Frequently Asked Questions

Firm Settings

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Settings

In the below videos we will cover updating and making changes to your firm settings including:
  • Project Visibility Defaults: Candidate data and fields that default to visible for a client within a project.
  • Firm-Wide Gong Report Settings: Enable or disable firm-wide Gong Reports, choose what information is included and who receives the search closeout report.
  • Workflows: Create, edit and update workflows triggered by actions around candidates or projects. Automate and prompt users with reminders, activities and events based on time in a status. 

Project visibility defaults

Watch the video

Firm-wide gong report settings

Watch the video

Workflows

Watch the video

Still need more help?

Linked below are some additional resources and articles to help you.

Additional firm settings help

Learn more about updating and configuring your firm settings in our knowledge base.

Still need more help?

Get in touch with Clockwork's support team for more help and to find more answers. Send us an email.

The only search software you will ever need

Clockwork is more than just executive search software, it's a complete business solution. With built-in collaboration, talent relationship management and data synergy at its core, Clockwork was made specifically to support a great search process at every stage.