Worksuite Reviews

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...

Read more

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.

Thanks Justine, really appreciate this!

*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

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.

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

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.

I really like that this system allows me to keep everything in one place. I used to have information all over the place (emails, Adobe cloud, paper files, Sharepoint, word/excel files, etc). My team used to wait on me for information that they now have at the click of a button. It has streamlined my process so significantly and it costs less than hiring another person to help me.

One improvement that I would like to see is in the search function. I think it would be great if you could search certain key words in certain places of a profile. For example, in the resume, description or internal notes. It would also be nice to see the keywords highlighted so that it is obvious where in the profile it is located. Being able to preview a document without having to download would be beneficial for my team.

Thanks Jessica! These are some great suggestions for improvement. Let's cover on our next Customer Success check in call.

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

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.

Helps with tracking freelancers and project productivity. More efficient communication Makes payments and admin related tasks simple

Pricing could be more competitive, and it could be better expanded feature-wise.

1. Super easy to onboard freelancers, consultants and vendors. 2. Database of over 20,000 vendors if you don't have a preferred. 3. They provide templates for marketing briefs, contracts and response questionnaires. 4. Reminders sent to participating people and or companies to keep things moving along. 5. Easy comparison of responses for a quick award. 6. Budget / financial analysis provided when move into project. 7. Payment through the platform also possible. 8. Service centre to help along the process or add support where needed (covering when you are away on holiday etc).

Requires some change management to get people to use the tool, but is about 1% of the change needed verses other eProcurement or eSourcing tools, given how clunky and difficult they are to use!

- I think value for money - you cannot go past this. It's priced extremely well for software in this category. - Nice design. Lets face it - most of these tools look like they've been design and built by the finance team! Shortlist looks more like an Apple product. - Great customer service. When we first tried it out we were having some small issues onboarding , but Shortlist got straight back to me and helped us immensely.

No cons were added to this review

A user friendly website. While alot of people overlook this aspect I want to point out just how important it is for a site to be userfriendly. In a business there are several aspects of the workflow that need to work together and when you use a program that isn't designed to be used by all members of staff things can get bogged down very quickly. Another pro is definitely the template selection that is baked into the software so it can be detailed to a specific project you had in mind.

Maybe creating a system that allowed for certain reminders to be sent to staff that would be helpful. Overall I cannot think of any certain con's for this site.

Easy to use, great customer service, intuitive interface. Met most of the initial needs and their new updates continue to impress.

No cons were added to this review

Thanks Kevin, much appreciated!

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.

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.

Using Shortlist made it so much easier to handle our whole translator and voice talent team. I could move away from emails and have everything in one place from job ads, hiring, actual projects and task management to invoicing. I don't have to search back anymore in endless emails, every person and project has all the information on one site. I also love how many things can be integrated, especially the Slack notifications. We also got outstanding support from the Shortlist team, from setting up our account to monthly check-ins and personalisation.

A bit more bulk editing options would be great for the tasks, I have to enter and edit info one-by-one now for all.

Thank you!

-The Shortlist software enables us to do our business and be successful -User interface (UI) is intuitive to use -Friendly and personable customer support, they want to help us grow (awesome!) -Open to accommodating and exploring our needs (e.g. updated search functionality based on our needs & feedback) -Shortlist team has the technical capabilities to support our industry-specific needs -Most of our users accept and fill out their profile in <24hrs of us sending the invitation (Indicates this process doesn't take too much of their time and is easy to work through)

Not much to note here, but I'll get into the weeds so I can provide constructive feedback: The process for adding a partner to multiple groups can take a little more time than I would like. Besides that, setting up a partner profile takes a minimal amount of my time, which I value.

Thank you for your review!

Worksuite doesn't do the "one-size-fits-all" approach. Nearly every feature is developed in such an easy-to-use, yet highly customizable way that it's kind of mind blowing. At the moment, we utilize their platform for automating a large part of onboarding for each of our independent contractors (think gig economy), and then maintaining compliance. I can see us utilizing more features as our needs increase which is another thing that makes this platform a huge plus. Moving our processes to Worksuite was a strategic move that will make scaling a piece of cake.

It would be nice if we were able to have a kanban/ board type of view for managing workflows.

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.

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.

Hi Nate, Thanks a lot a lot for your review! We recently launched a very extensive reporting module, We will make sure to reach out to you shortly to demonstrate this to make sure it matches your needs. Thanks again, Martin

Simplicity to get started, consistent updates, improvements, and new features are released. Software has the look and feel of a proper enterprise application.

It requires some effort to maintain your database and keep things current but this is to be expected if you have a lot of activity.

It is like a dream come true. I needed a product like this for many months and finally decided on Shortlist. Shorltist is everything I needed from a contractor management software. they keep improving and listening to their customers and I am always impressed.

The cons, not many cons here. The only thing I would say is its so secure that sometimes It can take a little bit to log in if you forgot your password like myself:) But I ultimately look at this as a positive as Shortlist is holding lots of sensitive information. So security is a huge plus.

User friendly, great customer support, provides innovative business solutions. Being able to see our freelance talent's portfolio in one easy-to-use platform was such an advantage for our teams to ensure the right talent was engaged.

I would love to see more reporting functionality - but I know it's on the way - once that is in place this is a brilliant software for any company to bring on-board to manage freelance talent

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.

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

The software is very easy to use which makes it easy for the operatives that work for us to understand the functionality and complete their on-boarding with ease!

Although the software is very customisable. There are a few features our company didn't need and we would have like to have had them removed.

Lots of functionality. But poor use of features

Payments are incredibly slow, and never on time. Takes 2-3 weeks to process and with holidays can delay payments longer. Customer services is UNREACHABLE at times, only a chat function with NO phone number to contact. Very frustrating and disappointing.

The software is incredibly intuitive and requires very little training. The layout is user friendly and is structured to get search results as fast as possible. Very editable on-boarding templates to suit different suppliers and freelancers.

Like all platforms there are pieces that need changing to suit our business, Shortlist have worked very hard to make developmental changes for us and continue to do so.

Ease of use and ability to integrate with our internal platform Demonstrated ease of onboarding and payment tracking for our outside contractors Reporting features

Have not had any difficulties navigating thus far

Me gusta su diseño y opciones y es la que más uso al brindarme la facilidad de gestionar mi trabajo en cooperativo y organizar mi equipo de trabajo.

La incorporación de mas herramientas en la plataforma de Google.

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

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.