Sub Vendors - Overview and Webinar

Overview

Updated 10/08/2021

When a staffing company needs help fulfilling orders, they might use a sub agency to join the search effort.  The sub agency is provided access to job orders, ultimately submitting the candidates they have sourced to the organization. 

Sub Vendor functionality in Bold allows you to share jobs with other companies via the Sub Vendor portal. To share jobs with Sub Vendor contacts, you must first create them as users.

Note: To use Sub-Vendor functionality, you must have it enabled in your System. Please reach out to your Avionté representative if you do not see Sub-Vendors available in your platform.

• Click here for information about managing Sub Vendors.

The following webinar details how to create sub vendors, provide job order access to sub vendors, and how sub vendors can submit candidates to the staffing agency.

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Video
Create a Sub Vendor Company
Create a Sub Vendor Contact
Create a User for Contact
Sharing a Job
Sub Vendor Portal Experience
Where to Find Submitted Talent

Video

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Create a Sub Vendor Company

• Go to Sub Vendors tab and click Add New Vendors
  • Add Sub Vendor Company Name
    
  • Add which internal Representative will own the Sub Vendor account
  • Add Address of Sub Vendor Company
  • Designate status of Sub Vendor company
  • Add website if applicable
• Once the record is created, you can go to the Operational Information widget and input a Contract Markup and Permanent Markup for informational purposes
  
  

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Create a Sub Vendor Contact

• Go to your newly created Sub Vendor company record
• Go to Contacts tab
• Click Add New Contact & fill out flyout with contact’s information
  
  

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Create a User for Contact

• Go to the User record and under Quick Actions, select Create User Record. This will automatically send out an email to the email address on the contact’s record with steps to login and a temporary password.

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Sharing a Job

• To share a job with a Sub Vendor, go to an existing job record
• In the Job Details, go to the Job Sub Vendors widget. If you have already shared the job with Sub Vendors, you will see them listed in the widget.
  • If you do not see this widget, click Add Widget in the top right corner to add additional widgets

• To share with a Sub Vendor, select your desired Sub Vendor company from the Sub Vendor dropdown of this widget. Click the Plus sign to add that Sub Vendor
• You will get a pop-up message letting you know that any contact under that Sub Vendor that has access to the Sub Vendor Portal will be able to submit candidates for this job. Click Add to continue.
  
  
• The Sub Vendor will now appear in the widget. You can push a notification to them via email by clicking the Notify button from the widget
  
  
  
  
• If you want to deviate from the Sub Vendor’s listed Contract Markup on the record, you can edit the Fee % on this specific job from the Sub Vendor widget

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Sub Vendor Portal Experience

• Your Sub Vendors will log into the same URL that you log into, but with a different set of credentials.
• When they log into the Sub Vendor Portal, they will see a Dashboard that provides them contact information for their representative.
• To see Jobs that have been shared with them, they will go to the Jobs tab of the Portal
  
  

• When viewing All Open Jobs, they will see all the jobs that you have shared with them as well as an option to submit a candidate for that job. If candidates have already been submitted, they will see the status of that candidate in the Portal as well.

• Status definitions:
  • Pending means that the submitted candidate was submitted on behalf of the SubVendor and may be moving through Pipeline and Nominated stages
  • Declined means that the candidate was Declined
  • Placed means that the candidate was accepted and placed on the position

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Where to Find Submitted Talent

• Talent submitted via the Sub Vendor Portal will appear on the Job Candidate Screen page in the category of Vendor Applicants. Buttons on the right-hand side will give options to move the candidate through Pipeline or Nomination stages, or reject them immediately.
• Click the Resume button to view their resume and preview their employee record

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