Manager onboarding new vendors and terminating a current vendor with Blissfully's vendor management workflows.
Blissfully's vendor management workflows allow you to execute a defined process to approve, renew and terminate vendors. Ensure that key stakeholders across all departments are involved throughout the vendor lifecycle.
Amongst the custom workflow options, Blissfully has three pre-configured vendor management templates available for customization in the Workflow Gallery:
- Vendor Approval
- Vendor Renewal
- Vendor Termination
To customize and edit your vendor management workflow plans, you can select the edit option next to each workflow type. Blissfully includes a set of default workflow tasks for each workflow plan based on best practices for vendor management. Each workflow task can be edited to meet your organization's needs.
Default vendor approval tasks
For each workflow plan, you'll have the ability to add tasks that need to be completed each time an employee is onboarded to that team. To add tasks to a workflow plan, click the "+ Add Task" button on the top left.
You'll be able to select from a few different types of tasks (click each task type for more details on configuration), including:
Where needed, you can use the "Blocked by" feature for tasks to create dependencies if you want your vendor management tasks in sequential order. For example, if you want to ensure that "Budget approval" happens before the "Contract Review" task is completed, you can configure the "Contract Review" task to be "Blocked by" the "Budget approval" task. With that configuration, "Contract review" will be ungated once the "Budget approval" task is completed.
Tasks can be "Blocked by" any number of pre-requisites. Tasks that do not have any blockers are otherwise assumed to happen in parallel.