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Workday User Guide
Last Updated: 2023-06-23
Complete an Onboarding Form

Complete an Onboarding Form

  • A buyer sends you an invitation to complete an onboarding form.
  • You've signed up for Strategic Sourcing.
You can complete an onboarding form that buyers invite you to, which enables them to gather critical business and banking information.
  1. Access the onboarding form in the
    Profile
     section by clicking
    Manage
    .
  2. Click
    Edit
     to make changes to the form and input the requested information.
  3. Once completed and ready to submit, click
    Finalize
    . Then, click
    Grant Access
     so the buyer can see your responses.
  4. (Optional) To revise the submission, click
    Retract
    . Ensure you finalize and grant access once you finish making changes.
The form information that you submit to the buyer ensures a quick and accurate setup for your company.

This content is not part of the Workday Administrator Guide.