Worksuite Support Center

Shortlist to Worksuite Information 1

• Shortlist to Worksuite Transition FAQ

System Overview 4

• Custom Branding - Emails & URL
• Getting Started with Worksuite
• Reporting & Insights Overview
• Sidebar Navigation

Settings 16

• 2 Factor Authentication (2FA) for you and & your talent
• 2FA & Login Links not working for your talent
• Account and Personal Settings
• Adding New Template Agreements & Forms
• Custom Field Templates

View all 16

Talent Management 16

• Adding & Inviting Talent to Worksuite
• Adding an internal note within Worksuite
• Advanced Search Capabilities
• Agreements, Requested Documents, and Files
• Background Screening with Checkr

View all 16

Workflows 7

• Automatic W9 Stage
• Content Stages
• Creating Workflows
• Custom Workflow Notifications
• Duplicating Workflows

View all 7

Marketplace & Opportunities 6

• Auto-generation of Task from Opportunities (Job Openings)
• Creating an Opportunity (Job Opening)
• Embedded Workflows in Opportunities (Job Openings)
• Marketplace & Opportunities (Job Openings) - Overview
• Resource Request Process

View all 6

Tasks & Projects 5

• Add New Projects & Tasks
• All Tasks Filters
• Tasks and Projects Overview
• Timesheets
• Using Milestones & Deliverables in Tasks

Payment Support 23

• Global Pay Overview
• Payments Overview
• Invoice Management & Statuses
• Invoice Line Items & Expense Reimbursement
• Funding Balance Display & Funding Statement

View all 23

Reporting & Insights 0

Agreements & Integrations 5

• Configure Your Own Agreements
• Obsolete Document - what is it?
• Single Sign-on (SSO) Authentication
• Smart Bulk Import (All Modules)
• Worksuite Integrations Overview

Add-ons 0

Contracts 7

• How to Create a Contract
• How to create a Contract Workflow
• How to migrate from Job Openings to Contracts?
• How to Use Create a Contracts Template
• Introducing the Contracts Module

View all 7

Customer Portal - Helpdesk Portal 0

Registering, Onboarding and Understanding your Dashboard 9

• Registration and Onboarding
• Your Dashboard
• Sending a Message in Worksuite
• Editing and Deleting your Worksuite profile
• Updating Your Email Address and Password

View all 9

Opportunities & Tasks 2

• Opportunities Overview
• Projects & Tasks Overview (Talent facing)

Payments & Banking Information 14

• Payments Onboarding
• Using Virtual Bank Accounts in Worksuite
• Submitting an Invoice for Payment
• Invoice Statuses in Worksuite
• Downloading Pay Run Statements

View all 14

Tax Information 5

• Tax Information
• Requirements to be "Payable" in Worksuite
• How to generate a W9
• W8 BEN
• United States Tax Filing: 1099 Form FAQ for Freelancers

Onboarding & Workflows (Drafts) 1

• How to Sign Your Agreement in Worksuite

Technical Queries 1

• FAQ's and Troubleshooting