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Knowledge base
Shortlist is now Worksuite! New Identity, Same Vision
Shortlist to Worksuite Information
1
Shortlist to Worksuite Transition FAQ
Files and folders
Shared files
0
Information for Internal Team Members
System Overview
5
Custom Branding - Emails & URL
Getting Started with Worksuite
Reporting & Insights Overview
Sidebar Navigation
Worksuite Implementation Overview
Settings
16
2 Factor Authentication (2FA) for you and & your talent
2FA & Login Links not working for your talent
Account and Personal Settings
Adding New Template Agreements & Forms
Custom Field Templates
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Talent Management
16
Adding & Inviting Talent to Worksuite
Adding an internal note within Worksuite
Advanced Search Capabilities
Background Screening with Checkr
Compliance Rules
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Workflows
8
Adding a document for talent review
Automatic W9 Stage
Content Stages
Creating Workflows
Custom Workflow Notifications
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Marketplace & Opportunities
6
Auto-generation of Task from Opportunities (Job Openings)
Creating an Opportunity (Job Opening)
Embedded Workflows in Opportunities (Job Openings)
Marketplace & Opportunities (Job Openings) - Overview
Resource Request Process
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Tasks & Projects
6
Add New Projects & Tasks
All Tasks Filters
Bulk Import Tasks and Projects
Tasks and Projects Overview
Timesheets
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Payment Support
20
Automated Pay Run Funding Withdrawals
Bulk Generate Payments While Approving Timesheets
Downloading Payment Reports
Flagging Worksuite Pay Issues
Global Pay Overview
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Reporting & Insights
0
Integrations
4
Configure Your Own Agreements
Single Sign-on (SSO) Authentication
Smart Bulk Import (All Modules)
Worksuite Integrations Overview
Add-ons
0
Information for External Talent & Freelancers
Registering, Onboarding and Understanding your Dashboard
8
Registration and Onboarding
Sending a Message in Worksuite
Updating Your Email Address and Password
Editing and Deleting your Worksuite profile
Document and File Upload
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Onboarding & Workflows
0
Opportunities & Tasks
2
Opportunities Overview
Projects & Tasks Overview (Talent facing)
Payments & Banking Information
11
Payments Onboarding
Submitting an Invoice for Payment
Invoice Statuses in Worksuite
Invoices and Payments: Where is my payment?
Payments FAQ - Common Issues & Resolutions for Talent
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Tax Information
5
Tax Information
Requirements to be "Payable" in Worksuite
United States Tax Filing: 1099 Form FAQ for Talent Partners
How to generate a W9
W8 BEN
FAQ's
Technical Queries
2
FAQ's and Troubleshooting
AUS Superannuation Invoice and Payment Guide