Migrate from HR Manager Pro to BambooHR

HR Manager Pro employee records map to BambooHR Employee. We extract every standard field (name, contact info, hire date, department, job title, employment status) from the CSV export and write to BambooHR's employee endpoint. Custom fields discovered during the pre-migration scan are added as BambooHR custom fields before import and mapped column-by-column. The employee's email address is used as the dedupe key; BambooHR flags duplicates on import if the same email already exists.

HR Manager Pro department taxonomy maps to BambooHR Department records. If the source instance uses physical location as a separate attribute on the employee record, we split that into a BambooHR Location record and link it to the Department. The organizational hierarchy is preserved as a nested department tree in BambooHR's Structure view.

HR Manager Pro stores current leave entitlement per employee per policy type. We extract the balance snapshot and write it to BambooHR Time-Off as a manually-set accrual balance at migration day. Accrual calculation rules (accrual frequency, carryover limits, vesting schedules, negative balance allowances) are not exportable from HR Manager Pro. We flag every leave policy requiring rule configuration in BambooHR post-migration, and the customer's HR admin rebuilds accrual logic in BambooHR's Time-Off policy builder.

Approved leave requests in HR Manager Pro are mapped to BambooHR Time-Off records with status Accepted and the original dates preserved. Pending requests are mapped as PendingApproval in BambooHR so the admin can re-approve or cancel post-migration. Historical leave request data beyond the current balance snapshot depends on whether the plugin logs a full request history in its custom tables; we scan for this during discovery and flag it in the scoping report.

HR Manager Pro stores uploaded employee documents in the WordPress media library. The CSV export contains the file path or attachment ID but not the file itself. We run a parallel download step against the WordPress media library to fetch each document, then upload it to the corresponding BambooHR employee record's document tab. This adds 15-30 minutes per 100 documents depending on file size and requires read access to the WordPress uploads directory or media library export.

HR Manager Pro exports benefit plan assignments per employee as part of the employee CSV. We map plan name, coverage tier, and deduction rate to BambooHR Benefits Tracking fields. Plan details themselves (carrier, plan number, coverage effective dates, cost breakdown) are not a separate exportable object in HR Manager Pro, so we flag this as a partial data transfer requiring manual supplement in BambooHR's Benefits Administration module post-migration.

HR Manager Pro allows admins to add custom fields to the employee profile without a schema manifest. We detect these during the pre-migration scan and include them as additional CSV columns in the export. We create matching custom fields in BambooHR (with type mapping: text fields to Text, date fields to Date, number fields to Number, dropdown fields to Picklist) before import. Any HR Manager Pro custom fields added after scoping are flagged for a rescan before migration day.

HR Manager Pro's payroll addon stores historical payroll runs in a separate database table that is not accessible via CSV export. We do not migrate payroll history. For customers using the payroll addon, we document the table structure in the scoping report and recommend a separate payroll data extraction by the customer's developer or a payroll specialist before migration day. BambooHR Payroll is a separate product that can be activated post-migration for ongoing payroll runs.

The HR Manager Pro base plugin does not include a dedicated time-tracking object. If the customer has a third-party time-tracking addon installed, we handle it as a separate integration scope. BambooHR's Time Tracking module (available as an add-on) can be configured post-migration for ongoing time entry, but historical time entries from a third-party addon require a separate extraction and import workflow outside the standard HR Manager Pro to BambooHR migration scope.

HR Manager Pro does not maintain an audit log or change-history export. Employment events such as promotions, title changes, compensation adjustments, status changes, and performance reviews are not available in a structured format. We cannot migrate historical employment event data. We recommend that customers enable BambooHR's change-tracking features at cutover and record significant past events manually in BambooHR's Employee History tab post-migration if compliance or reporting requirements demand it.