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Payee Onboarding

Payee Onboarding. May 21, 2019. Onboarding Process. Purchasing. ERP Banner. Onboarding Process. Purchasing. ERP Banner. Vendor Setup/Maintenance FAQ. Logging In. http://www.paymentworks.com/login/saml/?idp=umontana. Inviting a Payee. Inviting a Payee. Inviting a Payee.

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Payee Onboarding

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  1. Payee Onboarding May 21, 2019

  2. Onboarding Process Purchasing ERP Banner

  3. Onboarding Process Purchasing ERP Banner

  4. Vendor Setup/Maintenance FAQ

  5. Logging In http://www.paymentworks.com/login/saml/?idp=umontana

  6. Inviting a Payee

  7. Inviting a Payee

  8. Inviting a Payee

  9. Invite Status

  10. Payee Process Overview

  11. Payee Process Overview

  12. Payee Process Overview

  13. Payee Process Overview

  14. Tracking Onboardings • Invitation column: • Sent • Delivered • Not Deliverable • Opened • Clicked • Self Registered • New Vendor Registration column: • Submitted • Approved • Processed • Complete • Rejected • Invitation/Reminders Cancelled • Account Column: • Email Validated • Created • Confirmed • No Account

  15. Tracking Onboardings The is now open and available for use

  16. Invite Approvals

  17. Search for a Payee • Use the search on the Onboardings page and enter the payee’s email 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.

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

  19. 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

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

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

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

  23. Troubleshooting – My payee will no longer be used

  24. Resources

  25. Questions? • Payee/University Related Questions • Phone – 243-6329 • Email – NewVendors@mso.umt.edu • PaymentWorks Platform Questions

  26. Onboarding Video Onboarding Video for Initiators

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