TalentDesk is an end-to-end workforce platform for clients and freelancers to collaborate on projects across the world.
Visit https://talentdesk.io/login to log in and start using the platform.
Step 1: Setup your profile and add a picture of yourself by clicking here!
2. Inviting freelancers
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Freelancers can be invited onto TalentDesk by heading to the âTeamâ section on your left panel, choosing the âProvidersâ subsection and then selecting âInvite providersâ. After adding the relevant email addresses in the first box, be sure to include a custom message outlining why youâd like the freelancers to join TalentDesk (you might want to outline that youâll be using TalentDesk to manage and pay your freelancers).
Finally please ensure you include the relevant onboarding form.
Navigating to the âProviderâ subsection within âTeamsâ gives you an overview of your entire freelance and contractor database. Be sure to filter and search according to specific criteria such as availability, language and skills in order to find the most suitable individual.
Once youâve zeroed in on the provider youâd like to work with, youâre taken to the âAboutâ section of their profile where you can see key information such as their availability (which is updated by them), skills and contractual information. Also within their profile, you can see reviews left by managers (visible to the freelancers), notes (not visible to the freelancers), their various rates and the projects theyâre involved in.
You also have the ability to confirm whether they have added their payment details under their profile.
When freelancers join TalentDesk, they are required to submit an onboarding form which typically covers various types of background information. To find the onboarding form of a specific freelancer, simply locate their profile in the âProvidersâ section within âTeamsâ and select the â...â to the far right of their name. Clicking on âView onboarding submissionâ will pull up the form they filled.
To create projects, simply head to the âProjectsâ tab on the left and select âCreate new projectâ on the top right hand side of the page. Please make sure to fill out all the required fields.
When titling your project, remember to add specific keywords that will help you locate that project easily in the future. Once you have created a project, please follow these steps:
Invite managers to the project
Add a budget for the project
Click on âStart Projectâ
Please note that you can always add additional budget to the project after it has started (see budget section below for more).
Once you have created the base for your project, go into the âteamâ section. To add managers you need to select the small down arrow to the right, and invite anyone else from your team.
Once you have added the team to the project, please start the Project. You can do this by simply going back to the main project page and selecting âStart projectâ on the top right.
Tasks are created within a project and therefore require a project to have been created in the first place. Once this is done, within the task subsection of the relevant project select âCreate taskâ after which youâll be required to provide key information such as Task Title and Description.
Once you have created a task, please assign it to a freelancer with a specific rate by clicking on âAdd Providersâ. The freelancers will then have to accept work on that task at that rate.
Having created and assigned tasks, there is various functionality within tasks at your disposal. They are as follows:
Progress tracking: track the progress of specific freelancers via the progress tracker at the bottom right within the task overview
Checklist: Set and track milestones
Discussion board: Discuss collaboratively with the entire team involved in this task via the group chat within the discussion subsection. Alternatively, you can directly message the relevant freelancer by selecting their name from the left panel within the discussion board
Deliverables: Exchange deliverables with freelancers within the deliverables tab
Once a task has been completed, please click on the âComplete Taskâ button which will prompt you to raise a worksheet for your freelancer(s). For best practise, If you would like to raise worksheets for individual freelancers at different times, it's best to create a separate task for each. Here is a video explaining how this works.
If youâd like to learn more about how a freelancer would use TalentDesk.io, please read this article.
Important: Please note that all worksheets must be created and approved by the following dates in order for invoices to be generated on the next working day:
7th of the month
14th of the month
22nd of the month
Last working day of the month
As a manager, you can keep track of your budgets under the âFinanceâ section of your account.
Go to Finances / Manage budgets
Here, you will be able to view everything from current budgets to your allocation history.
When adding budgets to projects, it is important to remember that worksheets can only be raised for amounts that are within the budget of a project. If there is not enough budget available, you will need to add more.
Budgets can be added when you are first creating a project under âAdvanced optionsâ.
Some additional budget can be added to an existing project by going into âPurchase Ordersâ and selecting âRequest budgetâ.
When you are requesting additional budget, please add the amount you need into the request box and then click on âFind managerâ. Only managers who have enough budget in their account will appear as an option. If you see your own name come up, we would recommend you select that â otherwise, please select your teamâs manager or the organisation owner.
If your project is complete and you still have budget left over, you can return the remaining funds back into your budget pot.
Once you close a project by selecting the âComplete projectâ option, the wording on the button will change to âAll doneâ. You will notice a drop down arrow next to this â click on this arrow to find the option to âReturn fundsâ.
If your organisation has "Second level of financial approval" enabled in Settings, then when viewing a project there is a "Payments reviewer" section. This will default to the organisation's financial controller or creator. By clicking on their name, a confirmation modal will prompt you to select one of the projectâs managers as a Payments Reviewer.
This selected manager will then be able to approve worksheets and expenses for this particular project. Please note you will not be able to remove this selected Reviewer from the project. You can only remove this person from the project by first appointing another manager as Payments Reviewer.
Please reach out to support@talentdesk.io or message us on the live chat if you have any questions about the platform.