Tailor your CMS with company-specific settings, forms, and options to better manage vendor and contractor processes.
Settings allows the Company to customize the Company Profile Information as well as key form options for the “Business Sponsor Request Form” as well as the hurdle rates for LTIR, TRIR, DART and EMR ratings. It also provides the ability for the main company to add additional forms to the onboarding process. After creating a form, the forms will show up in the drop down for “Onboarding Forms” – you are able to select multiple forms from this drop down menu.
Learn essential vendor management terms like onboarding, Vendor ID, workflows, and compliance to streamline processes and boost efficiency.
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Manage vendor statuses, profiles, and onboarding processes effectively with CMS's Access Control tools.
Use the checklist to monitor vendor tasks, review docs, filter by status, and request external approvals for streamlined vendor management.
Enhance vendor communication by creating customizable email templates with dynamic fields for seamless integration.
Manage user roles and access by department. Assign permissions for Finance, Legal, Safety, and more to control visibility across your organization.
Create graded surveys to assess vendors’ skills and compliance, with aggregated scores visible in the Vendor Profile.
Track and manage vendor training by job title, approve credentials, verify via QR code, and export data to ensure full training compliance.
View vendor stats, tasks, and reports on your dashboard. Track onboarding, holds, and system activity with customizable AI-generated reporting tools.
Follow this step-by-step guide to connect a vendor account, submit forms, approve tasks, and fully onboard vendors to your company's system.
Generate detailed, AI-driven reports on vendor tasks, surveys, and certifications to monitor compliance and progress.