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Contractor Sourcing Application (CSA) Training

Learn about the latest changes in the Contractor Sourcing Application Release 1.2.9 for suppliers, including email preferences, Letter of Assurance acceptance, and custom expense settings. This training covers the new features and functionalities that suppliers need to be aware of for smoother processes.

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Contractor Sourcing Application (CSA) Training

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Presentation Transcript

  1. Contractor Sourcing Application (CSA) Training Overview of Release R1.2.9 changes for Suppliers

  2. Agenda • CSA changes • Question and Answers

  3. CSA Release 1.2.9 Changes • Email profile preference setting • Supplier user can designate if they wish to receive CSA emails or not • Acceptance of Letter of Assurance (LOA) • CSA will require you to accept the LOA prior to submitting the response if the citizenship of the candidate is different than the country of the request. • Applicable for India, UK and US only • Custom expenses (applicable for HK and Canada only) • Custom expenses can be configured by country. This is in addition to the current “Other expenses” field. • Custom expenses can either be viewable by supplier only or editable by supplier based on configuration.

  4. Supplier user’s e-mail profile preference setting • Suppliers will have 3 options to set the email indicator for handling CSA emails. The email indicator can be set to either Yes or No. • All supplier users have been defaulted to Yes automatically with R1.2.9 • All updates for email setting must be done via IBM Supply portal and not within CSA

  5. Supplier user’s e-mail profile preference setting

  6. Supplier user’s e-mail profile preference setting

  7. Modify app access screen shots

  8. Modify app access screen shots

  9. Modify app access screen shots

  10. Modify app access screen shots

  11. Modify app access screen shots

  12. Modify app access screen shots

  13. Modify app access screen shots

  14. Letter of Assurance (LOA) • Acceptance of Letter of Assurance (LOA) • CSA will require you to accept the LOA prior to submitting the response if the citizenship of the candidate is different than the country of the request. • Assist to streamline the cycle time for export approval if candidate is selected by IBM requester • This change only applies to India, UK, US generated CSA requests.

  15. Letter of Assurance (LOA) acceptance screen

  16. Letter of Assurance (LOA) acceptance confirmation

  17. Letter of Assurance (LOA) pop up screen

  18. Custom Expenses • Custom expenses • Custom expenses can be configured by country. This is in addition to the current “Other expenses” field. • Custom expenses can either be viewable by supplier only or editable by supplier based on configuration. • Currently only CSA requests from Hong Kong and Canada will use this new function. • Hong Kong to use it to capture various types of expenses ( ie. gratuities, standby, travel and mobile allowances ) • Canada will use it for reimbursement of Criminal reference check for referral expenses

  19. Custom expenses

  20. Custom expenses

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