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

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.

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

Activation checks

Status	Meaning
Passed	The requirement is in place.
Missing	Not yet; the admin is responsible.

EOSB trust

Status	Meaning
Draft	Being set up.
Active / Established	In force; employees can be assigned to it.

User account

Status	Meaning
Invited	Created; password not set yet.
Active	Can sign in.
Suspended	Temporarily blocked.
Deactivated	Closed.

Employees

Employee

Status	Meaning
Registered	Current employee; benefit accrues monthly.
Terminated	Service ended; settlement in progress or complete.

Registration draft

Status	Meaning
Draft	Saved for later; not an employee yet.
Submitted	Turned into a registered employee.

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.

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Cancelled	Withdrawn.	—

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

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.	—

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.

Money

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

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.

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.	—

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.	—

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.	—

Investments and accruals

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)

Allocation variance

Status	Meaning
Within tolerance	Close to policy.
Watch	Drifting.
Outside tolerance	Needs rebalancing or a new policy.

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.

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

Documents

Scan status	Meaning
Pending	Being scanned.
Passed	Clean.
Failed	Problem found; upload a different file.
Not required	Not scanned.