Migrate from Asure to BambooHR

Asure employee records with standard properties (name, hire date, termination date, department, job title, compensation rate, employment status) map to BambooHR Employee records. We perform field-level mapping for each property, validate required fields in BambooHR (First Name, Last Name, and Employment Status are mandatory), and flag any Asure custom fields for evaluation against BambooHR's custom field capability. BambooHR's custom fields support text, date, dropdown, and checkbox types but do not support multi-select list fields passed via API.

Historical payroll register files (earnings, deductions, taxes, net pay per pay period) map to BambooHR's payroll module only if the customer purchases the BambooHR Payroll add-on. If payroll is not included in the destination plan, we export the register data as a structured CSV and deliver it separately for manual entry or third-party payroll integration. Pay rates and pay types migrate to BambooHR's compensation fields regardless of payroll module selection.

Asure stores PTO as running accrual ledgers updated per pay period. The accrual method (front-loaded, accrual-per-hours-worked, anniversary-based) must be identified in the source data and preserved as a BambooHR Time Off policy configuration. We capture the balance snapshot at cutover as a closed period so BambooHR does not recalculate from zero. If Asure uses anniversary-based accrual, we map the anniversary date to BambooHR's accrual start date field.

Clock-in/clock-out logs, overtime rules, and time-off request statuses normalize into a standard schema for import into BambooHR's Time Tracking module. Shift codes and exception flags require custom field mapping. BambooHR Time Tracking does not include geo-positioned clock-in; if the customer uses AsureForce Mobile geo-verification, that feature must be replaced by BambooHR's standard time entry or a third-party time-tracking integration.

Health, dental, vision, and voluntary benefit elections tied to plan years map to BambooHR's benefit tracking within the Time Off and Benefits module. Effective dates and dependent information require careful sequencing to avoid mid-year election conflicts. We scope enrollment data to the most recent closed plan year and flag any mid-year qualifying event adjustments for manual handling post-migration.

Federal, state, and local tax withholding setups with jurisdiction-specific codes and rates extract from Asure's tax profile per employee. We audit the customer's active tax jurisdictions against the plan tier's export schema before export because mid-market Asure plans may expose fewer jurisdictions than the customer actively uses. BambooHR Payroll's tax filing coverage depends on the integrated tax partner; we flag any jurisdictions not supported by the destination's payroll configuration.

W-4 forms, I-9s, offer letters, and performance records stored in Asure's document repository extract as files and link to the corresponding BambooHR employee record via the Files tab. We preserve file names, upload dates, and categories. Documents that exceed BambooHR's file size limits are flagged for chunked upload or alternative storage with a reference link in the employee record.

Pending or recent self-service changes (address updates, direct deposit preferences, emergency contact modifications) must be flushed and reviewed before migration to prevent split-record drift. We extract the most recent approved state of each self-service field and write it as the canonical value in BambooHR. BambooHR does not support a separate self-service portal; employees update records directly in the BambooHR interface.

Asure departments map directly to BambooHR Departments. The department hierarchy (if represented as nested units in Asure) flattens to BambooHR's single-level department structure. We validate department names for exact match against BambooHR's list field values to avoid import rejection on dropdown enforcement.

Job title changes, department transfers, and compensation adjustments stored in Asure's employment history export map to BambooHR Job History entries. Start dates for each job history record preserve from Asure. BambooHR's Job History table uses a date-based structure; we insert one job history record per Asure employment event in chronological order.

Asure custom fields on employee records evaluate for migration based on BambooHR's custom field type support. Text, date, dropdown (single-select), and checkbox fields migrate directly. Multi-select list fields in Asure cannot pass through BambooHR's API import and require a workaround (text concatenation or manual entry). Information fields and section headers from Asure have no BambooHR equivalent and are excluded from the migration.

Asure's partnership with MyHRScreens embeds background check reports in the hiring workflow but does not expose records via the standard data export. Candidate screening reports must be retrieved separately from MyHRScreens directly and linked manually to the corresponding BambooHR employee record. We provide a template for this manual association and flag it as a post-migration task.