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Information for Internal Team Members
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
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Talent Management
15
Talent Directory Overview
Background Screening with Checkr
Adding & Inviting Talent to Worksuite
Advanced Search Capabilities
Editing Talent Profiles and Portfolios
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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
10
Payments Overview
Worksuite Pay - Overview
Invoice Line Items
Invoice Scheduling & Payment Status
Downloading Payment Reports
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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)
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