PRISM SPro Submitting a Replacement Candidate Quick Reference Guide

Transcription

1 PRISM SPro Submitting a Replacement 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. In addition, they may submit replacement candidates when a Highmark work order finishes early. 3. Click the "Enter" or "Go" button 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 This quick reference guide will focus specifically on the topic of submitting replacement candidates. 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 Accessing Highmark Replacement Requisitions Accessing a Replacement Requisition from Worklist Accessing a Replacement Requisition from Services Procurement Menu Accessing a Replacement Requisition from Submitting a Replacement Candidate... 3 Utilizing the Additional Information Tab...5 Request Help & Learn More 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 . The Highmark external-facing Corporate Procurement website appears 5. Click the System Access Information link from the In This Section panel towards the right of the screen The Procurement System Access Information page is displayed 6. 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 Page 1 of 5 08/11/2015

2 Accessing Highmark Replacement Requisitions Occasionally, Highmark will need to replace existing contractors that still have remaining time on their work orders 7. Enter your LID ID 8. Enter your network Password 9. Click on the button First-Time Login The first time you login to the supplier portal, you will be presented with Highmark's electronic terms and conditions. This is equivalent to an early ending of the contractor s work contract with Highmark When these early terminations occur, Highmark will reopen the contractor s position for bidding via the Replacement Bids functionality. There are 3 ways to access the Spro replacement requisitions awaiting candidate submittal once you have logged into PRISM. 1. Accessing a Replacement Requisition from Worklist You must indicate your acceptance of these terms and conditions in order to utilize the system. If you agree with the terms and conditions, perform the following: Your company may have multiple individuals that have been given the Provider Contact role. Any of these individuals may submit a candidate for a Highmark replacement requisition/ open position. However, only one Provider Contact is designated within Spro as the primary/ default contact for a Highmark replacement requisition, and only this individual will be able to access the requisition from their worklist. If you are not the primary/ default contact, the replacement requisition will not be visible within your worklist. 1. Ensure that your LID is populated in the User ID field Therefore, you should skip to section 2. Accessing a Replacement Requisition from Services Procurement 2. Enter your password Menu below for steps on accessing a requisition from 3. Check the I Accept? Box the Supplier Replacement Sourcing Review page. 4. Click the button Click on the link located in the upper right hand portion of the screen. 1. Select Requisition Replacement from the worklist filter All of the Highmark replacement requisitions you have been invited to submit candidates for will appear on your screen 2. Select the requisition to work on by clicking on the hyperlink of the requisition ID Page 2 of 5 08/11/2015

3 The Submit Bid page is displayed 2. Accessing a Replacement Requisition from Services Procurement Menu All individuals with the Provider Contact role may access Highmark requisitions and submit candidates from the Supplier Replacement Sourcing Review page. However, the replacement requisition will initially be associated with the primary/ default contact designated for your company within Spro. Therefore, you should initially include this individual's Spro person ID within the Last Worked on by: field when searching the Supplier Replacement Sourcing Review page. However, once you submit a candidate for the replacement 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. 1. Click on Services Procurement from the menu located in the left hand portion of the screen 2. Click Review Replacement/ Submit Bids link 3. Accessing a Replacement Requisition from Your company may have multiple individuals that have been given the Provider Contact role. Any of these 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 replacement requisition, and only this individual will receive the notification that a replacement requisition is available to be bid upon and be able to access the requisition using the link contained within the notification. If you are not the primary/ default contact, you should follow the steps outlined in section 2. Accessing a Replacement Requisition from Services Procurement Menu above to access the requisition from the Supplier Replacement Sourcing Review page. If you are the primary contact, but another individual has submitted a candidate for the replacement requisition, you may no longer use the link contained within the notification to access the requisition. However, the requisition will still be accessible to you either by: a) your worklist or b) the Supplier Replacement Sourcing Review page. The Supplier Replacement Sourcing Review page is 1. Click on the URL within the notification displayed. 3. Enter the desired search criteria Note: 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 replacement requisitions/ open positions your company has been invited to bid on will appear on your screen The Submit Bid page is displayed Submitting a Replacement Candidate The Submit Bid page used for submitting a candidate for a replacement requisition looks exactly the same as 5. Click the submit bid icon to the right of the desired that used for submitting a candidate for a new replacement requisition/ open position requisition/ opening. The Submit Bid page is displayed 1. View the initial rate that was defined this position within the Requisition Rate Details panel Page 3 of 5 08/11/2015

4 Note: in the case of a blind bid, this rate will be hidden 2. Observe the Service Information tab to see the consultant role being sought and the scope of work 3. Scroll down to the Candidate Requirements tab to see the expected competencies for a candidate Note: when you submit your bid, the contractor s profile will be created and may be accessed via Submit Existing Candidate going forward 6. Perform the following to add a resume to the candidate submission: a. Click the link The Resume Attachments page is displayed Note: you may need to click the link to see all b. Click the button of the desired competencies 4. Scroll down to the Candidate Information panel within the Submit Bid page c. Click the button to locate the desired file 5. Either d. Click the button a. Perform the following to submit an existing candidate (e.g. a contractor already assigned an Spro contractor ID): i. Check the Submit Existing Candidate radio button e. Click the button and then click 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 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 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 bid is 10% above or below the requisition rate at time of bid submittal 8. Answer all questions within the Bid Response panel Or 9. Click the button at the bottom left of the page b. Perform the following to submit a new candidate (e.g. a contractor not yet assigned an Spro 10. Click the button if a warning message is contractor ID): displayed that your submitted rate is outside the tolerance level of 10% i. Check the Submit New Candidate radio button A message will displayed at the bottom right of the Submit Bids page confirming the candidate has ii. Click the button been submitted The New Candidate page is displayed iii. Enter the candidate's First Name and Last Name and click the button at the bottom of the page Contractor's name is populated in the Service Provider field Once you have submitted the candidate, you will communicate with Highmark regarding the candidate submittal by utilizing the Maintain Bids page just as you would for a new requisition/ opening. Page 4 of 5 08/11/2015

5 Utilizing the Additional Information Tab Unlike the Supplier Sourcing Review page used for new requisitions/ openings, the Supplier Replacement Sourcing Review page does not allow you to search by requisition status. However, the Supplier Replacement Sourcing Review page still provides an Additional Information tab containing the following columns: 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 1. Click the Additional Information tab once you have performed a requisition search as per the Accessing a Replacement Requisition from Services Procurement section above 2. View the information displayed in the columns to the right of the requisition Request Help & Learn More If you need further assistance, contact: sprohelp@highmark.com for IT Staffing sprohelphr@highmark.com for Administrative Staffing Page 5 of 5 08/11/2015