Training

Refresher Training Course For Clockwork Users

Welcome to Clockwork's Refresher Training Course! This course is designed to help up-skill team members, refresh your knowledge of product features and provide pro-tips on using Clockwork. Watch the full course here or each individual Module below. 
Module 1 Landscape

Module 1: Email

In this course we will cover:

  • Microsoft and Google Email Integration Set-Up
  • Sending & Capturing Emails for People
  • Email Templates
  • Email Signatures 
Start
Module 2 Landscape

Module 2: Events & Activities Reporting

In this course we will cover:

  • Event and Activity Logs
  • Notes Reporting
  • Team Activity Reporting
  • Project-Specific Event Tracking
Start
Module 3 Landscape

Module 3: Gridview

In this course we will cover: 

  • Configuration and Settings
  • Managing Candidates In A Project
  • Filtering For Candidates
  • Bulk Edits To Candidates In A Project
Start
Module 4 Landscape

Module 4: Longlist

In this course we will cover: 

  • Using Longlist
  • Longlist Configuration
  • Client Collaboration and Feedback
Start
Module 5 landscape

Module 5: Status Report

In this course we will cover: 

  • Configuration & Set Up
  • Presenting A Shortlist Of Candidates
  • Visibility & Notes Settings
  • Group by Status, Color or Rating
  • Organizing Notes with Templates, Types and Context
Start
Module 6 Landscape

Module 6: People

In this course we will cover: 

  • Keyword Search
  • People Filters
  • Boolean Search Functionality
  • Adding Candidates To A Project
  • Custom Fields Set Up and Use
  • Bulk Editing & Tags
  • Saved Candidate Views
Start
Module 8 landscape

Module 7: Workflows

In this course we will cover: 

  • Setting Up Workflows
  • Automation & Triggers
  • Note and Task Prompts
  • Turning On and Off Workflows
  • Time-based Triggers By Status
Start
Module 7 landscape

Module 8: Project Dashboard

In this course we will cover: 

  • Configuring Project Dashboard
  • Talent Visualizations Metrics
  • Enabling Client Visibility
  • Client Reporting
Start
Module 9 landscape

Module 9: Position View

In this course we will cover: 

  • Adding Job Description & Requirements
  • Generating with A.I.
  • Job Postings & Submit Interest Form
  • Position Compensation
  • Candidate Ratings & Research Criteria
  • Research Quality Report
Start
Module 10 landscape

Module 10: Client Collaboration Portal

In this course we will cover: 

  • Client & Project Visibility Settings
  • Admin View
  • Candidate Data Visibility
  • Turning On / Off Page Visibility
  • Client Portal & Experience
  • Inviting a Client
Start
Module 11 Landscape

Module 11: Strategy View

In this course we will cover: 

  • Project Profile
  • Project Strategy & Plan
  • Creating Target Company Lists
  • Using Target Company Lists
  • Research Coverage Report
Start

Purpose-Built And Process-Led Software Made For Executive Recruiters

Clockwork was built upon the 8 Stages Of Successful Executive Search to support every stage of your unique search process.

Great Searches Run On Clockwork

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