Worksuite

System Overview 4

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

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
• Agreements, Requested Documents, and Files
• Background Screening with Checkr

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Workflows 7

• Automatic W9 Stage
• Content Stages
• Creating Workflows
• Custom Workflow Notifications
• Duplicating Workflows

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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 5

• Add New Projects & Tasks
• All Tasks Filters
• Tasks and Projects Overview
• Timesheets
• Using Milestones & Deliverables in Tasks

Payment Support 22

• Global Pay Overview
• Payments Overview
• How to create an invoice in a talent's profile
• Invoice Management & Statuses
• Invoice Line Items & Expense Reimbursement

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Agreements & Integrations 5

• Configure Your Own Agreements
• Obsolete Document - what is it?
• Single Sign-on (SSO) Authentication
• Smart Bulk Import (All Modules)
• Worksuite Integrations Overview

Contracts 7

• How to Create a Contract
• How to create a Contract Workflow
• How to migrate from Job Openings to Contracts?
• How to Use Create a Contracts Template
• Introducing the Contracts Module

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