Migrate from EMP Trust HR to Crelate

EMP Trust HR Employee records map to Crelate Contacts representing the employed individuals. The employee profile fields (name, email, phone, address, employment type, location assignment) migrate to Crelate Contact fields. We resolve the department and job title from EMP Trust HR's location and title assignment into Crelate's department and job_category fields. If the employee originated from an ATS candidate via Greenhouse or Lever integration in EMP Trust HR, we document the original candidate fields that were not mapped by the integration for reconciliation against Crelate's candidate source data.

I-9 Section 1 (employee self-completion) and Section 2 (employer or third-party notary agent verification) records migrate as tagged Document records in Crelate. EMP Trust HR stores these as compliance artefacts within the Forms module, not as structured fields in the export API. We extract the form completion record, reconstruct the e-signature envelope (signer ID, timestamp, IP address, certificate hash) from EMP Trust HR's audit trail metadata, and write it as a tagged I-9 document with a compliance flag in Crelate. We flag any I-9 records where the e-signature certificate chain cannot be fully reconstructed so the customer can plan for re-signing if required.

E-Verify case status codes (Verified, Tentative Nonconfirmation, DHS/DOJ Query) from EMP Trust HR migrate to Crelate custom fields on the Contact record. We preserve the E-Verify case number, verification date, and USCIS response as structured fields alongside the I-9 document. If Tentative Nonconfirmation records exist, we flag them with a compliance-warning status for the customer's HR team to resolve post-migration.

EMP Trust HR New Hire Portal instances migrate to Crelate Onboarding workflows. We extract the portal configuration (branding, welcome message, task set, completion state) and map it to Crelate's onboarding checklist and task list structures. Portal completion status (started, in-progress, completed) migrates as onboarding progress. Any incomplete portals at migration time are flagged with a status of 'in-progress at migration' so the customer's Crelate admin can resume the onboarding sequence.

EMP Trust HR task assignments (to new hires, managers, HR staff, IT) split into Crelate onboarding tasks scoped to the onboarding workflow and activity tasks on the Contact record for HR-manager action items. We preserve task status, due dates, assignees (resolved by email to Crelate users), and completion timestamps. Task hierarchy within EMP Trust HR onboarding packages is flattened into a sequential task list in Crelate.

Completed EMP Trust HR onboarding forms (offer letters, NDAs, non-competes, policy acknowledgements, tax withholding, direct deposit, beneficiary forms) migrate as tagged Document records in Crelate. Form definitions (the template) are documented in the migration inventory; the completed responses with e-signature audit trails migrate as the document content. Form logic and conditional branching are not preserved; we flag every form with conditional logic for the customer's admin to rebuild in Crelate's form builder post-migration.

Employer-defined custom forms migrate as Document records in Crelate with a custom field set capturing the form field responses. Custom form definitions with conditional logic are not preserved as executable forms; we deliver a written inventory of each custom form with its field structure, conditional rules, and response data for the customer's admin to rebuild in Crelate's form builder. E-signature metadata from custom forms is wrapped in the standard envelope schema.

Courses assigned via the EMP Trust HR new hire learning portal with completion flags, scores, and assignment timestamps migrate to Crelate's training module (if the customer's Crelate tier supports it) or to a structured set of custom fields on the Contact record (course name, completion date, score, status). We preserve the course assignment timestamp as the completion date for audit. Training course content (videos, documents) does not migrate; we deliver a course inventory document for the customer's L&D team to reload into Crelate's training module or a third-party LMS.

Background check results sourced through EMP Trust HR's pre-built integrations (CastleBranch, AccurateBackground, BirdDogHR) migrate as tagged Document records in Crelate with a summary status field (cleared, pending, adverse action). Raw vendor report files (PDFs from the screening provider) migrate as attached documents. EMP Trust HR stores only the result summary; the raw report content depends on what the integration captured. We flag any records where the raw report file was not retained in the EMP Trust HR export for manual follow-up with the screening vendor.

Benefits selections captured during onboarding (plan choices, dependent information, beneficiary designations) migrate as a structured set of custom fields on the Contact record. EMP Trust HR stores these as enrollment snapshots at the time of onboarding completion, not as a live feed from a benefits carrier. Active ongoing benefits changes (life events, deduction updates) are not captured in the EMP Trust HR export and must be reconciled manually against the carrier's system at migration cutover. We flag all contacts with benefits data for the customer to confirm active coverage status with their benefits administrator before Crelate go-live.

Pre-built integration connectors and related sync configurations do not migrate. EMP Trust HR does not export sync schedules, credential mappings, or webhook configurations. We deliver a written inventory of every active EMP Trust HR connector (ADP, Workday, UKG, Oracle, SAP, Greenhouse, Lever, background check providers) with the integration type, data flows, and destination endpoint for the customer's admin to re-establish in Crelate post-migration. Any ATS-triggered candidate-to-hire transitions are documented separately.

Candidates transitioned from Greenhouse or Lever to EMP Trust HR via the integration fire as new hire profiles in EMP Trust HR. Only fields mapped by the integration configuration are pushed into the employee record; original ATS candidate fields not included in the mapping are not available in EMP Trust HR. We document the integration field map during scoping and flag any candidate source fields that should be preserved from the original ATS export for manual reconciliation against Crelate's candidate import.