Search results for Projects View

298 articles found

  • User Generated Reports: Candidate Export List

    <ProjectTitle> Candidate Export (xlsx) Attributes: Recommended Name Current Position Preferred Email Preferred Phone LinkedIn URL Candidate Status Category Project Specific Fields Visibility Overview

  • Distribution Table

    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,

  • Change Candidate Visibility for Clients

    Here we will show you how to grant or restrict client visibility for each separate Candidate in your project. First, navigate to the Project menu and select the project you want to work on by

  • Strategy

    The Strategy View is a way for you, the Firm to identify and communicate the high level strategy used to source the best Candidate for your Project.. In this article, we will cover the best way to

  • Candidate Login: Details

    In this Candidates Details article, users will be able to view and edit all of their data. The data that appears here is the same data that firms have on their person records. After logging into

  • 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

  • Candidate Login: Interest

    In this Interest View article we will detail how the interest filled in by a candidate can be filtered and searched in People View. Break down candidate’s look as well User can select “Willing to

  • Custom Fields: Filtering

    All Custom Fields include the ability to filter specifically by the field data. To add Custom Fields to the People View filters, click the Search omnibox to open the Filter bar and then Click on the

  • Candidate Portal: Firm Settings

    The Candidate Portal is an Add On Service for Pro Tier Firms. The Candidate Portal selections must be requested and turned on by the Firms’ Account Manager. The Candidate Portal can only be accessed

  • Candidate Login: Permissions

    The Candidate Permissions tab puts the data in the candidates hands. In the beginning, when a candidate first logs in, they will be dropped into the permissions view with no permissions selected;

  • 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.

  • Firm Settings: Defaults

    You may edit your Firm's Default settings including the Time Zone and Currency used. Access Firm Settings as seen below. Edit Time Zone 1. Select the "Settings" view and click "Edit". 2. The drop

  • 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

  • Profile: Edit Email

    After reading this article, you will know how to view and modify your Clockwork Account login information. On this page, you can select the Your Profile tab to view and edit your email address for

  • Mobile App: People Search and Filters

    This support article will highlight the Search and Filters features inside of the Mobile App. Search Inside of the mobile People View, users can search by clicking on the Search button at the bottom

  • 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

  • People: Search Match Pop Over

    This article reviews the Search Term Matching Pop Over available in the People view. This feature enables you to see where your search terms match a person's record. Navigating to the People view,

  • 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

  • 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

  • Person Panel: Interactions

    The Candidate Panel improved interactions will assist you to interact with your Person and Candidate data with ease. Users will be able to see data on a candidate while taking notes inside of panel.

  • Firm Settings: Update Firm Profile

    Add/Edit Firm Name You can add/edit your Firm's name following the steps below. 1. Click "Clockwork" at the top left, populating a drop-down that will appear, then click "firm settings". 2. Find the

  • 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

  • CSV IMPORT - SECTION 4 | CONFIRM IMPORT

    As soon as your import is done, you will want to confirm that your data has populated in Clockwork. There are several ways to confirm an import. Each of them will include a link to the contacts that

  • Companies: Filters

    Below is an overview of how to utilize the Company Filters inside the new Companies view. The number of displayed filters at the top panel is limited. IF more than 3 filters are selected by the User,

  • Accessing Custom Reports

    The Custom Report is a Pro Tier feature for firms who have contracted Clockwork for Custom Reports Development, the ability to generate Custom Reports. Click the Project icon in your Firm Main Menu,

  • Profile: Delete Client

    This article will detail how to delete an outdated or duplicate Client. Navigate into your Profile and select the Clients tab. This lets you view a list of all Clients that have been invited to a

  • User Generated Reports: Summary Status Reports for all Candidates

    <ProjectTitle> Summary Status Reports for all Candidates (pdf/docx) Attributes: Project Details (Cover Page): Project Title, Creation Date, Hyperlink to Login Candidates (Table): Name, Position,

  • 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

  • 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

  • Candidate Portal: Candidate Invite

    In this support article we will detail how a User can invite a Candidate to create their own Candidate Login to collect data and enhance their profiles. This helps Firms control what information is

  • Mobile: Team and Clients

    In the Project Dashboard, you have the ability to Invite Clients and Team members to a project, along with other capabilities that you see in the Desktop Version. Once the project dashboard page is

  • Video: Profile Settings: Your Profile

    This video will guide you through viewing and modify your Clockwork Account Profile information. You can select the Your Profile tab to view and edit your email address, password, and the time zone

  • Research Criteria: Quality Rating Report

    Research Quality Report: The Candidate Rating Report is accessible by hyperlink at the bottom of the Research Criteria Card in the Position tab. Users can open this report to view all ratings saved

  • Report an Issue with Clockwork

    If you think you have encountered a bug or error in Clockwork, please report it to us here: support@clockworkrecruiting.com To ensure that we are able to replicate and resolve the issue as quickly as

  • 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

  • User Generated Reports: User List

    User Export (xlsx) Attributes: ID Name Position Company Role Email Address Phone Number Activated At These are not available for selection by the user. Click "Clockwork" at the top left, populating a

  • Person Panel: Tags

    This Support Article will cover how to Add and Filter by a Tag in the Person Panel. The Tags will be displayed underneath the panel header. Click "+ Add" and a drop-down with all of your previous

  • Tasks: Dashboard Card

    The Tasks Dashboard Card allows you to view all of your Upcoming and Overdue Tasks. The card will show the following: Type: email, call, follow up, meeting, etc. Due Date: 1 day, 6 days, 2 weeks,

  • Dashboard

    In this article we will cover the Dashboard. The Dashboard communicates at a high level the status of the project, the work being accomplished, and the progress being made. The drop down option under

  • Custom Fields: Application

    To Access the Custom Field data and add, edit or remove data from the field, navigate to the Candidate Panel or People Panel. Scroll to the Custom Fields section in either of the Panels or Click Edit

  • Events

    Finding your imported data. There are two ways to find your imported data: 1. By email: After a contact import is finished, you will get a data import confirmation email which includes a 'view your

  • Firm Settings: Firm Credentials

    You can access your Firm Import URL, Pendulum Email and Domain following the steps below. 1. Click "Clockwork" at the top left, populating a drop-down that will appear, then click "firm settings". 2.

  • Profile: Client Tab

    Profile - Clients Tab The Clients tab lets you view a list of all Clients that have been invited to a Project within your Firm. You can click on Show details / Hide details to expand or collapse

  • 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

  • Custom Fields: Deals

    This article will walk Users through creating the Deals Custom Field in the Firm Settings, and creating a Deal. By the end of this article Users will know how to apply the custom field to the Deal

  • Analytics: Note Activity

    In this article, you will learn more about the Note Activity Report under the new feature Analytics. You can find the note activity created by users here. This includes all Note types plus

  • People Data Requirements

    Below is an overview explaining the ability to have LinkedIn URLs required when adding a person to your person database. In your Firm Settings: Setting tab, People Data Requirements now has a toggle

  • 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

  • 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

  • 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