Third Party Management - Company ProcessesThird

Initially, you must validate the company's data, which were registered by the administrator by contract, and make any necessary changes. After this and attaching the company documents, this information must be sent for validation by the contract data reviewer.

1. After accessing the senior X Platform, open the Access and Security Management > Third-party management > Registrations menu;
2. On the Company tab, locate the company registration in the list;
3. Click on the buttonActions right and thenTo edit;
4. Check that the information provided in the registration is correct. If they are not, contact the contract administrator who filled in this data so that they can be adjusted;
5. Check the required documents in the Company Documents list. Various information about these documents can also be checked, for example: whether they are mandatory and the format of their validity;
6. To add a document, click the buttonActions to the right of one of the list items, and thenInclude. A new panel will be shown on the right of the screen;
7. Enter the necessary data in the fields on this panel. IfValidity Type is "Defined in the document", also inform theExpiration date according to the expiration date of the document;
8. Click on the buttonTo save. The options to delete the record and attach files to the document will become available;
9. To add documents to the registry, clickAttach Files and select the desired file;
10. click inTo close to finalize the registration of the document;
11. To notify the contract data reviewer that this registration has been carried out and request verification, click the buttonSubmit for Approval.

Another procedure that must be done is to validate the contract data that has arrived, adjust whatever is necessary and attach the documents related to contracts. This information must then be sent to the contract data reviewer to validate.

1. After accessing the senior X Platform, open the Access and Security Management > Third-party management > Registrations menu;
2. On the Contracts tab, locate the contract record in the list;
3. Click on the buttonActions right and thenTo edit;
4. Check that the information provided in the registration is correct. If they are not, contact the contract administrator who filled in this data so that they can be adjusted;
5. Check the required documents in the Contract Documents list. Various information about these documents can also be checked, for example: whether they are mandatory and the format of their validity;
6. To add a document, click the buttonActions to the right of one of the list items, and thenInclude. A new panel will be shown on the right of the screen;
7. Enter the necessary data in the fields on this panel. IfValidity Type is "Defined in the document", also inform theExpiration date according to the expiration date of the document;
8. Click on the buttonTo save. The options to delete the record and attach files to the document will become available;
9. To add documents to the registry, clickAttach Files and select the desired file;
10. click inTo close to finalize the registration of the document;
11. To notify the contract data reviewer that this registration has been carried out and request verification, click the buttonSubmit for Approval.

The Collaborators tab shows a list of active collaborators registered by the manager, associating them with a contract. The person responsible for the contract can also add employee records here.

1. After accessing the senior X Platform, open the Access and Security Management > Third-party management > Registrations menu;
2. On the Collaborators tab, click the buttonTo add from the Active Collaborators list;
3. Select theDocument Type which will be used to identify the person;
4. Fill in the general registration data and also, optionally, the employee's address;
5. Click on the buttonTo save to record this data. When you do this, the Linked Contracts section is shown;

6. click inNew Bond. A new panel will be shown on the right of the screen;
7. Locate the registration of the contract in question using the fieldContract and fill in the other details. Then clickTo save;
8. Check the required documents in the Employee Documents list, which are based on the contract selected in the previous step. Various information about these documents can also be checked, for example: whether they are mandatory and the format of their validity;
9. To add a document, click the buttonActions to the right of one of the list items, and thenInclude. A new panel will be shown on the right of the screen;
10. Enter the necessary data in the fields on this panel. IfValidity Type is "Defined in the document", also inform theExpiration date according to the expiration date of the document;
11. Click on the buttonTo save. The options to delete the record and attach files to the document will become available;
12. To add documents to the registry, clickAttach Files and select the desired file;
13. click inTo close to finalize the registration of the document;
14. To notify the contract data reviewer that this registration has been carried out and request verification, click the buttonSubmit for Approval.

In the Collaborators tab, the person responsible for the contract can view the registered collaborators and must then add the documents that were requested in these records.

1. After accessing the senior X Platform, open the Access and Security Management > Third-party management > Registrations menu;
2. On the Collaborators tab, locate the employee's record in the list;
3. Click on the buttonActions right and thenTo edit;
4. Check that the information filled in when registering is correct. If not, make the necessary changes and then click the buttonTo save;
5. Check the contract information in the Linked Contracts list;
   1. If changes are necessary, click the buttonActions right and thenTo edit. Fill in the information and clickTo save
   2. ;If this contract has been linked by mistake or should not be linked for some other reason, click the buttonActions right and thenDisassociate.
   3. If you need to add a new contract, clickNew Bond. A new panel will be shown on the right of the screen. Locate the registration of the contract in question using the fieldContract and fill in the other details. Then clickTo save;
6. Check the required documents in the Employee Documents list. Various information about these documents can also be checked, for example: whether they are mandatory and the format of their validity;
7. To add a document, click the buttonActions to the right of one of the list items, and thenInclude. A new panel will be shown on the right of the screen;
8. Enter the necessary data in the fields on this panel. IfValidity Type is "Defined in the document", also inform theExpiration date according to the expiration date of the document;
9. Click on the buttonTo save. The options to delete the record and attach files to the document will become available;
10. To add documents to the registry, clickAttach Files and select the desired file;
11. click inTo close to finalize the registration of the document;
12. To notify the contract data reviewer that this registration has been carried out and request verification, click the buttonSubmit for Approval.

After the contract data reviewer evaluates the records that were submitted for approval, the result may be an approval or disapproval. In the latter case, it is the responsibility of the person responsible for the contract to make any adjustments requested by the reviewer.

This pending issue will be notified through senior X Platform and/orby email, depending on definitions by the Administrator by contract.

Furthermore, these requests can be monitored through the BPM Task Center screen. In the steps below, we will use this screen for example purposes.

1. After accessing the senior X Platform, open the Senior X Platform > BPM > Task Center menu;
2. Locate the pending adjustments that must be addressed;

3. Click on the desired issue. A screen will open containing a form whose fields vary according to what was defined for this process in BPM;
4. Check the received data and its details in the form fields. Pay attention to adjustment requests and observations sent by the reviewer;
5. Make corrections to the corresponding records by accessing the Third Party Management screens again;
6. When completing the modifications, check that the fieldSend to of the Task Center is set to "Continue" and the fieldResponsible has the user who reviewed this request;
7. Click on the buttonTo send to send the issue back to the reviewer.

The reviewer will then receive a notification indicating that the adjustments have been completed and that this registration must be reviewed again.