Search results for New User

313 articles found

  • 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

  • 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

  • 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

  • GDPR's Impact on the Executive Search Field

    First published on our Blog May 28, 2017 http://www.clockworkrecruiting.com/gdpr-will-impact-executive-search/ Nearly every industry on the planet has become more become more globally connected, and

  • 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

  • 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

  • 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

  • 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,

  • Add People

    In this video below we will cover how to: Add a new person into Clockwork. Export a list of people. Import people by vCard, .csv file and resume parsing.

  • Admin (Visibility)

    In this video we will cover client visibility settings in Admin View in a project for candidate and project data including: Project Visibility Defaults: Choose which Candidate data defaults to

  • CSV IMPORT - SECTION 5 | TIPS

    While the general import guide steps you through most scenarios, there are some outlier details that are of some use. The following articles are supplied to fill in any of those gaps. Excel Tips &

  • 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

  • Deals

    Deals and business development In this video we cover Deals View within Clockwork for business development including: Deal Creation: Adding and creating a deal to track and organize business

  • Enrichment Data Providers

    When you use the Clockwork Chrome Extension on a LinkedIn profile, data flows through a specific chain before it appears in Clockwork. Here's exactly how that works and what it means for you. The

  • 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

  • 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

  • Analytics: Note Object Report

    In this article, you will learn more about the Note Object Report under the new feature Analytics. You can find the Note Activity across Objects here. This includes Candidates, Deals, People, and

  • 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

  • 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. Screen recording

  • 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

  • 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:

  • 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,

  • Getting Started: What Is an MCP Server? Why Does It Matter for Your Executive Search Firm and CRM?

    What Is an MCP Server? Why Does It Matter for Your Executive Search Firm and CRM? MCP stands for Model Context Protocol. Think of it as a standard, secure connector that lets an A.I. assistant, like

  • 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

  • Getting Started: Frequently Asked Questions: MCP Server and AI Prompts

    Frequently Asked Questions Is my Clockwork login secure? The connection uses Clockwork's standard secure sign-in. You log in exactly as you normally would; your password is never shared with the AI.

  • Client Invite & 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

  • Business Development: Generate Leads / Companies to Target

    Prompt: Generate Leads / Companies To Target Prompts focused on generating new business from existing relationships in Clockwork. Description: Identifies companies and contacts in Clockwork that look

  • 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

  • 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

  • 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

  • Finance: Client Report

    In this article we will detail the functions inside of the Client Report. Client Companies will be added to the Finance Client Report with data that is retrieved from the Project Fee Card. If a

  • 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