Migrate from greytHR to BambooHR

greytHR Employee records map to BambooHR Employee. The core demographic fields (first name, last name, date of birth, gender, personal email, phone, address) map directly. Indian statutory fields (UAN, PF number, ESI number, PAN) have no BambooHR equivalent — we export them as-is into a supplemental statutory data file that the customer retains for PF/ESI government portal re-entry. The employee's employment status (active, inactive, exited) maps to BambooHR's employment status field.

greytHR stores department, designation, grade, and location changes with effective dates as a position history timeline. BambooHR stores a single current job information snapshot (job title, department, division, location, employment status, hire date). We map the most recent position record to BambooHR's current job fields and flag the historical position timeline as a data file for manual reference. Companies that track job history for compliance or audit purposes should configure BambooHR's custom fields for prior titles before migration.

Leave entitlements, accrual balances, and usage history export from greytHR as point-in-time balances at the migration cutoff date. BambooHR's Time Off module uses accrual policies to generate balances automatically. We migrate current leave balances as initial Time Off balance overrides, but the accrual rules (monthly accrual rate, carry-forward limits, encashment eligibility) must be manually reconfigured in BambooHR's Time Off policy editor. We document the greytHR leave policy settings during scoping and hand them to the customer as a policy configuration checklist.

greytHR swipe logs, shift schedules, and overtime records export with timestamps and regularization status. BambooHR does not have a native swipe-device attendance system; it offers a Time Clock add-on and a Time Tracking module for US-based timekeeping. We migrate attendance records as a historical data file for audit reference, and the customer decides whether to use BambooHR Time Clock, an existing third-party attendance tool, or accept that attendance tracking will be handled outside BambooHR post-migration.

Payslip data (gross salary, deductions, net pay, component breakdown) exports from greytHR. BambooHR stores compensation as annual salary, pay frequency, and optional benefit deductions — it does not run Indian payroll. We map greytHR salary components to BambooHR's compensation fields and preserve the payslip history as a downloadable file for audit trail purposes. The underlying salary computation rules (formula-based components like HRA, conveyance, special allowance) do not migrate because BambooHR does not support formula-driven payroll.

greytHR employee documents (offer letters, ID proofs, contracts, joining letters) export as binary files with metadata. BambooHR stores documents in the Files tab on each employee record. We export document binaries from greytHR's document module where API access is granted and attach them to the corresponding BambooHR employee record. Documents stored outside the API-accessible document module require a manual export from the greytHR UI.

greytHR expense claims with approval status and reimbursement amounts export per employee. BambooHR does not have a native expense management module. We export claim records as a structured data file. If BambooHR custom fields are configured for expense tracking, we map the data accordingly; otherwise, the customer may need a separate expense management tool post-migration.

greytHR system users (HR admins, managers, employees) map to BambooHR users by email match. Role-based access and permission structures do not export cleanly because greytHR and BambooHR permission models are structurally different. We export the user list and their greytHR role assignments as a reference file for the customer's admin to reconfigure access in BambooHR.

UAN, PF numbers, ESI numbers, PAN, and TDS section are stored as structured fields on greytHR Employee records. BambooHR has no fields for these identifiers and no integration with Indian government portals. We preserve all statutory field values exactly as-is in a structured export file that the customer retains. For ongoing compliance, the customer should either maintain a greytHR lite subscription for statutory filing, use a government portal directly, or engage a compliance service provider.

greytHR PMS review cycles, ratings, goals, and feedback text migrate to BambooHR Performance. Completed reviews migrate as historical records. In-progress review cycles migrate as-is with a status flag; finalization must occur in BambooHR after migration. BambooHR's Performance module uses custom review cycles, 360 feedback, and goal tracking — the mapping preserves rating scores and feedback text, but the review cycle configuration must be manually aligned.