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Convert Pending Worker to Employee using HDL

In this article we will look into how to convert the Pending Worker to Employee using HDL file.

We will first look at the Pending Worker.

Navigate to My Client Groups > New Person > New Person Dashboard

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We will try to convert the Pending Worker with Person Number 4175 into Employee.

Using HDL we can update the Include for Automatic Conversion Flag to Yes for this employee and then we need to run a scheduled process that will auto convert this pending worker to the employee.

Table of Contents

Worker HDL file for converting Pending Worker to Employee

METADATA|WorkRelationship|PersonNumber|ActionCode|LegalEmployerName|DateStart|WorkerType|PrimaryFlag|ReadyToConvert
MERGE|WorkRelationship|4175|ADD_PEN_WKR|US1 Legal Entity|2018/10/01|P|Y|Y

We need to include the ReadyToConvert flag of ‘Y’ for the Include for Automatic Conversion Flag to be set to Yes. We need to use the Person Number User Key on the WorkRelationship Business object to update the flag.

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Once you load this HDL, the flag will be set to Yes.

Now, let’s check the status on the New Person Dashboard

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We can see that the flag to convert is set to Yes.

Scheduled Process to convert Pending Worker to Employee

Now we need to run the process “Run Convert Pending Workers Automatically Process” which actually converts the pending workers to employees.

Navigate to Tools > Scheduled Processes

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Next we can provide the parameters for this process if we specifically want to convert a set of pending workers.

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The process will only convert the pending workers who meet the criteria set on the input parameters.

Wait for the process to complete and check the New Person Dashboard and the Pending worker record shouldn’t appear there and we can find the details on Person Management screen as an employee.

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Now, Let’s check the Person Management screen

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We can see that that the pending worker has been converted to employee.

The pending worker record will be terminated with Proposed Start Date – 1 and the Employee will be active from Proposed Start Date.

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