> ## Documentation Index
> Fetch the complete documentation index at: https://docs.eosb.org/llms.txt
> Use this file to discover all available pages before exploring further.

# Status reference

> Every status you can see on the platform, what it means and who acts next.

Use this page when you see a status and are not sure what it means. Each table says **who acts next**; a dash means nothing more is needed.

## Organisations

<AccordionGroup>
  <Accordion title="Registration (employer, trustee, fund manager)">
    | Status | Meaning | Who acts next |
    | - | - | - |
    | Draft | Saved, not submitted. | Admin |
    | Pending verification | In the regulator's queue. | Regulator |
    | Information requested | Needs correcting or completing. | Admin, with the organisation |
    | Verification deferred | The regulator is waiting on someone else. | Regulator |
    | Verified | Approved; login created. | Admin (sets employers up) |
    | Rejected | May not take part. | — |

    More: [Onboarding](/concepts/onboarding).
  </Accordion>

  <Accordion title="Employer operating status">
    | Status | Meaning | Who acts next |
    | - | - | - |
    | Verified inactive | Verified, trust not set up yet. Cannot add employees or pay in. | Admin |
    | Active | Fully working. | — |
    | Active with restrictions | Working within limits set by the admin. | Admin, to lift them |
  </Accordion>

  <Accordion title="Activation checks">
    | Status | Meaning |
    | - | - |
    | Passed | The requirement is in place. |
    | Missing | Not yet; the admin is responsible. |
  </Accordion>

  <Accordion title="EOSB trust">
    | Status | Meaning |
    | - | - |
    | Draft | Being set up. |
    | Active / Established | In force; employees can be assigned to it. |
  </Accordion>

  <Accordion title="User account">
    | Status | Meaning |
    | - | - |
    | Invited | Created; password not set yet. |
    | Active | Can sign in. |
    | Suspended | Temporarily blocked. |
    | Deactivated | Closed. |
  </Accordion>
</AccordionGroup>

## Employees

<AccordionGroup>
  <Accordion title="Employee">
    | Status | Meaning |
    | - | - |
    | Registered | Current employee; benefit accrues monthly. |
    | Terminated | Service ended; settlement in progress or complete. |
  </Accordion>

  <Accordion title="Registration draft">
    | Status | Meaning |
    | - | - |
    | Draft | Saved for later; not an employee yet. |
    | Submitted | Turned into a registered employee. |
  </Accordion>

  <Accordion title="Bulk upload">
    | Row status | Meaning |
    | - | - |
    | Valid | Will be imported. |
    | Warning | Will be imported; worth checking. |
    | Error | Will be rejected; see **What to fix**. |
    | Imported | Added to the directory. |

    | Upload status | Meaning |
    | - | - |
    | Validated / Validated with errors | Checked; waiting for **Confirm import**. |
    | Imported / Imported with rejections | Done; rejected rows were not added. |
    | Rejected | Nothing could be imported. |
  </Accordion>

  <Accordion title="Employee change request (EUR-)">
    | Status | Meaning | Who acts next |
    | - | - | - |
    | Pending approval | Waiting for the admin. | Admin |
    | Approved | Applied; benefit recalculated. | — |
    | Rejected | Not applied. | Employer, if needed |
    | Cancelled | Withdrawn. | — |
  </Accordion>

  <Accordion title="Payout account">
    | Status | Meaning | Can be paid? |
    | - | - | - |
    | Not provided | None recorded. | No |
    | Pending verification | Entered, not yet verified. | No |
    | Verified | Confirmed. | Yes |
    | Rejected | Could not be verified. | No |
  </Accordion>

  <Accordion title="Final settlement (benefit payment)">
    | Status | Meaning | Who acts next |
    | - | - | - |
    | Pending calculation | Being worked out. | Platform |
    | Awaiting trustee approval | Ready for the trustee. | Trustee |
    | Approved | In the payout queue. | Admin |
    | Rejected | Refused for summary dismissal or a court order. | — |
    | Part payment | Partly paid. | Admin |
    | Paid in full | Fully paid. | — |
  </Accordion>

  <Accordion title="Payout transaction">
    | Status | Meaning |
    | - | - |
    | Pending OTP | Waiting for the admin's code. |
    | Processing | Sent to the payment provider. |
    | Succeeded | Paid. |
    | Failed | Not paid; try again. |
    | OTP expired | Code not entered in time. |
  </Accordion>
</AccordionGroup>

## Money

<AccordionGroup>
  <Accordion title="Employer funding">
    | Status | Meaning | Who acts next |
    | - | - | - |
    | Pending trustee approval | Proof waiting for the trustee. | Trustee |
    | Received | Confirmed; counts as funded. | — |
    | Trustee rejected | Did not match; see the reason. | Employer |
    | Pending OTP | Wallet payment waiting for the code. | Employer |
    | OTP expired | Code not entered in time. | Employer, to start again |
    | Processing / Pending settlement | Wallet payment on its way. | Wallet provider |
    | Succeeded | Wallet payment settled. | — |
    | Failed / Expired / Reversed | Did not complete; nothing added. | Employer |
  </Accordion>

  <Accordion title="Transfer (trustee to fund manager, fund manager to trust)">
    | Status | Meaning |
    | - | - |
    | Draft | Saved, not logged. |
    | Pending OTP | Waiting for the code. |
    | Logged | Recorded; waiting for the other side to confirm. |
    | Reversed | Cancelled after logging. |
  </Accordion>

  <Accordion title="Cash recognition">
    | Status | Meaning | Who acts next |
    | - | - | - |
    | Pending recognition | Not yet confirmed. | Fund manager (or trustee, for returns) |
    | Recognised | Confirmed. | — |
    | Outstanding receipt | Part arrived; rest still expected. | Fund manager |
    | Pending trustee approval | A different amount, to be agreed. | Trustee |
    | Rejected | Not booked. | The sender, to correct |
    | Reversed | Taken back out. | — |
  </Accordion>

  <Accordion title="Expense budget">
    | Status | Meaning | Who acts next |
    | - | - | - |
    | Draft | Being prepared. | Fund manager |
    | Pending approval | Waiting for a decision. | Employer, trustee or admin |
    | Approved | In force. | — |
    | Rejected | Not approved. | Fund manager |
    | Superseded | Replaced by a newer approved budget. | — |
    | Cancelled | Withdrawn. | — |
  </Accordion>

  <Accordion title="Expense">
    | Status | Meaning | Who acts next |
    | - | - | - |
    | Draft | Saved. | Fund manager |
    | Pending OTP | Waiting for the code. | Fund manager |
    | Pending trustee approval | Above SLE 100,000. | Trustee |
    | Posted | Paid; cash debited. | — |
    | Rejected | Not paid. | — |
    | Reversed | Taken back. | — |
  </Accordion>
</AccordionGroup>

## Investments and accruals

<AccordionGroup>
  <Accordion title="Portfolio, asset, income, write-off">
    | Item | Statuses |
    | - | - |
    | Portfolio framework | **Draft** → **Active** |
    | Asset | **Draft**, **Active**, **Written off** |
    | Income | **Draft**, **Recorded** |
    | Write-off | **Draft** → **Pending OTP** → **Recorded** (or **OTP expired**) |
  </Accordion>

  <Accordion title="Allocation variance">
    | Status | Meaning |
    | - | - |
    | Within tolerance | Close to policy. |
    | Watch | Drifting. |
    | Outside tolerance | Needs rebalancing or a new policy. |
  </Accordion>

  <Accordion title="ROI month">
    | Status | Meaning |
    | - | - |
    | Open | Month in progress. |
    | Pending close | Month ended; late entries still allowed. |
    | Locked | Published; figures final. |
    | Reopened | Unlocked for a correction. |
  </Accordion>

  <Accordion title="Monthly accrual run">
    | Status | Meaning | Who acts next |
    | - | - | - |
    | Not run | Not calculated yet. | Platform (tonight) or admin |
    | Processing | Running. | — |
    | Completed | All employees calculated. | — |
    | Completed with exceptions | Some could not be calculated. | Admin |
    | Failed | Stopped with an error. | Admin |
  </Accordion>

  <Accordion title="Documents">
    | Scan status | Meaning |
    | - | - |
    | Pending | Being scanned. |
    | Passed | Clean. |
    | Failed | Problem found; upload a different file. |
    | Not required | Not scanned. |
  </Accordion>
</AccordionGroup>


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