Clients
Visibility Parameters
All items "Green Lit" are made viewable to the Client. These items include: Candidate, Dashboard, Strategy, Target Companies & Project Notes. You can also select "View as Client" to see exactly what information the Client can see.
Notes
When a Client writes a Note on a Candidate, everyone on the team will be updated. Clients D o Not have the ability to change notification options.
Inviting a Client
You can invite a client to view Projects within your Firm. You also have the option of "Re-inviting" or "Deleting" the Client from Projects of your choosing.
Steps to take BEFORE Inviting a Client to view your project in Clockwork:
- Contact grab the clients profile from LinkedIn so when they log in they’ll see their profile picture
- Ensure there are some benchmark candidates loaded to the (project at minimum)
- Consider adding a color legend in the headline area of the Dashboard tab to define the way your team is using the category colors and determine if you want to make it visible to your Client
- Ensure you’ve properly filled out the “Position” tab with the critical detail relates to the project (i.e. job description, position details, target candidate overview, and the specific role “Requirements” along with location and compensation in the “Position Details” section).
- Consider adding a “Client Login” button on your firm’s website that leads directly to your firm’s instance of Clockwork.
Activated Clients & Re-invite A Client
Activated clients will be viewable on the right side of the Project's page. You will notice a box with the title "Client" along with your list of Clients that have been invited/activated. Sometimes you may need to Re-invite your Client which is easily done by clicking the envelope icon underneath their photo. This will send them the invite again w/ instructions on activating and accessing the Project.
Viewed Time
Notes on Candidates
Sending Notes as emails
Receiving responses
Clicking on notes, single candidate record
Report, exclude/include candidate