Search results for Custom Fields

121 articles found

  • Custom Fields: Application

    To Access the Custom Field data and add, edit or remove data from the field, navigate to the Candidate Panel or People Panel. Scroll to the Custom Fields section in either of the Panels or Click Edit

  • Custom Fields: Filtering

    All Custom Fields include the ability to filter specifically by the field data. To add Custom Fields to the People View filters, click the Search omnibox to open the Filter bar and then Click on the

  • 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

  • Custom Fields: Project

    The Project 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 Project Custom fields in

  • 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

  • Custom Fields: Deals

    This article will walk Users through creating the Deals Custom Field in the Firm Settings, and creating a Deal. By the end of this article Users will know how to apply the custom field to the Deal

  • 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

  • Custom Fields: Project Dashboard

    When adding or editing a Custom Field you have the option of including the field in the Project Dashboard. Checking the "Include On Dashboard" will allow for the Custom Field created to be viewed

  • 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,

  • Video: 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. Related Articles Custom Fields:

  • 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

  • Position View: Self ID

    The Project Submit Interest - Self Identification Form is an Add On Service for Pro Tier Firms. The Self ID selections must be requested and turned on by the Firms’ Account Manager. In this support

  • Candidate Portal: Firm Settings

    The Candidate Portal is an Add On Service for Pro Tier Firms. The Candidate Portal selections must be requested and turned on by the Firms’ Account Manager. The Candidate Portal can only be accessed

  • People: Bulk Edit

    People records can be edited in Bulk. This allows for quick and efficient editing of global values such as Region, Do Not Contact, and tags. You can also bulk edit Custom Fields if those fields are

  • Companies: Bulk Edit

    Company records can be edited in Bulk. This allows for quick and efficient editing of global values such as Industries, Investors, Regions and Tags. You can also bulk edit Custom Fields if those

  • 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

  • Person Panel: Overview

    Person Panel: Overview 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 Panel: Overview

    The Candidate Panel allows you to review all the details of a particular candidate and allows you to edit the data with ease. The Main Panel Area provides an overview of the candidate's position,

  • People: Filters

    Below is an overview of how to use Filters in the People View. Clicking the People Search buttons on both ends of the view will open the Search and Filters Panel. In the beginning, the three Filters

  • 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 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

  • New Project View: Filters

    This article will detail a general overview of the filters in Project View. Filters The number of displayed filters at the top panel is limited. IF more than 3 filters are selected by the User, the

  • 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

  • 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

  • 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

  • Accessing Custom Reports

    The Custom Report is a Pro Tier feature for firms who have contracted Clockwork for Custom Reports Development, the ability to generate Custom Reports. Click the Project icon in your Firm Main Menu,

  • Customizable Candidate Status Report

    Candidate Status Reports: A wonderful customizable Excel (xls) report that allows you to select the following: 1. Formatting Options 2. Specific Candidate Information 3. Address Information 4.

  • GDPR's Impact on the Executive Search Field

    First published on our Blog May 28, 2017 http://www.clockworkrecruiting.com/gdpr-will-impact-executive-search/ Nearly every industry on the planet has become more become more globally connected, and

  • Customize Project Industry Options

    For whatever reason, you may need to edit or adjust your Project Industry. This is initially selected during the Project creation process, but you can still be able to change it even when the Project

  • 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

  • Add Object

    The Add Object feature covered in this support article will provide the benefits of centralizing the creation of new Projects, People, Companies, and Deals. The Add Object is defaulted to “Add

  • 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

  • Partner First Steps

    Welcome to the Clockwork family We're glad that you have joined us! This article steps you through the the things to complete within your first week at Clockwork. Keep in mind while going through

  • 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

  • Start a New Project

    When creating a project, you are guided through the process to enter the project name, company name, project type, project status, industry, specialty, seniority, along with project location details.

  • 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

  • Deals: Add/Export

    The Deals View tracks all activity within the deal and lets the team see where things are at with a deal in real time. In this article you will have a step by step on how to add deals and export this

  • 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

  • Configure: Statuses

    To configure Candidate Statuses, go to Firm Settings in your Clockwork account. Click "Clockwork" on the top left of the screen, then click "Firm Settings". Select the "Configure" view which will

  • Search by Target Companies

    Here, we will show you how to search for People by Target Categories or Companies. To learn more about how to create categories and company lists, see this article. First, navigate to the Projects

  • 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,

  • 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

  • Export Project Lead

    You can now Search and Export a Project Lead within a report. 1. Locate/Search for the Project Lead that you would like to export within a report. Click "Export # Projects to Excel". 2. A new window

  • Contract Terms

    The Contract Terms section is a new section for users but contains information that was formerly available in the Fee section of the Admin tab. The Contract Terms include all of the fee fields, with

  • User Generated Reports: Candidate Export List

    <ProjectTitle> Candidate Export (xlsx) Attributes: Recommended Name Current Position Preferred Email Preferred Phone LinkedIn URL Candidate Status Category Project Specific Fields Visibility Overview

  • New Project View: Add/Export Project

    Below is an overview of how to add a new project and Export them in the New Project View. Add Project This will navigate you to a page to enter all the necessary details for your new project. Export

  • Video: Firm Settings: Gong Report Overview

    A Gong Report provides a brief overview of a closed project. Please note that Gong reports will not send for any projects marked 'internal' or 'confidential'. Related Articles Gong Reports Firm

  • 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

  • Candidate Portal: Client Users

    In this support document, the Client Users Tab will be shown useful if the Candidate Portal is turned off for the firm. Users can view Client options in the Compliance tab. Clients Users Table