Create External Supplier Sites
- Configure theSupplier Eventbusiness process and security policy in the Suppliers functional area.
- Configure theProspective Supplier Request Eventbusiness process and security policy in the Suppliers functional area.
- Configure theSelf Supplier Prospect Groupsecurity group with view and modify access, on theSelf-Service: Supplier External Site User Accesssecurity domain in the Supplier Accounts functional area.
- Security:Set Up: Supplier Sitesdomain in the Supplier Accounts functional area.
You can create external sites where prospective suppliers can submit information to your
company for review and approval. Setting up an external supplier site streamlines
your supplier onboarding process by saving you time, reducing manual processing, and
improving data integrity.
Prospective suppliers can:
- Submit their contact information.
- Enter the goods and services that they provide.
- Enter banking and payment information.
- View their application history and registration status.
- Update their application.
- Access theCreate External Supplier Sitetask.
- As you complete the task, consider:
Option Description IDEnter a unique alphanumeric identifier that becomes part of the URL of the external supplier site. Workday automatically converts spaces to dashes.LanguagesWhen you select more than 1 language, Workday displays the external career site in English and enables the candidate to select another language from this list.Embed ModeSelect the check box to generate a link that you can display within another website. Workday hides the banner, logo, header name, and header color.Publish SiteSelect the check box to make the site available to the public at theSite URL.Clear the check box to keep the site in preview. You can preview the site using theSite URL, but the URL won't work for external suppliers. You can access theEdit External Supplier Sitetask to select the check box later.Downtime Service URLEnter a URL for a page that external users see during the weekly maintenance service window in this format:- https://...
Quarterly and monthly Workday maintenance services could affect theDowntime Service URL. You can only test theDowntime Service URLduring the Workday maintenance service window.See:If you don't configure a URL, external users see the standard Workday downtime page.When users attempt to access Workday from a bookmarked URL withauthgwyin the web address during the maintenance window, they see the standard Workday downtime page.External Labels CollectionWhen you're using Workday Designer to personalize your external supplier site, select an option to attach the site to an external labels collection.The external labels collection acts as a container that saves your customized labels on Workday Designer. Example: If you change the label or style of a button, Workday automatically saves your specifications in the selected external labels collection. - As you complete theBrandingsection, consider:
Option Description Site LogoUpload your company logo in PNG or JPG format. For best results, use files that are 85 x 85 pixels.The logo displays on the external supplier site banner.Banner ImageUpload your company banner in PNG or JPG format. For best results, use files that are 1100 pixels wide by 120 pixels high.If the banner is smaller than the recommended size, Workday stretches the image to fit, and theHeader Colormight display through.Header NameEnter text to display on your external supplier site banner.Header ColorEnter the HTML color code for the background of your external supplier site banner.Header Font ColorEnter the HTML color code for theHeader Name. - Complete theConfigure - Landing Pagesection.You can use rich text and include links that direct suppliers to other sites, such as your company website.
- As you complete theConfigure - RFQ Bid Opportunitiessection, consider:This section only displays if you've set up request for quote (RFQ) types in your tenant.
Option Description Enable RFQ Bid OpportunitiesSelect to configure content related items for theRFQ Bid Opportunitieshome page.Restricted to CompaniesLeave blank to include all companies in your tenant.Restricted to Public RFQ TypesLeave blank to support all public RFQ types in the external website.Open for Bidding Label TextUpcoming for Bidding Label TextClosed for Bidding Label TextCanceled for Bidding Label TextBid Response Label TextCustomize the default tabs that display on your page. These labels display as tabs on yourRFQ Bid Opportunitieshome page.Enable Awarded To Suppliers on closed RFQsSelect to display suppliers awarded for closed RFQs.Enable Award Status on closed RFQsSelect to display the award status of suppliers on closed RFQs.Link to Supplier Registration ContentEnter instructions to redirect users from theRFQ Bid Opportunitieshome page to the supplier registration home page. - As you complete theSupplier - Setup Registrationsection, consider:
Option Description SignatureSelect to give external suppliers access to this page and enable theDisclaimer LabelandDisclaimer Contentfields. Prospective suppliers can enter an electronic signature when they agree with the conditions you set up.Disclaimer LabelAdd a mandatory disclaimer title, such as Terms and Conditions.Disclaimer ContentAdd a mandatory disclaimer statement.To add bold text, use<b></b>formatting tags. The text renders inboldin the external supplier site only. Formatting tags are visible in preview.Business Details QuestionnaireSupplier Contact QuestionnaireSelect a supplier registration questionnaire to collect business and contact information about your prospective suppliers.To create questionnaires for the external supplier site, access theCreate Questionnairetask and selectSupplier Registrationfrom theQuestionnaire Typesprompt. - As you complete theSupplier - Setup Registrationgrid, consider:
Option Description Goods and ServicesSelect to enable prospective suppliers to enter goods and services they provide and select a spend category hierarchy.To enable a spend category for external suppliers, access theEdit Spend Category Hierarchytask, and select theEnable for External Websitecheck box.Supplier ClassificationsAccess theMaintain Supplier Classificationstask and select theExternal Supplier Site Classificationcheck box to configure external supplier classifications.Contact InformationSelect to enable external suppliers to enter supplier contact information, such as legal name, email address, and more.You can configure these attributes on each tab on theSupplier - Setup Registrationgrid asRequiredorHidefrom your prospective suppliers:- Field
- Label
- Selectable Prompt Values
You can also selectNone of the Aboveto make the attribute available, but not required.
After approval, Workday automatically transfers the information on the external
supplier site pages to the supplier profile.
Share the Workday-generated URL with your prospective supplier to give them access to the
external site. After the prospective supplier submits a request, Workday initiates
the
Prospective Supplier Request Event
business process for review and
approval.You can also:
- Send back an application during review to request changes or additional information.
- Approve the request, Workday creates an inactive supplier and triggers theSupplier Eventbusiness process.
- Access these reports to manage your external supplier site:
- Supplier Invalid User Signon Attempts
- External Supplier Signons and Attempted Signons
- View External Supplier Request
- View External Supplier Site