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Vendor onboarding

Vendor onboarding

Vendor onboarding

Vendor onboarding

Introist simplifies the vendor onboarding process, automating communication, guiding vendors through important steps, and collecting necessary documentation. This helps ensure that vendors are set up correctly, on time, and in compliance with company policies. By streamlining the process, our tool helps save time and resources for both vendors and the company.

Trigger

Active

If

contract

is

signed in

If

team

is

IT

Actions

Send welcome email

after initial agreement

Confirm payment and invoicing details

2 weeks before start

Notify IT to set up accounts for vendor

2 weeks before start

Schedule onboarding call

1 week before start

Actions

after initial agreement

Send welcome email

2 weeks before start

Confirm payment and invoicing details

2 weeks before start

Notify IT to set up accounts for vendor

1 week before start

Schedule onboarding call

Vendor onboarding automations for you

Vendor onboarding automations for you

Provide

Vendor with company policies and procedures

Send

Vendor non-disclosure agreements

Schedule

Vendor background checks

Notify

Vendor manager of onboarding completion

Remind

Vendor of upcoming deadlines

Email

Vendor onboarding forms

Notify

Vendor of onboarding status

Send

A feedback form about the process

Forget your Vendor onboarding checklist

Forget your Vendor onboarding checklist

Forget your Vendor onboarding checklist

Welcome the automated workflow.

Without Introist

One or more people are wasting hours on admin work instead of more strategic work for people.

The vendor experience is not consistent for everyone. People forget and have their own ways.

Back and forth meeting scheduling with others.

With Introist

It feels like magic when admin busywork is just happening.

The vendor experience is consistent. It makes people happy and productive.

You do not have to hire an extra pair of hands to get everything done.

Use data from your tools to trigger automations for Vendor onboarding

Zendesk

Productivity

Asana

Productivity

Trello

Productivity

Gusto

HRIS

Notion

Productivity

ADP

HRIS

UKG

HRIS

Recruitee

ATS

SmartRecruiters

ATS

Workable

ATS

Lever

ATS

Ashby

ATS

Add human touch through
personalised messages

Only robots want to get messages from a fellow robot.

Slack message
New employee announcement
Date
At starting date
Time
09:00
From
S
Sally Sales
To
#announcements
It is an honour to introduce that has joined as in our team today! 🦄 🥳
New hire
Title
Team

Schedule meetings + find perfect time slots automatically regardless of timezones

Stop the back and forth scheduling with managers and others with Introist's smart scheduler.

Mon

Tue

Wed

Thu

Fri

Sat

Sun

25

26

27

28

29

30

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

Search for available times

The system will find the best suitable time slots within the given time range.

8 attendees

Use availability search

7

days

before

4

days

after

How to get started?

How to get started?

Connect your tools

Connect your HRIS, ATS and other tools with Introist and start automations, based on any event, like a new hire or promotion, a relocation or offboarding

Build your workflow

Activate the automation

Connect your tools

Connect your HRIS, ATS and other tools with Introist and start automations, based on any event, like a new hire or promotion, a relocation or offboarding

Build your workflow

Activate the automation

Connect your tools

Connect your HRIS, ATS and other tools with Introist and start automations, based on any event, like a new hire or promotion, a relocation or offboarding

Build your workflow

Activate the automation

Start building the perfect employee experience

Start building the perfect employee experience

Book a demo