Controlling Pending Worker Auto-Conversion — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Controlling Pending Worker Auto-Conversion

edited Jul 8, 2025 4:53AM in Human Capital Management 1 comment

Summary:

Hello,

I’m reaching out to see if any other organizations have implemented controls around the auto-conversion of Pending Workers.

Our business requirement is to ensure that a specific document is signed before a Pending Worker is converted to an Employee. Ideally, if the required form has not been completed, the system would prevent the automatic conversion from taking place.

Has anyone successfully accomplished this? If so:

  • What approach or workaround did you use?
  • Were you able to enforce this using Journeys, checklists, DFFs, or other tools?
  • Did you keep the scheduled auto-conversion process, or move to manual conversion?

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!