HRMS migration
Field-level mapping, validation, and rollback between EPAY HCM and Zoho Recruit. We move data and schema; workflows are rebuilt natively in Zoho Recruit.
EPAY HCM
Source
Zoho Recruit
Destination
Compatibility
6 of 12
objects map 1:1 between EPAY HCM and Zoho Recruit.
Complexity
BStandard
Timeline
2-3 weeks
Overview
Moving from EPAY HCM to Zoho Recruit is a scope-reduction migration, not a like-for-like switch. EPAY bundles recruiting, onboarding, HR, benefits, time tracking, payroll, and tax filing under a single vendor relationship; Zoho Recruit is an ATS that handles job requisitions, candidate tracking, interview scheduling, and client management for staffing and corporate recruiters. We migrate only the recruiting-layer data from EPAY — Job Openings, Candidates, and related activity — because Zoho Recruit has no equivalent for payroll, benefits, time and attendance, performance reviews, or tax filing records. Customers switching to Zoho Recruit typically retain EPAY (or another HR platform) for the HR and payroll functions while carving out recruiting into a dedicated ATS. We do not migrate EPAY Workflows, Sequences, or automations; we deliver a written inventory of these for the customer's admin to rebuild in Zoho Recruit or another tool.
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 EPAY HCM object lands in Zoho Recruit, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
EPAY HCM
Job Openings
Zoho Recruit
Job Openings
1:1EPAY's recruiting module Job Openings map directly to Zoho Recruit Job Openings. We preserve job title, job description, department assignment, location, employment type (full-time, part-time, contract), and hiring team. The EPAY job status (open, filled, cancelled) maps to Zoho Recruit's status field. If EPAY uses custom job classification fields, we create matching custom fields in Zoho Recruit during the schema setup phase. Note that EPAY job costing and labor allocation fields have no Zoho Recruit equivalent; these are flagged as unmapped and held in a reconciliation report for the customer's admin.
EPAY HCM
Candidates / Job Applicants
Zoho Recruit
Candidates
1:1EPAY applicants map to Zoho Recruit Candidates. We preserve candidate name, email address, phone number, current employer, current job title, resume/CV attachment, source (Indeed, LinkedIn, referral, direct), and any rating or score from EPAY. The Last Name field is mandatory in Zoho Recruit; we flag any EPAY records missing a last name and set them to 'not provided' per Zoho's import requirements. If EPAY stores candidate skills as a multi-select field, we map to Zoho Recruit's Skills field or create a custom Skills picklist during setup.
EPAY HCM
Job Applications
Zoho Recruit
Job Applications
1:1EPAY application records (the association between a Candidate and a Job Opening) map to Zoho Recruit's candidate-job association within the Job Opening module. We preserve application date, current stage in the hiring pipeline (applied, screening, interview, offer, hired, rejected), and any custom stage values EPAY uses. EPAY offer letters and offer details are exported as attachments and linked to the candidate record in Zoho Recruit. Note that EPAY's onboarding module records (I-9, direct deposit, first-day tasks) have no Zoho Recruit equivalent; these remain in EPAY or migrate to a dedicated onboarding platform.
EPAY HCM
Interview Feedback
Zoho Recruit
Interviews
1:1EPAY stores interview scheduling details and interviewer feedback within the recruiting module. We migrate interviewer name, interview date and time, interview type (phone, video, onsite), and free-text feedback notes to Zoho Recruit's Interview module. Zoho Recruit's interview scorecard fields are created as custom fields during setup to match EPAY's feedback structure if the customer uses structured scorecards. Rating values are mapped to Zoho Recruit's rating scale.
EPAY HCM
Client / Customer Records
Zoho Recruit
Clients
1:1EPAY may store client or customer employer records for staffing and agency use cases. These map to Zoho Recruit's Client module. We preserve client company name, primary contact, address, industry classification, and any client-specific notes. If the customer uses EPAY's staffing billing module, invoice and placement records are flagged as unmapped because Zoho Recruit's Client module is for candidate-client association and does not handle billing or contract management.
EPAY HCM
Candidate Activity / Communication Log
Zoho Recruit
Tasks
1:1EPAY's recruiting module stores candidate communication history — emails sent, calls logged, notes added. We migrate these as Zoho Recruit Tasks with the appropriate TaskSubtype (Call, Email) where available, and as Notes attached to the candidate record for general activity. The original activity timestamp is preserved in the Activity Date field. Bulk activity imports use Zoho Recruit's API or CSV import with date parsing to maintain chronological ordering. High-volume activity logs (over 50,000 records) may require chunked import with API rate-limit handling.
EPAY HCM
Employee / HR Records
Zoho Recruit
Not Migrated (no equivalent)
lossyEPAY Employee records (personal info, employment history, job titles, departments, locations, hire dates, termination dates) have no equivalent in Zoho Recruit, which is an ATS and not an HRMS. We flag all Employee records as unmapped and hold them in a separate data export for the customer's admin to handle in their chosen HR platform. If the customer needs a combined ATS + HR platform, we recommend Zoho People as a companion product within the Zoho ecosystem; the Employee-to-Zoho People migration is a separate engagement scope.
EPAY HCM
Payroll / Compensation Records
Zoho Recruit
Not Migrated (no equivalent)
lossyEPAY payroll processing history, pay rates, salary histories, pay frequency, bonus records, and deduction codes have no Zoho Recruit equivalent. Zoho Recruit does not process payroll. We export payroll data as a CSV for the customer's records and recommend retaining EPAY access for payroll lookback purposes or migrating payroll to a dedicated platform (ADP, Paychex, Gusto, or Zoho Payroll if the customer standardizes on the Zoho ecosystem). Garnishment orders and active deduction codes are particularly sensitive and require manual verification in whatever payroll system is selected.
EPAY HCM
Benefits Enrollments
Zoho Recruit
Not Migrated (no equivalent)
lossyEPAY benefit plan assignments, coverage tiers, enrollment dates, and dependent information cannot migrate to Zoho Recruit. We export benefit enrollment records as supporting documentation in CSV format for the customer's admin to reference when setting up the new HR platform. Benefits carriers typically require employees to re-enroll directly in the carrier's system or the new HR platform's carrier integration regardless of data export quality.
EPAY HCM
Time and Attendance / Scheduling
Zoho Recruit
Not Migrated (no equivalent)
lossyEPAY time and attendance logs, accrual balances, scheduling rules, and overtime records have no Zoho Recruit equivalent. Zoho Recruit is an ATS and does not track time or manage schedules. We export time and attendance data as CSV for the customer's records. If the customer uses EPAY's job costing and labor allocation features, cost center and project code assignments are exported as a separate report for the customer's accounting or project management system.
EPAY HCM
Performance Reviews / Training Records
Zoho Recruit
Not Migrated (no equivalent)
lossyEPAY performance review cycles, 360-degree feedback, journaling entries, review scores, course completions, and training certificates have no Zoho Recruit equivalent. We export these records as CSV for the customer's reference and recommend Zoho People or a dedicated performance management platform as the destination for this data.
EPAY HCM
ACA / Compliance Data
Zoho Recruit
Not Migrated (no equivalent)
lossyEPAY ACA eligibility tracking, coverage offers, and compliance records have no Zoho Recruit equivalent. We export ACA measurement data as a CSV report for the customer's records and recommend the customer's chosen HR platform or a compliance consultant handle ACA tracking going forward.
| EPAY HCM | Zoho Recruit | Compatibility | |
|---|---|---|---|
| Job Openings | Job Openings1:1 | Fully supported | |
| Candidates / Job Applicants | Candidates1:1 | Fully supported | |
| Job Applications | Job Applications1:1 | Fully supported | |
| Interview Feedback | Interviews1:1 | Fully supported | |
| Client / Customer Records | Clients1:1 | Fully supported | |
| Candidate Activity / Communication Log | Tasks1:1 | Fully supported | |
| Employee / HR Records | Not Migrated (no equivalent)lossy | Fully supported | |
| Payroll / Compensation Records | Not Migrated (no equivalent)lossy | Fully supported | |
| Benefits Enrollments | Not Migrated (no equivalent)lossy | Mapping required | |
| Time and Attendance / Scheduling | Not Migrated (no equivalent)lossy | Fully supported | |
| Performance Reviews / Training Records | Not Migrated (no equivalent)lossy | Fully supported | |
| ACA / Compliance Data | Not Migrated (no equivalent)lossy | 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.
EPAY HCM gotchas
No public API means migration extraction is vendor-assisted
Historical payroll and tax filing data require special handling
Benefits carrier re-enrollment is often required at destination
Employee count directly affects billing — imports increase costs
Zoho Recruit gotchas
Daily API rate limits are tier-gated and per-user capped
User import hard cap of 2,000 records
Attachment folder hierarchy must be preserved exactly
Resume parsing quota varies by plan and resets daily
Custom fields unavailable in Free and Standard editions
Pair-specific challenges
Migration approach
Scope definition and EPAY export request
We audit the EPAY recruiting module for record counts: Job Openings, Candidates, Applications, Interview records, Client records, and activity history. We simultaneously request a vendor-assisted data export from EPAY, providing them with the specific object list and preferred CSV format. This step gates the entire migration timeline because EPAY exports are not automated. We validate the export record counts against our audit and flag any discrepancies before transformation begins.
Schema setup in Zoho Recruit
We create the required custom fields in Zoho Recruit's Layout Editor to match EPAY's field inventory. This includes Skills picklists, custom candidate rating fields, interview scorecard fields, and any client-specific fields. We configure Record Types if multiple job pipelines exist in EPAY. We verify that all required fields (Last Name, email format validation) are enforced. If the customer is on the Free plan, we confirm whether custom fields are needed and advise on the Standard upgrade if so.
Data extraction and pre-processing
We receive the EPAY export and run pre-processing: last-name blanking to 'not provided', email format validation, deduplication of candidate-email pairs, and date format standardization. We generate a pre-processing report showing record counts before and after cleanup, and we present this to the customer's admin for sign-off before import begins. Any records we cannot map to a Zoho Recruit module are added to the 'unmapped data' report with the source object and field inventory.
Sandbox validation import
We perform a test import into a Zoho Recruit sandbox or trial account using a sample of 100-200 records per module. This validates that field mapping is correct, required fields are satisfied, and attachment upload paths work. We present the sandbox results to the customer's admin for reconciliation and correction. Any mapping adjustments are applied before the production import begins. This step is critical for identifying issues that would corrupt production data if not caught early.
Production migration and cutover
We run the production migration in dependency order: Job Openings first (because candidates link to openings), then Candidates, then Applications, then Interviews and Tasks, then Client records, then attachments. Each module import emits a row-count reconciliation report. We freeze writes to the EPAY recruiting module during cutover and run a final delta import of any records modified during the migration window. Once Zoho Recruit is confirmed as the system of record, we deliver the unmapped data report and the automation inventory document.
Automation rebuild handoff and post-migration support
We deliver a written inventory of every EPAY recruiting workflow, sequence, and automation with its trigger, conditions, and actions documented. Zoho Recruit Blueprint and workflow rules must be rebuilt manually because they are platform-specific. We provide recommended Zoho Recruit equivalents for each EPAY automation. We do not rebuild automations as part of the standard migration scope. We offer a one-week hypercare window for reconciliation issues discovered after go-live.
Platform deep dives
EPAY HCM
Source
Strengths
Weaknesses
Zoho Recruit
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 EPAY HCM and Zoho Recruit.
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
EPAY HCM: Not publicly documented..
Data volume sensitivity
EPAY HCM 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
Pick a category, then your source and destination platforms.
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FAQ
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