Oracle PDF

OUM
TE.0X0 SUPPLIER GUIDE

Oracle NAC Subcontractor Staffing Tool
(SST)
Author: Adrienne Little

Creation Date: May 6, 2012
Last Updated: September 5, 2012
Version: 1.0
1 DOCUMENT CONTROL
1.1 Change Record

3
Date Author Version Change Reference

06-May-12 Adrienne Little Draft Original
04-Sep-12 1.0 Released
1.2 Reviewers
Name Position
Salina Bimal Application Specialist/ Consulting Practice Manager
Claudia Infantes Application Specialist/ Business Analyst
Christie Martinez Project Manager
Contents
1 Document Control ...................................................................................................... ii

1.1 Change Record ............................................................................................................ ii
1.2 Reviewers ..................................................................................................................... ii
2 Purpose & Background.............................................................................................. 1
3 Supplier Workflow ...................................................................................................... 2
4 Setting Up Your Portal ............................................................................................... 3

4.1 Logging into SST .......................................................................................................... 3
4.2 Leveraging the Worklist ................................................................................................ 7
5 Reviewing Opportunities ......................................................................................... 11

5.1 Requisition Notifications ............................................................................................. 11
5.2 Accessing the Requisition –Submit Bid Page ............................................................ 14
5.3 Accessing the Requisition –Worklist .......................................................................... 17
5.4 Reviewing the Requisition .......................................................................................... 20
6 Creating Bids ............................................................................................................ 24

6.1 Proactively Creating a Resource Pool ........................................................................ 24
6.2 Submitting Bids - New Candidate ............................................................................... 33
6.3 Submitting Bids - Existing Candidate ......................................................................... 41
7 Maintaining Bids ....................................................................................................... 47

7.1 Customizing the Maintain Bid List .............................................................................. 47
7.2 Requesting Updates on a Submission ....................................................................... 52
7.3 Rate Negotiation ......................................................................................................... 55
7.4 Scheduling Interviews................................................................................................. 60
8 Withdrawing a Bid .................................................................................................... 65

8.1 Withdrawing a Bid....................................................................................................... 65
8.2 Retracting a Bid .......................................................................................................... 70
9 Staffing Decisions .................................................................................................... 73

9.1 CSP RA Declines Bid ................................................................................................. 73
9.2 Accept an Offer........................................................................................................... 79
9.3 Decline an Offer.......................................................................................................... 83
Appendix A - Terminology Overview .......................................................................................... 87

2 PURPOSE & BACKGROUND
In 2011, the Oracle North America Consulting Subcontractor Program (NA CSP) set out to create a tool that would automate our staffing process,
increase efficiencies, and improve our reporting capabilities. The result is the Oracle Subcontractor Staffing Tool (SST). SST is built on Oracle’s
PeopleSoft Financial Management 9.1 and is a hybrid of two modules, Services Procurement and Resource Management. In September 2012, NA
CSP released the first version of SST for general use. All Oracle NA CSP external opportunities are now entered into SST where the tool is used to
route the opportunities to our suppliers and monitor all supplier submittals and subsequent dialogue. When a resource is confirmed, Oracle SST
provides a place for the Oracle CSP Resource Analyst to track the required on boarding processes associated with each engagement to ensure
approvals, contracting, and payment facilitation is completed.
The purpose of this Supplier User Guide is to provide our suppliers with detailed instruction on how to use SST. The Supplier Workflow section will
visually assist the user in understanding the process flow. We have set out to outline information in logical sections, so that you can navigate to the
items listed in the Table of Contents quickly. In addition, embedded in the instructional text are a number of links to other sections within the
document. These may be sections that provide more insight on the topic, or links to take the user to the logical next step in the process. Finally, you
will find a listing of SST specific terminology in Appendix A for your reference.
We hope you will find this guide useful as you orient yourself to SST. If you need additional support, please send email inquiries with associated
screenshots to nac-csp_us@oracle.com.
We look forward to collaborating with you in SST!
Oracle SST Supplier Guide.doc 1

3 SUPPLIER WORKFLOW

4 SETTING UP YOUR PORTAL
4.1 Logging into SST

In order to access Oracle opportunities and submit bids, the supplier will need to request an external account with Oracle.com and log
into the Subcontractor Staffing tool using Single Sign On (SSO). This account and the matching credentials setup in SST will allow
authorization into the tool.
This section describes how to request an external account and login. Note: If a supplier already has an SSO account in order to
access other Oracle sites (iSupplier, Oracle Support, etc.), and the email address associated with that SSO account matches the
email account NACSP has on record, the first steps are not required.
Task Navigation Step Screenshots
1.0 Navigate to Click on the Sign

www.oracle.com In/Register for Account

1.1 If you already have an
Oracle external account,
you can Sign In using your
existing SSO
Username/Password here
or when navigating to the
SST link on step 2.
If you do not have an

account, click on the Sign
Up link.

1.2 MyProfile – Create Account Complete all required fields
noted with an asterisk for
Account and Personal
Information sections.
Note: E-mail used for

registering should be the
same as your business
email account used
communication purposes.
Click Create.

1.3 MyProfile – Account The next page confirms the
Verification Oracle.com account has
been created.
Click Continue to navigate

back to the Sign In screen.
2.0 Navigate to SST Enter your SSO Username

http://nacspro.oracle.com/ and Password.
Click Sign In.
2.1 SST Supplier Portal The supplier portal home

page will display.

4.2 Leveraging the Worklist
This section outlines how the supplier can use the worklist to help them track staffing progress.
Every time a requisition is sourced to the service provider contact, it creates a new worklist item. If a requisition closes, all items
associated to the requisition will be removed automatically from the worklist.
When the RA responds to your bids, each response creates a worklist item. If you respond to a bid response worklist item, the item is
removed from your queue as it is considered ‘worked’.
1.0 Home> Worklist Every time an RA sources a

Requisition to you, or
responds to your bid, a new
item populates in your
Worklist.
Sort by date to keep the

newest updates on the top
of your list.
To set up the sort, click

Customize in the upper
right of the Worklist title bar.

2.0 Highlight Date From and
click arrow to right to move
it to the Sort Order box.
Click Descending.
Click OK.
3.0 Screen returns to Worklist.
Changes to Sort Order

should be visible.
4.0 Suppliers can assign their

own Priority to opportunities
in their worklist. Choices
are none, high, medium,
low.

5.0 You can use the ‘sPro Bid
Response’ filter on your
worklist to see only items
that relate to bids.
6.0 You can use the ‘sPro

Requisition’ filter on your
worklist to see only items
that relate to requisitions. If
you need, use the ‘View All’
or ‘View 25’ links to ensure
you are seeing all listed
items.
7.0 For more information, the

supplier can click the link
and drill into the Requisition
or Bid Response to review
all details related to the
Worklist item.
Note The worklist auto updates.

If a requisition closes, all
items associated to the will
be removed from the
Worklist.
If you respond to a bid

response worklist item, the
item is removed from your
queue.

5 REVIEWING OPPORTUNITIES
Oracle SST uses requisitions to open opportunities to the supplier community. Suppliers will be able to access current opportunities
that have been sourced to them through their SST Supplier portal. The Supplier screens are real time, and show the current status of
all listed opportunities.
5.1 Requisition Notifications

This process outlines how vendors will be advised of new Oracle requirements and subsequent updates on Oracle opportunities.
Prerequisite An Oracle RA has an open

requirement and has
determined that they want
your firm’s assistance filling
the role.
Note Notifications are expected
to evolve and improve with
time. Screenshots may not
match 100% with what you
see in production, but their
basic functionality will
remain unchanged.

1.0 Email Notification A notification will come to
your inbox alerting you to
opportunities and their
current priority.
The subject line will contain

the Current Priority, the
Requisition ID (a unique
identifier), the Service Type
and the Client Location.
Within the body, the first

section is a sourcing
message from the RA.
The Job Summary offers

pertinent information about
the requirement.
The Opportunity section

outlines the scope.
2.0 Next Steps:
http://nacspro.oracle.com/ While we have tried to give

you as much information as
possible in the notification,
it is still suggested your
follow the link and log into
SST. This will ensure you
see all details associated
with the requirement, which
may also include rate
targets, years experience,
and educational
requirements.
Logged in, you will also be

able to review bid factors to
ensure that you cover all
bases while you recruit.
Accessing the Requisition –

The Submit Bid Page or
The Worklist offers more
detail into how to access
Requisitions.
Use the Reviewing

Requisition instruction for to
assist you in understanding
the fields.
3.0 Questions:
If, after reviewing the

notification and the
requisition you continue to
have questions, please
reply via email to the Oracle
CSP RA.
4.0 Subsequent changes in

priority will also be
accompanied by
notifications sent to your
inbox.
Changes in status are also

reflected in the Requisition
directly.

5.2 Accessing the Requisition –Submit Bid Page
There are two ways a Service Provider Contact can access a requisition that has been sourced to them. This outlines how to access
the requisition through the Submit Bid menu item and search function. This step can be done in order to review the requisition details
or when the Service Provider Contact is ready to submit a bid.

requirement and has
the role.
Email/Worklist Notification You will receive an email
notification that a new
opportunity has been
sourced to you.
In your worklist, you will see

a ‘sPro Requisition’ item
with a link that matches Job
Summary number.

1.0 http://nacspro.oracle.com/ Log into SST and navigate
from the home page.
2.0 Click ‘Home’ link on the top Displays sourced

right of the screen, requisitions assigned to the
‘Services Procurement’ Supplier Contact. Search
pagelet/box > ‘Submit Bids‘ criteria defaults to ‘Sourced’
link requisitions Last Worked on
OR by the Provider Contact.
Main Menu > Services
Procurement > Submit Bids Use search criteria to
manage the list effectively.
For new jobs, suggest

searching on
Assign Status ‘Unassigned’,
Job Priority ‘Hot Job!

3.0
Click on Submit Bid
icon for the requisition you
want to review.
Navigates to the Submit Bid

page.
4.0 Submit Bid page is

displayed.
Next Step Proceed to Reviewing The

Requisition (here).

5.3 Accessing the Requisition –Worklist
There are two ways a Service Provider Contact can access a Requisition that has been sourced to them. This outlines how to access
the Requisition through the Worklist. This step can be done in order to review the Requisition details or when the Service Provider
Contact is ready to submit a bid.

requirement and has
the role.
Email/Worklist Notification You will receive an email
notification that a new
opportunity has been
sourced to you.
In your worklist, you will

see ‘sPro Requisition’ item
with a link that matches the
Job Summary number.

1.0 http://nacspro.oracle.com/ Log into SST and navigate
from the home page.
2.0 Home
Click the Worklist link on
the right side in the header
bar of your homepage
3.0 Home > Worklist Every time an RA sources a

Requisition to you, or
responds to your bid, a new
row populates in your
Worklist.

3.1 Use the Work List Filter
‘sPro Requisition’ to narrow
the list if desired.
Click View All in the upper

left of the Worklist bar once
filter is applied to ensure
you are seeing all requests.
Click on the Link for the

requisition you want to
access.
4.0 Submit Bid page is
displayed.
Next Step Proceed to Reviewing The

Requisition.

5.4 Reviewing the Requisition
This process details how a vendor can drill into the requisition to obtain all offered insights into the open position, some of which will
not be included in the initial notification.

requirement and has
the role.
Prerequisite You have completed either
The Worklist or Accessing
the Requisition – The
Submit Bid Page and have
the requisition open.
1.0 Pick up from 3.2 or 3.3 step Review the Requisition
four Requirements section.
OR
Click ‘Home’ link on the top Key Elements:
right of the screen, The Requisition ID and Line
‘Services Procurement’ Number (the combination is
pagelet/box > ‘Submit Bids‘ the job’s unique identifier),
link Your Oracle RA contact
OR (Service Coordinator), the
Main Menu > Services Job Priority, and the Start
Procurement > Submit Bids and End dates.
1.1 If the US or CA RA has
agreed to share rate
information, you will be able
to review Requisition Rate
Details.
By default, GSD
requirements will not have
rate details to share.
If rate is displayed here, it is

the Oracle Target Rate and
should be the rate you are
looking to beat, in the
currency indicated.
Expense Rate will always

be $0. Please assume
expenses will be permitted
outside the supplier rate. If
we require local resources,
you will be advised.
1.2 Review the Service
Information.
Service Method will indicate

that this is a request for a
resource.
Service Type Displays a

numeric value, and also a
text value
Allow Expenses – Indicates

no, but assume yes. We do
not factor expense funding
into the requisition.
Location – this is the Oracle

Billing Location, disregard.
Interview Required will

indicate no. There is
functionality we are not
using associated with this
field. Assume that an
interview is always a
possibility.
Utilization will be 100%
Scope of Work will outline

the work requirements.

1.3 If the scope of work is
bigger than the window,
you can open it in a second
window for ease of use with
the arrow button.
Click OK to revert to
requisition.
1.4 Review Candidate

Requirements.
We are not using

Competencies at this time.
Other Skills section is being

used to allow the RA to
communicate extra insight
to the Service Provider
Contact about the
opportunity. You will have
seen this information in
your sourcing notification.
Please review to better
understand status and
background.
Education Level, Years

Experience, Telecommute,
Travel Required, Travel
Frequency may be updated
if the RA has access to the
information.
Client Location is provided.

2.0
The Supplier Contact must
review the Bid Response
questions in the lower half
of the page at this time.
There will be standard

questions in every
requirement, but there may
be additional questions for
any given requisition.
Reviewing these questions
now allows the Service
Provider Contact to ensure
all bases are covered when
they are ready to submit a
candidate.
Note, in some instances,

desired responses may
default. Please confirm
your actual response
matches the default in
these instances.
Next Step Next step is to work toward
placing a Bid. Please see
the Creating Bids section
for possible logical topics
associated with this
function, inclusive of:
Proactively Creating a
Resource Pool
Submitting a Bid – New

Candidate
Submitting a Bid – Existing

Candidate

6 CREATING BIDS
6.1 Proactively Creating a Resource Pool

This section outlines how the supplier can set up Service Providers proactively, so that they are available from the candidate pick list
when responding to Requisitions.
Step Navigation Step Screenshots
1.0 Click ‘Home’ link on the top Page displays your Service
right of the screen, Provider Roster.
‘Services Procurement’
pagelet/box > ‘Manage Search criteria allows
Service Provider‘ link search by Service Provider
OR Contact, Service Provider
Main Menu>Services (resource) or Account
Procurement> Manage Status.
Service Providers
Use the search
mechanisms to see all
Service Providers
associated to your firm.

2.0 If a resource already exists,
click on their person ID to
access /review / update
their profile.
Click Return to Service

Provider Roster to return to
list.
3.0 Click Add Service Providers

to add new resources to
your pool.
3.1 Multi-tab page opens with

the Add a New Value tab
displayed.
Person ID is defaulted as
‘NEXT’.
Leave default and click Add

3.2 A blank Service Provider
profile is opened.
3.3 Complete First Name and

Last Name.
Person Type defaults to

‘Service Provider’.
Person Status defaults to

‘Active’.
You can choose to use the

other statuses for your
internal purposes if desired,
but Person Status must be
‘Active’ for any candidate
submitted to Oracle.
Job Title and Middle Name

are optional.
We are not using Service

Provider Identifiers. Please
leave this blank.
Click Phone and Email

Details

3.4 Enter one primary phone
number and one primary
email address for your
candidate, at a minimum.
Additional contact
information can be stored
here if desired.
Primary contact information

is indicated by the Primary
checkbox.
Click the Service Provider

Information link.
3.5 Function Type, Effective

Date, Supplier SetID,
Supplier, and Provider
Contact default.
At minimum, select a
Location Code. In most
cases, this will be ‘MAIN’.
Other fields are optional.
As we will not use this

system for time and
expense entry, do not
create a User Profile for
your candidate.
In addition, we will not

require Provider Skills to be
captured at this time.
Click Save.

3.6 A person ID is generated
and attached to the profile
once saved.
Click Resume Attachment

link.
4.0 For a new resource, there

will be no existing
attachments. For existing
resources, any previously
attached documents will be
found here.
Click Upload.

4.1 Click Browse to find the
resume stored on your
machine.
Click Upload once

document is selected.
4.2 Update Description if

required/ desired. The RA
will see all documents when
accessing the attachments
on a bid, so ensure they
know what document to
access if there are
multiples.

4.3 To add multiple documents,
click the Plus icon to
generate a new row.
Repeat steps 4.0 – 4.2 to
create a new attachment.
4.4 For old attachments that

need to be removed, click
the Minus icon in the
associated row.

4.5 Confirm desire to delete the
document by clicking OK.
Row will be deleted.
4.6 Click OK or Apply when

done.

5.0 You are returned to the
Service Provider
Information page.
The Service Provider set up

is complete.
Candidate is now available

in the Service Provider pick
list and can be submitted.
See Submitting Bids –
Existing Candidate.
Note Please do not use the
Provider Skills or Create
User Profile links.

6.2 Submitting Bids - New Candidate
Outlines how to submit a new candidate (one not previously used in SST) against an open Oracle Requisition.
1.0 Pick up from 3.4 Task 2 Displays sourced

and go to Task 2 below. requisitions assigned to the
OR Supplier Contact. Search
Click ‘Home’ link on the top criteria defaults to Sourced
right of the screen, Requisitions Last Worked
‘Services Procurement’ on by the Provider Contact.
pagelet/box > ‘Submit Bids‘
link Use search criteria to
OR manage the list effectively.
Procurement > Submit Bids For new jobs, suggest
searching on
Job Priority ‘Hot Job!’
*This search works best

when a job priority is part of
the search criteria.*
1.1
Click on Submit Bid
icon for the requisition you
want to submit a candidate
for.

page

1.2 The Submit bid page
opens.
Scroll Down to the Enter

Bid Information section.
OR
Click the collapse arrow in

the Requisition
Requirements bar to bring
the Bid Information section
up.
2.0 Click on Submit New

Candidate radio button.
Click Create Candidate

button.

2.1 Type in First name, Last
name only. Other
information on this page is
not required.
Click OK.
2.3 User is returned to Submit

Bid Page. Name of newly
created Service Provider is
visible.
Click Attach Resume link.

3.0
Resume Attachments page
opens.
If you have already

attached resumes to the
Service Provider’s profile,
you will see it here.
Proceed to step 3.7
If you need to add a

resume, click Upload.
3.1 Click Browse and select the

resume or other
documentation you want to
attach with your
submission.
Click Upload.
3.2 Resume attaches. Update

Attachment Description if
necessary.

3.4 To attach a second
document, click the +
symbol to generate a new
row.
3.5 Navigate Upload >Browse>

Upload to add other
documents.
Any resumes you want

available for open
opportunities should be
visible. If you have multiple
resumes, ensure you
indicate what resume you
want the RA to use in your
description or comments.
If there is a document that

needs to be removed from
the profile, click the – sign
on the associated row
3.6 Click OK to confirm that you

are okay deleting the row.

3.7 To review your
attachments, click view to
open them.
When finished, click OK.
4.0 Vendor location defaults.

Do not change.
Action defaults to ‘Submit’.

5.0 Enter your Vendor Rate
and any Comments you
want to share.
6.0 Respond to the Bid

Response questions listed.
When complete, Submit.

7.0 Will receive confirmation
that the bid went through
and be offered the
opportunity to submit
another bid.
8.0 Click ‘Home’ link on the top Navigate to your Service

right of the screen, Provider Roster. Enter
‘Services Procurement’ ‘Pending Registration’ as
pagelet/box > ‘Manage your Search Criteria. Find
Service Providers‘ link the newly created Service
OR Provider and Search.
Procurement > Manage Click on the Person ID link.
Service Providers

8.1 Maintain Service Provider
page displays. Update
person status to Active.
Click the Phone and Email

details page.
8.2 Enter a primary phone

number and a primary
email address.
Click Save.
Next Steps For possible next steps,

please review the Maintain
Bid section.

6.3 Submitting Bids - Existing Candidate
Outlines how to submit an existing candidate (one previously used in SST) against an open Oracle Requisition.
1.0 Click ‘Home’ link on the Displays sourced requisitions

top right of the screen, assigned to the Supplier
‘Services Procurement’ Contact. Search criteria
pagelet/box > ‘Submit defaults to Sourced
Bids‘ link Requisitions Last Worked on by
OR the Provider Contact.
Procurement > Submit Use search criteria to manage
Bids the list effectively.
For new jobs, suggest

searching on
Job Priority ‘Hot Job!’
1.1
Click on Submit Bid icon
for the requisition you want to
submit a candidate for.

page

1.2 The Submit bid page opens.
Scroll Down to the Enter Bid

Information section.
OR
Click the collapse arrow in the

Requisition Requirements bar
to bring the Bid Information
section up.
2.0 Leave the ‘Submit Existing

Candidate’ radio button
selected.
Click the look up Service

Provider icon.

2.1 From lookup list, select the
Service Provider you want to
submit. Use search criteria
Service Provider Name (Last,
First) to narrow down the list if
required.
Click name of Service Provider

you plan to submit.
2.2 User is returned to Submit Bid

Page. Name of selected
Service Provider is visible.
Click Attach Resume Link.

3.0
Resume Attachments page
opens. Any previously
attached documents will
display.
Click view to review existing

attachments.
Click ‘–‘to remove existing

attachments.
Click ‘+’ to add a new

attachment.
Ensure the resume you want

reviewed is attached.
3.1 If you are adding a new
attachment, click Browse and
select the resume or
documentation you want to
attach with your submission.
Click Upload.
3.2 Resume attaches. Update

Attachment Description if
necessary.

3.3 To attach a second document,
click the + symbol to generate a
new row.
3.4 Upload >Browse> Upload a

second document.
When finished, click OK.
4.0 Vendor location defaults. Do

not change.
Action defaults to ‘Submit’.

5.0 Enter your Vendor Rate and
any Comments you want to
share.

6.0 Respond to the Bid Response
questions listed.
When complete, Submit.
7.0 Will receive confirmation that

the bid went through and be
offered the opportunity to
submit another bid.
Next Steps For possible next steps, please

review the Maintain Bid section.

7 MAINTAINING BIDS
7.1 Customizing the Maintain Bid List

Outlines how the Maintain Bids page can be customized. It is suggested that the user go through this process the first time they
access the SST Maintain Bid pages, in order to maximize the set up for efficiencies and so that their screen matches the screenshots
in the user guide. They may need to return to step 2.0 in this section if the ‘Edit’ icon is not initially available (a bid must be submitted
and pending the RA’s response in order to access that icon).
Prerequisite Supplier must have

submitted at least one bid
in order for the customize
link to be made available to
them
1.0 Click ‘Home’ link on the top Maintain Bids search
right of the screen, criteria is displayed with
‘Services Procurement’ some defaults.
pagelet/box > ‘Maintain
Bids‘ link Click Search
OR
Main Menu>Services
Procurement> Maintain
Bids
1.1 Active bids display.
Click on the Customize link

in the Bid Communication
header.

2.0 Personalize Column and
Sort Order page displays.
By highlighting the column

headers and using the
arrows, update the list so
that it is in the following
order:
Tab Overview (Frozen);

Create Bid (Frozen); Edit
(Frozen); Submittal History
(Frozen); End
Communication (Frozen);
Last Action (Frozen);
Candidate Name; Supplier
Rate; Currency Code; Job
Priority; Sent From; Date
Time; Folder Type;
Business Unit; Line
Nbr/Seq Nbr; Requisition
ID/Work Order ID; Tab
Details. Other items can be
in any order under Tab
Details.

2.1 **NOTE: `Edit` (Red Pencil
icon) will only be available
in the pick list if there are
existing rows you can edit.
If you do not have this item,
skip it in the order now, and
come back to adjust the
order once it displays.

3.0 Use the arrow to set the
sort on Folder Type to keep
your incoming items on top.
Click OK.
4.0 User is returned to Maintain

Bids page. When the Bid
Communication section is
reviewed, changes to
column order and sort
should be evident.

5.0 To clear or update sort,
click on the Customize link
in the Bid Communication
header.
To remove existing sorts,

highlight them in the Sort
Order box and click the ‘X’
button.
Click OK when done.
6.0 Changes will be visible

when the supplier returns to
the Maintain Bid page.

7.2 Requesting Updates on a Submission
This section outlines how the Service Provider Contact can request an update on a submission.
Prerequisite The Service Provider

Contact must already have
submitted a bid as outlined
in Submitting Bids – New
Candidate or Submitting
Bids – Existing Candidate.
1.0 Click ‘Home’ link on the top If this is your first time on
right of the screen, this screen, complete
‘Services Procurement’ Customizing The Maintain
pagelet/box > ‘Maintain Bids Page for ease of use.
Bids‘ link
OR Maintain Bids a search
Main Menu>Services criterion is displayed with
Procurement> Maintain recent dates, your Provider
Bids Contact ID, and Folder
Type ‘All’ defaults.
If required, update search

criteria
Search.
2.0 Bid Communication rows or
display below search
criteria, one row for each
bid in process.
Select either the Bid

Response or Edit response
icon.
*Only one will be visible

and it will depend on who
last responded to the bid –
the RA or the Supplier.

3.0 Opens the Supplier Bid
Response page.
Review if required;
otherwise, click the collapse
arrow to the left of
Requisition Requirements
header.
3.1 Bid Information is brought

to the top of the page.

4.0 If you are completing a bid
response, the Action and
Comments sections will be
blank.
If you are Editing your

previous response, your
last action/ comments will
be available for edit /
replacement.
Select Action 0009 Reply.

In Comments ask for an
update on the bid.
Submit.
5.0 Receive confirmation of Bid

Response - ‘Response for
requisition # for line # has
been submitted’ message
displays.
The RA will be notified of

your ‘Reply’.

7.3 Rate Negotiation
This process outlines the steps for a Supplier to take if their Bid triggers the need for Rate Negotiation.

Bids – Existing Candidate
Email/Worklist Notification You will receive email

notification that there has
been a ‘Reply’ to your
submission. In your
Worklist, you will see a row
with a work item of ‘sPro
Bid Response’.

1.0 http://nacspro.oracle.com/ If you are not already in the
system, log into SST and
navigate from the home
page.
Bids‘ link .
OR
Main Menu>Services Maintain Bids a search
Procurement> Maintain criterion is displayed with
Bids recent dates, your Provider
Contact ID, and Folder

criteria.
Search.

1.2 Bid Communication rows
bid in process.
Click on the Create Bid icon
for the bid.

Response page.
Click the collapse arrow to
the left of Requisition
Requirements header.

Review latest Comments to

see that a rate change is
being requested.
3.1 Respond to Bid.
If you are unable to

accommodate a rate
decrease, advise the RA in
the comments section.
If you are able to adjust OR

your rate, Update Bid Rate
to reflect your current
asking price. Add
comments if desired.

4.0 Update Bid Factors if
required.
Update Attachments if
required.
Click Submit
5.0 ‘Response for requisition #

for line # has been
submitted’ message
displays.
RA is informed of your
‘Reply’. Your target rate
will display in their
notification and also in the
bid.

7.4 Scheduling Interviews
This process outlines how the supplier will be advised of the interview request as well as how the interview will be scheduled.

Bids – Existing Candidate
The RA has shared the

resume with the project
team. A decision has been
made that they will proceed
with an interview (may be
Oracle internal or Client).
Email / Worklist Notification You will receive a
notification that there has
been a ‘Reply’ to your
submission. In your
worklist, you will see a row
with a work item of ‘sPro
Bid Response’.

system, follow the link in
the email and log into SST
and navigate from the
home page.
Bids‘ link
OR Maintain Bids search
Main Menu>Services criteria is displayed with
Procurement> Maintain recent dates, your provider
Bids contact ID, and Folder Type
All as defaults.

criteria.
Search

bid in process.
for the bid.

Response page.
Review Requisition
Requirements if required,
header.

Review latest Comments to

see that an interview is
being requested.

2.1 Respond to Bid
Use the Comments field to

communicate or confirm
possible interview times
and dates.
2.2 Update Bid Factors, if

required.
Update Attachments, if
required.
Click Submit.

for line # has been
displays.

Next Step RA will Reply to continue
scheduling discussion or
confirm the arrangement.
Watch for additional Reply
Notifications / Worklist
items until confirmed.
Follow up and feedback

can also be completed with
the Reply function. Select
Action 0009 Reply and use
the Comments field to drive
the dialogue.

8 WITHDRAWING A BID
8.1 Withdrawing a Bid

This process outlines the steps for a supplier to withdraw a candidate already received and reviewed by the Oracle RA.

A decision is made by
either the supplier or the
candidate to withdraw the
resource from consideration
and the RA needs to be
updated.
Bids‘ link
Type’ All’ defaults.

criteria.
Search

bid in process.
1.2 Select either the Bid or

Response or Edit response
icon.
*Only one will be visible

and it will depend on who
last responded to the bid –
the RA or the Supplier.

Response page. Review
requisition details if
required; otherwise, click
the collapse arrow to the
left of Requisition
2.2 Go to the Current Bid

Response or Previous Bid
section.
Note: Previous Bid Section

displays to the right.

3.0 Select Action 0005
Withdraw.
Update Comments with

decision details.
Click Submit.
3.1 Supplier Bid Withdrawal

Confirmation page displays.
Use the lookup and select

an appropriate reason code
and add comments if
desired.
Note: This is for reporting

purposes only. The
comments here do not
replace those in the Bid
Response and they are not
sent to the RA.

3.2 Click OK when done.
4.0 Response for requisition #

for line # has been
displays.
The RA is notified that you

have withdrawn your
Service Provider.

8.2 Retracting a Bid
This process outlines the steps for a supplier to withdraw a candidate that has been submitted to the Oracle RA, but the Oracle RA
has yet to respond to the bid.
Prerequisite The Service Provider Contact

must already have submitted a
bid as outlined in Submitting Bids
– New Candidate or Submitting
A decision is made by either the

supplier or the candidate to
withdraw the resource from
consideration and the RA needs
to be updated.
1.0 Click ‘Home’ link on If this is your first time on this
the top right of the screen, complete Customizing
screen, ‘Services The Maintain Bids Page for ease
Procurement’ of use.
pagelet/box >
‘Maintain Bids‘ link Maintain Bids search criteria is
OR displayed with recent dates, your
Main Menu>Services provider contact ID, and Folder
Procurement> Type All as defaults.
Maintain Bids
If required, update Search
Criteria.
Search

1.1 Bid Communication rows display
below search criteria, one row for
each bid in process.
1.2 Select the Edit response icon.

Response page. Review
requisition details if required;
arrow to the left of Requisition

2.2 Go to the Previous Bid section.
Note: Previous Bid Section

displays to the right.
3.0 *NOTE: This section opens far to

the right. Scroll if required.
Select action 0013 Retract.
Update comments with decision

details.
Click Submit.
4.0 Response for requisition # for line

# has been submitted’ message
displays.
The RA is notified that you have

withdrawn your Service Provider.

9 STAFFING DECISIONS
9.1 CSP RA Declines Bid

This section outlines how you will be notified when the Oracle team declines your bid.

The Oracle project team

has decided not to proceed
with the candidate.
Email Notification Supplier Contact will
receive an email notification
with a subject line that
clearly communicates
Oracle`s decision to decline
the bid.
Follow the link and log into

the system.

system log into SST and
page.
Bids‘ link
OR
Main Menu>Services Maintain Bids a search
Procurement> Maintain criterion is displayed with
Bids recent dates, your Provider
Contact ID, and Folder

criteria using items in the
notification to find the bid
response.
Search
Click View All to ensure you

are seeing all potential
items.
Bid response will display

with Last Action ‘Decline’.

1.2 Click the bid response icon
and minimize the
Requisition details to see
the final responses.
Action will be 0011 Decline

in Previous Bid Information.
Comments will offer more
insight.
2.0 Click on the Current Bid

Response Action look up to
decide next actions.

2.1 If you want to continue the
discussion, use Action 0009
Reply. Use the Comments
to share your thoughts.
Click Submit.
OR…

3.0 If you acknowledge the
decision has been made,
you can select Action 0011
End Communication. You
can still add comments.
Click the checkbox for
`Send End Communication
Email`, so the RA will be
notified of your action.
3.1 You will be asked to select

a reason code for ending
communication.
Click Ok.

4.0 Receive confirmation of bid
response.
5.0 The item will remain in your

maintain bid page with the
Last Action as ‘End
Communication’ until the
requisition is closed out.

9.2 Accept an Offer
When the Oracle RA is ready to confirm a resource, they will take the action of ‘Offer Position’ to communicate the decision to the
supplier. This process outlines the steps for the Supplier to respond to the offer through SST, advising the RA of their acceptance. It
is highly recommended that if the RA contacts you with an ‘Offer Position’ action, you use either the Accept or Decline Bid Actions to
respond, as it will gain higher visibility in the workflow notifications.
.

The Oracle team is ready to

Offer your candidate the
position.
Email / Worklist Notification You will receive email

received. notification that the RA is
taking the action of ‘Offer
Position’. In your worklist,
you will see a row with a
work item of ‘sPro Bid
Response’

page.
Bids‘ link
Procurement> Maintain recent dates, your provider
Bids contact ID, and Folder Type
All as defaults.

criteria.
Search
bid in process.
for the bid.

2.0
Opens the Supplier Bid
Response page
.
Review if required;
Header.

Last Action will be 003

Offer Position in Previous
Bid Information. Review
latest Comments to more
detail.
3.0 Respond to Bid
Select Action 0004 Accept

Offer in order to proceed
with the booking.
Add further detail in the

Comments field.

3.1 Update Rate and Bid Factor
Responses if Required.
Update Attachments if
Required.
Click Submit

for line # has been
displays.
RA is notified that you have

Accepted Offer.

9.3 Decline an Offer
When the Oracle RA is ready to confirm a resource, they will take the action of ‘Offer Position’ to communicate the decision to the
supplier. This process outlines the steps for the supplier to respond to the offer through SST, advising the RA of a negative decision.
This may be used if the RA can no longer commit, or if the terms need to be renegotiated. It is highly recommended that if the RA
contacts you with an ‘Offer Position’ action, you use either the ‘Accept’ or ‘Decline Bid’ Actions to respond, as it will gain higher
visibility in the workflow notifications.

The Oracle team has

decided to offer the position
to your candidate.
Email / Worklist Notification You will receive an email

received. notification that the RA is
taking the action of ‘Offer
Position’. In your worklist,
you will see a row with a
work item of ‘sPro Bid
Response.’

page.
Bids‘ link
OR Maintain Bids a search
Main Menu>Services criterion is displayed with

criteria.
Search.
bid in process.
for the bid.

2.0
Opens the Supplier Bid
Response page.
Click the collapse arrow to

the left of Requisition

Action will be 0003 Offer

Position in Previous Bid
Information. Review latest
Comments for more detail.
3.0 Respond to Bid.
Select Action 0010 Decline

Offer. If you or your
candidate are unable to
accept the offer.
Add further detail in the

Comments field.

3.1 Update Rate and Bid Factor
Responses, if required.
Update Attachments, if
required.
Click Submit.
3.2 Select an appropriate

Reason Code at the
prompt.
Comments are optional.
This is for reporting

purposes only. Comments
here do not replace
comments in the bid
response.

for line # has been
displays.
RA is notified that you have

declined the offer.

APPENDIX A - TERMINOLOGY OVERVIEW
Current Term Oracle SST Term
Resource / Candidate Service Provider
Supplier / Supplier Contact Service Provider Contact
Oracle Resource Analyst (RA) Service Coordinator
Open Requirement Requisition
Product / Service Service Type
Submission Bid
Submission Updates Maintain Bids

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OUM

TE.0X0 SUPPLIER GUIDE

Author: Adrienne Little

1.1 Change Record

Date Author Version Change Reference

1 Document Control ...................................................................................................... ii

2 Purpose & Background.............................................................................................. 1

3 Supplier Workflow ...................................................................................................... 2

4 Setting Up Your Portal ............................................................................................... 3

5 Reviewing Opportunities ......................................................................................... 11

6 Creating Bids ............................................................................................................ 24

7 Maintaining Bids ....................................................................................................... 47

8 Withdrawing a Bid .................................................................................................... 65

9 Staffing Decisions .................................................................................................... 73

Appendix A - Terminology Overview .......................................................................................... 87

We look forward to collaborating with you in SST!

Oracle SST Supplier Guide.doc 1

Oracle SST Supplier Guide.doc 2

4.1 Logging into SST

Task Navigation Step Screenshots

1.0 Navigate to Click on the Sign

Oracle SST Supplier Guide.doc 3

If you do not have an

Oracle SST Supplier Guide.doc 4

Note: E-mail used for

Oracle SST Supplier Guide.doc 5

Click Continue to navigate

2.0 Navigate to SST Enter your SSO Username

Click Sign In.

2.1 SST Supplier Portal The supplier portal home

Oracle SST Supplier Guide.doc 6

Task Navigation Step Screenshots

1.0 Home> Worklist Every time an RA sources a

Sort by date to keep the

To set up the sort, click

Oracle SST Supplier Guide.doc 7

3.0 Screen returns to Worklist.

Changes to Sort Order

4.0 Suppliers can assign their

Oracle SST Supplier Guide.doc 8

6.0 You can use the ‘sPro

7.0 For more information, the

Note The worklist auto updates.

Oracle SST Supplier Guide.doc 9

If you respond to a bid

Oracle SST Supplier Guide.doc 10

5.1 Requisition Notifications

Task Navigation Step Screenshots

Prerequisite An Oracle RA has an open

Oracle SST Supplier Guide.doc 11

The subject line will contain

Within the body, the first

The Job Summary offers

The Opportunity section

http://nacspro.oracle.com/ While we have tried to give

Logged in, you will also be

Accessing the Requisition –

Use the Reviewing

If, after reviewing the

4.0 Subsequent changes in

Changes in status are also

Oracle SST Supplier Guide.doc 13

Task Navigation Step Screenshots