Worksome Features
Hiring (4)
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RFP Creator
Provides templates to create and distribute request for proposals.
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Messaging
Enables users to message with freelancers before and after an agreement.
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Freelance Screening
Provides verification of a freelancer's identification.
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Freelance Profiles
Displays profiles of freelancers with pertinent information.
Project Management (4)
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Calendar
Provides a project calendar visible for both the freelancer and employer.
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Guidelines and Policies
Shares documents like style guides with the freelancer.
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Workflow Builder
Enables the user to build project workflows that are visible for both the freelancer and employer.
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Digital Asset Management
Provides a space to store digital assets which can be used by the freelancer.
Payment (4)
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Payment Automation
Automatically pays the freelancer upon completion or approval of a project.
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Secure Payments
Provides a method for secure payment.
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Multi-Currency Payments
Enables the user to make payments in multiple currencies.
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Multiple Payment Methods
Provides multiple methods for the user to pay the freelancer.
Revenue Recognition (3)
Usage Tracking
Track usage per company, custom time period, or contract
Deferred Revenue
Track payments received for products that haven't be delivered yet
Revenue Accrual
Recognition rules to accrue revenue on a daily or monthly basis
Platform Basics (8)
Interoperability
Connects to external systems and applications as needed to complete team workflows.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Portal
Contains a portal to facilitate third-party or client application access.
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Payment
Contains built-in payment processing capabilities or integrates with payment processing software
Project Management
Manages budgets and deadlines.
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Dashboard
Has a centralized dashboard for users to interact with.
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Performance
Performs and secures payments efficiently on both the user and the consumer ends
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Portal
Contains a portal to facilitate contractor access to payments
Platform Performance (5)
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Application Monitoring
Contains application performance monitoring capabilities.
Interoperability
Connects to external systems and applications as needed to complete team workflows.
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Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Monitoring
Contains application performance monitoring capabilities.
Platform Functionality (24)
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Document management
Manages necessary docuements for ease of visibiltiy and access.
Requalification
Automated compliance renewal notifications.
Compliance
Tracks contractor compliance levels and renewa dates.
Bid Management
Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Supplier Management
Manage all supplier data and operations
Inventory Management
Track and manage inventory levels to maintain proper supply
Task Management
Create, manage and track all task activities and progression
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Contractor Management
Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)
Proposal Management
Creating, submitting, and tracking a sales proposal or bid submitted in response to a request for proposal.
Safety Management
Identify and assess hazards to ensure the well-being of employees, assets, and the environment
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Contract/License Management
Track, store, and access client contracts or licenses
Job Management
Manage and track all job information and associated tasks
Timesheet Management
Track the amount of time spent on a job or task
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Procurement Management
Organize and manage all processes/procedures involved in purchasing goods and/or services
Subcontractor Management
Track information, qualifications, and contact details of subcontractors
Workflow Management
Create, design and manage workflows for repetitive tasks
Purchase Order Management
Create, send, and track purchase orders and their statuses
Platform Additional Functionality (7)
Onboarding
Onboard workers via online, classroom, or external training.
Pre-qualifiation
Pre-qualify contract workers via reference, record, background check.
Onsite Monitoring
Monitor contractor onsite activities, performance, etc.
Subcontractor Monitoring
Ensure subcontractors are working safely on client sites and document audits/inspections for reference.
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Mobility
Is accessible from a mobile device and by users on the go.
Portal
Contains a portal to facilitate third-party or client application access.
Platform Content (5)
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Contracts
Creates new or templated contracts for freelance and extended workforce.
Request Tool
Creates, resuses, and issues request for proposals (RFPs), assignments, and other requests.
Selection Management
Track and organize selection of freelancers and contractors.
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Invoicing Tool
Invoice generation and submission for managing freelance, contract, and extended workforce.
Proposal Tool
Freelancers and other participants can create, share, and respond to RFP and work requests.
Platform Administration (3)
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Integrations
Integrates with third-party HR software, such as systems for payroll, time & attendance, or core HR.
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Compliance
Maintains compliance with payroll regulations.
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Reporting
Provides analytics tools that reveal payment metrics of contractors over time
Platform Payment Content (3)
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Document management
Manages necessary information of contractors for ease of visibiltiy and access.
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Invoicing Tool
Generates invoices from HR departments for managing freelance, contract, and extended workforce.
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Wage access
Gives employees the ability to view, manage, and withdraw earned wages before payday.
Compatability (3)
HCM and HRMS
Integrates with HR suites such as an HRIS, HCM, or HRMS.
Entrepreneur
Scalable to handle small and larger volumes of workers for eterprise and startup applications.
Immigration and Relocation
Manages immigration or relocation process.
Benefits (1)
Other Benefits
Handles reitrement, insurance, workers comp, and other benefits for employees.
Generative AI (3)
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Summarization
Condenses long documents or text into a brief summary.
Onboarding - Contractor Risk Management (2)
Workflow Managment
Offer automated tools for contractor onboarding
Compliance Verification
Provides tools for compliance verification
Document Management - Contractor Risk Management (2)
Analysis
Enables users to analize documents for audit purposes
Repository
Provides visibility into invoices and optimizes information retrieval
Risk Management - Contractor Risk Management (2)
Performance Monitoring
Assess and monitors contractor performance
Risk Reporting
Monitors performance and safety records
Agentic AI - Vendor Management (1)
Decision Making
Makes informed choices based on available data and objectives
Expanded Functionality - Employer of Record (EOR) (18)
M&A
Supports hiring and employment transitions during mergers, acquisitions, or entity changes.
Enterprise Consulting
Provides expertise or HR consulting for complex employment scenarios beyond standard hiring needs.
Contractor Management
Supports both employee and contractor management across global markets.
Permit Management
Manages, automates, stores, and tracks permits to ensure regulatory compliance for multiple industries
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Immigration Management
Oversee procedures for cross-border movement
Global Sourcing Management
Procure goods, materials, or services from international suppliers
Contract/License Management
Track, store, and access client contracts or licenses
Reimbursement Management
Manage compensation for out-of-pocket expenses incurred by an employee, client or another party
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Time Off Management
Track and manage employee time-off, vacation, and sick leave requests
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Document Management
Store, manage, and track all electronic documents in a centralized location
Expense Management
Plan, pay and track business related expenses.
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Immigration Management
Oversee procedures for cross-border movement
Core Functionality - Employer of Record (EOR) (2)
Compliance
Maintains compliance with local labor laws, tax regulations, and other employment across countries.
Tax Compliance
Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors
AI Capabilities - Employer of Record (EOR) (2)
AI Automation
Uses automation or AI to streamline compliance guidance and employment workflows.
AI Agent
Comes with an agentic agent capable of handling EOR activities with little human-in-the-loop intervention necessary.
Additional Functionality (89)
Estimating
Estimate expected cost based on various factors before a project begins
Budgeting/Forecasting
Create budgets based on historical data and future projections
Team Collaboration
Allow multiple team members to edit and work on the same document
Scheduling
Plan availability and assign specific time slots for tasks and resources
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Updates
Receive system updates as soon as any changes are made
Electronic Signature
Digitally sign online documents
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Task Scheduling
Track and manage the scheduling of tasks
Multiple Projects
Ability to handle several projects simultaneously
Contractor Database
Easily track all contractor information in one centralised location
Qualification Tracking
Track certifications, qualifications, and licenses for employees, contractors, etc.
Project Tracking
Monitor the progress of projects from start to finish
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Mobile App
Access the system via a mobile application
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Job Costing
Calculate total itemized costs, including initial costs and any changes
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Equipment Tracking
Track the location of specific equipment at all times
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Customizable Forms
Customize contracts and forms to collect specific information
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Customizable Reports
Alter the layout and content of reports
Project Time Tracking
Measure time to completion or hours worked for projects
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
API
Application programming interface that allows for integration with other systems/databases
Cost Estimating
Forecast the cost and resources required to complete a project
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Benefits Dashboard
Use a dashboard to view benefits that are selected by employees or offered by employers
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Data Import/Export
Import and export data to and from software applications
Multi-Currency
Manage and handle various international currencies
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Background Screening
Researching and validating a person's criminal, educational, job or financial records
Enrollments/Onboarding
Manage the enrollment and onboarding of all new members and accepted applications
Labor Cost Reporting
Report on the allocation and distribution of labor costs across projects
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Offboarding
Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved
Employee Benefits Administration
Manage benefit portfolio selection that is available to your employees through workplace and automate related administrative tasks
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Digital Signature
Electronic signing method that validates the authenticity and integrity of a digital document
Time & Attendance
Track and manage employee's work hours to improve payroll accuracy
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Multi-Language
Manage and support multiple languages
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Multi-Country
Pay employees in multiple countries using correct currencies and correct tax deduction amounts
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Sourcing Management
Negotiate best prices and choose the right vendor for various purchases
Vendor Master Data Management
Create and maintain quality vendor data through data validation, maintenance, and audit trails to ensure proper compliance and sourcing
Procurement Management
Organize and manage all processes/procedures involved in purchasing goods and/or services
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Document Management
Store, manage, and track all electronic documents in a centralized location
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Data Visualization
Graphical representation of data
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Risk Assessment
Initiate collection and analysis of known risks
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Data
Receive data and information in real time
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Offboarding
Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
API
Application programming interface that allows for integration with other systems/databases
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Vendor Payment
Process payment to vendor(s) for goods/services received
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Purchase Order Management
Create, send, and track purchase orders and their statuses
Contract/License Management
Track, store, and access client contracts or licenses
Data Import/Export
Import and export data to and from software applications
Single Sign On
Allow users to access multiple services after entering their login credentials once
Workflow Management
Create, design and manage workflows for repetitive tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Task Management
Create, manage and track all task activities and progression
Platform Basics - Contractor Payments (1)
AI Agent
Comes with an agentic agent capable of handling contractor payment activities with little human-in-the-loop intervention necessary.


