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Getting Started

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...
Thu, 8 Oct, 2020 at 7:09 AM
Implementation Guide - Users
In Shortlist, the term "users" refers to individuals or team members using the platform that are internal to your organization.  Users can have d...
Thu, 8 Oct, 2020 at 5:43 AM
Implementation Guide - Talent
Your talent are your freelancers, vendors, partners and other external service providers that you engage with for your business. This is the group that will...
Fri, 6 Nov, 2020 at 11:10 AM
Implementation Guide - Groups
Groups are the foundation of how external talent is organized in Shortlist. The first question to ask yourself here is, "How do I want to organize my t...
Thu, 8 Oct, 2020 at 6:47 AM
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...
Thu, 8 Oct, 2020 at 6:51 AM
Implementation Guide - Agreements
You can send your external talent agreements for electronic signature, automatically storing the copies in Shortlist. This can be done in two ways: Agree...
Thu, 8 Oct, 2020 at 7:06 AM
Implementation Guide - Payments
Once you have invited your external talent to Shortlist, you can begin processing their invoices & payments through the system.  When a talent uploads ...
Thu, 8 Oct, 2020 at 6:59 AM
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...
Thu, 8 Oct, 2020 at 7:05 AM
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...
Thu, 8 Oct, 2020 at 7:07 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...
Thu, 8 Oct, 2020 at 7:07 AM