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Knowledge base
Shortlist is now Worksuite! New Identity, Same Vision
Shortlist to Worksuite Information
1
Shortlist to Worksuite Transition FAQ
Information for Internal Team Members
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
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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
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Workflows
7
Automatic W9 Stage
Content Stages
Creating Workflows
Custom Workflow Notifications
Duplicating Workflows
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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
21
Global Pay Overview
Payments Overview
How to create an invoice in a talent's profile
Invoice Management & Statuses
Invoice Line Items & Expense Reimbursement
View all 21
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
Information for External Talent & Freelancers
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
13
Payments Onboarding
Using Virtual Bank Accounts in Worksuite
Submitting an Invoice for Payment
Invoice Statuses in Worksuite
Downloading Pay Run Statements
View all 13
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)
0
FAQ's
Technical Queries
1
FAQ's and Troubleshooting