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313 articles found

• 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

• 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

• Custom Fields: Person

  Users can Search and Filter Person Custom fields in People View - Bulk Edit, and Person Panel. Users can not change the object or field type once a field is created. You can “Edit” the Field Name and

• 365: Failure to Authenticate

  If you receive a notice from Microsoft after signing in with your Outlook credentials, this should be due to Microsoft's security policy changes (October 2025) that now require administrator consent

• 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

• Team Operations: Team Data Hygiene Scorecard

  Prompt: Team Data Hygiene Scorecard Description: Operational quality check on how well the team keeps Clockwork records complete and current — note frequency, stale candidacies, and missing fields.

• 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

• Getting Started: Clockwork MCP Tool Reference Guide

  Clockwork MCP Tool Reference Guide Everything the Clockwork connector exposes, grouped by what it touches. Each tool also accepts response_format='json' for machine-readable output and most list

• Workflow System

  In this Workflow support video, 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

• Configure: Project Types

  Configure your Project Types within Firm Settings. Default Project Types will always be available to all Firms. These default types include Retained, Retingency, Contingency, Pickup, and Special

• 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

• 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

• 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

• Candidate Panel: Candidate Status

  Below is a detailed description of each Candidate Status value. *The Candidate Status is found in the Candidate Panel within the New Grid View. Placed - Offer has been accepted and the Candidate has

• 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

• Import Contacts via CSV

  In this article, you will learn how to import many People into your database with a CSV import. The process is simple in terms of interfacing with the Clockwork platform. However, if you have more

• Custom Fields: Company

  Access your “Firm Settings”. Click the "Custom Fields" tab. This is where you can add and manage all of your Custom Fields. Click “+Add Custom Field” to add your customization. Users can add Company

• Companies: Add/Export

  Below you will be guided through the necessary steps to Add and Export Companies. Add Companies Users can Add Companies from scratch. The only required fields are " Company Name" and "Preferred

• Finance: Client Report Panel

  Inside of the Client Report Panel table, it will reflect the populated payment schedule entries that generate the sums available in the Client Report by focused Client companies. The Project ID is

• Pro Tip: View Controls

  Sometimes the text may be too difficult to read in your web browser. If using 3 different browsers (Chrome, IE and Firefox) you may struggle to find the menu where you can increase or decrease the

• Internal Project Notes

  You can add Internal Project Notes to any project through the steps we show here. First, navigate to the Projects page, find the Project you want to add notes to, and then click on the title: Then

• Candidate Panel: Notes-Add/Edit/Reply

  Users have the ability to Add, Edit & Reply to Notes within the Candidate Panel in Grid View. Add A Note Edit A Note Reply To A Note Note Mentions [Expand window to work on notes and see card] Add A

• Default Third Party Calling App

  This article details directing a Third Party application when selecting a phone number on a person record in Clockwork Web-base and Mobile App. Users browser and app settings can be changed to any

• 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

• Update a Closed Project

  Once a Project has been closed, it can still be reopened and updated at any time. You will need to access the Project Admin area to update the Project Status and Project Settings. Project Status

• Import - Troubleshooting

  We highly recommend that users always test a CSV import by loading a small sample set of the data before importing larger datasets. This avoids mistakes and lets users confirm that they have mapped

• Team Operations: Partner Performance Scorecard by Project Outcome

  Prompt: Partner Performance Scorecard by Project Outcome Description: Compares team members on the health and outcomes of the projects they own, using project status and candidacy progression as

• 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

• API Gateway Limits

  There are two sizes for the API Gateway limits. These limits apply to the entire Firm, and not to the individual User(s). Small Rate - 5 requests per second Burst - 10 requests Quota - 50,000

• Settings

  In the below videos we will cover updating and making changes to your firm settings including: Project Visibility Defaults: Candidate data and fields that default to visible for a client within a

• 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

• Client & Candidate Communication: Weekly Project Status Report: Generator & Distributor

  Prompt: Weekly Project Status Report — Generator & Distributor (uses template from previous prompt) Description: Pulls live Clockwork data for each active retained search, populates the saved

• Mobile App: Project View

  In this article, you will be shown the features that help you understand what is inside all of your projects. In project view you will be able to see the: Project Status, Start Date, Project Type,

• Email Integration: Invalid Credentials

  ERROR When setting up Email Integration, some Users may experience the issue below. Error: Invalid Credentials (Failure) TROUBLESHOOTING 1. First check to be sure that you are entering in your

• Reports Errors

  If you experience an error with a Report you have downloaded from the Clockwork site, please review the information below for assistance. Troubleshooting (Missing Candidate Images) If you experience

• Companies: Merge/Unmerge

  In some instances, after importing candidates via parsed resumes or alternative resources, you may find the need to merge duplicate company records. Users can merge companies by first selecting at

• The Check In: Using Notes and Mentions For Collaborating

  This time on The Check-In, Dane from Clockwork’s Sales Team joined us to look at how Mentions will work and how to use notes more effectively including: Where you can mention users and clients and

• Excel Tips & Tricks

  Name Header and Format The Name field is the only field that is required to process an import file into Clockwork. The First Name, Middle Name, Last Name fields are concatenated (condensed) together

• Company Enrichment Integration

  This article covers how to set up and use the Company Enrichment integration found in the Integrations tab of your Firm Settings. The Clockwork Company Enrichment Integration uses data providers to

• Person Enrichment Integration

  This article covers how to set up and use the Person Enrichment integration found in the Integrations tab of your Firm Settings. Note: Only users with a Partner or Admin role can access and manage

• Clockwork Maintenance

  It's important to keep our network running well. To ensure optimal functioning, Clockwork undergoes regular system maintenance. Maintenance activities include both routine preventive and ad-hoc

• People: Overwrite Position and Education

  This article will cover a feature that will assist with strong data integrity for your Position and Education cards in a person's record. This includes ensuring that Company data is source-able,

• Status Reports: General Overview

  The Status Report is where you conduct Status Calls with your clients. Organized by Status, Color Category, or Ratings. Candidates are displayed based on the chosen display option. Below you will

• The Check-In: Advanced Sourcing Webinar

  If you weren't able to attend, DaMarr Eagles from Clockwork’s support team joined Tatiana Grebennik from Clockwork’s success team on “The Check-In” (a monthly webinar for Clockwork users) to focus on

• The Check-In: Working Smarter With Candidates & Projects In Clockwork

  If you weren't able to attend, DaMarr Eagles from Clockwork’s support team joined Tatiana Grebennik from Clockwork’s success team on “The Check-In” (a monthly webinar for Clockwork users) to focus on

• Candidate Related Dates Within Project

  There are 3 Candidate related dates within a Project. 1. The date the Candidate was added to the Project. 2. The date the Candidate was presented to a client. 3. The date that any information within

• 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

• The Check In: Marketing and Business Development Using Clockwork

  If you weren't able to attend, Thaddeus Andres, Director of Marketing at Clockwork, joined Tatiana Grebennik from Clockwork’s Success Team on “The Check-In” (a monthly webinar for Clockwork users) to

• The Check In: Client Collaboration Using Clockwork

  In case you missed it, DaMarr Eagles from Clockwork’s Support Team, joined us on “The Check-In” (a monthly webinar for Clockwork users) to show us all of the different ways to use Clockwork to

• 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