New vendor onboarding checklist template
For finance and procurement teams setting up a new supplier before the first payment. Tax details are collected, bank details are verified by calling back a known number, the contract is signed, and the vendor is created in the finance system.
- App: Checklist Flow for Jira
- Category: Procurement
- Edition: Needs a paid licence; without one it shows with a Pro badge and a preview
- Items: 7 items, 4 required
- Suggested for: Task, Service Request
Items
#| Item | Required |
|---|---|
| Supplier details and tax information collected | Required |
| Bank details verified by a call back to a known number | Required |
| Contract reviewed and signed | Required |
| Security questionnaire completed if the vendor handles data | Optional |
| Insurance certificates received where required | Optional |
| Vendor created in the finance system | Required |
| Contract renewal date added to the calendar | Optional |
Use it
#In a Jira work item, open the Checklist Flow panel, then Template library in the Templates section. Find the template under its category, use Preview to see the items and Install to add it to your site's templates. From then on you can apply it to any work item, or, with a paid licence, have it added automatically by issue type.
Related
#- Checklist Flow for Jira documentation
- Jira checklist templates: all 49 templates