Migrate from Deltek Talent Management to BambooHR

Deltek Talent Management Employee records map directly to BambooHR Employee. We resolve the Vantagepoint synchronisation dependency first: employees sourced from Vantagepoint (identified by their cross-system employee ID) are reconciled against the Vantagepoint migration scope to avoid duplicate records. Core fields (name, email, hire date, termination date, job title, department, location) map cleanly. National identifier (SSN) migrates as a custom field in BambooHR rather than a standard field, as BambooHR stores SSN under its encrypted sensitive-data model. We preserve the original Deltek employee ID in a custom field for reference.

Deltek ATS candidates with application status, source, hiring-manager assignment, and notes map to BambooHR Candidate records. BambooHR's ATS is an integrated module activated on top of Core HRIS rather than a separate product. Candidate status history and notes migrate via CSV import into BambooHR Hiring. Application questions and answers stored as custom fields in Deltek map to BambooHR custom application questions. Deltek's deactivated-candidate UI bug (where deactivated statuses appear in bulk dropdowns) is bypassed by using the raw database export directly.

Deltek Job Requisitions map to BambooHR Jobs. The Requisition page in Deltek Talent Management has a known performance issue where it retrieves form data twice per load; we bypass this by pulling requisition data directly from the export rather than through the UI. Active and on-hold requisitions migrate. Closed and cancelled requisitions migrate as historical records with their final status preserved. Department and location map to BambooHR's department and location fields respectively.

Deltek onboarding documents, completion status, and assigned Hiring Manager map to BambooHR onboarding tasks. The known bug where Deltek routes onboarding notifications to terminated Hiring Managers is handled by exporting the Hiring Manager assignment as a separate field rather than relying on Deltek's routing logic. We flag any record where the assigned manager has a terminated status so the customer can manually verify routing in BambooHR post-migration. BambooHR's onboarding uses task templates rather than document bundles, so the document checklist migrates as a task list.

Deltek performance reviews including project-based appraisals, goal-setting, and 9-Box rating data map to BambooHR Performance Reviews. BambooHR's review module supports goal-setting, 360 feedback, and structured review cycles. However, Deltek's configurable 9-Box talent grid ratings and project-based appraisal questions do not have a native BambooHR equivalent and migrate as custom review sections or custom fields. The review cycle and ratings migrate; the review form structure requires manual configuration in BambooHR after migration.

Effective-dated compensation rows (salary, bonus, equity, job grade, salary band) do not have a native BambooHR equivalent. We preserve the full compensation timeline as a custom field block on the BambooHR Employee record, with effective dates and compensation amounts stored as separate entries. BambooHR's Total Rewards statement feature is the closest native output; we configure this post-migration using the migrated compensation data so that employees can view their full compensation history in the self-service portal.

BambooHR has no native LMS. Learning enrollments, course completion records, and certification data migrate as custom fields on the Employee record, stored as structured text or JSON blocks. External certification tracking that is managed in Deltek's learning module migrates as a certificate log. BambooHR's partners (LinkedIn Learning, TalentLMS, and others) can be connected post-migration to replace active learning management functionality. We flag any certifications with expiry dates for the customer's HR admin to monitor in BambooHR's reminders.

Deltek custom fields on Employee, Candidate, and Requisition objects (supporting text, radio button, and multi-select types) migrate to BambooHR custom fields of equivalent type. Multi-select fields in Deltek map to multi-select picklists in BambooHR. We export custom field data alongside the standard fields and configure the BambooHR custom field schema before record import begins.

Deltek's group-based permission model (controlling access to Talent Management functions by user group) does not map 1:1 to BambooHR's role-based system. We document the group memberships and their functional access scope and provide a written role-mapping matrix for the customer's HR admin to configure BambooHR Roles and permissions post-migration. Group-level access to specific modules (Recruiting, Learning, Performance) maps to BambooHR feature flags which the admin enables per user role.

Office and location data from Deltek exports cleanly and maps to BambooHR's Location entity. Locations referenced on Employee records and Requisitions are resolved using the location mapping so that the Location records are created before any Employee or Job import.