Vendors

Who is a Vendor?

A vendor is a business organization who receives job requirements from companies and then provides talent in exchange for compensation. 

What is the use of the Vendor Submission Format?

Each vendor has a unique format and process for submissions. To follow the different formats per vendor, recruiters can develop and archive different formats for submissions. Recruiters can then assign those formats to a vendor’s module, so every submission made follows the correct process. 

What are Vendor Jobs?

When a vendor posts a job, they’re usually doing so on behalf of their client. They send their client’s job requirements to staffing agencies. If an agency has a suitable applicant, the staffing company submits that candidate to the vendor. The vendor then submits that candidate to their client, taking a slight margin of profit from the agency.

Who is a Vendor?

A vendor is a business organization who provides talent to clients in exchange for compensation. 

How do I create a vendor?

To create a vendor: 

• Select “Vendors” from the top navigation bar 
• Select “New > Vendor” 
• Fill in required fields 
• Click “save” 

Note:

• Click the “+” sign to the left hand side of the vendor profiles to view contact details 
• To add a new vendor, the user must have privileges. Privileges can be given from Admin Setup > Access Management > Access Control > Vendors > Allowed to Add New Records. 

How do I export Vendor/Vendor contact data?

To export the Vendors data into CSV or EXCEL Format:

• Select “Vendors” from the top navigation bar 
• Search for and select the relevant vendors 
• Click on the arrow icon in the top right hand corner (“Export”) 
• Specify the information you want to export
• Click “Export”

Note: To export vendor and vendor contact details, the user must have the permissions. The permissions can be given from Setup > Access Management > Access Control > Vendors > Action Permissions > Export.

 How do I import vendors and vendor contacts data?

Users can import vendors into the system using an excel sheet by doing the following: 

• Select “Vendors” from the top navigation bar 
• Select the downwards facing arrow icon in the upper right corner (“import”) 
• Select the excel file with the vendor information
• Choose whether you want to skip or overwrite duplicate information 
• Map the excel columns to corresponding fields by selecting relevant choices from the dropdown menu 
• Turn “ON” the “Send Hotlist” and “Send Requirement” to enroll vendors in mass mail 
• Click “Import” 

Note: To import the vendor and vendor contact details, the user must have the permissions. The permissions can be given from Setup > Access Management > Access Control > Vendors > Action Permissions > Import.

How do I add contacts to existing vendors?

To add more contacts to an existing vendor: 

• Select “Vendors” from the top navigation bar 
• Click on “New” > “Contact” 
• Select the vendor from the drop down menu 
• Enter required contact details 
• Click “Submit” 

Note:

• Click on the “+” icon to the left of vendor profiles to view all vendor contacts. 
• Users require permission to add new contacts. Permissions can be given from Admin Setup > Access Management > Access Control > Vendors > Allowed to Add New Records. 

 How do I merge a vendor/vendor contact?

To merge a vendor / vendor contact: 

• Select “Vendors” from the top navigation bar 
• Click on the clipboard icon in the top right corner (“Merge Vendors/Contacts”) 
• Select the vendor / contact name to keep and select the vendor / contact name to remove 
• Select “Merge” 

Note: To merge vendor/contact, the user must have privileges. Privileges can be given from Admin Setup > Access management > Access Control > Vendors > Action Permissions > Merge

How do I edit a vendor?

To edit a vendor: 

• Select “Vendors” from the top navigation bar 
• Search for and select the relevant vendor 
• Click the “Edit” icon in the right hand corner 
• Make changes as needed and click “Update” 

If Cancel is clicked then:

• The entered details will not be saved.
• Last saved values will be retained.
• You will be taken to the vendor list page.

Note: To make changes to the Vendor, the user must have privileges. Privileges can be given from Admin Setup > Access Management > Access Control > Vendors > Edit.

How can I blacklist a vendor?

To ​blacklist a vendor:

• Select “Vendors” from the top navigation bar 
• Search for and select the relevant blacklist 
• Click the “Cancel” icon in the upper right hand corner (“Blacklist”) 
• Specify the reason, enter comments, and click “Blacklist” 

Notes: Only privileged users can blacklist the vendor. Privileges can be given from Admin Setup > Access Management > Access Control > Vendors > Action Permission > Blacklist.

How do I remove a vendor from the blacklist?

To remove vendor from blacklist:

• Select “Vendors” from the top navigation bar 
• Search for and select the relevant vendor 
• Select “Remove from Blacklist” in the top right corner 
• Enter comments and confirm “Remove” 

Notes: Only privileged users can remove the vendor from the blacklist. Privileges can be given from Admin Setup > Access Management > Access Control > Vendors > Action Permission > Blacklist

How can I view, add vendor group?

In CEIPAL’s ATS all requirements from the vendor are listed under the Vendor Jobs tab. To view:

• Navigate to Vendors list page.
• Search the vendor list and find the vendor for which you want to view vendor jobs
• Click on Vendor Jobs tab.
• You will be taken to vendor jobs page.
• Click on vendor Job Code to view a particular vendor job of your choice

How do I add vendor notes?

To add notes on vendor:

• Select “Vendors” from the top navigation bar 
• Search for and select the relevant vendor 
• Under the “Notes” heading, click the light blue “Add” button 
• Fill in the note fields and click “save”

How do I configure vendor submission format?

To configure Vendor Submission Format:

• Select “Vendors” from the top navigation bar 
• Search for and select the vendor for whom you want to configure the submission format 
• Click the “Edit” icon in the upper right hand corner 
• Click the “Vendor Submission Format” tab 
• Modify the vendor submission format as needed 
• Click “Update” 

How do I view jobs from a vendor?

• Select “Vendors” from the top navigation bar 
• Search for and select the relevant vendor 
• Select the “Vendor Jobs” tab (above vendor summary) 
• View different vendor jos as needed 

How do I add documents to vendor profiles?

To add documents to a vendor profile: 

• Select “Vendors” from the top navigation bar 
• Search for and select the relevant vendor 
• Under the “document tab,” select the “add” button
• Upload the relevant documents, add necessary description, and click “save” 

How do I track activities associated with vendor profiles? 

To track activities associated with vendor profiles? 

• Select “Vendors” from the top navigation bar 
• Search for and select the relevant vendor 
• Click on “Activities” tab (above vendor summary) 
• Activities show history of profile edits, email activity, and more 

How do I delete a vendor?

To delete a vendor:

• Select “Vendors” from the top navigation bar 
• Search for the vendors you wish to delete and select the check box to the left of their profile listing 
• Select the light blue “Actions” button 
• Select “Delete” 
• Confirm action by clicking “Yes” 
• Deleted profiles are moved to Recycle Bin