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Information for Internal Team Members

Getting Started as a New User
Once you receive your invitation to join Shortlist, you will need to set up your account and preferences. Navigate to the Settings screen The settin...
Tue, 16 Jun, 2020 at 2:34 PM
Inviting and Removing Team Members in Shortlist
Inviting a Team Member Inviting new internal team members to work with you in Shortlist requires just a couple steps: Navigate to the Team Page The team ...
Tue, 17 Mar, 2020 at 11:48 AM
Second Level Navigation
The newly designed navigation for the Shortlist platform offers a cleaner user experience.  As we expand with new features & modules, the Second Level ...
Thu, 13 Feb, 2020 at 7:26 AM
Implementation Guide
The key to successfully implementing your new Shortlist account is to spend some time planning and preparing for questions that may arise. Below you will fi...
Wed, 18 Mar, 2020 at 3:19 PM
Implementation Guide - Processes
The key to successfully implementing your new Shortlist account is to spend some time planning and preparing for questions that may arise. Below you will fi...
Wed, 18 Mar, 2020 at 3:02 PM
Implementation Guide - Communications
Part of managing your external talent relationships is making sure all your communications with them stays in the same place - and that all your internal us...
Wed, 18 Mar, 2020 at 3:04 PM
Implementation Guide - Recruitment and Onboarding Workflows
Onboarding workflows can be used to establish efficient and compliant ways of bringing on new talent while also enabling a seamless recruitment process.  W...
Wed, 18 Mar, 2020 at 3:09 PM
Implementation Guide - Marketplace
Once you have your existing talent setup and invited to your Shortlist, it's time to explore how Marketplace can help you build your talent network. Ma...
Wed, 18 Mar, 2020 at 3:12 PM
Implementation Guide - Requests
Shortlist Requests give you the opportunity to manage all your organizations work in one location. From requesting proposals from talent to communicating wi...
Mon, 23 Mar, 2020 at 12:56 AM
Implementation Guide - Projects
Shortlist Projects give you the opportunity to manage all your organizations work in one location. From requesting proposals talent to communicating with ta...
Wed, 8 Jul, 2020 at 4:04 PM