Shortlist Support Center

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Your documents 0

System Implementation - Internal Team Members 0

Getting Started 12

• Implementation Guide
• Implementation Guide - Users
• Implementation Guide - Talent
• Implementation Guide - Groups
• Implementation Guide - Recruitment and Onboarding Workflows

See all 12 articles

System Overview 2

• Getting Started with Shortlist
• Inviting and Removing Team Members in Shortlist

Settings 8

• Account and Personal Settings
• User Permissions & Access
• Teams & Dashboards
• Public Portals
• Custom Field Templates

See all 8 articles

Talent Management 22

• Adding & Inviting Talent to your Shortlist
• Talent Invitation Links
• Talent Tile Overview
• Talent Profile Overview
• Understanding the Relationship Manager Feature

See all 22 articles

Onboarding & Workflows 10

• Onboarding Workflows
• Assigning Onboarding Workflows
• Distraction-free Mode for Internal Team Members
• Custom notifications in onboarding stages
• Requested Documents

See all 10 articles

Marketplace & Job Openings 16

• Applicant & New Talent Recruitment
• Marketplace
• Opportunities (Job Openings) - Overview
• Creating an Opportunity (Job Opening)
• Job Opening (Opportunity) Templates

See all 16 articles

Tasks & Projects 12

• Tasks and Projects Overview
• Add a New Project
• Add a new task
• Status Types in Tasks
• Duplicating Projects & Tasks

See all 12 articles

Requests 11

• Requests Overview
• Request - RFI
• Request - RFP
• Viewing Current Requests
• Add a New Request

See all 11 articles

Payment Support 8

• Shortlist Payments FAQ
• Payments FAQ - Common Issues & Resolutions
• Payment Statuses in Shortlist
• Flagging Payment Issues
• Shortlist Pay - Payment Service Upgrade

See all 8 articles

Reporting & Insights 5

• Top Rated Insight
• Profile Information Insight
• Highest Win Insight
• Agreements Status Insight
• Insights Overview

Add-ons 1

• Branding Options

Dashboard 8

• Setting Your Password and Logging into Shortlist
• Understanding your Dashboard
• Registering as a Company or Individual
• Availability
• Sending a Message in Shortlist

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Onboarding & Workflows 4

• Shortlist Payments On Boarding
• Going through Onboarding
• Reviewing Your Documents and Agreements
• Signing a Talent Agreement

Payments & Banking Information 7

• Bank Details FAQ for Businesses
• Enhanced Bank Details Form for Shortlist Payment
• Invoices and Payments - Can I edit or delete my invoice?
• Invoices and Payments - What do I need to do to get paid?
• Invoices and Payments - My payment has been Approved - what does that mean?

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Opportunities 3

• Assigned Task
• Responding to a Request Invitation
• Submitting a Request Proposal

Trial FAQs 0

Technical Queries 5

• Archiving Talent
• What Browser Should I be Using?
• What file types can be used in Portfolios?
• Troubleshooting tips
• Advanced Search Capabilities

Integrations 15

• Self-Service Integrations Overview
• Integrating Google Docs with Shortlist
• How to integrate Google Calendar with Shortlist (via Zapier)
• How to integrate Salesforce with Shortlist (via Zapier)
• How to integrate Asana with Shortlist (via Zapier)

See all 15 articles

Announcements and Product Updates 4

• Preparing for the GDPR
• Summer 2019 - Product Updates
• February Platform Updates!
• March Platform Updates!

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Premium features 0

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