Worksuite Support Center

Shortlist to Worksuite Information 1

• Shortlist to Worksuite Transition FAQ

System Overview 4

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

Settings 10

• Settings Overview
• Account and Personal Settings
• Inviting and Removing Team Members in Worksuite
• User Permissions & Access
• Teams & Dashboards

View all 10

Talent Management 15

• Talent Directory Overview
• Background Screening with Checkr
• Adding & Inviting Talent to Worksuite
• Advanced Search Capabilities
• Editing Talent Profiles and Portfolios

View all 15

Workflows 4

• Workflows Overview
• Creating Workflows
• Adding a document for talent review
• Content Stages

Marketplace & Opportunities 5

• Marketplace & Opportunities (Job Openings) - Overview
• Sourcing & Talent Recruitment
• Creating an Opportunity (Job Opening)
• Embedded Workflows in Opportunities (Job Openings)
• Auto-generation of Task from Opportunities (Job Openings)

Tasks & Projects 5

• Tasks and Projects Overview
• Add New Projects & Tasks
• Using Milestones & Deliverables in Tasks
• Bulk Import Tasks and Projects
• Timesheets

Payment Support 12

• Payments Overview
• Worksuite Pay - Overview
• Invoice Line Items
• Invoice Scheduling & Payment Status
• Downloading Payment Reports

View all 12

Reporting & Insights 0

Integrations 13

• Self-Service Integrations Overview
• How to Integrate Salesforce with Shortlist (via Zapier)
• How to integrate Asana with Shortlist (via Zapier)
• How to integrate Slack with Shortlist (via Zapier)
• How to integrate Teamwork with Shortlist (via Zapier)

View all 13

Add-ons 0

Registering, Onboarding and Understanding your Dashboard 6

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

View all 6

Onboarding & Workflows 0

Opportunities & Tasks 3

• Opportunities Overview
• Projects & Tasks Overview (Talent facing)
• Timesheets | Freelancer Time-Tracking

Payments & Banking Information 6

• Submitting an Invoice for Payment
• Payments Onboarding
• Payment Statuses in Worksuite
• Invoices and Payments - Where is my payment?
• Payments FAQ - Common Issues & Resolutions for Talent

View all 6

Technical Queries 1

• FAQ's and Troubleshooting