About Shortlist

Shortlist is a beautiful, simple, easy to use contractor management software. We make it easy for companies to on-board, manage and pay their external workers.

Key benefits of Shortlist

- Hire and onbooard your contractors in minutes not days
- Highly flexible onboarding workflow tailored to your hiring policies
- Reduce your workforce compliance risk
- Reduce your hiring spend
- Gain operational efficiences by managing tasks and requests in one place
- Customizable reports
- Payment processing and Tax forms managementt

Devices

Business size

S M L

Markets

Australia, Brazil, Canada, China, Germany and 5 others, United Kingdom, India, Japan, Mexico, United States

Supported Languages

English, Japanese

Images

Organize your talent
Rich, self-managed contractor/vendor profiles
Process payments and manage invoices
Onboarding workflow
Flexible onboarding workflow creation
Freelancer dashboards
Visual search
Post job openings and grow your network
View 9 more
Shortlist video Shortlist screenshot: Organize your talent Shortlist screenshot: Rich, self-managed contractor/vendor profiles Shortlist screenshot: Process payments and manage invoices Shortlist screenshot: Onboarding workflow Shortlist screenshot: Flexible onboarding workflow creation Shortlist screenshot: Freelancer dashboards Shortlist screenshot: Visual search Shortlist screenshot: Post job openings and grow your network

Features

Total features of Shortlist: 120

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Applications Management
  • Approval Process Control
  • Archiving & Retention
  • Assessment Management
  • Assignment Management
  • Audit Management
  • Audit Trail
  • Auto-Responders
  • Automated Scheduling
  • Automatic Backup
  • Bid Management
  • Billing & Invoicing
  • Budgeting/Forecasting
  • Campaign Management
  • Campaign Planning
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Contract/License Management
  • Contractor Database
  • Contractor Management
  • Credit Card Management
  • Customer Database
  • Customizable Forms
  • Customizable Reports
  • Digital Signature
  • Document Management
  • Document Review
  • Document Storage
  • Duplicate Payment Alert
  • E-Verify/I-9 Forms
  • Electronic Forms
  • Electronic Payments
  • Electronic Signature
  • Email Distribution
  • Email Management
  • Email Tracking
  • Employee Activity Monitoring
  • Employee Database
  • Employee Handbook
  • Employee Management
  • Employee Scheduling
  • Environmental Compliance
  • File Management
  • Forms Management
  • Invoice Management
  • Invoice Processing
  • Job Description Management
  • Job Management
  • Labor Forecasting
  • Live Chat
  • Meeting Management
  • Mentorship
  • Multi-Company
  • Multi-Country
  • Multi-Currency
  • Multi-Location
  • Multiple Projects
  • Multiple User Accounts
  • Offboarding
  • Onboarding
  • Online Time Clock
  • Orientation Workflow Management
  • Partner Management
  • Payroll Management
  • Performance Metrics
  • Portfolio Management
  • Process Control
  • Process/Workflow Automation
  • Procurement Management
  • Project Management
  • Qualification Tracking
  • Quotes/Estimates
  • Ratings / Reviews
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real-time Updates
  • Recruitment Management
  • Recurring Tasks
  • Reminders
  • Remote Access/Control
  • Remote Support Software
  • Reporting/Analytics
  • Requirements Management
  • Requisition Management
  • Resume Database
  • Risk Management
  • Safety Management
  • Scheduling
  • Search/Filter
  • Self Service Portal
  • Shift Swapping
  • Skills Tracking
  • Sourcing Management
  • Spend Analysis
  • Spend Management
  • Subcontractor Management
  • Summary Reports
  • Supplier Management
  • Surveys & Feedback
  • Task Management
  • Time & Attendance
  • Time Off Management
  • Time Tracking
  • Timesheet Management
  • Training Management
  • Transaction History
  • Variable Workforce
  • Vendor Management
  • Vendor Master Data Management
  • Vendor Payment

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Odoo

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HarmonyPSA

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HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed...

Ravetree

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Reviews

Overall rating

4,7 /5
(43)
Value for Money
4,6/5
Features
4,4/5
Ease of Use
4,6/5
Customer Support
4,7/5

Already have Shortlist?

Software buyers need your help! Product reviews help the rest of us make great decisions.

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Showing 5 reviews of 43
Justine S.
Overall rating
  • Industry: Publishing
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

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

Reviewed on 2017/10/20

A streamlined solution to freelancer management! We used to have a fragmented system that involved...

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.

Pros

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.

Cons

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.

Response from Shortlist

Thanks Justine, really appreciate this!

Loryn E.
Overall rating
  • Industry: Internet
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The FMS of my dreams!

Reviewed on 2018/08/03

When I began the hunt for a FMS for our small start-up, I was working out of no less than five...

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.

Pros

*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

Cons

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.

Tony W.
Overall rating
  • Industry: Media Production
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

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

Reviewed on 2017/10/30

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

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

Pros

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

Cons

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.

Jessica R.
Overall rating
  • Industry: Management Consulting
  • Company size: 51-200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Vital Tool for Our Business

Reviewed on 2018/08/21

Overall, our experience with Shortlist has been fantastic. Our business uses the tool a little...

Overall, our experience with Shortlist has been fantastic. Our business uses the tool a little differently and they have been accommodating to our needs. They are constantly improving their product and it is great to see those updates frequently. The customer service is top notch and everyone is warm and friendly. Most of my contractors are impressed with the system. They appreciate how easy it is to do business with us now that we have Shortlist.

Pros

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.

Cons

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.

Response from Shortlist

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

Agnes S.
Overall rating
  • Industry: E-Learning
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The perfect tool for handling a lot of people

Reviewed on 2020/11/19

As the only content manager at the team I am responsible for around 100 people. I have to hire,...

As the only content manager at the team I am responsible for around 100 people. I have to hire, onboard new talent, and give out tasks to the already existing team of translators and voice talents and run projects parallel for many languages. Shortlist made this insanely huge and complex task mindblowingly easy. Steps that I had to do 30-50 times per project can now be done with 3 clicks. The site is super easy to use, the contractors had no problem applying, registering or later using the site and its functions.

Pros

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.

Cons

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.

Response from Shortlist

Thank you!

Showing 5 reviews of 43 Read all reviews

Shortlist FAQs

Below are some frequently asked questions for Shortlist.

Shortlist offers the following pricing plans:

  • Starting from:
  • Pricing model: Subscription
  • Free Trial: Available

Paid plans starting at $500 per month + implementation fee

We do not have any information about Shortlist features

Shortlist has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Shortlist supports the following languages:

English, Japanese

Shortlist supports the following devices:

Shortlist integrates with the following applications:

Dropbox Business, Google Drive, Jira, Slack, Yammer, Zapier

Shortlist offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

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