Search results for Positions View

264 articles found

  • 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

  • Advanced Import Templates

    If you are an advanced Clockwork user who is familiar with Excel and the data you would like to import is beyond the basics, this template will be of some help. Process and Logic Blank values in

  • Manage Former Companies and Contacts

    You may find that you need to update a contact's Position status to Former in case their employment status has changed. To do this please follow the steps below. 1. Select the contact you wish to

  • Export Project Status or Summary Report for Client

    If your client is requesting a Project Status Report or Summary or you simply just need it for internal purposes, follow the steps below. 1. On the menu in the left-hand side of the screen, click on

  • Exportable Reports Differences

    To export a project report, follow the steps below. Select your Projects page by clicking the Projects menu then select a project from your list. Click the "Export Report" text link and a small

  • Generating with Cai

    Use A.I. to generate position details and benchmark criteria based upon project, company and industry metadata: Job Descriptions Research Criteria Job Requirements

  • Mobile App: Person Quick Search

    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. As

  • Tasks: Notifications

    When a User has a Task or Tasks assigned to them, the User can receive an email, in app message, or push notification reporting on the Tasks that are Upcoming. To ensure you have this option turned

  • 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.

  • Client & Candidate Communication: Client Update Email Draft

    Prompt: Client Update Email Draft Description: Generates a polished client-ready status email for a specific search, drawn directly from Clockwork activity. Frequency: Ad hoc / Weekly per active

  • 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