2. Payee Onboarding
May 21, 2019

3. Onboarding Process
ERP
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Purchasing

4. Onboarding Process
Purchasing
ERP
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5. Vendor Setup/Maintenance FAQ

6. Logging In

7. Inviting a Payee
Click on Vendor Master Updates to access the onboardings screen.

8. Inviting a Payee
Click Send Invitation to access the invitation request form

9. Inviting a Payee

10. Invite Status
The invitation has been sent.

11. Payee Process Overview

12. Payee Process Overview
When the clicks on the link in the shown in the previous slide, they are brought here, where they can click to access the account registration form (shown on the next slide).

13. Payee Process Overview
The completes this page to create their PW account.

14. Payee Process Overview
Once the creates their account, they receive this to verify their . Once the is verified, they can log into their account, which gives them access to the registration form.

15. Tracking Onboardings
Invitation column:
Sent
Delivered
Not Deliverable
Opened
Clicked
Self Registered
Account Column:
Validated
Created
Confirmed
No Account
New Vendor Registration column:
Submitted
Approved
Processed
Complete
Rejected
Invitation/Reminders Cancelled
Once an invitation is sent to a , the initiator has the ability to view the status.

16. The is now open and available for use
Tracking Onboardings
The is now open and available for use
After a has been approved, the initiator can verify the assigned number using the onboardings screen.

17. Invite Approvals
Initiators have the ability to view the status of all invitations that they have sent.

18. Search for a Payee
Use the search on the Onboardings page and enter the payee’s address.
This will bring up the request and you can provide the status of the request. If the request has been completed, you can provide the payee ID.
Note: Initiators will only be able to search/view the invitations that they have sent.

19. Troubleshooting – I cannot send the invite
Troubleshooting – I cannot send the invite. “An invitation was previously sent to this address”
PaymentWorks does not allow multiple invitations to be sent to a single . Someone else may have previously sent the invite.

20. Troubleshooting – My payee did not receive the invite
Verify that the payee has checked their spam folder
Initiators have the ability to re-send an invitation

21. Troubleshooting – I entered the wrong email address
Departments can correct and re-send invitations with the following invitation statuses: Sent, Delivered, Not Deliverable
By clicking on the invitation status, you will be given action options: Cancel Reminders, Resend Invitations

22. Troubleshooting – My payee has not completed the forms
The payee will receive s until the registration is completed or the reminders are cancelled
Note: Reminder notifications are automatically generated, do not re-send invitations unless the payee notifies you that they did not receive the initial
1st reminder – three days
2nd reminder – seven days
3rd reminder – 14 days

23. Troubleshooting – I haven’t gotten my ID
You will receive your payee ID once the payee has been approved and sent to the ERP

24. Troubleshooting – My payee will no longer be used

25. Resources

26. Questions? Payee/University Related Questions
Phone – –
PaymentWorks Platform Questions
We encourage users to create a case for any issues found. When a case is created, the user can track the status.

27. Onboarding Video
Onboarding Video for Initiators