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Administrator Guide
Last Updated: 2023-06-23
Onboard Suppliers to Strategic Sourcing Only

Onboard Suppliers to Strategic Sourcing Only

Create suppliers.
You can configure onboarding fields on standard
Supplier Onboarding
 forms to capture essential supplier information, enabling buyers and sourcing managers to create supplier profiles in Strategic Sourcing.
  1. Access
    Settings > Supplier Profile > Onboarding Profile Fields
    .
  2. (Optional) Add approval groups.
  3. Select the
    Field Types
     you want to include or exclude on the standard form.
  4. Select the
    Field Types
     you want to display or require on supplier profiles from the
    Profile Settings
     options.
  5. Select the
    Field Types
     you want to request or require from suppliers from the
    Supplier Settings
     options.
Buyers and sourcing managers can access
Supplier Onboarding
 standard forms in the
Forms
 section on supplier profiles.
They can then send the form to Workday Strategic Sourcing suppliers to capture essential supplier profile information, including:
  • Banking Information
  • General Business Information
  • Tax Information
When buyers or sourcing managers publish the
Supplier Onboarding
 form, suppliers receive a
Request for Information
 invitation to respond that contains the preconfigured fields for completion.