What is Vendor Onboarding?
The Vendor Onboarding system lets you collect information from everyone working on your production quickly and securely. Send custom links to vendors, contractors, and employees to gather their contact details, payment information, tax documents, and signed agreements - all in one place.
Why Use Vendor Onboarding?
Save time by automating information collection
Reduce errors with standardized forms
Improve security with proper document handling
Track completion with a simple dashboard
Maintain compliance by collecting required tax documents
How to Create an Onboarding Link
Navigate to the Contacts section in your Saturation workspace
Click the New Onboard button in the top left
Configure your requirements:
Select whether to include tax document uploads
Choose whether to require startwork signature
Add any NDAs or other documents that need signing
Copy the generated link or send it directly via email
What Your Vendors Will Experience
When vendors receive your onboarding link, they'll go through a simple step-by-step process:
Type Selection: They'll identify themselves as a Company, Independent Contractor, or Employee
Information Collection: Based on their type, they'll provide relevant contact details
Document Signing: They'll review and sign any required documents (NDAs, startwork)
Payment Details: They'll provide their payment information for future transactions
Document Upload: They can upload their W-9s, invoices, and other tax documents
Managing Onboarded Vendors
Once your vendors complete the onboarding process, their information will automatically appear in your Contacts section. You can:
View all contact details in one place
Access signed documents and tax forms
Process payments using their stored information
Track which vendors have completed onboarding
Tips for Successful Onboarding
Send reminders to vendors who haven't completed the process
Customize requirements based on vendor type
Include clear instructions when sending the link
Use project-specific onboarding for different productions
Frequently Asked Questions
Q: Can I customize what information is required? A: Yes, you can select which documents are required and whether vendors need to complete startwork forms.
Q: Is the vendor information secure? A: Yes, all information is securely stored and only accessible to authorized users in your workspace.
Q: Can vendors upload invoices during onboarding? A: Yes, vendors can upload invoices during the payment details section.
Q: What file formats are accepted for document uploads? A: PDF, JPG, and PNG files are accepted for document uploads.