Welcome to the Shortlist family! We're thrilled to have you with us. 


To help get you started, we've put together an action plan to get you setup as quickly as possible.You'll notice that most of the platform configurations are self-service, so we want to get you up-to-speed on how you can tailor the platform to meet your needs. 

Each heading below links to a folder full of great information on the topic. Within the topic text, we've also included a link to the beginning stage article for quick set-up. Once you understand the basic functionality, you can return here to review more information on each topic.


TABLE OF CONTENTS


Follow the steps below to get setup today!


Settings

Begin by updating the settings in your account. This includes items such as your company profile, personal settings, public portal, and several additional items you can customize to fit your needs. Be sure to review all items linked here


Talent Management

Shortlist is packed with great features to help you manage your external talent. A great place to start is by learning how to invite talent. Once you have reviewed the article, be sure to dig deeper by reviewing all articles in the talent management folder, linked here.


Onboarding & Workflows

Onboarding workflows are designed to ensure a smooth and consistent process for collecting necessary information from your external talent. This is a great compliance feature to make sure you have all your I's dotted and T's crossed! Begin your learning on this topic here.


Marketplace & Opportunities

When you are interested in finding new talent, the Marketplace feature helps you manage that process from start to finish (an overview video is linked in this article). You'll be able to post new opportunities, review candidates and automatically onboard individuals who make it to your list of Shortlisted candidates. You can even assign work directly from the opportunity!


Tasks & Projects

Tasks and Projects help you organize and assign work to your external talent. You can create a project, then create a number of associated tasks depending on your project needs. Learn how to create a new project here.


Managing Payments

Shortlist offers several options for managing the payments of your external talent, from self-management to automated payment processing. You can even choose to partner with us to process the payments - taking one more task off your list of to-do's! To learn more about this option, please reach out to your account manager or the Shortlist support team.


Add-On Services

Shortlist offers a range of additional services, including those below. If you have a specific need, please reach out to your account manager or the Shortlist support team!

  • Compliance services
  • BI & Analytics
  • SMS availability requests
  • Integrations - Zapier and API