An onboarding package is a reusable set of document requests and self-assessment scorecards that oboloo sends to a supplier when their onboarding starts. This guide is for users who set up supplier onboarding for their organisation.

Before you start

Only users whose role can create or edit onboarding records can create and manage packages. Onboarding packages need the Supplier Plus plan. The document types and Supplier Self-Assessment scorecards you want to include must already exist. See Create a Supplier Scorecard.

Create a package

Open Onboarding Packages

Go to Supplier Management > Onboarding Packages and click Create Package. The Create Onboarding Package window opens.

Enter the package details

  • Package Name (required): a clear name, for example IT Supplier Package.

  • Package Description (required): what the package is for.

  • Associated Industry (optional): the industry this package is for. An industry can only belong to one package, so oboloo can always pick a single package for a supplier.

Click Next.

Add document requests

Click Add Document to Package, choose the Document Type and write Supplier Notes with instructions the supplier will see. Optionally use Upload Document for Supplier to attach a file, for example an NDA to sign. Repeat for each document, then click Next.

Add scorecards

Click Add Scorecard next to each scorecard you want the supplier to complete. Only Supplier Self-Assessment scorecards are listed. Your choices appear under Selected Scorecards.

Create the package

Click Create. A package needs at least one document or one scorecard; it doesn't need both. If it has neither, you'll see Please select at least one scorecard or document to proceed.

Manage your packages

The packages table shows Package Name, Package Description, Status, Associated Industry, Created By, Created On, Last Updated By, Last Updated On and Default. Use Search or filter by Created By, Status or Associated Industry, and Clear Filter to reset.

The Actions menu in the Onboarding Packages table
The Actions menu in the Onboarding Packages table

Open the package's Actions menu

In the package's row, open the Actions menu.

Choose an action

  • Edit: change the details, documents or scorecards.

  • Set as default: make this the package oboloo uses when no industry matches.

  • Enable / Deactivate: deactivated packages can't be chosen when onboarding a supplier.

  • Clone: copy the package to build a similar one. Rename it before you save.

💡 Note: There's always one default package, shown with a green tick in the Default column and listed first. The first package you create becomes the default. You can't deactivate the default until you set another package as default (Set another default first). Packages can't be deleted, and demo packages can't be changed.

Send an extra package to a supplier in onboarding

oboloo sends a package automatically when onboarding starts (see What happens next). To send another package later:

Open the supplier's onboarding record

Go to Supplier Management > Supplier Onboarding and open the supplier.

Click Send Onboarding Package

Click Send Onboarding Package at the top of the record. The Send an Onboarding Package window opens.

Send Onboarding Package on a supplier's onboarding record
Send Onboarding Package on a supplier's onboarding record

Choose the package and items

Select the Package. All its documents and scorecards are selected; de-select any you don't want to request.

Choose the contact and send

Click Choose Contact To Send To, select the supplier contact and send. A confirmation tells you the request has been sent.

What happens next

  • Packages are picked automatically: when a supplier starts onboarding, the Configure Supplier Onboarding window suggests the package linked to the supplier's industry (Recommended onboarding package). If none matches, it suggests the default (Default onboarding package). You can change it before sending. See Supplier Onboarding Overview.

  • The supplier is emailed: the contact can start uploading the documents and answering the scorecards straight away in the supplier portal.

  • Your team is notified: the Onboarding Owner and the Supplier Owners are notified as the supplier submits each item.

Troubleshooting

I can't choose an industry for my package

Each industry can only be linked to one package. Industries already in use are greyed out and show Already associated with and the package name. Edit the other package to remove the industry first, or leave Associated Industry empty.

I can't deactivate a package

It's the default package. Use Set as default on another package first.

My scorecard isn't listed when I add scorecards

Only Supplier Self-Assessment scorecards can be added to a package. Internal Evaluation scorecards are scored by your team, so they aren't sent to suppliers.

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📌 Need Further Help?
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.