Understanding Employee Statuses

Employees will be in one of the following four statuses.


Employee Status	Definition	When it will be set
Pending	The employee has just been added to the Employer portal, and employee eligibility validation has not yet begun.	This status is set by default when new Employees are added to the system Generally, it will remain in this status until the following day, when they will progress to a more descriptive status.
Ineligible	Employees will be in the ineligible status when: Employee validation steps are underway; or The employee has been deemed to be ineligible through employee validation. In this status, the employee is not eligible to contribute to an IRA.	Specifically, any of the following conditions cause an Employee to be ineligible: CIP Status = ‘Pending’ or ‘Not Passed’ Account Status = ‘Closed’ or ‘Open (On Hold)’ 30 Day Waiting Period has not been met The employee is not 18 years old The employee has been marked as 'Terminated'
Active	Employees that have met all eligibility requirements are then eligible to contribute and will be in Active status.	Specifically, all of the following must be true for an Employee to become Active: CIP Status = ‘Passed’ Account Status = ‘Open’ 30 Day Waiting Period has been met The employee is 18+ years old Employees in this status are eligible to have contributions submitted
Opted Out	Employees who have explicitly chosen not to participate as savers in OregonSaves will be in the status of Opted Out.	Set when the Employee has opted out of the program, either pre-enrollment or post-enrollment If an Employee has opted out of pre-enrollment, they are not eligible to have contributions submitted If an Employee has opted out post-enrollment, they are eligible to have contributions submitted

Employee Detail Statuses

This detailed underlying status drives an employee's overall status.

CIP - Customer Identification Program

Status	Description
Pending	Initial/default value when employees are added; CIP results not yet available
Verified	CIP result received; the employee has been verified
Not Verified	CIP result received; the employee has not been verified

Account Status

Status	Description
Open	Account is open
Open (On Hold)	Account is open, but has a hold placed on it. Contributions cannot be made.
Closed	Account has been closed. Generally only expected if an employee opts out of the program.

30 Day Waiting Period

Status	Description
Met	30 days have passed since the employee was added to the Vestwell platform; the employee may be eligible to begin contributing
"X" days left	Indicates the number of days until the 30 day wait period since the employee was added to the Vestwell platform will be passed; the employee cannot yet contribute

Employee Detail Statuses

CIP - Customer Identification Program

Account Status

30 Day Waiting Period

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