Shortlist
Overview
The smartest, fastest way to manage your freelance workforce Onboard, assign, and pay your freelancers from a single, user-friendly platform.
Overview
Who uses this software
From small start-ups to the worlds biggest brands, Shortlist is a complete solution providing powerful features and flexibility for every stage of business growth
Support
24/7, Business Hours, Email, FAQ, Knowledge Base, Live Online, Online Community, Phone
HQ Location
San Francisco, CA, USA
- Worksuite’s diverse range of integrations ensures that all contractor data stays in one place and automation happens seamlessly. It supports integration with top platforms like NetSuite, Checkr, Revolut, HubSpot, and Okta SSO.
- The platform’s payment system has bank-level encryption for every transaction detail, allowing stakeholders to stay confident and audit-ready.
- Worksuite’s AOR (Agent of Record) provides a unified channel for sourcing and paying international freelancers, allowing stakeholders to expand into new markets without worrying about compliance risks.
Pricing
View more on pricingExplore Shortlist’s complete range of pricing tiers. Learn more about what each plan includes, its costs, available features, integrations, etc., to decide whether Shortlist is the right software for your HR operations.
Starting price
N/A
Pricing Model
Free Trial, SubscriptionLicense
PaidFree Trial
Yes
Integrations
View the complete list of integrationsShortlist offers to get a clear understanding of its compatible platforms. This will help you decide whether Shortlist can fit into your current tech stack or not.
Reviews
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0% of Shortlist users would recommend it
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Write a reviewFeatures
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Access ControlControl who can view or update onboarding data using role-based access, ensuring privacy, security, and proper handling of sensitive employee information across teams. |
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Activity DashboardView onboarding activities in one dashboard with real-time updates on tasks, training progress, and approvals for better visibility and faster decisions. |
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APIIntegrate onboarding software with HR and payroll systems using an API for smooth data exchange and automated workflows across platforms. |
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Application IntegrationIntegrate onboarding tools with existing business applications to streamline processes, reduce duplicate work, and maintain consistent employee information across all departments for better operational efficiency. |
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Approval Process ControlSet approval workflows for documents and tasks so every onboarding step follows company policy and management review to ensure controlled execution and consistent process quality. |
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Asynchronous LearningEnable asynchronous learning so new hires complete training at their own pace while maintaining progress tracking and learning consistency for flexible onboarding and improved engagement. |
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Audit TrailMaintain a complete audit trail of onboarding actions and updates for transparency, accountability, and regulatory compliance to support secure operations and reliable organizational governance . |
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Benefits ManagementManage employee benefits during onboarding with clear enrollment workflows, eligibility tracking, and policy visibility, ensuring new hires understand entitlements and organizations maintain accurate benefit records. |
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Billing InvoicingHandle onboarding related billing and invoicing with automated calculations, transparent records, and timely processing to support finance teams and maintain clarity across departments every day. |
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Business IntelligenceUse business intelligence tools to analyze onboarding data, uncover trends, measure performance, and make informed decisions that strengthen workforce planning and engagement for long term. |
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Collaboration ToolsEnable collaboration between HR, managers, and new hires through shared tasks, updates, and resources that improve teamwork and onboarding efficiency across the whole organization . |
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Communication ManagementLorem Ipsum is simply dummy text of the printing and typesetting industry. |
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Competency ManagementTrack and manage employee competencies during onboarding to match roles with skills and identify development needs from the beginning for stronger workforce performance and growth. |
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Content LibraryStore onboarding guides, policies, and training materials in a central content library for easy access and consistent knowledge sharing among all new employees every day. |
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CRM IntegrationIntegrate onboarding systems with CRM platforms to synchronize employee and candidate data, improving visibility and continuity across business operations for better coordination and service delivery. |
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Custom FormsDesign custom forms for onboarding tasks, enabling structured data collection and smoother interaction between new hires and HR teams across all joining processes every time. |
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Custom Landing PagesBuild custom landing pages for onboarding that present personalized content, instructions, and resources to guide new employees from day one with clarity and confidence . |
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Customizable ReportingGenerate customizable reports to analyze onboarding progress, performance metrics, and engagement levels for informed management decisions across teams and support strategic workforce planning every quarter. |
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Data Import/ExportImport and export onboarding data easily to maintain accuracy, reduce manual entry, and ensure smooth information exchange between systems for faster processing and reliable records. |
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Direct DepositManage direct deposit setup during onboarding with secure forms that capture bank details accurately and ensure timely salary payments for new employees every pay cycle. |
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Document ManagementControl onboarding documents with organized storage, version tracking, and easy access to ensure important files remain updated and available when required for all teams . |
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Email IntegrationIntegrate onboarding software with email systems to send updates, share documents, and keep communication consistent across the organization for smoother HR coordination and faster responses. |
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Email NotificationsSend automatic email notifications for tasks, approvals, and milestones so new hires and managers stay informed throughout onboarding without missing important updates or deadlines ever. |
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Email TemplatesUse ready email templates for onboarding communication to save time, maintain consistency, and deliver professional messages to employees across all departments and joining stages smoothly. |
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Employee DatabaseMaintain a central employee database that stores onboarding details, documents, and personal information for easy access and accurate records across the entire organization at all. |
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Employee ManagementManage new employees from day one with tools that track tasks, documents, and progress for smooth and organized onboarding across teams and business units . |
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Employee OnboardingStreamline employee onboarding with structured workflows, digital documents, and guided steps that help new hires settle in quickly and build early engagement within the organization. |
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Employee ProfileCreate detailed employee profiles with personal data, documents, and role information to support personalized onboarding experiences for better understanding and smoother HR coordination every day. |
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Employee Self ServiceProvide an employee self-service portal where new hires can complete forms, upload documents, and track onboarding progress independently with ease and full transparency. |
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Goal Setting / TrackingSet and track onboarding goals so employees clearly understand expectations, measure progress, and stay focused on learning milestones throughout their initial journey with complete visibility. |
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HR ManagementManage HR activities from a single platform to coordinate onboarding, maintain employee records, and ensure smooth collaboration between teams and leadership across the organization . |
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Knowledge BaseProvide a central knowledge base where new employees can access policies, guides, and learning materials anytime for quick answers and self support with full confidence. |
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Learning ManagementManage onboarding training with learning management tools that organize courses, monitor completion, and ensure consistent knowledge delivery across teams for improved workforce readiness and quality. |
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Multi-LanguageSupport multiple languages so employees from different regions can understand onboarding content easily and feel included from the beginning for stronger communication and global adoption. |
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New Employee PortalProvide a dedicated new employee portal for completing tasks, accessing documents, and tracking progress throughout the onboarding journey with simple navigation and full transparency . |
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Overtime TrackingTrack overtime hours accurately during onboarding to ensure fair compensation, compliance with labor rules, and clear payroll records for every employee across all shifts . |
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Performance ManagementSupport performance management by tracking goals, feedback, and achievements from the onboarding stage onward for sustained productivity and better workforce alignment across all teams . |
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Performance ReportsGenerate performance reports that show progress, strengths, and learning gaps to help managers make informed decisions for effective planning and continuous employee development every month. |
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Progress TrackingTrack onboarding progress clearly to ensure tasks are completed on time and employees stay confident about their journey with regular updates and shared visibility . |
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Real Time NotificationsReceive real time notifications for tasks, approvals, and updates so managers and new hires stay informed and take timely action without missing important onboarding steps. |
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Real Time UpdatesGet real-time updates on documents, training, and task progress so everyone remains aligned and onboarding processes move forward smoothly without communication gaps. |
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Role-Based PermissionsControl system access with role-based permissions so users view only relevant information, protecting sensitive onboarding data and ensuring secure, organized collaboration across departments. |
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Self Service PortalProvide a self-service portal where new employees complete tasks, upload documents, and track progress independently for a smoother onboarding experience across all departments. |
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Sick/Leave TrackingTrack sick leave during onboarding to maintain accurate attendance records and ensure compliance with company policies and labor guidelines for new employees every working day. |
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Single Sign InEnable single sign-in so users can access onboarding systems with one login, improving convenience while maintaining strong authentication and security standards for all users. |
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Surveys FeedbackCollect surveys and feedback from new hires to understand experiences and improve onboarding programs with meaningful insights for continuous improvement and higher employee satisfaction . |
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Template ManagementCreate and manage templates for emails, forms, and workflows to maintain consistency and save time in onboarding processes for efficient HR operations every single day. |
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Time AttendanceMonitor time and attendance during onboarding to maintain accurate records and support compliance with company policies for fair workforce management and smooth payroll processing . |
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TimesheetsMaintain timesheets for new employees to record working hours and support payroll and performance tracking for accurate reporting and better workforce planning every working day. |
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Training ManagementManage training programs with organized schedules, completion tracking, and learning resources for effective onboarding that builds skills and boosts employee confidence from the first day. |
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Vacation TrackingTrack vacation requests and leave balances to maintain accurate records and support fair policy implementation during onboarding for new employees and HR teams ready. |
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Charlie HR
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View Shortlist in other categories
Shortlist is also a part of other HR software categories, where you can find category-specific features, user reviews, pricing details, and more.