Onboard Suppliers to Strategic Sourcing Only

Create suppliers.

You can configure onboarding fields on standard

Supplier Onboarding

forms to capture essential supplier information, enabling buyers and sourcing managers to create supplier profiles in Strategic Sourcing.

Access

Settings

Supplier Profile

Onboarding Profile Fields

(Optional) Add approval groups.

Select the

Field Types

you want to include or exclude on the standard form.

Select the

Field Types

you want to display or require on supplier profiles from the

Profile Settings

options.

Select the

Field Types

you want to request or require from suppliers from the

Supplier Settings

options.

(Optional) In

Supplier Profile Editing

, enable supplier editing of their onboarding information after they’ve finalized their onboarding form and are an active supplier.

Supplier Profile Editing

only applies to the standard onboarding form. As you complete this step, consider:

Option	Description
Suppliers can edit their data after onboarding	You must enable this option before you can enable any other options.
Buyers can approve supplier edits after onboarding	Enables sourcing manager approvals for any supplier edits on active suppliers.
Suppliers can edit "Supplier Information" after onboarding Suppliers can edit "Business Information" after onboarding Suppliers can edit "Banking Information" after onboarding Suppliers can edit contacts after onboarding Suppliers can edit "Diversity Information" after onboarding	Enables supplier edits on specific sections of the onboarding form. You can select to enable only some editing capabilities based on the needs of your organization.

Buyers and sourcing managers can access

Supplier Onboarding

standard forms in the

Forms

section on supplier profiles.

They can then send the form to Workday Strategic Sourcing suppliers to capture essential supplier profile information, including:

Banking Information

General Business Information

Tax Information

When buyers or sourcing managers publish the

Supplier Onboarding

form, suppliers receive a

Request for Information

invitation to respond that contains the preconfigured fields for completion.