How to Track Vendor Onboarding in PaymentWorks
- 7 steps
1
Log in to [PaymentWorks](https://paymentworks.com/login/saml/?idp=ucla).
**Note**: Vendors and UCLA staff access PaymentWorks through different links. In the event that you need to assist the Vendor with logging in, please provide them with the following link:<https://www.paymentworks.com/df/accounts/login/>
2
From the PaymentWorks *Dashboard*, click the **Vendor Master Updates** tile.
3
From the *Home* page, select the **Onboarding Tracker** option from the *SHOW* dropdown menu.
4
Enter the vendor's full email or their email domain in the **Contact E-mail** field. To search, press the **Enter** key.
**TIP:** The *Onboarding Tracker-Search Results* are color-coded and provide an overview of the vendor's status in the onboarding workflow.
- Green - **Complete**
- Blue - **In Progress**
- Orange - **Returned**
- Red - **Rejected**
Use the [Steps & Statuses](https://community.paymentworks.com/payers/s/article/Onboarding-Tracker-Steps-and-Statuses) and [Colors & Icons](https://community.paymentworks.com/payers/s/article/Onboarding-Tracker-Colors-and-Icons) articles to further understand the displayed information.
5
To view additional details, identify the desired vendor from the *Search Results* and click the **Chevron** icon.
**TIP:** Select the chevron icon on a **Returned** registration to see why it was returned to the vendor.
6
A detailed timeline of the vendor onboarding workflow is available under the *Progress* tab.
7
Additional information about the onboarding invitation can be found under the *Invitation Detail* tab.
