Engagement Status
Refer to the following information for details about statuses assigned to engagements.
You can also refer to Request Status.
Note: Approval Routing configuration affects the request
workflow. See Approval Routing Configuration.
| Status | Notes | Status Description |
|---|---|---|
| Pending - Pending Approval Pending Onboarding | Both Approval Routing and Onboarding must be enabled to receive this status. See On/Offboarding Items. | Onboarding & Engagement Approval - Pending |
| Pending - Pending Approval | When all onboarding items are completed (Complete Onboarding or Offboarding Item), set to this status. | Engagement Approval - Pending |
| Pending - Pending Onboarding | When engagement is approve, but pending onboarding (one or more assigned items not in 'Complete', or in 'Not Needed'), set to this status. | Onboarding - Pending |
| Filled | When no open positions appear on the engagement, set to this
status. Note: When the engagement is past the
end date, there is no status to indicate this. |
Engagement does not appear |
| Cancelled | When the MSP changes the status to 'Cancelled', set to this status. | Engagement does not appear |
| Closed | When the MSP changes the status to 'Closed', or engagement is
automatically closed by the system (Auto-Close
Engagements, see Client Settings ,
set to this status. Note: For guidance on which reason to select
when closing a request, see Closed Status Reasons.
|
Engagement does not appear |
| On Hold | When the MSP changes the status to 'On Hold, set to this status. | Hold - <save_date> |