Stages and Statuses
The Stage and Status columns help you determine the activity that has occurred with an Employee's Leave Plan.
Stage Definitions
Incomplete
The Leave Plan was created by an HR Admin on behalf of an Employee
Only some of the questions to create the Leave Plan were completed
A Leave Plan was not created in this scenario since all questions are not answered
Incomplete Leave Plans are always in Draft status
Actions available from the 3-dot (ellipses) menu for Incomplete Leave Plans are Complete Setup and Delete
Select Complete Setup to go back to where you left off when you started creating the Leave Plan
Select Delete if you are absolutely sure you no longer need the Leave Plan
Planning
A Leave Plan has been created and the Requested Leave Start Date is in the future
Planning Leave Plans can be in Draft, Invited, or Shared status
Actions available from the 3-dot (ellipses) menu for Planning Leave Plans are based on the Status of the Leave Plan
You can Invite an Employee to or Delete Leave Plans in the Planning Stage with a Draft status
You can Archive or Re-invite an Employee to Leave Plans in Invited or Shared status
On Leave
Displays for Leave Plans when Requested Leave Start Date is equal to today or greater than today but less than Requested Leave End Date
On Leave Shared Leave Plans can be in Draft, Invited or Shared Status
Actions available from the 3-dot (ellipses) menu for Planning Leave Plans are based on the Status of the Leave Plan
You can Invite an Employee to or Delete Leave Plans in the Planning Stage with a Draft status
You can Archive or Re-invite an Employee to Leave Plans in Invited or Shared status
Returned to Work
Displays for Leave Plans when today's date is greater than Requested Leave End Date
Returned to Work Leave Plans can be in Draft, Invited, Shared and Leave Completed Status.
You can Invite an Employee to or Delete Leave Plans in the Returned to Work Stage with a Draft status
You can Archive or Re-invite an Employee to Leave Plans in Invited or Shared status
Status Definitions
Draft
An HR Admin creates a Leave Plan on behalf of an Employee and has not completed all of the Leave Plan questions (displays an Incomplete Stage)
An HR Admin creates a Leave Plan on behalf of an Employee, completely answered all Leave Plan questions, but has not invited the Employee
Invited
An HR Admin creates a Leave Plan on behalf of an Employee and has invited the Employee to the Leave Plan, but the Employee has not yet accessed the Leave Plan
The Invited Date displays next to the Invited status and if an Employee is re-invited the Invited Date is updated
Shared
An HR Admin creates a Leave Plan on behalf of an Employee, invited the Employee to the Leave Plan and the Employee has accessed the Leave Plan
An Employee has created their own Leave Plan and has shared the Leave Plan with HR
If an Employee shares a Leave Plan with HR but HR Admin has not yet opened the Leave Plan or clicked on the shared Notification (when Notifications are turned on), then it will display as Ready for Review with the Shared Date
Leave Completed
If the Leave Plan was shared by the Employee and the Requested Leave End Date has passed
If an HR Admin invites an Employee to a Leave Plan that is Admin created and the Requested Leave End Date has passed
If the leave has completed before an HR Admin has opened the Leave Plan after the Employee shares it, the action icon displays with a status of Leave Completed and the Ready to Review text
