Search results for Projects View

298 articles found

• Payment Schedule: Add, Edit, Delete

  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,

• Long List: Feedback and Comments

  This article will dive into the Feedback and Comments columns in Long List. Users and Clients can now easily leave their reactions and comment on each candidate which are viewable at a glance without

• Firm Settings: Licensed Seats

  As a Firm you will now be able to see how many seats you are using and have the ability to request more seats if needed. This feature allows the Partner and Admin roles to view seats consumed. When a

• Long List: Table Interactions

  Trigger Candidate Panel Within Long List, you can trigger or prompt the Candidate Panel to open. Simply click the name of the Candidate - this will populate the Candidate Panel window. The Candidate

• People: Bulk Resume Upload

  Users of Clockwork can upload multiple resumes at once, by using the Parse Resume option in People. Follow these few short steps to successfully accomplish this: Click the People icon in your Firm

• 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

• People: Drag and Drop Bulk Resume Upload

  By the end of this article, you will have all the details to upload Bulk Resumes using any Desktop Application from an Email Client: Click the People icon in your Firm Main Menu to be taken to the

• Change Account Username or Email Address

  Here, we will show the process of changing your login username and email address inside Clockwork. Change Username Change Email Address Change Username To change your Account Username, navigate to

• Firm Settings: Auto-Pin Note

  After reading this article, you will know the details of the Auto-pin feature used in the candidate panel for a chosen Note Type. Auto-pin notes is true on People view and Candidate Panel. Firm

• Parse a Resume

  Resume parsing is not an exact science - which is why we don't recommend parsing resumes. If you plan to grab from LinkedIn, then you will want to change your parsing solution to NOT bring over

• SparkHire Integration

  This article will guide you through the process of Integrating SparkHire with Clockwork to fulfill the benefits of Video Interviewing and having those notes shown in the Person Notes in Clockwork.

• People: Add People

  Below is an overview of how to add people in the People View. Click "People" from the main menu. Click the "menu icon." A dropdown menu box will appear with the following options: Add Person, Export,

• 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

• Deals: Panel

  The Deals Panel will open after selecting your desired Deal name. The panel will hold all information with an ease to add or edit details. Panel Controls Add a Related Project Deals Tags Profile Card

• Firm Settings: Billing

  Overview Subscriptions are controlled with ease through the automated billing module in Firm settings. Managed in application by Partner or Admin users only. Firm Settings Go to Firm settings to

• 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

• 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

• Account Setup

  This article will provide the step by step process to create an account as an invited Client to a project within Clockwork. As a Client, you will receive an email once the invite is sent out by a

• Accessing the Support Center & Knowledge Base

  This article will show you how to access the Clockwork Support Center and Knowledge Base (KB) while you are using the Clockwork Recruiting platform. 1. Click on the circle in the top-right corner

• 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

• 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

• Icons: Unread Notes Indicator

  Unread Notes Indicator If a red circle appears next to a candidate's name this indicates that notes have been added to that candidate that have been unread. You can click on the candidate to access

• 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

• Custom Fields: Exporting & Importing

  Custom Fields can be exported in all of the following reports: Project Status Report, Project Status Report with all Candidates and Project Details. In order for these reports to be visible you must

• How to Leverage Clockwork for Your Business Development Process

  Walk-through video displaying the start to finish process of creating your Project Types, Business Development Project, Deal, and Executive Search.

• Long List: Mobile

  Long List Mobile Long List allows you to easily share potential candidates with clients in a way that displays just enough information to quickly review together and receive the high-level feedback

• Current and Past Employees in Target Company

  The numbers for past and current employees in the target companies section reflect how many past or current employees of those companies are currently candidates in the search project. As you begin

• 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.

• Companies: Panel Header

  To rebrand or change a companies logo and change the Companies Status within Clockwork, please follow the steps below: Logo Pull up the company’s record by searching for the company either in your

• 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

• Admin Visibility

  This article will explain how to make visibility displayed or hidden for the Project Dashboard and Candidate Data. Find the Admin section in the Mobile App inside of the side Panel. You can toggle

• Do Not Contact Label Explained

  When you are creating a project, you will see the option to mark your client’s company with a Do Not Contact label. The Do Not Contact label can be used for any client(s) with whom you have a

• 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

• 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,

• Data Glossary

  This section offers a more full description of data field nuances. All data fields that can be imported are set forth in our Data Import Here’s a full data dictionary with specific column headers

• 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

• Analytics: Deals

  Under Deals, you will notice 2 sections, Win-Loss and Deal Projections. To access and use your Deals pages, check out this step by step article. Analytics: Deals - Win-Loss The Win-Loss report allows

• 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

• 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

• 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

• 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.

• 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

• 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