Migrate from HR Manager Pro to Recruit CRM & ATS

HR Manager Pro Employee records map to Recruit CRM Candidate records. We extract the employee profile (name, email, phone, address, hire date, department, job title) from the CSV export and map each field to the corresponding Candidate property. We flag fields with no direct Candidate equivalent (emergency contact, salary band, employment type) as custom field candidates for the customer's admin to define in Recruit CRM after migration. The primary matching key is email address.

HR Manager Pro Department taxonomy maps to Recruit CRM Tags or Candidate Groups. Recruit CRM does not have a native Department object on Candidate records; department affiliation is expressed via tagging. We extract the department list, create corresponding tags in Recruit CRM during the load phase, and assign each Candidate the relevant tag based on the source Employee's department column. Customers with complex multi-level department hierarchies flatten to a single tag level in Recruit CRM.

Leave entitlement and accrual rule configuration in HR Manager Pro has no equivalent object in Recruit CRM. Recruit CRM is an ATS and recruitment CRM; it does not maintain employee leave balances, accrual schedules, carryover rules, or vesting timelines. We document the leave policy structure (policy name, accrual frequency, balance) as a written reference for the customer's admin to maintain externally or re-enter in a dedicated HR leave tool if required.

Current leave balance snapshots stored in HR Manager Pro's custom plugin tables do not map to any Recruit CRM object. We extract the most recent balance per employee as a static value during scoping and recommend the customer use this as a reference document for HR verification rather than attempting a live transfer. Recruit CRM has no leave tracking module where this data would land.

Employee documents (contracts, certifications, IDs) stored in the WordPress media library require a parallel download step. The CSV export contains the file path or media ID; we fetch each file from the WordPress media library, map it to the corresponding Candidate record in Recruit CRM, and upload it as an attachment. This step runs independently of the main CSV load and adds 15-30 minutes per 100 documents depending on file size. We flag any documents without a valid email-matched Candidate target in a resolution queue.

HR Manager Pro allows admin-defined custom fields on employee profiles that we only discover at pre-migration scan time. We include these as additional columns in the CSV export. Mapping requires reviewing the Recruit CRM field type system (text, number, date, picklist, checkbox) and creating matching custom fields on the Candidate object before the main load. If the customer adds custom fields after scoping but before migration day, we re-run the scan and update the field map.

HR Manager Pro does not have a separate User object separate from Employee; the WordPress admin user who manages the plugin is a WordPress user, not an HRMS owner. We map the WordPress admin account and any additional HR Manager Pro user accounts to Recruit CRM User records by email. The customer provisions Recruit CRM users before migration and we match by email during the Candidate import so that Owner assignment is populated on each record.

HR Manager Pro does not include job posting or requisition management in its feature set. If the customer has used the plugin to track internal job openings as employee records or notes, these do not export as a structured Job object. We do not create Jobs in Recruit CRM from unstructured HR Manager Pro data; the customer's recruitment team builds Job records directly in Recruit CRM post-migration.

Benefits plan assignments and deduction rates exported as part of the HR Manager Pro employee CSV have no equivalent location in Recruit CRM. Recruit CRM Candidate records support custom fields but not a structured benefits enrollment object. We include benefits data as custom text fields on the Candidate record if the customer requests it, but note that Recruit CRM is not designed for benefits administration.

The HR Manager Pro base plugin does not include time-tracking. If the customer has a third-party time-tracking addon, historical time entry data lives in a separate database table not accessible via CSV export and is outside migration scope. Recruit CRM does not provide a time-tracking module; customers needing time tracking integrate via Zapier with a dedicated time-tracking tool.