Supplier onboarding brings the documents and scorecards you need from a new or existing supplier into one tracked process, so you can see exactly where each supplier has got to before you start trading with them. Open it from Supplier Management > Supplier Onboarding.
Before you start
What's on the page
The page is called Supplier Onboarding Tracker.
Area | What it shows |
Metric tiles | How many suppliers are Completed, To Review, In Progress and Not Started. |
Supplier Onboarding: Starts vs Completions by Month | A chart of onboardings started and completed each month. |
Filters and Search | Filter by All Industries, All Sub-Industries, Onboarding Status and Onboarding Owner, or search by name. |
Export | Downloads a CSV of every supplier in onboarding. It ignores the filters and search on screen. |
Onboard A Supplier | Starts onboarding for a new or existing supplier. |
Table | Supplier Name, Industry, Onboarding Status, Progress, Onboarding Owner and Start Date, with View and Remove from onboarding in the Actions menu. |
Onboarding statuses
Status | What it means |
Not Started | The supplier is in onboarding, but no document or scorecard requests have been sent yet. |
In Progress | At least one request has been sent and some items are still outstanding. |
To Review | The supplier has submitted everything. It's now with your team to approve and score. |
Completed | All documents are approved and all scorecards are scored. |
Onboard a supplier
Click Onboard A Supplier
On the Supplier Onboarding Tracker, click Onboard A Supplier and choose Create And Onboard A New Supplier or Onboard An Existing Supplier.
Choose or create the supplier
Existing supplier: in Select Supplier, choose the supplier and click Continue. Only active suppliers that aren't already in onboarding are listed.
New supplier: complete the Add Supplier panel, turn on Does this supplier need to go through onboarding? and click Submit. See Add a New Supplier.
Check the package and contact
The Configure Supplier Onboarding window opens. oboloo chooses a package for you:
Recommended onboarding package: the package linked to the supplier's industry.
Default onboarding package: used when no package matches the industry.
No onboarding package matched: there's no matching or default package.
It also selects the supplier's Primary contact as the recipient. Use Change Package, Add/Change Supplier Contact or Add New Contact to change them, and check This package contains to see the documents and scorecards.
Start onboarding
Click Send Package And Start Onboarding and confirm in Send this onboarding package?. Or click Onboard Without A Package to add the supplier now and send requests later.
Review what the supplier sends
Open the onboarding record
Click the supplier's name, or choose View in the Actions menu.
Approve documents
On the Documents tab, view each file and tick Approve. There's no reject option: if a document isn't acceptable, request it again with guidance notes explaining what you need.
Score the scorecards
On each scorecard tab, choose Score Responses in the Actions menu and score each answer from 0 to 5. On Risk scorecards, 0 = low risk and 5 = high risk.
Check progress
The Overview tab shows Onboarding Progress for documents and scorecards. The status changes to Completed automatically once everything is approved and scored.
What you can do from here
To… | Do this | Guide |
Set up reusable sets of requests | Supplier Management > Onboarding Packages | |
Request or upload extra documents | Documents tab > Request Document or Add Document | |
Send a scorecard to the supplier | Scorecard tab > Send Scorecard To Supplier | Evaluating Suppliers with Supplier Self-Assessment Scorecards |
Score the supplier yourself | General Scorecards > Apply New Scorecard, or Add New … Score on the other scorecard tabs | |
Change who runs the onboarding | Onboarding Owner at the top of the record |
Inside an onboarding record
The top of the record shows the Onboarding Status, the Onboarding Owner selector, Send Onboarding Package and Remove From Onboarding.
Tab | What's in it |
Overview | Onboarding Progress, Supplier Information, Recent Documents and Scorecard Progress. |
Documents | The documents requested or uploaded for onboarding, with Add Document, Request Document and the Approve checkbox. |
General Scorecards | General scorecards, with Send Scorecard To Supplier and Apply New Scorecard. |
Performance Scorecards, Risk Scorecards, Sustainability Scorecards | Scorecards of each type, with Send Scorecard To Supplier and Add New Performance Score, Add New Risk Score or Add New Sustainability Score. |
Common questions
Who is notified during onboarding?
The Onboarding Owner (the internal user running this onboarding) and the supplier's Supplier Owners are notified when the supplier uploads a document or submits a scorecard. Add more Supplier Owners on the main supplier record. The primary contact is the person at the supplier who receives the requests. See Primary Supplier Contacts.
How is Progress calculated?
Progress is the number of approved documents and scored scorecards, divided by all the documents and scorecards requested.
Can I cancel a request or remove a supplier from onboarding?
Choose Cancel Request in a document or scorecard's Actions menu, as long as the supplier hasn't submitted it yet. To stop onboarding altogether, click Remove From Onboarding. Outstanding requests are cancelled and the supplier is told; anything already submitted stays on the supplier's record.
Where else do onboarding records appear?
Onboarding documents and scorecards also appear on the supplier's main Documents and scorecard tabs, with Yes in the Onboarding Record column. The supplier record shows a banner, This supplier is currently going through onboarding. View progress, and the Suppliers list has an Onboarding Status column you can add with Edit Columns (it's hidden by default).
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If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.