SOW Approval Workflow

How SOW Onboarding Approvals Work

Zelosify utilizes a fixed, structured onboarding request workflow to review and approve Statements of Work (SOWs) before they are finalized. This ensures that vendor-submitted proposals are reviewed by your organization's Vendor Manager.

The Fixed Approval Workflow

The approval process follows a standard sequence:

1. Vendor Submission: The Vendor drafts the SOW details (including deliverables, resource allocations, and timesheet rate definitions) and submits it as an onboarding request.
2. Notification: The assigned Vendor Manager is notified via email of the pending SOW onboarding request.
3. Review: The Vendor Manager opens the onboarding request, reviews the deliverables, resources, and pricing.
4. Action: The Vendor Manager selects one of two actions:
   • Approve: The SOW status changes to Approved, allowing the onboarded vendor to begin work and submit time entries.
   • Reject: The SOW is sent back to the vendor with feedback comments to adjust the scope or rate definitions.

Approval Status Tracking

• Pending Onboarding: The SOW is submitted by the vendor and is awaiting review by the Vendor Manager.
• Approved: The SOW is approved and active.
• Rejected: The SOW requires revision by the vendor before resubmission.

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