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292 articles found

• 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

• Custom Fields: Company

  The Company 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. Access your “Firm Settings”. Click the

• 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

• 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

• Firm Settings: Email Integration Settings

  This feature is available to our Pro Tier Firms. If you are interested in upgrading to "Pro" please contact your Account Manager. The Email Integration Feature allows Firms to enable a setting where

• 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

• 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

• 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

• 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

• 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

• Video: Profile: Notification Preferences

  Your Notification Preferences will send you an Email, In App, or Web Push notification when an action is accomplished by yourself or a project that you have created or have been invited to.

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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,

• 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

• Status Reports: 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• Account Profile Setup

  After reading this article, you will know the details of your Clockwork Account Profile Settings: In the Your Profile tab you will have 4 settings that will be covered in this article. 1.Task

• 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

• Custom Fields: Overview

  The Custom Fields module allows you to add single select lists, multiple select lists, or text fields to Person records in your Clockwork Person Database. Any custom fields added to the Custom Fields

• On-Demand Person Enrichment

  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

• Clockwork Subprocessors

  Clockwork ESE, LLC, (“Clockwork”) uses certain sub-processors and subcontractors to assist it in providing the Clockwork services as described in the Clockwork Recruiting Services Agreement. This

• 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

• 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