Migrate from Deltek Talent Management to Zoho Recruit

Deltek Employee records map to Zoho Recruit Candidates when the migration is ATS-focused, or to Contacts in Zoho Recruit's Corporate HR edition. The employee status (Active, Terminated, On Leave) maps to a Zoho Recruit custom picklist field since the standard Candidate status is optimized for hiring pipeline stages rather than employment status. We preserve employee hire date, department, job title, and manager assignment as custom fields on the Candidate or Contact record. Active employees entering the recruiting pipeline for internal promotions are handled as separate Candidate records linked to the existing Contact.

Deltek Candidate records map directly to Zoho Recruit Candidate. We preserve the full candidate status history, source attribution, and hiring-manager assignment from Deltek. The known UI bug where deactivated candidate statuses appear in bulk operations is bypassed by using the raw database export rather than UI-based bulk exports. Candidate notes and status-change history migrate as Zoho Recruit Notes attached to the Candidate record.

Deltek Job Requisitions map to Zoho Recruit Job Openings. The Requisition page performance issue in Deltek (form retrieved twice per load) does not affect export quality since we pull data directly from the database. We map Requisition status, department, location, and the hiring manager assignment. Job Opening record types in Zoho Recruit map to the Deltek requisition type if the customer uses multiple requisition categories.

Onboarding documents, completion status, and the assigned Hiring Manager migrate to Zoho Recruit as custom fields on the Candidate record plus Attachments. Zoho Recruit does not have a native onboarding management module, so we reconstruct onboarding status by mapping Deltek's document checklist into a set of custom checkbox fields (Background Check Complete, I-9 Verified, Tax Forms Submitted, etc.) and attaching onboarding document files. The known bug where onboarding notifications route to terminated Hiring Managers is handled by capturing the manager assignment as a separate text field rather than relying on Zoho's notification routing, and flagging any records where the Deltek manager status was Terminated.

Deltek Performance Reviews including project-based appraisals, goal-setting, and configurable 9-Box ratings do not have a native equivalent in Zoho Recruit. We migrate performance review metadata (review cycle, rating value, review date, reviewer) as custom fields on the Candidate or Contact record. Full review comments and goal narratives migrate as Notes attached to the record. Customers needing structured performance history may choose to create a Custom Module in Zoho Recruit for Performance Reviews, which we pre-configure during schema design.

Effective-dated compensation rows from Deltek (salary, bonus, equity, job grade, salary band) migrate as custom fields on the Candidate or Contact record in Zoho Recruit. Zoho Recruit does not have a native compensation module. We preserve the compensation timeline as a series of dated entries in a Multi-line Text field or as individual custom fields for the most recent compensation record. Historical compensation entries beyond the most recent are stored as Notes with structured formatting for admin reference.

Deltek Learning enrollments (course name, enrollment date, completion status, certification) migrate as Notes attached to the Candidate or Contact record. For customers with extensive learning history, we recommend a Custom Module for Learning Records pre-configured with course name, enrollment date, completion date, expiration date, and certification status fields. Course catalog reconciliation (where Deltek courses may not exist in Zoho Recruit's learning module) is handled as a post-migration admin task.

Deltek office and location data used in requisitions and org structure maps directly to Zoho Recruit's Location object. Locations export cleanly and are inserted before Job Opening records so that the Location lookup is satisfied at import time.

Deltek custom fields on Employees, Candidates, and Requisitions map to Zoho Recruit custom fields of equivalent type. Text fields map to Text, radio button options map to Picklist, and multi-select lists map to Multi-Select Picklist. Deltek's Additional Information tab custom fields require manual field creation in Zoho Recruit before migration since custom fields are not available in the Free Edition. We provide a custom field creation checklist during schema design. Lookup fields in Deltek map to Zoho Recruit Lookup fields (available in paid editions only; Standard Edition excludes Lookup fields).

Deltek Hiring Manager assignments on Requisitions and Onboarding records map to Zoho Recruit Users. We resolve the Deltek Hiring Manager by email against the Zoho Recruit User table. Any Hiring Manager without a matching Zoho Recruit User is placed in a reconciliation queue for the customer's admin to provision. Terminated managers are flagged separately since Zoho Recruit does not prevent assigning a Job Opening to an inactive User.

Deltek onboarding documents, employee files, and uploaded attachments migrate as Zoho Recruit Attachments linked to the parent record (Candidate, Job Opening, or Contact). We export document metadata (file name, upload date, file type) and binary files. File storage limits in Zoho Recruit depend on the edition tier; we flag any records approaching storage thresholds during migration scoping.

Deltek group-based permissions do not map 1:1 to Zoho Recruit's role-based model. We document the Deltek group structure and map it to Zoho Recruit Roles and Profiles where possible, noting that Deltek's firm-specific permission configurations may require simplification or manual translation in Zoho Recruit's setup. We do not migrate permissions as code; we deliver a written permission matrix for the admin to configure post-migration.