How to Get Pre-Onboarding Triggered for Contingent Workers Converted to Employees — Cloud Customer Connect
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How to Get Pre-Onboarding Triggered for Contingent Workers Converted to Employees

edited Dec 18, 2023 2:04PM in Journeys 4 comments

Summary:

What is the proper set up/action for automatically triggering pre-onboarding checklist for active contingent workers converting to employees?

Content (required):

CWK are currently treated as external candidates in ORC. Our goal is to use the CWK record within ORC and convert to employee and trigger pre-onboarding for the CWK to complete prior to their employee start date. Since there is no gap in employment, and because we require CWK to complete pre-onboarding prior to their start date, the action when moving to HR is Add Employee Work Relationship. The process for regular external applicants is add pending worker, but this action is not applicable in this scenario since the worker is active in core HR.

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