Vendor Management - Admin

Vendor Management is a separate module to manage the vendors in the system. Vendors can be external users/agencies who will add and manage the employees in the system.

Vendors can be added to the system. Vendors will not be an employee in the system. They will act as Admin with access to the specific organization structure and modules (based on the permissions given).  

Vendors will log in using their email ID and have access to the Web Admin portal. Based on the access given, vendors can manage the employees and view their data. Company Admin will be able to view the employees under each vendor and pull reports.

1. How to configure Vendor Management in a Super Admin to a customer?

Step 1: Enable Vendor Management submodule for the specific customer (Refer to path and screenshot)

Super Admin --> Organization --> Customers --> Search Customer --> Company -->Vendor Management --> Save

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2. How to add vendors to the system?

Step 1: Company Admin can create the list of vendors by using the below path and screenshot

Step 2: Basic details such as Vendor Name, Contact Person Name, Contact Person Email ID, and Contact Person Phone are required to add a vendor

Company Admin --> Setup --> Permissions --> Vendor Management

Step 3: Vendor can log in using the given Email

Step 4: Vendors can be provided with specific organization structure entities or work location

Step 5: Vendors can be provided with specific module access

Step 6: Once the vendor is created, a mail will be sent to the registered email

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3. How can the vendors log in to the system?

Step 1: Vendors will receive the Onboarding email where the URL and credentials will be available

Step 2: Based on the access provided, the vendor can able to manage the employees

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4. What are the modules available for the vendors?

DASHBOARDS

• Home > Todays Status Dashboard

• Home > Attendance Dashboard

GOVERNANCE

• Organization > Employees

• Organization > Shift Roster

• Home > Upload Logs

ENGAGEMENT

• Surveys

• Announcements

REPORTS

• Reports > Attendance Report

• Reports > Regularization Report

• Reports > Custom > MTD Complete Attendance Report

• Reports > Custom > Monthly Attendance with Basic Info

• Reports > Custom > Custom Report with Approval Status

• Reports > Custom > Leave Balance Detailed Report

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5. How can the Company Admin view vendor-specific data?

The Company Admin can view the vendor-specific data by applying a vendor filter in the following

DASHBOARDS

• Todays Status Dashboard

• Attendance Dashboard

EMPLOYEES

• Organization > Employees

REPORTS

• Reports > Attendance Report

• Reports > Regularization Report

• Reports > Separation Report

• Reports > Abscond Report

• Reports > Shift Allocation Report

• Reports > Custom

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