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Information for Talent

Bank Details FAQ for Businesses
What information do I need to provide when entering my Bank Details? We require certain information about you for regulatory and tax compliance. Without th...
Thu, 19 Mar, 2020 at 9:51 AM
Shortlist Payments On Boarding
Updates have been made to allowing you to securely and seamlessly enter all of the necessary personal and bank details we need to ensure you get paid. Pleas...
Thu, 26 Mar, 2020 at 6:47 PM
Setting Your Password and Logging into Shortlist
Setting your password in Shortlist: Once you have accessed your profile, it will be important to set a password that you can use to log back in at any time...
Thu, 13 Feb, 2020 at 1:13 PM
Understanding your Dashboard
Your dashboard page is your landing page when you log in to your Shortlist account. It contains information and an overview of your account. Section 1 ...
Thu, 19 Mar, 2020 at 9:55 AM
Going through Onboarding
When a client invited you to join their Shortlist account, you will be asked to register and go through onboarding.   The onboarding process will guide yo...
Thu, 19 Mar, 2020 at 9:56 AM
Assigned Task
In this article, we will discuss what you need to know about tasks.  A task is part of a project that is more specific and is assigned to an individual t...
Thu, 13 Feb, 2020 at 1:17 PM
Your Bank Details in Shortlist
When registering with your client's Shortlist platform and on-boarding with the requested information, you may be asked to fill out your US Bank Detail...
Thu, 13 Feb, 2020 at 1:18 PM
Registering as a Company or Individual
An employer may invite both individual contractors or a vendor organization to join their Shortlist.  Many users joining Shortlist may actually even be abl...
Thu, 13 Feb, 2020 at 1:23 PM
Invoices and Payments - Can I edit or delete my invoice?
Once you upload a new invoice, your client will automatically receive an email notification letting them know it's available for review.  If you ne...
Thu, 19 Mar, 2020 at 9:58 AM
Invoices and Payments - What do I need to do to get paid?
When your client uses Shortlist, getting paid is a simple process for you. All you do is upload your invoice - no need for emails or phone calls back and ...
Thu, 19 Mar, 2020 at 9:59 AM