Search results for Long List Status Report

244 articles found

• People: Bulk Edit

  People records can be edited in Bulk. This allows for quick and efficient editing of global values such as Region, Do Not Contact, and tags. You can also bulk edit Custom Fields if those fields are

• 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

• 6. People Management

  This training instructs on the various project tabs and the purpose of their respective sub-sections. To go through this training, simply: 1. Click the links below to be taken to the respective

• 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

• Companies: Bulk Edit

  Company records can be edited in Bulk. This allows for quick and efficient editing of global values such as Industries, Investors, Regions and Tags. You can also bulk edit Custom Fields if those

• 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

• 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

• People: Bulk Resume Upload

  Users of Clockwork can upload multiple resumes at once, by using the Parse Resume option in People. Follow these few short steps to successfully accomplish this: Click the People icon in your Firm

• Email Integration Setup

  Email Integration is a Pro feature that can be turned on in your Firm Settings. Once on, individual User accounts can be setup as follows. Firm Configuration: 1. Go to Firm Settings 2. Select the

• 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

• Position View: Self ID

  The Project Submit Interest - Self Identification Form is an Add On Service for Pro Tier Firms. The Self ID selections must be requested and turned on by the Firms’ Account Manager. In this support

• Mobile App: Person Panel

  The Person Panel in the Mobile App 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's

• People: Drag and Drop Bulk Resume Upload

  By the end of this article, you will have all the details to upload Bulk Resumes using any Desktop Application from an Email Client: Click the People icon in your Firm Main Menu to be taken to the

• 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.

• Clockwork Recruiting Multi-Factor Authentication

  What is multi-factor authentication? Multi-factor authentication (MFA) is a method of account access control that ensures greater security and identity protection. A user will be granted access only

• SECTION 2 - DATA PREPARATION

  At the core of your search projects is your database: a place for you to store, update, and utilize to populate contacts into your search projects. Overview 1. Read our Best Practices. A database is

• SECTION 1 - DATA ACQUISITION

  Methods for acquiring your contact-related data generally falls under two categories, depending upon where your data currently lives. Regardless of your data coming from a CRM or spreadsheet,

• Mobile App: Person Note

  Follow the steps below to successfully sort through your notes and learn all of the hidden features inside of the Mobile App. Inside of the Person Record, click on the Notes button with the number

• Mark a Project as Internal

  Marking projects as Internal designates that the search is only for the firm’s internal use - not for client presentation purposes. Common uses of Internal projects include business development,

• Deals: Team Members & Tasks

  Add a Team Member to a Deal To add a Team Member to a deal please select your Deal then click "+Add" within the Team card. A drop down will appear allowing you to search for a person within your

• Roles within Clockwork

  There is a hierarchy of roles available in the Clockwork platform. In this article, we list these roles and their accessibilities and limitations so that you can properly assign roles to users. We

• Task: Panel

  Task Creation Users can now create and manage all Tasks within Clockwork from anywhere in the application. At the top right of your screen, you will notice "Tasks". Clicking this will open a side

• Firm Settings: Deactivate a User

  Subscription Services - Deactivating User Seats All Subscription services contracts Terms are annual or multi-annual, whether they are paid with annually or in monthly installments payment terms.

• INTRODUCTION

  The focus of this guide is on importing your contact data into Clockwork. The preparation and import process is easy and should result in your valuable information moved to Clockwork so you can

• 1 - Introduction

  First off, you can do this! This process is very doable and this document (part 1 of 4) is designed to get you there. We’ll lay out an easy-to-follow process for exporting your data, preparing and

• Mobile App: People View

  The Mobile App provides a full list of your People Database. This article will support the features and details in order to guide you through the flow of contacting and updating your Candidates. Sort

• Clients: Invitation Not Received

  If you have invited your client to a project and they say they did not receive the email, there are a few steps to take: Check to make sure that you invited them using the correct email address. You

• Position View: Cai (Clockwork AI)

  We are excited to release a new suite of generative A.I. features in Clockwork. Using your past work and project data, Cai is now available in Positions View for projects with Retained and

• Companies: Data Import Actions

  Below is an overview of the Data Import Review feature that allows users to clean up and control the company database. The Data Import Review goes a step beyond Company Stemming to recognize

• The Check-In: Person Panel Webinar

  Clockwork's Person Panel brings the latest in UI/UX design to the world of Executive Search. Through extensive research and testing with our users, Clockwork has developed an innovative

• 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

• Grid View: Columns & Settings

  Within the new Grid View you now have more options available to you! 1. Column order & sizing 2. Static columns 3. Choose which columns to display 4. Save Configurations 5. Search / Filtering Column

• 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

• Grid View: Move Candidates in Bulk

  If you need to add multiple candidates from one project to another, this is something you can easily do using the New Grid View. First, access the Project that you would like to make changes to. Once

• Tasks: Notifications

  When a User has a Task or Tasks assigned to them, the User can receive an email, in app message, or push notification reporting on the Tasks that are Upcoming. To ensure you have this option turned

• Relationship Tracking

  Relationship tracking is a very useful way for you to see connections in your database. This article will detail how to add a Relationship to a Person's profile. Below are the instructions for

• Clients: Reinvite

  When a client misses an invitation email, you may need to resend the invitation. We will show you how to do that here. First, navigate to the Projects page by clicking on the Projects menu option and

• Documents Section: Add, Remove, Preview

  Add documents pertinent to the Project/Person Record. Add New Document To Add a document, simply click "+ Add Document". Drag and drop your file into the populated window or you can click the window

• Clients: Spam Filters Messaging

  If your client is unable to view your Clockwork invite, they may need to adjust their spam filter settings. Below is a message that can be sent to your client: Before we begin working together, I

• 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

• 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 Mail Hook Explained

  The Pendulum mail hook allows you to send an email to a contact and have a copy of that email automatically saved as a note on the person's contact record inside Clockwork. *Pendulum cannot be used

• Firm Settings: Switch Users

  To switch the user in an active seat: 1. First Deactivate the user who will no longer need access to Clockwork. 2. Then Add the user who will be taking the now open Clockwork seat. This ensures no

• Excel Tips & Tricks

  Name Header and Format The Name field is the only field that is required to process an import file into Clockwork. The First Name, Middle Name, Last Name fields are concatenated (condensed) together