Subcontractor Onboarding and Management Process

Início do fluxo de trabalho/processo.

Create a new entry in the 'Subcontractors' data model to begin the onboarding record.

Assign a task to the Onboarding Coordinator to verify insurance, licenses, and tax documentation.

Update the 'Compliance Status' field in the Subcontractor entry to 'Verified' once documents are checked.

Retrieve the Tax ID and company details from the submitted onboarding form.

Send a standardized welcome email to the Subcontractor containing the portal login instructions.

Create a task for the Risk Management team to perform necessary background and reference checks.

Execute a formula based on compliance gaps, years in business, and reference ratings to generate a Risk Score.

Update the 'Risk Rating' field in the Subcontractor data model based on the calculated score.

Fetch the relevant Master Service Agreement (MSA) template from the Data Model based on the service type.

Create a new entry in the 'Contracts' data model linked to the Subcontractor entry.

Assign a task to the Subcontractor to sign the digital contract.

Update the 'Status' field to 'Active' once the signed contract is received.

Sum the 'Onboarding Fees' or 'Setup Costs' from all active Subcontractor entries for budget tracking.

Send an SMS to the Field Manager notifying them that a new subcontractor is ready for assignment.

Create a report summarizing the number of new subcontractors onboarded and their average risk scores.

Fim do fluxo de trabalho/processo.