Retrieve onboarding status

See what's missing before a company can be submitted, and how review is going.

Use this endpoint to see everything about where a company is in onboarding in one call. Poll it, or use it to reconcile after you receive a webhook.

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Part of Submission and status. For how this fits into onboarding, see the guide: Overview: the readiness check.

Lifecycle

statusMeaning
DRAFTYou're filling in the onboarding. Data can be edited until the contract is signed.
UNDER_REVIEWSubmitted. Everee is reviewing and may open requests.
APPROVEDApproved.
DECLINEDDeclined. decision.reasonCode carries a generic reason code.
WITHDRAWNWithdrawn. Final.

Readiness

readiness.missing lists what still has to happen before Submit will succeed. Each is a code:

CodeWhat it needs
LEGAL_ENTITY_TYPE, FORMATION_STATE, BUSINESS_ADDRESSCompany details
WORKER_TYPES, EMPLOYEE_COUNT, CONTRACTOR_COUNT, PAY_FREQUENCY, PAY_PERIOD_START_DAY, ANNUAL_REVENUE, NATURE_OF_BUSINESS, NAICS_CODEPayroll profile
CONTACTS, PRIMARY_CONTACTContacts, with one primary
SIGNER, SIGNER_IDENTITY, SIGNER_RELATIONSHIPSigner
CONTROL_PERSONControl person
OWNERSHIP_DECLARATION, OWNERSHIP_TOTALOwnership declaration and beneficial owners that agree with it and don't exceed 100% in total
TAX_STATESTax setup, for companies that pay W-2 employees
CERTIFICATE_OF_AUTHORITYCertificate of authority, for a signer who is neither the control person nor an owner
SIGNED_CONTRACT, BANK_ACCOUNTThe signer signing the documents and selecting the bank in the hosted experience

Other fields

FieldNotes
releasedWhether the contract-signing workflow is open for the company. It is true for companies you create through this API.
takeoverRequiredUsed for Everee's own customers who onboard themselves. Always false for partner companies.
identityVerificationOne entry per person being verified. status is GETTING_READY, LINK_SENT, IN_REVIEW, EXPIRED_CONTACT_US or VERIFIED. Outcomes other than verified or expired are deliberately shown as IN_REVIEW.
requestsEveree's review requests, open and resolved. See List review requests.
contractA summary of the contract. Absent until a signature has been requested.
statusAbsent only for a company that has no onboarding at all.

Errors

StatusMeaning
401The API key is missing, malformed or expired.
404No company with this ID belongs to your partner account.
Path Params
integer
required

The company's ID, as returned when the company was created.

Responses

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application/json