WF05 · Mentor Pay Review — Technical Reference
Audience: HubSpot admins and workflow builders. This article covers the two independent automations that make up Mentor Pay Review. For a plain-language version, see WF05 · Mentor Pay Review — Team Guide.
Version 1.0 · Last reviewed 2026-10-12 · Content owner: Aalishan Jami, Selina Genaro · Source: PGN HubSpot Workflow 5 spec
Workflow shape
Two independent triggers: Status change (auto-stop) | 1:1 gap of 31+ days (investigate)
Automation A: Status-Driven Stop
| Type | Automation no confirmation needed |
|---|---|
| Enrollment trigger | Membership Status changes to Cease Mentored, Paused, or Ended |
| Action | Notify Payroll directly that pay is stopping, with the status and reason as context |
| Invoked by | Workflow 2 (Continuation → Ended), Workflow 3 (Offboarding), Workflow 4 (Cease Mentored / Paused) |
Automation B: 1:1 Gap Investigation
| Type | Automation + mentor confirmation |
|---|---|
| Enrollment trigger | last_11_session is 31+ days old AND Membership Status = Active |
| Action | Notify Payroll to investigate by confirming with the mentor whether sessions are still happening |
| Decision | Payroll decides whether to continue or suspend pay |
| Resolution | Resumes automatically once a new session is logged (updates last_11_session) |
Build notes
- A and B are separate workflows with no shared enrollment. A contact can be enrolled in B only while Membership Status = Active, so A and B never overlap for the same status.
- For B, use a date-based enrollment criterion ("
last_11_sessionis more than 31 days ago") with re-enrollment enabled, so each new gap after a session is logged triggers a fresh review. - Pay end dates follow the Mentor Paid Through Date rule (see Workflow 4): an effective date on the 1st–15th pays through the 15th; the 16th–end pays through the last day of the month.
Related: WF05 · Mentor Pay Review — Team Guide. Questions or corrections? Contact the content owner listed above.