PRISM SPro Submitting a Candidate Quick Reference Guide

Transcription

1 PRISM SPro Submitting a Candidate Quick Reference Guide PRISM supports a variety of ecommerce transactions between Highmark and its external suppliers. The Spro (Services Procurement) module within PRISM allows the creation of work orders for individual contractors or certain project-based services work. External vendor representatives (or Provider Contacts, in Spro terms) are responsible for proposing candidates in response to Highmark contractor postings. You will be redirected to the page: 4. Open the blue About Highmark panel towards the top right of the screen and select the Procurement option It is not necessary to use a Highmark asset to access the supplier portal; any computer with a connection to the internet may be used. Table of Contents Accessing and Logging onto PRISM... 1 Logging onto PRISM via Highmark.com... 1 First-Time Login... 2 The Highmark external-facing Corporate Accessing Highmark Requisitions... 2 Procurement website appears 1. Accessing a Requisition from Worklist Accessing a Requisition from Services 5. Click the System Access Information link from the Procurement Menu... 2 In This Section panel towards the right of the 3. Accessing a Requisition from screen Submitting a Candidate Understanding Additional Supplier Sourcing Review Page Functionality... 4 Viewing Requisition Status... 4 Utilizing the Additional Information Tab... 5 Request Help & Learn More The Procurement System Access Information page is displayed Accessing and Logging onto PRISM Suppliers may access PRISM via the Login link from the Highmark.com website. Highmark vendors must complete the External Security Access Requester form to obtain a userid and password to PRISM. Suppliers will receive their userid and initial password via Click the login to the system link towards the top of the page The Highmark Corporate Procurement Vendor Portal login screen appears Logging onto PRISM via Highmark.com 1. Open Internet Explorer or other web browser 2. Enter within the address bar 3. Click the "Enter" or "Go" button Page 1 of 5 08/12/2015

2 7. Enter your LID ID However, only one Provider Contact is designated within 8. Enter your network Password Spro as the primary/ default contact for a Highmark requisition, and only this individual will be able to access 9. Click on the button a requisition from their worklist. First-Time Login The first time you login to the supplier portal, you will be presented with Highmark's electronic terms and conditions. If you are not the primary/ default contact, the requisition will not be visible within your worklist. Therefore, you should skip to section 2. Accessing a Requisition from Services Procurement Menu below for steps on accessing a requisition from the Supplier Sourcing Review page. Click on the link located in the upper right hand portion of the screen. 1. Select spro Requisition from the worklist filter You must indicate your acceptance of these terms and conditions in order to utilize the system. All of the Highmark requisitions you have been invited to submit candidates for will appear on your screen If you agree with the terms and conditions, perform the 2. Select the requisition to work on by clicking on the following: hyperlink of the requisition ID 1. Ensure that your LID is populated in the User ID field 2. Enter your password 3. Check the I Accept? Box 4. Click the button 2. Accessing a Requisition from Services Procurement Menu All individuals with the Provider Contact role may access Highmark requisitions and submit candidates from the Supplier Sourcing Review page. However, the requisition will initially be associated with the primary/ default contact designated for your company within Spro. Accessing Highmark Requisitions There are 3 ways to access the Spro requisitions awaiting candidate submittal once you have logged into PRISM. 1. Accessing a Requisition from Worklist Therefore, you should initially include this individual's Spro person ID within the Last Worked on by: field when searching the Supplier Sourcing Review page. However, once you submit a candidate for the requisition, the requisition becomes associated to you, and your Spro user id should be used within the Last Worked on by: field when searching for the requisition. Your company may have multiple individuals that have 1. Click on Services Procurement from the menu been given the Provider Contact role. Any of these located in the left hand portion of the screen individuals may submit a candidate for a Highmark requisition/ open position. 2. Click Review Reqs/ Submit Bids link The Supplier Sourcing Review page is displayed. Page 2 of 5 08/12/2015

3 3. Enter the desired search criteria a. Ensure Sourced is selected from the Requisition Status dropdown menu b. Pay careful attention to the userid populated in the Last Worked on by: field. Select a different userid for this field if needed by clicking on the magnifying glass icon 4. Click the button All of the requisitions/ open positions your company has been invited to bid on will appear on your screen 5. Click the submit bid icon to the right of the desired requisition/ open position Submitting a Candidate 1. View the initial rate that was defined this position within the Requisition Rate Details panel Note: in the case of a blind bid, this rate will be hidden 2. Observe the Service Information tab to see the 3. Accessing a Requisition from consultant role being sought and the scope of work Your company may have multiple individuals that have 3. Scroll down to the Candidate Requirements tab to been given the Provider Contact role. Any of these see the expected competencies for a candidate individuals may submit a candidate for a Highmark requisition/ open position. However, only one Provider Contact is designated within Spro as the primary/ default contact for a Highmark requisition, and only this individual will receive the notification that a requisition is available to be bid upon and be able to access the requisition using the link contained within the notification. Note: you may need to click the all of the desired competencies link to see If you are not the primary/ default contact, you should follow the steps outlined in section 2. Accessing a 4. Scroll down to the Candidate Information panel Requisition from Services Procurement Menu above to within the Submit Bid page access the requisition from the Supplier Sourcing Review 5. Either page. a. Perform the following to submit an existing If you are the primary contact, but another individual has candidate (e.g. a contractor already assigned submitted a candidate for the requisition, you may no an Spro contractor ID): longer use the link contained within the notification to i. Check the Submit Existing Candidate access the requisition. radio button However, the requisition will still be accessible to you either by: a) your worklist or b) the Supplier Sourcing Review page. 1. Click on the URL within the notification ii. Click the magnifying glass icon next to the Service Provider field iii. The Look Up Service Provider page is displayed Click the link for the desired contractor Contractor ID is populated in the Service Provider field Page 3 of 5 08/12/2015

4 Or Note: you should ALWAYS check the EXISTING candidate list FIRST to ascertain whether a contractor already has a profile within Spro before using the Submit New Candidate option b. Perform the following to submit a new candidate (e.g. a contractor not yet assigned an Spro contractor ID): i. Check the Submit New Candidate radio button ii. Click the button iii. The New Candidate page is displayed Enter the candidate's First Name and Last Name and click the bottom of the page button at the Contractor's name is populated in the Service Provider field bid is 10% above or below the requisition rate at time of bid submittal 8. Answer all questions within the Bid Response panel Note: You cannot submit bid until a response is entered for all bid factors and you must answer yes to the signed RTR question. 9. Click the button at the bottom left of the page 10. Click the button if a warning message is displayed that your submitted rate is outside the tolerance level of 10% A message will displayed at the bottom right of the Submit Bids page confirming the candidate has been submitted Once you have submitted the candidate, you will communicate with Highmark regarding the candidate submittal by utilizing the Maintain Bids page. Note: when you submit your bid, the contractor s profile will be created and may be accessed via Submit Existing Candidate going forward Understanding Additional Supplier Sourcing Review Page Functionality In addition to providing the ability to submit candidates to Sourced requisitions, the Supplier Sourcing Review 6. Perform the following to add a resume to the candidate page serves two other important functions: submission: a. Click the link The Resume Attachments page is displayed b. Click the button c. Click the button to locate the desired file d. Click the button Provides visibility to past Highmark requisitions that your company was invited to bid on but have now been filled or converted to work orders Shows such information as the number of candidates your company is permitted to submit for a given position and the number of candidates that your company has submitted Viewing Requisition Status Provider Contacts may view requisitions in the following statuses: e. Click the button and then click 7. Enter your proposed rate for the candidate within the Vendor Rate field Note: systematically, you can enter whatever rate you choose, but you will receive a warning message if your Status Sourced Filled Definition Requisition is open for provider contacts to submit candidates/ negotiate regarding the open contractor position Service coordinator has filled the contractor position. Provider contacts may submit no further candidates and may not continue to negotiate regarding candidates they have submitted for the position Candidate information will disappear from the Maintain Bids page once the requisition is Page 4 of 5 08/12/2015

5 Closed filled. However, a record of your # of submissions will remain within Review Reqs/ Submit Bids Requisition was converted into a work order. Work order may be in a variety of statuses 1. Click the Additional Information tab once you have performed a requisition search as per the Viewing Requisition Status section above Perform the following steps to review requisitions from the Supplier Sourcing Review page: 1. Enter the desired search criteria a. Select the appropriate value from the Requisition Status dropdown menu 2. View the information displayed in the columns to the right of the requisition Note: Setting a blank value will encompass all requisition statuses b. Pay careful attention to the userid populated in the Last Worked on by: field. Select a different userid for this field if needed by clicking on the magnifying glass icon 2. Click the button Requisitions meeting your search criteria will be displayed in the Sourcing Review panel at the bottom of the page Request Help & Learn More If you need further assistance, contact: sprohelp@highmark.com for IT Staffing sprohelphr@highmark.com for Administrative Staffing Note: to view more information regarding a given requisition, follow the instructions in the Utilizing the Additional Information Tab section below. Utilizing the Additional Information Tab The Additional Information tab within the Sourcing Review page provides the following information: Column Available Positions Number of Positions Filled Position Number of Times Submitted Maximum Submittal Limit Definition Number of positions that still need to be filled Number of positions originally needed Number of requisition positions filled by your company Number of candidates you have submitted Number of candidates you are allowed to submit Page 5 of 5 08/12/2015