Worksome

Here we give you a rundown of everything you need to know to classify your global workers.

Worksome's Global Compliance guide

Filtering your talent pool so you can have a better overview of the location, origin, business entity of your talent, and more!

Talent Pool Filtering

You can create custom approval rules on Worksome for different members of your team. This is a how-to guide on the approvals feature.

How to create Approvals on Worksome

This guide will help you understand how to create and manage a job created through the 'Find Talent' option!

How to Find New Talent in Worksome

This is a guide on Custom Fields - what are they and how to set them up and manage them.

How to Set Up and Manage Custom Fields in Worksome 💡

Worksome Assistant

The Client Dashboard 2.0 is a newly redesigned dashboard for Company users in Worksome.

NEW Dashboard 2.0

How to use Worksome’s Global classification tool to determine if a worker should be Worksome Classify or Worksome Payroll

Using the Worksome Classify Tool – Global

Tobias Dilling

Simon Bartos

Mara Ghencea

General Questions and Questions related to Global Market

Global Market & General Qs

Here's an article on how to add your favorite colleagues to your Worksome account so you can collaborate on finding and managing talent!

How to Invite your Team Members to Worksome

How to switch to another team within your organisation

Swapping Teams

Here's a full description of roles and permissions

Roles and Permissions

Chloe Wilde

Christopher Nguyen

Adding your Team to Worksome

A guide on how to add a staffing agency to your Preferred Supplier List (PSL) in your Worksome account

How to add a staffing agency

A guide to make sure your trusted staffing agencies get paid their margin for any placements they make

How to attribute a staffing agency to a contract

This is a quick guide containing important information on how to manage Approvals on Worksome.

How to manage Approvals

Recruiters

Start tracking your project spend and control budgets with the new Worksome Budget Tracker

Worksome Budget Tracker

An easy guide to exporting your data around contracts, payment requests and jobs.

Data exports

This guide walks you through how to edit contract terms, attach files, and configure internal-only fields such as job owners or budgets.

How to add custom terms to a contract

How to pay with a credit card

Easily accommodate your Trusted Contact’s preferences by offering them a contract in their local currency.

Multi-currency contracts

How to add supplemental documents for an external worker to review and accept

Attaching supplemental documents to a contract

A guide to approval of timesheets and payment requests

Approve and pay payment requests

A guide to take you through the process of adding a purchase order to a contract.

How to add a PO to a contract

Learn how you can use batch invoices to boost efficiency in your finance team.

Batch invoicing

Can I hire foreign nationals with a UK work Visa through Worksome?

Hiring foreign nationals with a UK work Visa

Using Worksome's Worker Classification Recommendation tool for Sole Traders (UK Only)

In Worksome a Client can engage an external worker who is living and working in a different country than where the client company operates.

Engaging an External Worker in a Different Market

This article guides you through Worksome's contract feature which allows Hiring Managers to terminate contracts earlier.

How to Terminate Contracts Early

This guide will explain how you can use the Contracts table to better view and manage the contracts associated with your company.

Contracts Table

This article will walk you through the timesheet lines feature in Worksome.

How to Set Up and Manage Timesheet Lines

Milestones for Clients

Marilyn Fuah-Durugo

Contracts & Billing

3 ways of inviting your own contacts (referred to as: "Trusted Contacts") to your Worksome account

Inviting your Trusted Contacts to Worksome

Creating Hire Offer to a Trusted Contact on Worksome.

How to offer a Hire to a Trusted Contact

A short guide on how to create a CSV file from your spreadsheet of trusted contacts and upload to Worksome

Bulk upload your Trusted Contacts to Worksome

In order to quickly search through your Talent Pool, you can add skills to your Trusted Contacts, only your team will be able to see these

How to add skills to your Trusted Contacts

Kim Mansfield Thomas

Trusted Contacts

Find answers and get help from Intercom Support and Community Experts

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