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292 articles found

• Export Project Lead

  You can now Search and Export a Project Lead within a report. 1. Locate/Search for the Project Lead that you would like to export within a report. Click "Export # Projects to Excel". 2. A new window

• Firm Settings: Project Visibility Defaults

  You may edit your Firm's Default Visibility settings at any time. The settings in Firm Settings are the default for all new Projects. Changing settings here does not affect open projects. You can

• 3. Project Administration

  This training track includes general training for project features. To go through this training, simply: 1. Click the links below to be taken to the respective training articles 2. After reading

• Google Integration: Docket

  The Google Integration updates the Task Panel to the Docket Panel. The Docket Panel provides the ability to connect Docket Events in Clockwork to your Google Calendar. You can add, edit, decline, and

• Change a Project's Status

  To change the status of a project to either Pitch, Active, on Hold, or Closed, do the following. Navigate to the Projects page and click on the title of the project you wish to modify: Under the

• Candidate Login: Edit/Delete

  In this short support article we will walk you through updating or deleting your Candidate Portal account. Click on your icon in the upper-right corner of any page. Click “edit” to access all the

• Research Criteria: Visibility Settings

  1. Firm Project Default Settings 2. Project Level Visibility Settings 3. Add in Long List Firm Project Default Settings Set your firm default visibility settings for projects below. Updates to these

• Candidate Panel: Document Viewer

  The Document Viewer within the Candidate Panel allows you to click & open up the Candidate's resume and other uploads within the panel. You can also download the resume if needed. Once the document

• Deals: Create A Project From A Deal

  Navigate to the Deals Panel then click the deal you'd like to create a Project from to open the side panel. Once within your Deal Panel hover over then click on the "Profile" card. Upon changing the

• Partner Initial Training

  Here at Clockwork we pride ourselves on making it easy to get up-to-speed. One of the ways we do that is to provide you with a tour through the Clockwork interface in a couple of training series.

• Admin Initial Training

  Here at Clockwork we pride ourselves on making it easy to get up-to-speed. One of the ways we do that is to provide you with a tour through the Clockwork interface in a couple of training series.

• 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

• 365 Integration: Docket

  The 365 Integration updates the Task Panel to the Docket Panel. The Docket Panel provides the ability to connect Docket Events in Clockwork to your Outlook Calendar. You can add, edit, decline, and

• The Check In: Email, Outreach and Productivity Integrations

  This time on The Check-In, we are looking at the different ways to reach, send and track your outreach and emails in Clockwork, as well as cover some new productivity features. Join us as we discuss:

• Merge Tags

  You may find yourself needing to merge new tags with an existing tag. Please take a look below for the instructions on how to do it. 1. Click the "Tags" tab. 2. Click "Merge" at the top right of the

• 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

• Mass Mail Policy

  Mass Mail should not be done for marketing purposes from within Clockwork. Mass mail should be handled through a product that manages the emails properly. Sending out lots of bulk emails will make

• Change Password

  Learn how to change your Clockwork account password with the help of this short article. 1. Click on your name in the top right-hand corner and select Profile: 2. Inside of the tab, Your Profile,

• 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

• Download a Contact Record

  Here is how you can download a Person to share, back up, or review. First, open the appropriate Person Panel. You can also Quick Search or search through your People tab. Once you have the Person

• 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

• Candidates By Companies

  Read this article to learn how to view the number of candidacies you have in each Target Company in a project. Begin by navigating to the Projects page and selecting the project you are working on:

• Add Candidates from One Project to Another

  This article will detail how to add an already existing Candidate to another Project. 1. Click "Projects" in the main menu. 2. You will be directed to the Projects page. Click on a Project. You can

• Companies: Panel Header

  To rebrand or change a companies logo and change the Companies Status within Clockwork, please follow the steps below: Logo Pull up the company’s record by searching for the company either in your

• 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

• Companies Search

  Below is an overview of how to utilize the Keyword Text Search inside the new Companies view. Start by entering the keyword(s) in the search bar above the Companies Table. By clicking the blue arrow

• 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.

• Activating Your Account

  This article will show you how to activate your account with 4 easy steps. 1. Once you provide your firm details to your Account Manager, that person will process the documents to create your account

• Deals: Add/Export

  The Deals View tracks all activity within the deal and lets the team see where things are at with a deal in real time. In this article you will have a step by step on how to add deals and export this

• Close a Project

  When you are done working on a project, you should close it out to stay organized and efficient. Keep reading to find out how. Navigate to your Projects Page, find the Project you wish to close and

• 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

• Parse a Resume

  Resume parsing is not an exact science - which is why we don't recommend parsing resumes. If you plan to grab from LinkedIn, then you will want to change your parsing solution to NOT bring over

• 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

• 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

• Finance: Client Report

  The Finance: Client 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

• Default Date and Time

  This article will detail how we have created a more unified experience for users which allows for seamless communication within firms that have different users in different parts of the world. The

• 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

• CSV IMPORT - INTRODUCTION

  Outlined below is an easy-to-follow process for exporting your data, preparing and cleaning your files, and then importing your data to Clockwork. This import process outlined in our help article is

• Candidate Portal: Compliance View

  In this article, Users will see that the Compliance View allows firms to know they are compliant with Privacy Policy. Begin by navigating to the Compliance view under Compliance to see the Compliance

• 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

• Mobile Project Dashboard: Headline

  This support article will detail each piece of the Project Dashboard and Admin Tab inside of your Projects. Users can view Project Dash in the Mobile App inside of the side Panel. Users can view and

• Custom Fields: Person

  The Person Custom Field is an Add On Service for Pro Tier Firms. The custom field selections must be requested and turned on by the Firms’ Account Manager. Users can Search and Filter Person Custom

• Mobile Profile/Logout

  This support article highlights the Navigation Menu. Only Logged in Users are able to view the Navigation Menu by clicking on your icon in the upper-right corner. Users can view and edit profile

• Email Integration: What is it?

  The Clockwork Email Integration tool targets the communication of users and prospects alike, and transforming your recruiting process through a clear, easy-to-use communication medium: emails. Users

• Project View: Candidate Search

  The Candidate Search is an improved search function that will bring consistency to your search options in multiple views inside of your Project. In Status Report, Long List, and Grid View there will

• Schools Overview

  In this article, you will be shown the features that help you understand where the education card in a person's panel is stored. Schools view allows you to import schools manually, apply Tags, and

• Choose Client Visibility Settings

  Here, we will show you how to manage what data your clients can see within a given project. Begin by navigating to the project you wish to change visibility settings on. Click on the Projects menu

• Company Enrichment Integration

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

• 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

• SparkHire Integration

  This article will guide you through the process of Integrating SparkHire with Clockwork to fulfill the benefits of Video Interviewing and having those notes shown in the Person Notes in Clockwork.