Migrate from Breathe to BambooHR

Breathe Employees map to BambooHR Employees as the central record. The Breathe People Data Export provides the primary employee dataset including name, contact details, job role, department, start date, employment status, and emergency contacts. National Insurance numbers, UK right-to-work references, and other UK-specific fields have no native BambooHR equivalent and map to custom fields that we create in the destination before import. We use the employee's email address as the BambooHR dedupe key to prevent duplicate records on re-runs.

Breathe custom fields on the Employee record extract from the People Data Export as field-name and value pairs. We map each to an equivalent BambooHR custom field, flagging any fields with unsupported data types (multi-select, date calculations, formula fields) that require type conversion or truncation. Fields present in Breathe that have no mapping target in BambooHR are flagged in the pre-migration data audit for the customer's HR admin to decide whether to retain or drop.

Breathe annual leave, sick leave, and other absence types map to BambooHR Time Off records. Leave types (Annual Leave, Sick Leave, Other) are created as BambooHR Time Off Policies before record import. We verify leave balances independently by extracting entitlement settings and approval records and computing expected balances, then comparing against any pre-calculated balance fields in the export before loading. This resolves the common carry-forward error where Breathe's internal balance calculation is assumed to be accurate at a point-in-time.

Breathe sickness entries are a distinct record type linked to employees. We export the full sickness history including dates, return-to-work dates, reasons, and Fit Note references where present. Sickness records migrate as BambooHR Time Off entries under a Sick leave policy. Fit Note metadata (return-to-work dates, fitness-to-work declarations) maps to custom fields on the Time Off record because BambooHR does not have a native Fit Note field.

Breathe Performance Review module records, review templates, and historical review data map to BambooHR Performance Management (Pro tier). We extract review cycle names, review periods, ratings, and reviewer comments as structured records. The review template structure and rating rubrics are configuration that does not migrate automatically; we deliver a written inventory of the existing templates with their structure so the customer's BambooHR admin rebuilds them in BambooHR's review builder.

Breathe onboarding records track new-hire tasks, pending documents, and workflow steps. We extract the task list and completion status as structured Employee Custom Fields or a supplementary onboarding checklist document. Onboarding workflow definitions are configuration and do not migrate; we document the source workflow steps for the customer's admin to rebuild in BambooHR's onboarding module.

Breathe provides a Remuneration Report covering salaries, additional payments, benefits, and auto-enrolment pension data via Reports > Payroll exports. We extract these as structured records and map salary, bonus, benefits, and pension contribution fields to BambooHR Employee fields and custom fields. Annual salary and pay frequency map to BambooHR's pay rate and pay frequency fields where supported. Auto-enrolment pension scheme and contribution percentages map to custom fields as BambooHR does not have a native UK pension scheme tracker.

Breathe stores Company documents and Employee documents in two separate UI sections with no bulk export API. We provide a guided checklist for the customer's HR admin to download documents from Company > Company Documents and Profile > More > Documents. Each file is attached to the corresponding BambooHR Employee record via the Files tab. Contract documents, right-to-work evidence, and offer letters attach directly; company-wide policy documents attach to a designated admin employee record or are stored in BambooHR's Company Files section if the destination account has this feature enabled.

Breathe Learn completion records (GDPR awareness, health and safety, and other compliance training) may not be included in the standard People Data Export depending on the customer's Breathe tier and module configuration. We perform a pre-migration data audit against the customer's module list and flag any modules that require additional extraction steps. Completion records that export are mapped to BambooHR custom fields or a training completion log as a supplementary record.

Breathe maintains employment history including previous job titles, department transfers, and salary changes as part of the Employee record timeline. We extract the employment history entries and map them to BambooHR Employee custom fields capturing job title, department, and employment status history with effective dates. BambooHR does not have a native employment history object, so we structure the data as dated entries in a custom field set.