to enter the project name, company name, project type, project status, industry, specialty, seniority, along with project location details.

  • 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

  • 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

  • 1. Account Setup & User Configuration

    This training track includes first steps in adding and setting up a new user account. To go through this training, simply: 1. Click the links below to be taken to the respective training articles 2.

  • 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