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Administrator Guide
Last Updated: 2023-06-23
Create External Supplier Sites

Create External Supplier Sites

  • Configure the
    Supplier Event
    business process and security policy in the Suppliers functional area.
  • Configure the
    Prospective Supplier Request Event
    business process and security policy in the Suppliers functional area.
  • Configure the
    Self Supplier Prospect Group
    security group with view and modify access, on the
    Self-Service: Supplier External Site User Access
    security domain in the Supplier Accounts functional area.
  • Security:
    Set Up: Supplier Sites
    domain 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.
  1. Access the
    Create External Supplier Site
    task.
  2. As you complete the task, consider:
    Option Description
    ID
    Enter a unique alphanumeric identifier that becomes part of the URL of the external supplier site. Workday automatically converts spaces to dashes.
    Languages
    When 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 Mode
    Select 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 Site
    Select the check box to make the site available to the public at the
    Site URL
    .
    Clear the check box to keep the site in preview. You can preview the site using the
    Site URL
    , but the URL won't work for external suppliers. You can access the
    Edit External Supplier Site
    task to select the check box later.
    Downtime Service URL
    Enter 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 the
    Downtime Service URL
    . You can only test the
    Downtime Service URL
    during 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 with
    authgwy
    in the web address during the maintenance window, they see the standard Workday downtime page.
    External Labels Collection
    When 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.
  3. As you complete the
    Branding
    section, consider:
    Option Description
    Site Logo
    Upload 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 Image
    Upload 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 the
    Header Color
    might display through.
    Header Name
    Enter text to display on your external supplier site banner.
    Header Color
    Enter the HTML color code for the background of your external supplier site banner.
    Header Font Color
    Enter the HTML color code for the
    Header Name
    .
  4. Complete the
    Configure - Landing Page
    section.
    You can use rich text and include links that direct suppliers to other sites, such as your company website.
  5. As you complete the
    Configure - RFQ Bid Opportunities
    section, consider:
    This section only displays if you've set up request for quote (RFQ) types in your tenant.
    Option Description
    Enable RFQ Bid Opportunities
    Select to configure content related items for the
    RFQ Bid Opportunities
    home page.
    Restricted to Companies
    Leave blank to include all companies in your tenant.
    Restricted to Public RFQ Types
    Leave blank to support all public RFQ types in the external website.
    Open for Bidding Label Text
    Upcoming for Bidding Label Text
    Closed for Bidding Label Text
    Canceled for Bidding Label Text
    Bid Response Label Text
    Customize the default tabs that display on your page. These labels display as tabs on your
    RFQ Bid Opportunities
    home page.
    Enable Awarded To Suppliers on closed RFQs
    Select to display suppliers awarded for closed RFQs.
    Enable Award Status on closed RFQs
    Select to display the award status of suppliers on closed RFQs.
    Link to Supplier Registration Content
    Enter instructions to redirect users from the
    RFQ Bid Opportunities
    home page to the supplier registration home page.
  6. As you complete the
    Supplier - Setup Registration
    section, consider:
    Option Description
    Signature
    Select to give external suppliers access to this page and enable the
    Disclaimer Label
    and
    Disclaimer Content
    fields. Prospective suppliers can enter an electronic signature when they agree with the conditions you set up.
    Disclaimer Label
    Add a mandatory disclaimer title, such as Terms and Conditions.
    Disclaimer Content
    Add a mandatory disclaimer statement.
    To add bold text, use
    <b></b>
    formatting tags. The text renders in
    bold
    in the external supplier site only. Formatting tags are visible in preview.
    Business Details Questionnaire
    Supplier Contact Questionnaire
    Select a supplier registration questionnaire to collect business and contact information about your prospective suppliers.
    To create questionnaires for the external supplier site, access the
    Create Questionnaire
    task and select
    Supplier Registration
    from the
    Questionnaire Types
    prompt.
  7. As you complete the
    Supplier - Setup Registration
    grid, consider:
    Option Description
    Goods and Services
    Select 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 the
    Edit Spend Category Hierarchy
    task, and select the
    Enable for External Website
    check box.
    Supplier Classifications
    Access the
    Maintain Supplier Classifications
    task and select the
    External Supplier Site Classification
    check box to configure external supplier classifications.
    Contact Information
    Select 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 the
    Supplier - Setup Registration
    grid as
    Required
    or
    Hide
    from your prospective suppliers:
    • Field
    • Label
    • Selectable Prompt Values
    You can also select
    None of the Above
    to 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 the
    Supplier Event
    business 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