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Onboarding Manager - Status Explanations

Every onboarding record shows a Current Step that tells you where the payee is and who needs to act next. Use this article to understand each status and what to do about it.

Note: Some statuses are brief transitions and rarely display as the current step. They are marked "Moves forward automatically" below.

Stepper States – Current@1x (1)

 

Step 1: Invitation Initiated

Status What it means Who acts next
Invitation Initiated The invite was created. Moves forward automatically
Invitation Rejected An approver returned the invite to the initiator. The reason displays in Approval History. Initiator. Resend the invite with updates, or withdraw it.
Invitation Cancelled The invite was withdrawn. It cannot be restored. No further action. Send a new invite if needed.
Step 2: Invitation Sent
Status What it means Who acts next
Invitation Pending Approval The invite is waiting for one or more approvers before it is sent. Your team's invite approvers
Invitation Approved & Sent The invite was approved and emailed to the payee. Payee
Step 3: Invitation Received
Status What it means Who acts next
Invitation Email Opened The payee opened the invite email but has not registered. Payee
Invite Link Clicked The payee clicked the registration link but has not finished creating an account. Payee
Email Undeliverable The invite email could not be delivered. Your team. Confirm the email address and resend the invite.
Email Verified – Invitation Received The payee created a PaymentWorks account and is linked to this onboarding. Payee
Step 4: Registration Submitted
Status What it means Who acts next
Registration In Progress The payee started their profile but has not submitted it. Payee
Registration Returned – Pending Resubmission Your team returned the submission for corrections. The tracker turns gold. Payee
Registration Submitted The payee submitted their profile. Moves forward automatically
Step 5: Registration Approved
Status What it means Who acts next
Registration Submitted – Pending PaymentWorks Review PaymentWorks is reviewing the submission, typically to verify bank details. PaymentWorks
Registration Submitted – Currently Under Review The submission is under review and waiting on a response from the payee. Payee
Registration Submitted – Pending Internal Review The submission is waiting for your team's approvers in Profile Manager. Your team
Registration Approved All required approvers approved the submission. Your team. Process or connect the profile in Profile Manager.
Registration Rejected The submission was rejected by your team or by PaymentWorks. The tracker turns red. No further action
Step 6: Onboarding Complete
Status What it means Who acts next
Registration Processed The approved submission was marked as processed but is not yet connected. Your team, if connection is still needed
Onboarding Complete The payee is connected and a Vendor Number is assigned. The tracker turns green. No further action

Tip: Records waiting on an action show how long they have been in their current status in the Last Update column. Use this to spot onboardings that may need a follow-up.

Open Details from the Current Step

Click the Current Step link on any record to jump to the most useful details.

Current step Where the link goes
Steps 1 and 2, and Invitation Email Opened The Invitation Detail tab
Email Verified – Invitation Received The Account Info tab
Steps 4 through 6 The payee's profile in Profile Manager

Note: Registration In Progress displays as plain text. The payee hasn't submitted yet, so there is nothing to open in Profile Manager.