Information for Internal Team Members

Diana Upson avatar Erin Andres avatar Dylan Duimovich avatar +1
74 articles in this collection
Written by Diana Upson, Erin Andres, Dylan Duimovich and 1 other
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 Erin Andres
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 Erin Andres
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 Erin Andres
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 Erin Andres
Updated over a week ago

Applicant Onboarding and Recruitment

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Written by Erin Andres
Updated over a week ago

Requested Documents

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

Understanding restricted visibility within Shortlist

Resctriction and visibility of internal features
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Written by Erin Andres
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