Migrate from Asure to Recruit CRM & ATS

Asure employee records map to Recruit CRM candidate profiles. We transfer first name, last name, email address, phone number, address, department, job title, hire date, employment status, and termination date. The Asure hire_date becomes a custom field original_hire_date__c on the candidate record to preserve tenure history. Termination date migrates as termination_date__c if the candidate has a past placement record to reconstruct.

Asure employees who are internal agency staff (recruiters, account managers) may also be created as Users or Team Members in Recruit CRM. We separate internal staff records from external candidate records during scoping. Internal staff migration is 1:1 for contact information and role title only.

Asure payroll registers (earnings, deductions, taxes, net pay per pay period) have no object in Recruit CRM. Recruit CRM is an ATS and does not include payroll processing. We flag this dataset as out-of-scope and provide a manual handoff inventory: the customer extracts payroll register CSV from Asure, and their payroll administrator or accountant rebuilds any needed payroll records in their chosen payroll platform post-migration.

Asure accrual ledgers (PTO, sick leave, other leave types) do not migrate to Recruit CRM. Accrual tracking is an HRMS function not supported in recruitment ATS platforms. We capture the balance snapshot at cutover date as a static CSV export and flag it as a separate reconciliation task for the customer's HR administrator. The balance snapshot is not imported into Recruit CRM as a live field.

Health, dental, vision, and voluntary benefit elections tied to plan years in Asure have no equivalent in Recruit CRM. We isolate the enrollment data to the most recent closed plan year and provide a static export CSV for the customer's records. Any mid-year qualifying event adjustments are handled manually by the customer's benefits administrator post-migration.

Federal, state, and local tax withholding setups in Asure are tied to payroll processing and do not transfer to Recruit CRM. Recruit CRM has no tax configuration object. We provide a written inventory of the customer's active tax jurisdictions and the associated tax codes for the payroll administrator to configure in their replacement payroll platform after migration.

Clock-in/clock-out logs, shift codes, overtime rules, and time-off request statuses from Asure do not map to Recruit CRM. For staffing agencies that use Asure for temp worker time tracking, we recommend separating the temp workforce timesheet data into a dedicated export and pairing it with a staffing-specific payroll platform post-migration.

W-4 forms, I-9s, offer letters, and performance records stored in Asure's document repository can be extracted as files and attached to the corresponding candidate record in Recruit CRM via the candidate's attachment or document upload feature. We perform the file extraction, rename files to include the candidate name and document type, and provide a mapping of file names to candidate email for bulk upload.

Pending or recent address changes, direct deposit preferences, and emergency contact updates captured in Asure's employee self-service portal are extracted as a reconciliation log. We flush these pending changes before cutover and attach them as a note on the candidate record in Recruit CRM for the customer's review.

Asure's partnership with MyHRScreens for background checks does not expose records via standard data export. We retrieve the background screening report separately from MyHRScreens (or request the customer to export manually) and attach it to the candidate record in Recruit CRM as a PDF. We add a custom field screening_status__c to indicate completion date and status.