Vendor Onboarding Process

Author

Felipe Campos

Creation date

7/21/2022

Last revision date

7/21/2022

Status

In Progress

Features

 

Industries

 

Summary

The Vendor Onboarding Process is a modernized version to the one located in the veggie donuts environment. This process established the way a company onboards their vendors. Starting with an invitation from the company to the vendor company. If the vendor accepts, it fills out the information. This information is reviewed by the commercial team in the company, ones checked, the information is reviewed by the risk team. If this vendor is approved by the team. The vendor fills out the username and password that wants to use in the instance. After this information is filled. The system creates the vendor and adds the vendor’s company to the vendor collection.

Video

URL To video

Script

  • Create a user in the instance.

  • Add the vendor to the collection.

 

Credentials

Start request from portal as HR Rep: 1Password — Password Manager for Teams, Businesses, and Families

Vendor should access via web Entry.

Financial Team: 1Password — Password Manager for Teams, Businesses, and Families

Risk Team: 1Password — Password Manager for Teams, Businesses, and Families

Building blocks

 

Process Map

 

Process

Screens

1 Add vendor information.

2.

A. Fill Vendor Information:

B. Add Vendor Background:

C. Add Vendor Documentation:

3. Review Information:

4. Risk Review:

5. Vendor Login Information:

 

Connectors

  1. Docu Sign Integration

Scripts

  1. Add user

  2. Add Vendor to collection.

Saved searches:

https://platform-demo-se.processmaker.net/requests/saved-searches/39 (Request)

Custom UI: