Shortlist Support Center

System Overview 4

• Getting Started with Shortlist
• Branding Options
• Reporting & Insights Overview
• Shortlist Implementation Overview

Settings 10

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

See all 10 articles

Talent Management 12

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

See all 12 articles

Workflows 3

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

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 4

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

Payment Support 6

• Payments Overview
• Shortlist Pay - Overview
• Shortlist Pay FAQ
• Invoice scheduling & payment status
• Downloading Payment Reports

See all 6 articles

Reporting & Insights 0

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

Requests 0

Add-ons 1

• Invoice Line Items

Getting Started 0

Payment 0

Registering, Onboarding and Understanding your Dashboard 4

• Registration and Onboarding
• Understanding your Dashboard
• Sending a Message in Shortlist
• Updating Your Email Address and Password

Onboarding & Workflows 0

Opportunities & Tasks 2

• Opportunities Overview
• Projects & Tasks Overview

Payments & Banking Information 5

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

Trial FAQs 0

Technical Queries 1

• FAQ's and Troubleshooting

Announcements and Product Updates 3

• Summer 2019 - Product Updates
• February Platform Updates!
• March Platform Updates!

Shared files 0

Premium features 0

Premium subscription 0

Your account 0

Your documents 0

System Implementation - Internal Team Members 0