Every vendor moves through the same journey. This page explains that journey end-to-end and how the Onboarding pipeline screens represent it. The detailed how-to for each compliance step lives on its own page.

The lifecycle at a glance

<aside> 🧭

Request → Approved → Vendor Intake → Onboarding (6 stages) → Active vendor

</aside>

1. New Vendor Request — someone requests a subcontractor. Requests are created on the Resource Utilization dashboard and flow into this portal automatically, where they appear as New Requests awaiting review.
2. Approved / Rejected — a reviewer approves (or rejects) the request.
3. Vendor Intake — the intake form is sent to the vendor to collect their details. Once intake is complete, onboarding begins.
4. Onboarding — the vendor advances through six stages, each with its own checklist:
   • Intake Form
   • TIN Verification
   • Insurance Review
   • Sign Contract
   • Endorsements & Broker Verification
   • Payment Setup
5. Active vendor — once all stages are satisfied and the vendor is synced to NetSuite, they're a compliant, active vendor tracked in the portfolio.

The Pipeline screen

Onboarding in the sidebar opens the pipeline. It has three sections — New Vendor Requests, Vendor Intake, and Onboarding — and a progress stepper per vendor.

The Onboarding pipeline with the per-vendor stage stepper

Each vendor row shows the six stages. A green check = stage complete, an orange dot = the stage in progress, and grey = not started. The current stage is labeled Pending.

Focused views

The sidebar's Onboarding group also links straight to each stage's queue (Vendor Intake, TIN Verification, Insurance Review, Sign Contract, Broker Verification, Payment Setup) so you can work one stage across all vendors.

A single onboarding-stage queue

Reviewing new requests

The Review New Requests button (top-right of the pipeline) opens the request-review queue, where requests are grouped into New, Pre-approved, and Rejected.

The Review New Vendor Requests queue

Happy path

1. Open Onboarding from the sidebar.