Guides ยท Business
Vendor Onboarding Checklist Basics
Onboard vendors consistently
This guide provides a vendor onboarding checklist: contracts and DPAs, security review, tax/payment setup, points of contact, and SLA/renewal tracking.
- vendor onboarding
- dpa
- security review
- payment setup
- contracts
Legal and data
Get contracts and DPAs signed; note data handled and regions.
Security review
Complete a quick security questionnaire or review before enabling access.
Payment and tax setup
Collect W-9/1099 or equivalents and set payment terms.
Contacts and SLAs
Document vendor contacts, support channels, SLA terms, and renewal dates.