Worksuite Reviews

“easy setup and smooth start

Pros

The whole experience is refreshingly easy and getting everything set up was surprisingly quick and simple. It plays nicely with the other programs we already use and the visuals are clean, modern and genuinely attractive. It's a tool that�s both powerful and pleasant to work with every day.

Cons

Thus far I haven't encountered any issues. Everything is running smoothly and meeting my specifications without any problems up to now.

“Flexible and reliable overall

Pros

Overall our team finds the platform very simple and adaptable letting us tailor features to our company's specific requirements and I find support to be pretty responsive whenever help tickets are submitted.

Cons

When updating workflows we ran into problems and had to reach out for assistance which was necessary to get everything working correctly.

“Clean design with small gaps

Pros

The clean layout is a huge part of why it works so well. Everything is thoughtfully organized making it simple to find features and move around the app quickly without getting lost or distracted. It feels simple and efficient like the design was built to save you time and clicks.

Cons

Our team has noticed that integrating it with our payroll system isn't as smooth as we'd like making the connection process more simple would help.

“database glitches and workflow is limiting

Pros

Booking a one-on-one customer support session online was simple and I could ask any questions I had. At no point did I feel stupid for asking, I was treated with respect and everything was explained clearly. In my experience DropBox Sign (formerly HelloSign) performs really well and I absolutely like getting an email every time an Agreement is completed. Another feature I enjoy is being able to tweak and customize the filters to suit my preferences.

Cons

What bothers me most is that resumes force a download, I much prefer them embedded so I can scan quickly. I've found a workaround but it doesn't take away how aggravating it is to hit the back button and lose all my search results. There was also a strange glitch with the "sharing profile" option that temporarily wiped out about half my database, that was genuinely panic-inducing. I don't typically use that feature (I probably clicked it thinking it did something else) so while it wasn't a dealbreaker, it made for a rough day. I appreciate being able to adjust filters but the fact they can't be reused under the same name makes managing new versions during a database overhaul messy. It would be great if the "Skills" section could be edited on our end, right now it doesn't include all the languages our top vendors need so I've had to invent a tagging workaround. Similarly, the Skills area isn't as simple for users as I'd like. I'm also eager to build more sophisticated Workflows that can branch more effectively, because the current setup feels limiting. Finally, I attempted to integrate Zapier with Worksuite and SmartSheet but those connections were too restrictive for what I needed to automate.

“marketplace tool that scales well

Pros

We quickly adopted the marketplace tools on the platform to post and assign tasks to freelancers without hiccups. After we got the hang of it the layout felt simple so assigning work and keeping lines of communication open became simple. I also appreciated the live task monitoring and clear financial visibility which really improved our everyday coordination and management.

Cons

I ran into some language-related hurdles at first but we managed to overcome them. Getting the system up and walking freelancers through how it worked took careful, deliberate planning. Additionally setting up the workflow required close cooperation with platform reps and that back-and-forth sometimes led to minor delays during our initial setup phase.

“Simple but very manual

Pros

As both an administrator and a regular user I find the product extremely simple to navigate and operate in daily use.

Cons

I wish I didn't need to manually create a task for every new contractor. It would be much better if they were automatically offered as an onboarding option.

“Centralized yet a bit restrictive

Pros

I've found that having resources and tasks managed together in one place on Worksuite is incredibly helpful for staying organized.

Cons

That said reporting feels pretty limited and cumbersome and we're also constrained by strict user limits which has been a recurring challenge for our team.

“could be improved

Pros

I find the payments tab pretty simple to navigate but it would help if the invoice approver was visible at a glance so I don't have to open each assignment just to discover who approved the invoice. That small change would save clicks and time.

Cons

We're having a lot of trouble getting freelancers through the numerous, and sometimes redundant, steps required before a Worksuite Pay assignment goes live. In my experience the interface isn't simple for freelancers and managers end up spending a huge amount of time walking people through each stage of the flow, even when those freelancers have completed it before. For instance, freelancers can see assignments on their dashboard where onboarding is marked as complete but it's frustratingly unclear where their active 'in progress' tasks are listed. From the manager perspective, I often need to navigate several different screens just to reach the 'full details' of an assignment which happens to be one of the views I use most. It feels like there are too many clicks and too many separate pages to get to information we need quickly. Overall we'd really benefit from simplifying the process, reducing steps, consolidating screens and making the workflow clearer so both freelancers and managers can move faster and with less hand-holding.

“small glitches otherwise ok

Pros

For me Worksuite is pretty simple and easy to figure out.

Cons

On the downside I've run into occasional problems where requests or project collaborators can't see what I send or can't access attachments and at times there are formatting glitches that seem impossible to correct.

“price holds it back

Pros

I've found the support team to be quite helpful. We handle our onboarding, vendor payments and contract management through Worksuite.

Cons

For us the biggest problem is the massive upcharges for small features and the often confusing pricing structure. The product only works so-so and comes with a number of limitations and it's extremely frustrating to be charged roughly ten thousand dollars a year just to get API access.

“worth the price

Pros

What I value most are the onboarding features. We require a simple process for candidates to apply to join us. It's simple to check which stage each person is in. Using this reclaimed many hours that email workflows used to consume.

Cons

Sometimes I find it more difficult to navigate and get the team to update it. I'd like a way to flag what I've added on someone's own profile versus skills they added themselves.

“Reliable long-term partner

Pros

Honestly I've found Worksuite incredibly simple to navigate, from initial onboarding all the way through to paying invoices.

Cons

When it comes to reporting, I wish I could pull up the exact data I need without having to sift through and manually filter a spreadsheet, for instance, it'd be great if I could quickly generate a report showing all invoices paid on a specific date and access that output easily whenever required.

“Highly customizable at the core

Pros

For me the database's depth, the extensive customizable features and how truly professional the implementation support team was stood out.

Cons

I find certain aspects aren't very simple so I needed the implementation team's help to get everything properly configured

“Powerful but takes time to learn

Pros

We rely on workflows, custom fields and analytics to closely monitor our onboarding teams' week-to-week performance. Having that information available regularly in a format that's easy to digest has truly changed the way I see our operations and is a real game-changer for our business.

Cons

I found the initial setup fairly complex. Building custom fields and workflows from scratch involved a noticeable learning curve because the workflows are extremely capable in what they accomplish. On top of that I discovered that some workflow adjustments can't be completed without help from the worksuite team.

“easy vendor management and invoicing

Pros

I think the way I can interact with my vendors is easily its strongest feature.

Cons

I've noticed there's some buggy code that messes up how line breaks are formatted so the text doesn't display correctly. Also I'd really like the Events I create to automatically show up in my Shortlist instead of forcing me to hunt them down with a search.

“Onboarding saved us time

Pros

As a recruiter I find Worksuite's modern automation to be a fantastic time-saving solution for both Recruiters and HR, the "Stages" feature really stands out as exceptional!

Cons

One drawback I've noticed is that I can't invite candidates into a workflow with an agreement and the other necessary documents already attached from Stage1 and that limitation actually reduces overall efficiency for my hiring process.

“a bit buggy

Pros

It satisfies our business requirements. We have a solid database to keep our contract workforce which makes pulling hires from it much simpler. It also automates payroll, contracting and onboarding.

Cons

It can feel a bit lagging. Often I have to click through extra steps to complete tasks or save information. We're missing some bulk features we need.

“good for remote work management

Pros

For us the platform is really easy to use and the customer support responds promptly. The onboarding process was efficient and payments are reliable. I've noticed freelancers seem pleased with the visibility they now have and we're satisfied with how onboarding and payments are handled.

Cons

I'd like more built-in reporting features so I don't have to pay for or upgrade to the separate business analytics add-on.

“UI needs work

Pros

I find it simple to upload talent profiles and it also offers some useful bulk-upload features that save time.

Cons

My main issue is that the user interface feels glitchy and non-simple which adds extra steps and overhead for certain tasks.

“Contractor control made easy

Pros

Honestly I'm finding Worksuite really easy to use, creating projects and tasks is simple. I've also seen it used to onboard certain team members which I think is a helpful use case. Approving hours and generating invoices is surprisingly simple. There is an option to share files although I personally don't make use of that feature much.

Cons

What frustrates me is the lack of formatting inside the description box. I want to be able to insert links and use multi-level bullet points as well as numbered lists but those options aren't available. Pasting text with its original formatting would save me a lot of time because right now everything comes in as plain text and I have to reformat it which is annoying to fix. Another big improvement would be the ability to filter the overall tasks list by contractor, that would be amazing.

“feels effortless for the most part

Pros

It's really simple and takes very little effort on my side, I only need to send them an email and the vendors are set up immediately.

Cons

I find it confusing that I'm asked to guess how many hours someone might spend on a particular task and then that estimated number automatically appears as the default on their invoice which tends to cause mistakes, simply entering the hourly rate should be sufficient and less prone to errors.

“Completely changed contractor management

Pros

I've seen Worksuite completely change how we talk to and involve our contractors, it's made contractor engagement much smoother. The platform is highly customisable and meets all our needs for data storage, compliance and process management while providing a clean, easy-to-use interface. Naturally no system is without flaws and there are areas that could be improved but the support team consistently helps us troubleshoot problems and builds practical solutions.

Cons

Getting the system integrated was tricky because so many stakeholders were involved and much of the information we needed wasn't presented in a user-friendly way which ironically is exactly why we turned to Worksuite in the first place. At times the range of features overwhelms our administrative staff and causes confusion yet the support team is excellent and responsive.

“unclear payment flow

Pros

I liked that everything could be organized by project, it made sense to me and I appreciated being able to assign multiple freelancers to a single project.

Cons

For me the process for paying people was confusing and it wasn't clear which payments had already gone through or what the next steps were.

“Strong database foundation

Pros

From my experience so far I find it highly customizable and it's refreshingly simple and user-friendly to navigate.

Cons

I found that implementing some customized features took longer than I expected, the rollout for certain tailored options stretched beyond the timeframe I had anticipated.

“End-to-end contractor control

Pros

I've found customer support to be extremely responsive and the platform supports complete contractor workflows, from onboarding and payments right through to assigning tasks.

Cons

Some features did take a bit of time for me to get comfortable with, understanding how certain functions operate required patience although I don't think it's any tougher than learning other similar software.

“Basic but stable

Pros

For me it's great for keeping my documents organized and safely stored.

Cons

Wish the navigation were easier so I could locate documents faster.

“Impressive truly

Pros

From my perspective it's very user-friendly, the layout is clean and simple making it easy for me to navigate.

Cons

I've been using it for almost seven months now and up to this point I haven't encountered any issues at all.

“central hub for freelancer updates

Pros

We use it as a central hub where our freelancers can update and upload the latest details which helps us track IR35 commitments, maintain a contact database and see availability.

Cons

I find we only tap into a small portion of what it can do so many of the platform's more advanced features remain unused by our team.

“eases onboarding but implementation was baffling

Pros

At first I thought Worksuite would be the tool to simplify onboarding freelancers and contractors. In practice I've found it has made the process a little easier by letting the contractors themselves fill out their details and upload required documents directly, instead of having another team chase them down with email requests.

Cons

Honestly the implementation is baffling and doesn't feel transparent to me. I've had to contact customer support a few times when parts of the workflow didn't make sense. On several occasions the response I received was that I needed to perform an unsimple step, copy and paste the freelancer's or contractor's email into a seemingly random text field, just to advance to the next stage. That kind of workaround makes it feel like we're still cleaning up gaps in the product, even though we've been using it for almost a year. It bothers me because Worksuite markets itself as offering greater visibility, yet I'm unable to actually see who is responsible for the next approval step for a new worker. At times, it comes across as more opaque than it claims to be.

“customer service outstanding

Pros

I've found the customer service to be truly outstanding, we consistently receive excellent help from everyone on the customer service and payment operations teams and I want to give a special shoutout to Chelsea Ellis, who is always prompt in assisting us.

Cons

Being a startup, we face tight budget constraints so we aren't able to integrate Worksuite's APIs with our systems at the moment. I really wish the pricing were more affordable and cost-effective so we could make that integration happen.

“added transparency and automation

Pros

After switching from a decentralized, manual workflow to Worksuite, our team has found it incredibly helpful. We rely on the added transparency and automated features to stay productive and efficient and those changes have made a big difference.

Cons

I've run into a few screens that feel awkward and sometimes I can't immediately figure out how to navigate or locate the same piece of information twice, I'm confident the data exists but I have to hunt for it occasionally.

“teamboard simplifies communication

Pros

Using the tool I find communication between the requester and HR/Legal much simpler, being able to chat directly in the platform/request stops extra emails and reduces follow-up confusion.

Cons

When I'm drafting agreements I can't save changes from the preview and then return to the original request for further review which interrupts my workflow. Also, the stage view displays every workflow regardless of relevance so it becomes cluttered and confusing about which stage applies. I'd like a cleaner, more focused stage display. Finally having two separate TeamBoards causes me to miss messages between teams.

“complete tagging is confusing

Pros

I really appreciate that I can search the contractor database to quickly find people who've already completed onboarding.

Cons

Sometimes it's confusing to make sure I've pressed 'complete' and tagged the correct person across multiple projects and I've seen this occasionally cause payments to be sent late.

“great design and features

Pros

I like its design and features and it's the one I use most because it makes it easy to manage my collaborative work and organize my team efficiently.

Cons

Adding more tools to Google's platform would make my workflow smoother and cover more needs I have.

“Simple to use and easy to navigate!

Pros

It is extremely simple to onboard freelancers, consultants, and vendors on the software thanks to its simplicity. It is easy to navigate and allows me to access all the necessary features without any hassle. The dashboard provides a clear overview of all ongoing projects, deadlines, and team members progress.

Cons

One of the limitations that we have faced with Worksuite is its clunky integration with other business applications. It is possible that this is not a common issue and only unique to our systems. However, we are yet to receive any valuable solution from the customer support team.

“WorkSuite has simplified my daily work!

Pros

Worksuite has a unique approach to keeping everything in one place. I used to have information (emails, Adobe cloud, paper files, Sharepoint, word/excel files, and so on) scattered everywhere, which was not only difficult for me but for my team as well. My team constantly needed my assistance when accessing information about certain projects but not anymore. They can now have access at a touch of a button. It has substantially expedited our projects and is less expensive than hiring another individual to assist me.

Cons

One thing Id want to see improved is the search option. I think it would be fantastic if we could search for specific keywords in specific areas of a profile. In the resume, description, or internal notes, for example. My team would also benefit from being able to preview a document without needing to download it.

“freelancers' dream!

Pros

I've found it really useful for keeping track of freelancers and monitoring project productivity and communication has become noticeably more efficient, it also makes payments and admin-related tasks simple to manage.

Cons

For my part I wish the pricing were more competitive and I would like to see the feature set expanded so it offers greater depth and flexibility.

“core software with soo many add-ons

Pros

I found setting it up to be extremely simple and uncomplicated. Kevin stepped in to help us get everything off the ground and he continued to be available after launch to answer any follow-up questions that popped up. His support made the whole implementation process feel effortless.

Cons

Although I appreciate that it offers many capabilities my team and I only require it to handle one task: maintaining our contractors database. Because of that, it feels like we're paying for a lot of functionality we don't use. I would love to see pricing tiers or the option to turn off features we don't need so we could reduce costs accordingly.

“Finally ditched spreadsheets

Pros

I appreciate the payment process and the simplicity of communicating with freelancers, we really like how effortless it is to chat with our freelancers whenever we need to.

Cons

A few small annoyances bother me, like fiddly formatting options and having to hit Shift + Enter to move to the next line, also, it's frustrating that you can't sort freelancers alphabetically in lists.

“great fit for creative teams

Pros

What I like most about Worksuite is that I can browse creatives organized by their portfolios which makes assessing previous work simple. I also love being able to categorize freelancers by skill set or genre and then compile them into a list that's simple for the person requesting talent to view.

Cons

Sometimes I feel the interface could be smoother, the workflow gets a little clunky at times which slows me down when I'm trying to move between tasks.

“Massive time saver overall

Pros

I've been really relieved by the payments functionality, it's been a game-changer for our daily operations. Pairing that with Salesforce integration has honestly saved me hours of processing each day. On top of that, automating freelancer onboarding took a huge load off my plate, especially as our company doubled this past year and our freelance workforce grew at least twentyfold. Worksuite has cut down the manual data entry I used to spend time on which has let me concentrate on higher-priority tasks and strategic work instead.

Cons

When I first started learning the software it felt really overwhelming and quite complex. There's a lot to absorb about its many features, nuances and capabilities and it took me a while to get comfortable. Another frustrating thing is the freelancer onboarding page, searching there is clumsy and I often end up scrolling through hundreds of freelancer profiles before finding the exact person I need which wastes a surprising amount of time.

“good start, value not great

Pros

We had to work through a couple of compliance hiccups and thanks to the software, those issues were seen from a different perspective.

Cons

I personally couldn't see the product's full value so I wasn't convinced it was completely worth it for us.

“Built to scale smoothly

Pros

I love that Worksuite avoids a one-size-fits-all mentality. Almost every tool is built to be incredibly user-friendly while still offering deep customization and honestly it's pretty impressive. Right now, we use the platform to automate much of the onboarding for our independent contractors, think gig-economy roles, and to keep compliance in check. As our requirements grow, I can easily see us turning on more modules which is another big advantage of the system. Shifting our workflows over to Worksuite was a deliberate choice and I believe it will make scaling our operations effortless.

Cons

We would really appreciate having a kanban-style board view included so we could manage workflows visually and move tasks around more simplely.

“UX needs some polish

Pros

Personally I'm impressed with how the software functions, it has handled everything we've needed and fulfilled all of our requirements.

Cons

One downside I've noticed is that even after everyone completes onboarding, their details remain visible on the 'all stages' page. I'd really prefer that the page clear out once an individual or a whole group finishes every onboarding stage so completed entries aren't displayed anymore.

“too expensive to justify

Pros

What I liked most was that contractors could always see exactly how much they'd be paid at any given moment for each project so there was never any confusion about earnings.

Cons

I found it costly, charging three dollars per contractor even on small payouts like thirty dollars and I also experienced significant lag between when payroll was submitted and when contractors actually received their funds.

“User friendly and reliable

Pros

One of the first things I noticed is how user-friendly the website is. Honestly a lot of people overlook that detail, yet I feel it's incredibly important for any tool we rely on. In my work, multiple parts of the workflow must coordinate and I've seen projects stall when a program isn't built for every member of the team to use comfortably. Because this software is simple, those slowdowns are much less likely to happen in my experience. I also appreciate the template options that come bundled with the platform since they let me shape the setup to match a specific project I had in mind with useful detail.

Cons

One feature I'd find helpful is a system that can send targeted reminders to staff, because that would organize follow-ups and keep everyone on the same page. Other than that, I honestly can't think of any real drawbacks to this site.

“Handles scaling extremely well

Pros

Managing our entire translator and voice-talent roster became so much simpler once we started using Shortlist. I could finally stop relying on email threads and keep everything, from job postings and hiring to live projects, task tracking and invoicing, in a single place. No more digging through endless messages since each person and every project now stores all relevant details on one platform. I'm particularly impressed by the integrations available especially the Slack notifications that keep the team updated. On top of that, we received exceptional support from the Shortlist team, who helped set up our account and continue with monthly check-ins and tailored personalization.

Cons

I would really appreciate more powerful bulk-editing features for tasks, because right now I have to add and change details one item at a time. That single-entry workflow slows me down when handling many tasks at once so better multi-select editing or batch updates would save a lot of time.

“service that truly goes above

Pros

I feel like this is a dream come true. After months of hunting for a tool like this, I finally went with Shortlist and it checks all the boxes for me. In my experience Shortlist provides everything I needed from contractor management software. They keep updating the product and actually listen to customers which keeps me consistently impressed.

Cons

There aren't many negatives from my perspective. What I've found is that the platform's security is so strong that logging in can sometimes take a little longer if, like me, you've forgotten your password. Even so, I view that as a positive, Shortlist holds a lot of sensitive information so strong security is a huge benefit.

“Flexible but structured

Pros

We can quickly locate our third-party partners, request details from them and keep our relationships up to date. It's handy for signing documents and keeping supplier information accurate

Cons

At times the setup feels a bit inflexible when we request changes

“Great team

Pros

What stood out to me was the onboarding feature, it had the biggest impact. At our company, we used Shortlist for vendor onboarding and the team helped us develop our first proof of concept. It genuinely simplified how we bring new vendors on board in a very user-friendly way. Various teams across the organization gave it excellent feedback.

Cons

Shortlist included many of the features we asked for which I appreciated. If I had to point out one downside, I would say I wish the customization options were a bit more flexible.