Create vendor onboarding tasks like e-sign docs, uploads, forms, and training requirements to ensure full compliance through custom profiles.
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• Creating E-document signing requirements
• Creating training matrix requirements
• Creating document uploading requirements
• Creating form fillable requirements
• Housing draft documents
1. Select “Add New Profile”
2. Fill out the initial information like Profile Type, Risk Level, etc.
3. Set your due dates on each section
4. Click on the “Add” button which will navigate to Unify.Sign
5. Upload your document templates that will be used as Drafts or E-sign documents
6. Select the Legal/Safety/Finance/Vendor management drop downs and select “Add”
7. Associate the right document to be added to the section
8. Select the appropriate settings – see final section for definition
9. Navigate to the “Safety Training Requirements” and select “Add Job”
10. Add a Job Title and then click “Add Program”
11. Add a “Program Label” and query the courses to find matches to needed requirements – add the courses then click “Add”
12. Once programs are complete, click “Create New”
• Courses are connected to the Unify.LMS – this allows for data to be shared between the CMS and the LMS. When a user completes a course in the LMS, it auto-populates the certificate of completion to the CMS
• Multiple courses can be chosen per program – this functions as a OR parameter meaning that any of the courses in the list will submit a credential back to the CMS for approval
• E-Doc selection means a DRAFT will appear to the Vendor during onboarding for that document
• Upload Required means an upload button will appear and will be required for the Vendor to upload documents during onboarding
• Email Notify means that the team associated to the specific documents will be notified when documents are provided
• E-Sig means that a “E-Signature” button will appear for the Vendor to E-Sign the document through Unify.Sign
• Required means the E-Signature is required to complete that portion
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Tailor your CMS with company-specific settings, forms, and options to better manage vendor and contractor processes.
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Learn essential vendor management terms like onboarding, Vendor ID, workflows, and compliance to streamline processes and boost efficiency.
Manage vendor statuses, profiles, and onboarding processes effectively with CMS's Access Control tools.
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Use the checklist to monitor vendor tasks, review docs, filter by status, and request external approvals for streamlined vendor management.
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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.
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Track and manage vendor training by job title, approve credentials, verify via QR code, and export data to ensure full training compliance.
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View vendor stats, tasks, and reports on your dashboard. Track onboarding, holds, and system activity with customizable AI-generated reporting tools.
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Follow this step-by-step guide to connect a vendor account, submit forms, approve tasks, and fully onboard vendors to your company's system.