Manual Vendor Allocation

Manual Vendor Allocation

Usually, vendor allocation is done automatically on Tydy, but at times due to insufficient details of a candidate or an integration error, candidates are not assigned to a vendor automatically. All those candidates fall in here and have to be manually assigned to a vendor.

In order to assign, please follow the steps:

Step 1: First, you may have to view the details of the candidate by selecting View Details

image.png

Step 2: Once, you have viewed a candidate’s information, based on their details you can assign a vendor by selecting 'Assign Vendor'.

image.png

Step 3: Based on the candidate's category you can choose the appropriate vendor and the vendor services for the candidate.

image.png


image.png

image.png

Step 4: Once you click on Assign Vendor & Services, the candidate will be allocated to a vendor.

image.png


    • Related Articles

    • Adding a Vendor

      Here are the steps to add a verification vendor: Step 1: Navigate to the Vendor Directory and then select +Add New Vendor Step 2: Once selected, fill in the details of the vendor in the drawer that is revealed. Step 3: Make sure you select the ...
    • Navigating the Vendor Hub

      These are the sections that make up the Vendor Hub for Vendor Admins.   Overview Get a summarized view of all the cases and agents that are being managed by an individual vendor. The overview also helps vendor admins decide what action to take next. ...
    • Getting Access to the Vendor Hub

      Are you a Vendor Admin? A Vendor Admin needs to be added to the platform by the company’s internal team   Are you a Vendor Agent? A Vendor Agent can only be invited by the Vendor Admins. Please follow the link to add a vendor ...
    • Introducing the Vendor Hub for verification vendors

      The Vendor Hub for verification vendors is a tool that helps all 3rd party vendors easily view, manage and complete verification checks for their customers. Vendors can do the following with the Vendor Hub: Add, view and manage all vendor agents ...
    • Vendor Agent Profile

      Selecting an agent from the list takes you to their Profile. The profile provides an overview of the cases they are working on and the last few activities they have done on other cases.