System Overview 4

• Custom Branding - Emails & URL
• Getting Started with Worksuite
• How to Get Reports and Export Data from Worksuite
• Sidebar Navigation

Settings 18

• Account and Personal Settings
• Custom Field Templates
• Custom Rates
• How to Add Partner Custom Fields to Talent Profiles
• How to Change the Login Email for Your Talent or Team Members

View all 18

Talent Management 18

• Adding & Inviting Talent to Worksuite
• Adding an internal note within Worksuite
• Advanced Search Capabilities
• Compliance Rules
• Editing Talent Profiles and Portfolios

View all 18

Workflows 8

• Automatic W9 Stage
• Creating Workflows
• Custom Workflow Notifications
• How to Add Content to a Workflow Stage
• How to Manage Workflows: Stages, Stage Managers and Moving Talent

View all 8

Marketplace & Opportunities 6

• Creating an Opportunity (Job Opening)
• Embedded Workflows in Opportunities (Job Openings)
• Marketplace & Opportunities (Job Openings) - Overview
• Opportunity and Applicant Statuses
• Resource Requests and Automatic Task Creation from Job Openings

View all 6

Tasks & Projects 7

• Add New Projects & Tasks
• All Tasks Filters
• How to Approve, Reject and Reopen Timesheets
• How to Change or Add Task Managers (Invoice Approvers)
• How to Manage a Task After You Create It

View all 7

Payment Support 26

• Global Pay Overview
• Payments Overview
• How to Approve and Schedule Invoices
• Understanding Invoice Line Items and Expense Reimbursements
• Funding Balance Display & Funding Statement

View all 26

Agreements & Integrations 5

• Connect Worksuite to Other Apps with Zapier
• Set Up and Maintain Your Agreement Templates
• Single Sign-on (SSO) Authentication
• Smart Bulk Import (All Modules)
• Understanding the Worksuite API and Integrations

Contracts 11

• Errors When Creating or Saving a Contract
• How to Create a Contract
• How to Create a Contract Workflow
• How to Create and Manage Contract Templates
• How to Extend a Contract's End Date

View all 11