Contractor Sourcing Contractor Sourcing Application (CSA) TrainingApplication (CSA) Training

Overview of Release R1.2.9 changesOverview of Release R1.2.9 changesfor Suppliersfor Suppliers

AgendaAgenda

CSA changesCSA changesQuestion and AnswersQuestion and Answers

CSA Release 1.2.9 ChangesCSA Release 1.2.9 ChangesEmail profile preference settingEmail profile preference setting

Supplier user can designate if they wish to receive Supplier user can designate if they wish to receive CSA emails or notCSA emails or not

Acceptance of Letter of Assurance (LOA)Acceptance of Letter of Assurance (LOA)CSA will require you to accept the LOA prior to CSA will require you to accept the LOA prior to submitting the response if the citizenship of the submitting the response if the citizenship of the candidate is different than the country of the request.candidate is different than the country of the request.Applicable for India, UK and US onlyApplicable for India, UK and US only

Custom expenses (applicable for HK only)Custom expenses (applicable for HK only)Custom expenses can be configured by country. This Custom expenses can be configured by country. This is in addition to the current “Other expenses” field. is in addition to the current “Other expenses” field. Custom expenses can either be viewable by supplier Custom expenses can either be viewable by supplier only or editable by supplier based on configuration.only or editable by supplier based on configuration.

Supplier user’s eSupplier user’s e--mail profile preference settingmail profile preference settingSuppliers will have 3 options to set the email indicator for hanSuppliers will have 3 options to set the email indicator for handling CSA dling CSA emails. The email indicator can be set to either Yes or No.emails. The email indicator can be set to either Yes or No.All supplier users have been defaulted to Yes automatically withAll supplier users have been defaulted to Yes automatically with R1.2.9 R1.2.9 All updates for email setting must be done via IBM Supply portalAll updates for email setting must be done via IBM Supply portal and not and not within CSAwithin CSA

OptionOption Who can Who can use this use this optionoption

CommentsComments

1. New user app 1. New user app enrollmentenrollment

Guest Guest Company Company coordinator coordinator (GCC) only (GCC) only

GCC will use this option to grant CSA access GCC will use this option to grant CSA access to a new user who has not been set up for any to a new user who has not been set up for any IBM application and CSA is the first application IBM application and CSA is the first application they are being setup for.they are being setup for.

Note: If the new CSA user already has Note: If the new CSA user already has access for another IBM application ( WOI / access for another IBM application ( WOI / ESI, etc), then the GCC needs to use Request ESI, etc), then the GCC needs to use Request app access option to get the user setup for app access option to get the user setup for CSA ( see option 3 below). CSA ( see option 3 below).

Supplier user’s eSupplier user’s e--mail profile preference settingmail profile preference setting

OptionOption Who can use this Who can use this optionoption

CommentsComments

2. Modify 2. Modify app accessapp access

Any user that has Any user that has been granted been granted CSA access CSA access already already (including GCC)(including GCC)

GCC can use this option to change email GCC can use this option to change email preference for any user in their company preference for any user in their company besides themselvesbesides themselves

NonNon--GCC users can also update their GCC users can also update their own preferenceown preference

Supplier user’s eSupplier user’s e--mail profile preference settingmail profile preference setting

OptionOption Who can use this Who can use this optionoption

CommentsComments

3. Request 3. Request app access app access

Any user that Any user that already has already has access to an IBM access to an IBM application, application, (including GCC) (including GCC)

GCC should use this option to request GCC should use this option to request CSA access for a user that already has CSA access for a user that already has access to other IBM applicationsaccess to other IBM applications

Individual users can use this option to Individual users can use this option to request access for themselves for other request access for themselves for other applications that is available in the drop applications that is available in the drop down list. (If they don’t see a particular down list. (If they don’t see a particular application in the drop down list, it means application in the drop down list, it means they either have access to the application they either have access to the application or they are not authorized to get access or they are not authorized to get access and will have to check with their GCC. and will have to check with their GCC.

Modify app access screen shotsModify app access screen shots

Modify app access screen shotsModify app access screen shots

Modify app access screen shotsModify app access screen shots

Modify app access screen shotsModify app access screen shots

Modify app access screen shotsModify app access screen shots

Modify app access screen shotsModify app access screen shots

Modify app access screen shotsModify app access screen shots

Letter of Assurance (LOA)Letter of Assurance (LOA)

Acceptance of Letter of Assurance (LOA)Acceptance of Letter of Assurance (LOA)CSA will require you to accept the LOA prior to CSA will require you to accept the LOA prior to submitting the response if the citizenship of the submitting the response if the citizenship of the candidate is different than the country of the request.candidate is different than the country of the request.Assist to streamline the cycle time for export approval Assist to streamline the cycle time for export approval if candidate is selected by IBM requesterif candidate is selected by IBM requesterThis change only applies to India, UK, US generated This change only applies to India, UK, US generated CSA requests.CSA requests.

Letter of Assurance (LOA) acceptance screenLetter of Assurance (LOA) acceptance screen

Letter of Assurance (LOA) acceptance confirmationLetter of Assurance (LOA) acceptance confirmation

Letter of Assurance (LOA) pop up screenLetter of Assurance (LOA) pop up screen