HRMS migration
Field-level mapping, validation, and rollback between Deltek Talent Management and Recruit CRM & ATS. We move data and schema; workflows are rebuilt natively in Recruit CRM & ATS.
Deltek Talent Management
Source
Recruit CRM & ATS
Destination
Compatibility
7 of 11
objects map 1:1 between Deltek Talent Management and Recruit CRM & ATS.
Complexity
BStandard
Timeline
3-5 weeks
Overview
Moving from Deltek Talent Management to Recruit CRM is a scope reduction, not a lateral move. Deltek Talent Management is a full talent-management suite covering recruiting, onboarding, performance reviews, compensation history, learning enrollments, and time tracking for project-based professional services and A&E firms. Recruit CRM is an ATS and recruiting CRM designed for recruitment agencies and executive search firms; it does not function as an HRMS or replace the performance management, compensation, learning, or time-tracking modules that Deltek customers rely on. We migrate the recruiting-related objects — Candidates, Job Requisitions, Onboarding records, and associated Documents — and we flag the HRMS objects that have no equivalent in Recruit CRM so the customer's HR team can plan accordingly. Where Deltek Talent Management synchronises with Vantagepoint for employee data, we identify cross-system dependencies and coordinate the export order to avoid orphaned references. Custom fields migrate into Recruit CRM's configurable field schema, and we use Recruit CRM's REST API with batch chunking and lookup resolution for parent records.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Deltek Talent Management object lands in Recruit CRM & ATS, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Deltek Talent Management
Candidate
Recruit CRM & ATS
Candidate
1:1Deltek Candidate records map directly to Recruit CRM Candidate. We preserve the full candidate status history, application source, and hiring-manager assignment. The Deltek hired_date and rejected_date timestamps map to Recruit CRM's custom date fields if configured, or are stored as notes on the candidate record. Known deactivated candidate status bugs in Deltek's bulk-change UI are bypassed by using the raw data export rather than UI-based operations.
Deltek Talent Management
Employee
Recruit CRM & ATS
Candidate (as Contact sub-type)
1:manyDeltek Employee records do not have a direct equivalent in Recruit CRM, which is a recruiting system not an HRMS. Active employees who have been sourced internally or who appear in Deltek's internal-candidate pipeline are migrated as Recruit CRM Candidates with an Employee Source tag. Former employees are migrated as inactive Candidates with a Terminated status and a separation_date field. The customer's HR team uses a separate HRMS post-migration for employee records, benefits, and payroll.
Deltek Talent Management
Job Requisition
Recruit CRM & ATS
Job
1:1Deltek Job Requisitions map to Recruit CRM Jobs. We preserve the requisition number, department, location, status, and associated hiring manager. Deltek's dual-retrieval performance issue on Requisition screens is avoided by pulling directly from the export data rather than the UI layer. Remote job flag (country-only posting) from Deltek 18.2+ maps to a Recruit CRM remote-work custom field.
Deltek Talent Management
Onboarding Record
Recruit CRM & ATS
Candidate (as pipeline stage)
1:manyDeltek Onboarding records capture document completion status, assigned tasks, and the original Hiring Manager. Onboarding document metadata (file name, upload date, completion flag) migrates as attachments on the corresponding Recruit CRM Candidate record. The Hiring Manager assignment migrates as a Recruit CRM user assignment if the manager exists in Recruit CRM, or as a free-text field if the manager is a Deltek-only contact. Documents themselves migrate as binary attachments.
Deltek Talent Management
Performance Review
Recruit CRM & ATS
Custom Object
1:1Deltek Performance Reviews including project-based appraisals, 9-Box ratings, and configurable goal-setting do not have a native equivalent in Recruit CRM. We export review metadata (review cycle, overall rating, reviewer comments) into a custom Candidate extension object in Recruit CRM. The customer's HR admin rebuilds review-cycle workflows in a dedicated performance management tool post-migration. Project-based appraisal data that references specific Deltek projects cannot map because Recruit CRM has no project object.
Deltek Talent Management
Compensation History
Recruit CRM & ATS
Not migrated
1:1Deltek effective-dated compensation rows (salary, bonuses, equity) have no equivalent in Recruit CRM's recruiting schema. We export compensation history as a CSV for the customer's HR team to archive or import into a dedicated compensation management tool. Recruit CRM does not support compensation fields on Candidate or Job records. This object is explicitly out of scope for the migration.
Deltek Talent Management
Learning Enrollment
Recruit CRM & ATS
Not migrated
1:1Deltek Learning Enrollments including course completion status and certification tracking do not map to Recruit CRM. We export certification and training history as a CSV. Recruit CRM has no learning management module. If the customer requires LMS capability, we recommend a dedicated learning platform post-migration.
Deltek Talent Management
Location
Recruit CRM & ATS
Location (on Job)
1:1Deltek office and location data used in recruiting and org structure exports cleanly and maps to Recruit CRM's location field on the Job object. Locations without an associated active requisition are archived as inactive in Recruit CRM.
Deltek Talent Management
Custom Fields
Recruit CRM & ATS
Custom Fields
lossyDeltek custom fields on Candidates, Requisitions, and Employees (Additional Information tab: text, radio button, multi-select) migrate to Recruit CRM's custom field schema. We export the field label, field type, and value for each record. Recruit CRM field types are matched by data type during scoping. Multi-select from Deltek maps to multi-select picklist in Recruit CRM where supported.
Deltek Talent Management
Document
Recruit CRM & ATS
Attachment
1:1Deltek onboarding documents, employee files, and uploaded attachments export as binary files with metadata. We preserve the original file name, upload timestamp, and content type. Documents attach to the corresponding Candidate or Job record in Recruit CRM. Document version history and retention settings may differ; we flag any file that exceeds Recruit CRM's supported attachment size limit for customer review.
Deltek Talent Management
Group / Permission
Recruit CRM & ATS
Role / Team
lossyDeltek group-based permissions controlling access to Talent Management functions map partially to Recruit CRM's role-based model. We export group memberships and document the mapping to Recruit CRM Roles and Teams. Deltek's group-based permission granularity may not map 1:1 to Recruit CRM's access controls; we flag any permission that requires manual reassignment in Recruit CRM post-migration.
| Deltek Talent Management | Recruit CRM & ATS | Compatibility | |
|---|---|---|---|
| Candidate | Candidate1:1 | Fully supported | |
| Employee | Candidate (as Contact sub-type)1:many | Fully supported | |
| Job Requisition | Job1:1 | Fully supported | |
| Onboarding Record | Candidate (as pipeline stage)1:many | Fully supported | |
| Performance Review | Custom Object1:1 | Fully supported | |
| Compensation History | Not migrated1:1 | Mapping required | |
| Learning Enrollment | Not migrated1:1 | Fully supported | |
| Location | Location (on Job)1:1 | Fully supported | |
| Custom Fields | Custom Fieldslossy | Mapping required | |
| Document | Attachment1:1 | Fully supported | |
| Group / Permission | Role / Teamlossy | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Deltek Talent Management gotchas
Vantagepoint integration creates cross-system employee dependencies
Master token API authentication is site-wide and non-revocable per integration
Onboarding document status ties to terminated Hiring Manager records
Export runs extract all records with no incremental option
Known issue with deactivated candidate status appearing in bulk operations
Recruit CRM & ATS gotchas
API rate limits are license-scaled and can throttle bulk migration
Custom field schemas vary per organization and require field-level mapping
Files and email attachments require separate extraction and re-upload
Email sequences and automation logic do not transfer between platforms
Pair-specific challenges
Migration approach
Discovery and scoping workshop
We audit Deltek Talent Management across cloud tier (Basic, Flex, Enterprise), active modules, API token usage, and Vantagepoint integration status. We inventory Candidate volume, Requisition count, onboarding record count, document attachment volume, and any active custom fields. We confirm whether Vantagepoint is being retired in parallel, which determines the employee record reconciliation sequence. The discovery output is a written migration scope document specifying what migrates, what exports as CSV, and what is explicitly out of scope.
Data hygiene and export scheduling
We deduplicate Candidate records, resolve duplicate Employee entries between Talent Management and Vantagepoint, and flag any Hiring Manager assignments on terminated accounts. We schedule the full data export during off-peak hours to avoid impacting production performance on Requisition pages. Custom field definitions are exported as a schema manifest alongside the data rows so that Recruit CRM field creation can proceed in parallel.
Recruit CRM schema configuration
We create custom fields in Recruit CRM to receive migrated Deltek data, including date fields for onboarding completion, status history fields, and multi-select picklists for any Deltek multi-select custom fields. Roles and Teams are configured to partially replicate the Deltek group permission structure. Jobs are provisioned in Recruit CRM before Candidates to satisfy the job assignment lookup during import.
Sandbox migration and reconciliation
We run a full migration into Recruit CRM's sandbox or a staging environment using production data volume. Candidate record counts, Requisition mappings, and document attachment counts are reconciled against the Deltek source. The customer's recruiting lead spot-checks 25-50 random candidate records for data accuracy. Any field mapping corrections are made before production migration begins.
Production migration in dependency order
We run production migration in record-dependency order: Locations (referenced by Jobs), Jobs (referenced by Candidates), Candidates with onboarding document attachments, and then custom field data. The Employee-to-Candidate split is applied at migration time, with active employees tagged as Employee Source and former employees marked as inactive. Documents attach to the parent Candidate record after the Candidate insert completes to satisfy Recruit CRM's attachment parent-record requirement.
Cutover, validation, and handoff
We freeze writes in Deltek Talent Management during the cutover window, run a final delta migration of any records modified during the window, and mark Recruit CRM as the system of record for recruiting and candidate management. We deliver a CSV export of Performance Review, Compensation History, and Learning Enrollment data to the customer's HR team with a reference mapping document. We provide a written inventory of Deltek Workflows and Recruiting Automations that require manual rebuild in Recruit CRM's Workflow Automation module. A one-week hypercare window covers reconciliation issues raised by the recruiting team.
Platform deep dives
Deltek Talent Management
Source
Strengths
Weaknesses
Recruit CRM & ATS
Destination
Strengths
Weaknesses
Complexity grading
Standard HRMS migration. 1 of 7 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Deltek Talent Management and Recruit CRM & ATS.
Object compatibility
1 of 7 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
7-object category — typical timelines run 2–7 days end-to-end.
API constraints
Deltek Talent Management: Not publicly documented in available documentation.
Data volume sensitivity
Deltek Talent Management doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
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