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

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Talent Management 14

• Talent Directory Overview
• Background Screening with Checkr
• Adding & Inviting Talent to your Shortlist
• 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 7

• Payments Overview
• Invoice Line Items
• Shortlist Pay - Overview
• Shortlist Pay FAQ
• Invoice scheduling & payment status

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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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