Search results for Position View

240 articles found

  • Delete a Project

    By the end of this article, you will know how to successfully delete any project in your Firm. In order to delete a project, the first thing that needs to be done is delete all of the notes attached

  • 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

  • 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

  • Clients: Confirm Activation

    If you have invited a client to a project, you may want to know whether or not that client has activated their account by accepting your invitation. We will show you two ways to check on your

  • Change Account Username or Email Address

    Here, we will show the process of changing your login username and email address inside Clockwork. Change Username Change Email Address Change Username To change your Account Username, navigate to

  • Remove Candidates from a Project

    You can remove a candidate from a project simply by changing their Candidate Status to Remove from Project. Click "Projects" in the main menu. You will be directed to the Projects page. Click on a

  • Events: Overview

    This article will cover all areas of the Events tab. The Events chart can be filtered by event type, User(s), Date Range, and User Role. OUTREACH/ INFO/ OTHER These are the note categories displaying

  • Firm Settings: Auto-Pin Note

    After reading this article, you will know the details of the Auto-pin feature used in the candidate panel for a chosen Note Type. Auto-pin notes is true on People view and Candidate Panel. Firm

  • Long List: Feedback and Comments

    This article will dive into the Feedback and Comments columns in Long List. Users and Clients can now easily leave their reactions and comment on each candidate which are viewable at a glance without

  • Long List

    Early in your search, there are generally a larger number of candidates on the project. Rather than thumb through many pages of candidates, going deep into their details, you can quickly run down the

  • Search by Target Companies

    Here, we will show you how to search for People by Target Categories or Companies. To learn more about how to create categories and company lists, see this article. First, navigate to the Projects

  • Payment Schedule: Add, Edit, Delete

    The Finance Module is an Add On Service for Pro Tier Firms. The Finance Module selection must be requested and turned on by the Firms’ Account Manager. Finance Permissions provide view, add, edit,

  • 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.

  • People: Add People

    Below is an overview of how to add people in the People View. Click "People" from the main menu. Click the "menu icon." A dropdown menu box will appear with the following options: Add Person, Export,

  • 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

  • Add & Remove Team Members From Projects

    In this article, we will go over how to add and remove team members from a project inside Clockwork. Add a Team Member Remove a Team Member Reorder Your Team Add a Team Member Once the candidates

  • Mail Analytics

    In this support article, we will go into more detail about how you can leverage Mail Analytics following Mass EMail. Emails sent from gridview and people view using the send mail feature, will be

  • 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

  • Finance: Team Report

    The Finance: Team 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 functions

  • Report Builder

    Formulas You can find Formulas in the Add Chart section of Clockwork Report Builder. They can be used to create calculated columns that can be used like any other column of data. Use Cases Formulas

  • Firm Settings: Billing

    Overview Subscriptions are controlled with ease through the automated billing module in Firm settings. Managed in application by Partner or Admin users only. Firm Settings Go to Firm settings to

  • Create Target Company Lists

    The Strategy tab in a project offers you a way to build a list of Target Companies that your team and clients can collaborate on to define your search parameters. Here, we will show you how to create

  • GDPR Questions Answered

    This article will answer many questions that are asked about how General Data Protection Regulation (GDPR) will affect Clockwork Recruiting on our online Executive Recruiting platform. For more

  • 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

  • 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

  • GDPR/CCPA Privacy Policy

    Privacy Policy Implementation In this article, we will walk you through creating, managing, and maintaining your privacy policy compliance in Clockwork, and sending your Privacy Policy to people for

  • 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

  • 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

  • Accessing the Support Center & Knowledge Base

    This article will show you how to access the Clockwork Support Center and Knowledge Base (KB) while you are using the Clockwork Recruiting platform. 1. Click on the circle in the top-right corner

  • Icons: Unread Notes Indicator

    Unread Notes Indicator If a red circle appears next to a candidate's name this indicates that notes have been added to that candidate that have been unread. You can click on the candidate to access

  • Account Setup

    This article will provide the step by step process to create an account as an invited Client to a project within Clockwork. As a Client, you will receive an email once the invite is sent out by a

  • Google Integration: Document Card

    Inside of the Person/Candidate Panel the Documents card will display the Google Drive icon once connected and the document is uploaded using the Integration. The Integration makes it easier to share

  • Notification Center

    In this support article, we will cover the Notification Center. Users will be able to see a badge number indicating that an unread change has been made inside of your Firm Environment. The following

  • Firm Settings: Workflow

    In this Workflow support article, starting inside of the Firm Settings, we will walk you through creating your own system. The Workflow will allow Users to create automatic reminders to basic tasks

  • 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

  • 365 Integration: Document Card

    The 365 Integration makes it easier to manage candidate, client, and project documents across your Clockwork and OneDrive environments. You can share more documents with clients, edit documents

  • Video: How To: On-demand Person Enrichment (OPE) (Video)

    The Clockwork On-Demand Person Enrichment Integration uses Nubela to connect your Firm Database with LinkedIn Public Profiles. You can use this integration to update candidates records one by one or

  • Companies: Best Practices

    Companies: Best Practices The Companies area is where you will include background information and research on companies your Firm is working with. Do Not Contact You can apply Do Not Contact at the

  • CSV Import: Creating New Contact vs Updating on Existing Contact

    Question When importing a .CSV file, how does the system differentiate whether there is a new contact that needs to be created versus if a contact's info needs to be updated? For instance, if there

  • Firm Settings: Add/Edit Users

    Subscription Services - Adding User Seats to your Account All Subscription services contracts Terms are annual or multi-annual, whether they are paid with annually or in monthly installments payment