Automate Supplier Workflows
You can automate supplier workflows to standardize engagement activities and reduce manual tasks. Workday initiates these workflows based on criteria such as supplier risk level, segmentation, or third-party risk integration results. You can configure up to 20 workflows, with each containing up to 5 rules and 5 automated actions.
Workday initiates automation based on criteria like
- Supplier risk level, status, segmentation, or Workday status.
- Supplier category, group, or address country.
- Diverse or self-registered supplier status.
- Third-party risk integration results.
When the workflow meets these conditions, Workday executes up to 5 automated actions, such as:
- Updating default supplier fields, including risk, status, and segmentation.
- Creating action items for specific users.
- Initiating third-party screenings.
- Automatically creating or rerunning supplier forms
- Navigate to
- ClickCreate New Workflow.
- Enter a workflow name and description.
- ClickEdit Rulesto define the criteria that initiate the workflow.
- ClickEdit Actionsto select the automated responses when conditions are met.
- Activate Workflow.
- ClickSave.