Setting-up a Supplier: Foundational Overview
Course

Setting up a Supplier: Foundational Overview

Started Dec 18, 2023

Enroll

Full course description

Gain a foundational understanding of how supplier information is managed at UBC. This course explores the key policies and considerations behind supplier setup, including approved suppliers, payment methods, GST requirements, and when a SIN may be required. It also introduces tools such as the Single Use Payment Request and the Indigenous Business Directory. The course focuses on the concepts and compliance requirements that guide supplier management.

LEARNING OUTCOMES:
The session provides you with the required information to:

  • Recognize a UBC supplier
  • Identify the payment methods and their requirements
  • Recognize the importance of the supplier’s address
  • Identify when and why to obtain the supplier's GST number
  • Reduce payment problems due to unique requirements for local currency through GDS
  • Know why to obtain the supplier’s Social Insurance Number (SIN), and who we ask for it

Please note that this session:

  • Is not a functional walk-through or demonstration of completing tasks in Workday
  • Does not provide a step-by-step process on how to register a supplier in the system
  • Does not provide a step-by-step process on how to fill up forms to register a supplier in the system

This session focuses on the business policies and processes providing the context for required tasks in Workday

Please contact the Integrated Service CentreLinks to an external site. for Workday functional support.


REGISTRATION IS A 2-STEP PROCESS:

1.    Enroll in this course using the Enroll Now at the top of this page.

2.    Register for a workshop session.
Enter the course and access the Workshop Registration Module (Module 2) to reserve your date and time. You are not considered registered until you have selected a session to attend.

WHEN:
You have a series of sessions to choose from for your attendance at the live session. Additional session dates and times are added as they are scheduled.  

  • Tuesday, June 30th, 2026 at 11:00 am
  • Tuesday, August 25th, 2026 at 11:00 am
  • Tuesday, October 20th, 2026 at 11:00 am
  • Tuesday, December 8th, 2026 at 11:00 am

Seating for each session is limited to ensure questions can be fully explored.

If you would like to request new training sessions for this course, please contact us at finops.training@ubc.ca 

WHERE:
These sessions are Zoom-enabled. Session details are sent to you when you confirm your reservation.

Resources from the session, such as the presentation and links to supporting documentation are made available to you after you attend a selected session.

Sign up for this course today!

Enroll