Worksuite

System Overview 4

• Getting Started with Worksuite
• Custom Branding - Emails & URL
• Reporting & Insights Overview
• Worksuite Implementation Overview

Settings 12

• Settings Overview
• Account and Personal Settings
• Inviting and Removing Team Members in Worksuite
• User Permissions & Access
• Teams & Dashboards

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Talent Management 16

• Talent Directory Overview
• Background Screening with Checkr
• Adding & Inviting Talent to Worksuite
• Advanced Search Capabilities
• Editing Talent Profiles and Portfolios

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Workflows 6

• Workflows Overview
• Creating Workflows
• Adding a document for talent review
• Custom Workflow Notifications
• Content Stages

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Marketplace & Opportunities 6

• Marketplace & Opportunities (Job Openings) - Overview
• Sourcing & Talent Recruitment
• Creating an Opportunity (Job Opening)
• Embedded Workflows in Opportunities (Job Openings)
• Auto-generation of Task from Opportunities (Job Openings)

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Tasks & Projects 5

• Tasks and Projects Overview
• Add New Projects & Tasks
• Using Milestones & Deliverables in Tasks
• Bulk Import Tasks and Projects
• Timesheets

Payment Support 16

• Payments Overview
• Worksuite Pay - Overview
• Invoice Scheduling & Payment Status
• Scheduled Invoices - Bank Details Health Check
• Downloading Payment Reports

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Integrations 3

• Worksuite Integrations Overview
• Single Sign-on (SSO) Authentication
• Smart Bulk Import (All Modules)