Introduction
Stakeholder status tags are visual labels that help admins track where people are in Ledgy's onboarding and offboarding workflows. They appear next to stakeholder names and make it easier to see who still needs action and who has already completed the process.
This guide explains what each status means, when it appears, and how to use the tags in the Stakeholders page and dashboard.
Who can use stakeholder tags: All account admins can see and use stakeholder tags. Tags are applied automatically based on stakeholder data and workflow actions.
What are stakeholder tags?
Stakeholder tags are workflow indicators shown next to stakeholder names in Ledgy.
There are two categories of tags:
Onboarding tags — for new employees who are being added to Ledgy and granted equity.
Offboarding tags — for employees who are leaving and need equity offboarding steps to be completed.
Important: Tags only apply to natural persons (individual employee stakeholders), not legal entities.
Related guides:
How onboarding tags work
Onboarding tags track the process of preparing a new stakeholder for Ledgy and inviting them to the platform.
Onboarding workflow overview
The onboarding workflow ends when the stakeholder is invited to Ledgy, either through a signature request or a direct invite.
The three onboarding stages
Stage 1: Unallocated
When it appears: The stakeholder has been added to Ledgy but has not yet received grants or shares.
Where they appear: In the stakeholder list with the Unallocated tag. In transaction forms, these stakeholders can also appear in the New stakeholders (not issued) section.
What it means: The person exists in Ledgy, but no equity has been added for them yet.
Stage 2: Ready to Invite
When it appears: The stakeholder has been granted equity or issued shares but has not been invited yet.
Where they appear: In the regular stakeholder list with the Ready to Invite tag.
What it means: The stakeholder is ready for the invitation step in Ledgy.
Stage 3: Tag removed
When it happens: The stakeholder is invited to Ledgy.
What it means: Onboarding is complete.
How onboarding tags are created
Unallocated is created when:
the stakeholder is added via HRIS sync,
the stakeholder is created manually in Ledgy, or
the stakeholder is imported in bulk.
Ready to Invite is created when:
grants are added to the stakeholder, or
shares are issued to the stakeholder.
The onboarding tag is removed when:
the stakeholder is invited during the grant publish step,
a signature request is sent, or
the stakeholder is invited from the Stakeholders page.
How offboarding tags work
Offboarding tags help you track employees who are leaving and show what still needs to happen in Ledgy.
Requirements: Offboarding tags require HRIS setup together with Ledgy's offboarding feature.
Offboarding workflow overview
The offboarding workflow ends when the stakeholder reaches Offboarded.
Depending on the offboarding outcome, that can happen immediately or after draft termination transactions are published.
The three offboarding stages
Stage 1: Needs Offboarding
When it appears: A valid termination date is synced from HRIS and the stakeholder is marked as a leaver.
Where they appear: In the Leavers section of the bulk offboard modal.
What it means: The stakeholder still needs to go through the offboarding flow.
Stage 2: Publish Terminations
When it appears: The offboarding flow created one or more draft termination transactions for the stakeholder.
Where they appear: In the Stakeholders page with a visible status tag.
What it means: The offboarding setup is done, but the draft termination transactions still need to be reviewed and published.
Stage 3: Offboarded
When it appears: The stakeholder has fully completed the offboarding flow.
This happens when either:
all remaining draft termination transactions for that stakeholder have been published, or
the offboarding flow did not create any draft termination transactions.
What it means: Offboarding is complete for that stakeholder.
How offboarding tags are created
Needs Offboarding is created when:
HRIS sync marks the stakeholder as a leaver, usually because a termination date was provided.
Publish Terminations is created when:
the in-app offboarding flow creates draft termination transactions for the stakeholder.
Offboarded is created when:
the offboarding flow finishes without creating draft terminations, or
all remaining draft termination transactions for that stakeholder are published.
Using stakeholder tags
Filtering and sorting
Use filters and sorting on the Stakeholders page to find people by their current status.
Use dashboard cards to see who still needs onboarding or offboarding action.
Use the offboarding modal to quickly find stakeholders in the Leavers section who still need processing.
Clearing status tags in bulk
Go to Stakeholders.
Select one or more stakeholders.
Open the overflow menu in the action bar.
Click Clear status.
What happens:
Selected rows with no status tag are skipped.
Unallocated, Ready to Invite, Needs Offboarding, and Publish Terminations can be cleared.
Offboarded is not included in the bulk Clear status action because it is a completed terminal state.
For historical former employees imported from HRIS, bulk clear is useful when Ledgy shows Needs Offboarding but no Ledgy offboarding action is required.
Important notes about offboarding tags
Offboarded stays visible: it acts as confirmation that the stakeholder completed the offboarding flow.
HRIS sync preserves Offboarded: Ledgy does not automatically move an offboarded stakeholder back to an earlier leaver state on later HRIS syncs unless the source termination data is removed.
You cannot manually add tags: status tags are system-defined and created automatically.
Tags are admin-facing only: they do not change what the stakeholder can see in their portfolio.
Frequently Asked Questions
Can I manually add a stakeholder tag?
No. Tags are created automatically by system actions and workflow states. You can clear some tags, but you cannot manually create your own stakeholder status tags.
Why doesn't my legal entity stakeholder have any tags?
Tags only apply to natural persons (individual employee stakeholders). Legal entities such as companies, trusts, or investment vehicles do not receive these tags.
Can a stakeholder have both onboarding and offboarding tags?
No. A stakeholder only shows one workflow status tag at a time. A person who previously went through onboarding can later move into an offboarding status, but both are not shown at once.
What if I don't use HRIS sync?
Onboarding tags work without HRIS. Offboarding tags require HRIS because the leaver flow starts when Ledgy receives the stakeholder's termination data from your HR system.
How long do tags remain on stakeholders?
Unallocated remains until grants or shares are added, the stakeholder is invited, or the status is cleared. Ready to Invite remains until the stakeholder is invited or the status is cleared. Needs Offboarding remains until you offboard the stakeholder or clear the status. Publish Terminations remains until all remaining draft termination transactions for that stakeholder are published or the status is cleared. Offboarded remains visible as the completed-state marker.
Can Offboarded ever be reset?
Yes, for HRIS-driven rehires. If the employee is reactivated and their termination date is removed in HRIS, a later sync can clear the status as part of that reactivation flow.
Do tags affect what stakeholders can see in their portfolio?
No. Tags are only for admins. They do not change stakeholder permissions, access levels, or what appears in the portfolio.