As of March 31, a new help process has been implemented in PaymentWorks to improve the supplier onboarding experience and address common challenges faced by campus users.

This initiative is based on feedback from campus and interviews with PaymentWorks users to ensure the supplier onboarding experience is easier, more informed and better aligned with campus needs.

What's New?

• A collection of knowledge base articles is now available to guide users through the most common PaymentWorks tasks and issues — including supplier invitations, registration, banking verification and profile updates. You must be signed into TeamDynamix to view the articles.

• A new PaymentWorks service request form allows users to submit support tickets directly to the Supplier Management Team. The form includes predefined categories to ensure requests are routed quickly and appropriately.

"This project is a great example of what's possible when we combine data with strong cross-campus collaboration," said James Morrison, senior director of user solutions. "While the average supplier onboarding time was just over 28 days, we identified departments consistently completing the process in under 14 days."

Led by the Office of Financial Affairs and User Solutions, with close collaboration from IT Services and the System Office, this effort introduces a more structured and efficient approach to navigating supplier-related processes in Workday and PaymentWorks.

"We took the time to learn from those teams, used data to pinpoint where delays were occurring and designed a support model that incorporates existing best practices while also developing new ones," Morrison said.

Join Financial Affairs' virtual office hours to ask questions, walk through the new support experience or get hands-on help with a PaymentWorks issue: