Information for Internal Team Members

Diana Upson avatar Dylan Duimovich avatar Aaron Anderson avatar
75 articles in this collection
Written by Diana Upson, Dylan Duimovich, and Aaron Anderson
Implementation Guide

Implementation Guide

Best practices for implementing Shortlist for your organization
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Written by Diana Upson
Updated over a week ago

Implementation Guide - Processes

Plan & prepare for your internal business process changes
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Written by Diana Upson
Updated over a week ago

Implementation Guide - Communications

Understand how messaging works in Shortlist
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Written by Diana Upson
Updated over a week ago

Implementation Guide - Users

Setting up users / team members in your Shortlist account
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Written by Diana Upson
Updated over a week ago

Implementation Guide - External Talent

Adding & managing your external talent in Shortlist
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Written by Diana Upson
Updated over a week ago

Implementation Guide - Groups

Organize your external talent into groups
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Written by Diana Upson
Updated over a week ago

Implementation Guide - Agreements

Setting up & sending agreements in your Shortlist account
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Written by Diana Upson
Updated over a week ago

Implementation Guide - Payments

Processing invoices & payments with Shortlist
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Written by Diana Upson
Updated over a week ago

Implementation Guide - Requests

Learn the basics about Shortlist requests
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Written by Diana Upson
Updated over a week ago

Implementation Guide - Marketplace

Setting up Marketplace to recruit new external talent
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Written by Aaron Anderson
Updated over a week ago

Implementation Guide - Recruitment and Onboarding Workflows

Utilize the use of Onboarding Workflows for Recruitment process and stages
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Written by Diana Upson
Updated over a week ago
Administration

Account Settings and Password Update

Establish the basic settings for your account
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Written by Diana Upson
Updated over a week ago

Setting a Team Members User Role

Manage access levels by setting user roles
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Written by Diana Upson
Updated over a week ago

User Permissions

Set user permissions to manage account level access
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Written by Diana Upson
Updated over a week ago

Public Portals

Use your portal to post public projects and talent pools
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Written by Diana Upson
Updated over a week ago

Invoice Forwarding

Send automatic notifications when invoice status changes
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Written by Diana Upson
Updated over a week ago

Understanding the Relationship Manager Feature

Learn how the talent relationship manager feature works
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Written by Diana Upson
Updated over a week ago

Assigning Relationship Managers

Decide who receives notifications from each external talent
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Written by Diana Upson
Updated over a week ago

Questionnaires and Questionnaire Templates

Understand more about your talent's capabilities, create onboarding workflows and detailed project responses
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Written by Diana Upson
Updated over a week ago

Custom Field Templates

Create custom request templates for your requests and tasks
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Written by Diana Upson
Updated over a week ago

Onboarding Templates

Create custom onboarding templates for your external talent
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Written by Diana Upson
Updated over a week ago

Assigning Onboarding Templates

How to use and send onboarding templates
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Written by Diana Upson
Updated over a week ago

Onboarding Workflows

Create custom onboarding stages for your external talent
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Written by Diana Upson
Updated over a week ago

Applicant Onboarding and Recruitment

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Written by Diana Upson
Updated over a week ago

Requested Documents

Request a document from external talent during the onboarding process
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Written by Diana Upson
Updated over a week ago

External Talent Approvals

Build custom approval workflows for new talent
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Written by Diana Upson
Updated over a week ago

Talent Invitation Links

Create a custom invitation & onboarding flow for your external talent
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Written by Diana Upson
Updated over a week ago

Adding an internal note within Shortlist

Learn how to use internal notes
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Written by Diana Upson
Updated over a week ago

Understanding restricted visibility within Shortlist

Resctriction and visibility of internal features
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Written by Diana Upson
Updated over a week ago
External Talent & Vendors

Inviting External Talent to your Shortlist

Add external talent to build your Shortlist
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Written by Diana Upson
Updated over a week ago

Editing External Talent Profiles

Adding detail to talent profiles makes finding the right talent easy
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Written by Diana Upson
Updated over a week ago

Editing Portfolios

Portfolios showcase external talent's past work
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Written by Diana Upson
Updated over a week ago

Rating & Reviewing External Talent

Rate and Review external talent after project completion or based on prior interactions
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Written by Diana Upson
Updated over a week ago

Ranking your External Talent

Use ranks to create different tiers of external talent
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Written by Diana Upson
Updated over a week ago

So You See External Talent You've Worked With - Make Your Teammates Aware

Let your teammates know which external talent you've worked with
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Written by Diana Upson
Updated over a week ago

Communicating with your External Talent

Send & receive messages through Shortlist
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Written by Diana Upson
Updated over a week ago

Talent Pools

Use talent pools to recruit new external talent
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Written by Diana Upson
Updated over a week ago

Requesting Feedback on your External Talent

Request feedback from those who have worked with your talent in the past.
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Written by Diana Upson
Updated over a week ago

Talent Availability

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Written by Diana Upson
Updated over a week ago

Removing Unregistered Talent

How to find and remove unregistered talent from your Shortlist
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Written by Diana Upson
Updated over a week ago