Search results for delete project

272 articles found

  • 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 &

  • Status Report: Download Reports

    Download a PDF of your Project Status Report The report will download to your desktop as a PDF. Below is an example of a report. Export Report Choose what type of report you want to be generated from

  • 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

  • Download a Profile

    There are times you'd like to download a profile report for a Person, aside from their association with a Project. This can be done by selecting the Print icon under the person's contact record. A

  • Person Panel: Click to Edit

    The Person Panel 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 position,

  • Long List: Candidate Panel For Clients

    Based on visibility settings at project level Notes Candidate Panel For Clients Clients now have the ability to view the Candidate Panel. You can simulate the Client view by following the steps

  • Candidate Portal: Details View

    In this Candidate Portal article, we provide some insight to the cards that Candidates see and what information in their Person Record they can add, edit, or remove. After candidates login to their

  • User Generated Reports: Deal Excel Report

    Deal Export Report (xlsx) Attributes: Recommended Name Current Position Preferred Email Preferred Phone Address LinkedIn URL Do Not Contact Optional Fields to export All Positions All Education All

  • 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

  • Clockwork Integrations Guide

    There are a number of business applications that can integrate to work seamlessly with Clockwork and enhance its capabilities. Premium API The Premium API is available for developers as a Pro Tier-

  • 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

  • The Check In: Strategy View & Target Company Lists

    On 29 February 2024, Dan Shirley from Clockwork’s Customer Success Team joined us on “The Check-In” to discuss and explore the Strategy View. Within a project we looked at how to build, track and

  • 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

  • 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

  • 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

  • Grid View: Bulk Email

    You can now send out an email to multiple Candidates at one time within Grid View. Send Bulk Email Select the Project and enter Grid View. Select the Candidates that you would like to send mail to.

  • CSV Report Exports

    Please remember that if you are a user requesting more than 1,000 records at one time, the exported output of the CSV file will populate with only limited fields and none of the additional selected

  • User Generated Reports: People Excel Report

    People Export Report (xlsx) Attributes: Recommended Name Current Position Preferred Email Preferred Phone Address LinkedIn URL Do Not Contact Optional Fields to export All Positions All Education All

  • Research Criteria: Rate Candidates

    Candidate Rating in Grid View: When Research Criteria questions are present on a project, an additional “Rating” column is available in Grid View. In this version, Ratings are only available in Grid

  • 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

  • Custom Fields: Opt-In

    The "Self Identification" should be marked in your Firm Settings if you want those options to appear in the Self Identification Form. After the Custom Field options are created and marked Self ID,

  • 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

  • Third Party Landing Page

    In this Support article, we will guide you through the changes that you will see when importing candidates into Clockwork with a Third Party Extension Landing Page is now People View with the Person

  • 365 Integration: Email View

    The Email view inside of the Person Panel will display the captured email correspondence for each User that has the Integration connected. Users with Admin or Partner role are the only users with the

  • Google Integration: Email Tab

    The Email tab inside of the Person Panel will display the captured email correspondence for each User that has the Integration connected. Users with Admin or Partner role are the only users with the

  • 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

  • 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

  • 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

  • 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

  • Report Not Received

    There are 2 possible reasons why you did not receive your export report: Your report did not successfully export from Clockwork. Your report successfully exported but did not successfully make it to

  • 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

  • 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

  • CSV IMPORT - BEST PRACTICES

    Before you begin preparing your data, it's important to become familiar with a few general Best Practices when it comes to preparing your file for import. These Best Practices guide you in learning

  • 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

  • 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

  • Quick Search: People

    Quick Search is a very powerful, easy-to-access tool that lets you get right where you want to be as quickly as possible. In this article, we will show you how to use Quick Search to find People.

  • Candidate Panel: Header

    Below is a brief overview of the Candidate Panel headers found within the New Grid View. View or edit the Candidate status, visibility, email, phone, full profile link & more. Click "Projects" in the

  • Pendulum: Bad Sender System Address

    ERROR Users may attempt to send an email within Clockwork and receive the error below. Often when this error occurs, the User is signing into CW with one email then attempts sending emails through CW

  • 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

  • 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

  • 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

  • Candidate Portal: Removal Request

    In order to be in compliance, Firms will need to proceed with the Removal Request when they are emailed with a link to the firm users. Upon completion of the request, the candidate's record in the

  • 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

  • Clockwork's GDPR Compliance

    Our Commitment to You and the Protection of Your Data We are committed to partnering with Clockwork customers and users to help them understand the General Data Protection Regulation (GDPR). The GDPR

  • 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

  • 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

  • Candidate Panel: Notes-Filtering

    You can filter Notes Tab a number of ways within the Candidate Panel. Users Note Types Specific Time Period All Contexts (Projects, Deals) Filter through UsersType or select the name you are looking

  • Tags - Download Report

    1. Click the "tags" tab and click "download." A csv tags report will download automatically. 2. The csv tags report will include every tag along with the counts related to companies, people, deals

  • CSV IMPORT - 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