Onboarding Module

1. What is the purpose of onboarding?

Onboarding helps new vendors or users get set up and familiarized with processes and tools efficiently.

2. How do I initiate the onboarding process for a new vendor?

Click "Add Vendor" and follow the guided steps to complete the onboarding process.

3. What information is required for vendor onboarding?

Basic details like company name, contact information, contract terms, and compliance documentation.

4. How long does the onboarding process take?

The duration depends on the complexity of requirements but typically takes 2-5 business days.

5. Can onboarding be customized for different vendors?

Yes, you can customize onboarding steps based on vendor type or risk level.

6. How do I know if onboarding is complete?

You will receive a confirmation notification once all steps have been completed.

7. Who is responsible for vendor onboarding?

The procurement or vendor management team typically oversees this process.

8. How do I track onboarding progress?

Use the onboarding dashboard to monitor which steps are complete or pending.

9. Can I onboard multiple vendors at once?

Yes, batch onboarding is available for adding multiple vendors simultaneously.

10. What happens if a vendor fails onboarding?

You’ll receive an alert, and the vendor will need to correct any issues before proceeding.