Worksuite

Excellent product! Shortlist has streamlined several of our internal freelancer management processes

Kommentare: A streamlined solution to freelancer management! We used to have a fragmented system that involved using several tools for various parts of freelancer management: onboarding, information tracking, project assignments, performance tracking, etc. We are now able to fulfill all of these duties using one single platform, which drastically cuts our admin time and creates a smoother, more consistent workflow and user experience.

Vorteile:

From an internal perspective, Shortlist greatly reduced our admin time spent on freelancer management and allowed us to centralize many management duties. The platform helped us to streamline freelancer onboarding, information tracking, project assignments, performance tracking, and more. Before Shortlist, we were using several different tools to accomplish what is now done in one single platform! The project assignment functionality was the biggest attraction for us. It's the most robust I've seen, offering several assignment workflows. Our company works on a bidding system -- freelancers essentially opt into potential projects by bidding for work -- and Shortlist seamlessly supports and has enhanced our system. In addition, the platform is very user friendly for both administrators and freelancers. Although the platform offers a robust selection of tools to assist in freelancer and vendor management, the interface is clean, simple, and easy to navigate. The user friendly workflow greatly reduces the potential for confusion or questions, which is vital when working with a large external workforce. Lastly, the Shortlist team is clearly committed to the success of their customers. The team has been extremely communicative, receptive to feedback, and quick to offer helpful insights or suggestions on how to maximize use of the platform.

Nachteile:

There's nothing I explicitly dislike about the platform. However, I'd love to see more customization options, especially in regards to freelancer profiles and the internal performance tracking system.

Worksuite plays a significant role in our onboarding system

Kommentare: Time saving and efficiency in during the onboarding process.

Vorteile:

Worksuite modern automation is a great time saving tool for Recruiters and HR. The "Stages" feature is remarkable !

Nachteile:

The only part that lowered the efficiency is not having the ability to invite to a workflow with and agreement and other necessary documents already attached from Stage1

Pretty good

Kommentare: We do our onboarding, vendor payments and contract management with Worksuite.

Vorteile:

The support team has been pretty helpful

Nachteile:

Massive upcharging for small features, pricing can be convoluted. Product works so-so, has a bunch of limitations. Very annoying to upcharge (~10k annually) for API access.

Using Worksuite for vendor management

Kommentare: As a one-stop portal for managing vendors and invoicing, it is pretty seamless.

Vorteile:

The interactivity with my vendors is probably the best feature.

Nachteile:

There seems to be some broken code resulting in line breaks not being properly formatted. Also, I want to have Events I create appear in my Shortlist, rather than having to search for them.

Worksuite review

Vorteile:

It is user friendly, the layout is simple and easy to maneuver.

Nachteile:

We have been using it for close to 7 months and so far we have not encountered any issues.

Project Management for Contractors

Kommentare: We have enjoyed using Worksuite (previously Shortlist) for several years. Easy to use, great customer service.

Vorteile:

Worksuite is very easy to use from Onboarding to Invoice Payment.

Nachteile:

Reporting. I would like to easily pull the information I need instead of having to filter a spreadsheet. I would like a report for the invoices paid on a certain date and have it be easily accessed for example.

Worksuite has improved all users experience

Kommentare: We love it!

Vorteile:

Worksuite has completely transformed the way we communicate and engage with our contractors. A very customisable system which ticks all the boxes of data storage compliance and process as well as having a user friendly interface. As with any system there is room for improvement but the support team never fail to help problem solve and build solutions.

Nachteile:

Integration was complex due to multiple stakeholders and information not being in a user friendly format but that's why we needed Worksuite!Sometimes the amount of things the system can do leaves our admin users confused but Support services are great. More types of user profile with different accesses would be beneficial./

Worksuite Review

Vorteile:

Ease of use! The product is simple to user from both the administrator and the user experience.

Nachteile:

I wish i didn't have to manually add a task for reach new contractor and they were added as an option instead through onboarding.

Worksuite Review

Vorteile:

easy to upload talent. some bulk options

Nachteile:

User design can improve. Not intuitive; increased overhead for some actions;

The FMS of my dreams!

Kommentare: When I began the hunt for a FMS for our small start-up, I was working out of no less than five massive spreadsheets -- not to mention the hundreds of files floating around -- just to keep track of our freelance projects and payments. I found Shortlist via Google search, and from my very first contact I've been impressed with the software and especially, the team. I was able to consolidate all of my scattered processes into one location, and the ability to manage all aspects of a freelancer's work cycle, from on-boarding to assignments to payment, has shaved countless hours off my work day. I think my absolute favorite part of working with Shortlist though has been the amazing team of people devoted to helping ensure that we have the best product to work with. The sales team wasn't pushy, the tech team is always available for help or improvements, and our customer success rep has been an absolute pleasure to work with. I can't say enough good things about Shortlist, and how vastly it's improved and streamlined our processes, and in turn, our own work flows.

Vorteile:

*Integration with Hello Sign takes so much pain out of the on-boarding process *Speaking of which, the customizable on-boarding is bar none *Payments are easy to set up and schedule *Freelancers love it *Intuitive set up; you can tell it was designed with the user experience in mind *Amazing responsiveness of team

Nachteile:

Only one: I do a lot of bulk work, and it can get tedious as times. For example, I may have 25 of the same type of assignment going out. If I need to change the rate on them, I have to visit each one individually (can't open in new tabs), change it, and get back to the projects screen, which is now unsorted. So I have to resort to find my items and start the process again.

Pretty good, occasionally rigid

Kommentare: Yeah overall good!

Vorteile:

Easy to use, light lift on my end. Just have to send them the email and the vendors get set up right away.

Nachteile:

Being required to estimate how many hours someone might be working on any given assignment, and then that number being the default when they go to invoice seems to trip people up. Just putting in the hourly rate would be enough.

Working with Worsuite

Kommentare: My overall experience is great! Its truly helped manage my contractors and all their work.

Vorteile:

Worksuite is easy to use. The features like creating projects and tasks is easy to use. I also know its being used to onboard certain people which is great. It's really easy to approve hours and generate invoices. It has the option to share files, but I don't really use that.

Nachteile:

The features that are missing include formatting in the description box. I would like to be able to add links, have multi layer bullets, numbered bullets. It would be great to paste into the box with included format (right now it paste as plain text, which is annoying to fix). Also, under tasks, where we see all tasks, it would be AMAZING to filter the list by contractor.

Great platform for organization

Vorteile:

The TeamBoard feature allows for easy communication between the requestor and HR/Legal Dept. The ability to chat within the platform/request eliminates additional emailing and confusion.

Nachteile:

When drafting agreements, you are not able to save your work in the preview and go back to the original request to review. In addition, all workflows show in the stage view even if they do not pertain to that particular workflow. I wish this view was cleaner to avoid confusion on stages. Lastly, there are two TeamBoards, which result in missed messages.

Great customer service

Vorteile:

The customer service is exceptional! We receive great support from all the customer service and payment operations specialists—special shoutout to Chelsea Ellis for ALWAYS helping us promptly.

Nachteile:

As a startup, we have certain budget limitations, so we cannot integrate Worksuite APIs with our systems. I wish it were more economical and cost-effective for us to do that!

Worksuite Review

Vorteile:

Meets our business needs. Gives us a good database to store out contract workforce and makes hiring from that database easier. Allows us to automate payroll management, contracting, and onboarding.

Nachteile:

Can be sort of clunky. Sometimes it takes a lot of clicks to do something or save information. Some bulk features that we need are not there.

Worksuite has given me the ability to focus on other aspects of my job

Kommentare: Distributing payments internationally was an issue before using Worksuite. It also speeds up distribution of domestic payments as well. Management of freelancers has been divvied out between several teams and the documentation is automated. The customer service has been generally great.

Vorteile:

The payments system has helped so much. That combined with the ability to integrate with Salesforce has saved me hours of processing time every day. Additionally, automating the onboarding of our freelancers has been so helpful and taken the stress off of me as our company doubled over the past year and our freelancer base multiplied by at least 20. Worksuite has helped me reduce the amount of data entry I do, and allowed me to focus on other things.

Nachteile:

When starting to learn the software it was very overwhelming and complicated. There is a lot to learn and understand about the software and its many intricacies and capabilities. Also, searching through the freelancers in the onboarding page is very difficult and I sometimes have to scroll through 100's of freelancers before I find the one I'm looking for.

Goodbye manual work and spreadsheets, hello more time!

Kommentare: Goodbye manual work and spreadsheets! Worksuite helped us migrate our freelancers to a platform that made onboarding, project management and payments easily accessible. Since using Worksuite, we've been able to create more efficient processes

Vorteile:

Payments and the ease of communication with freelancers. We like how easy it is to chat with our freelancers!

Nachteile:

The smallest/ minor inconveniences such as formatting, or having to press Shift + enter to go to the next line. Or, how you cannot format freelancers in alphabetical order in lists. Notifications - It would be great if we can customize the type of notifications we receive. For example, I get notified 3 times if something is "complete", first that it's marked as complete, then that a new payment is ready for review, then that the approval. It would also be great if we can do more with our reporting function.

Shortlist is great and getting better!

Kommentare: Customer support and the rest of team at Shortlist have been great to work with. They have followed through constantly to make sure the system is working for us and are quick to turn around any requests or answer any questions. Great customer experience!

Vorteile:

Shortlist is user-friendly and has a lot of nice features that help me better manage my team of freelancers. I like that freelancers can set up their own profiles and set their availability, so I know at a moment's glance who will be best for a particular project.

Nachteile:

Shortlist does have limited reporting and project-tracking features. I believe the team is constantly heading feedback and working to add new features though, which is reassuring.

The premise of the platform is great - the aesthetic design and functionality sometimes lacks.

Kommentare: The ability to share curation with our talent pool across our various internal stakeholders.

Vorteile:

That we can have ratings, reviews and contextual information about our talent pool. It makes curating our talent much easier.

Nachteile:

The design feels a bit dated and the functionality fails sometimes. It feels like a product that is very much still in development and lacks polish. Also, we have not used the Project RFP/RFP functionality as much as originally anticipated - although that is not necessarily the result of the software. However, the lack of flexibility in modifying questionnaires feels clunky at best and downright annoying at worst.

Great Team, Product, and Process!

Kommentare: The overall experience with shortlist was excellent! [SENSITIVE CONTENT HIDDEN] were great communicators and was very responsive to my requests. The team was a joy to work with. I had requested a calendar feature as part of my POC, and the team spoke to their product team to make it happen.

Vorteile:

The onboarding feature was the most impactful. At our company, we used Shortlist for vendor onboarding and the team helped us developed our first proof of concept. The feature helped streamline our onboarding process for new vendors in a very user-friendly way. This feature received great feedback from various teams in the organization.

Nachteile:

Shortlist had many great features that we requested for. If I have to name a con, I wish there's more flexibility in customization.

Shortlist fills a gap for contractors that has been long overlooked.

Vorteile:

Shortlist's focus on 1099 contractors is a welcomed addition to the world of management systems. The concept is pretty solid, but execution still needs work.

Nachteile:

Shortlist relies upon a third party payment processor called Qwil and this can make invoicing and payments a bit difficult. The invoicing system is pretty limited and the site is not mobile optimized, nor do they have a mobile app.

Too expensive. clunky. contractor's complained

Kommentare: We tried it. and let it go. It was too frustrating/expensive and we realized we could make our CRM do all the most important features of project management and not spend any more money on it.

Vorteile:

the best thing was contractors always knew how much they'd get paid at any give time for any given project.

Nachteile:

It was expensive. $3/contractor - even if you were only paying $30.00 - Also, there were huge delays between submitting payroll and contractors receiving their money.

Great Product

Vorteile:

I like the functionality of the software. It's met all of our needs.

Nachteile:

The one con about the software is that once everyone is onboarded their information stays on the all stages page. It would be great if that page would be blank once an individual or group has completed all of the onboarding stages.

A great tool for viewing creative portfolios

Vorteile:

My favorite thing about Worksuite is the ability to view creatives by their portfolios. I also enjoy the ability to group freelancers based on skills or genre and add them to a list that's easily viewable for the person requesting the talent.

Nachteile:

I do think that the interface could work a bit smoother - sometimes workflow is a bit clunky.

Vendor Recruiting - Fast and Reliable

Kommentare: I started using this tool in order to keep track of several projects I had to develop with external vendors which were usually managed over e-mail. I appreciate the ease of use for creating new projects and including internal and external partners on the project. I expect to get more from the app in the future as I keep increasing the number of vendors I work with and the size of projects developed.

Vorteile:

- Easy project setup. Get a project ready to be shared with vendors in no time. - Possibility of setting up deadlines for proposals and final submissions. - Templates included on the App makes it easy to find the type of project you will use it for.

Nachteile:

- No Mobile access. - Sometimes difficult to find the thread to reply to your vendor's message. - Would be useful to have a shared folder kind of feature, to include project attachments.