Migrate from Mercu to Recruit CRM & ATS

Mercu employee records map to Recruit CRM Candidate records. Full name, email, phone, address, and educational background fields transfer directly. Employment status (active, terminated, on leave) maps to Candidate status. Historical hire dates and employment tenure transfer as custom fields for compliance reporting.

Mercu department affiliations map to Recruit CRM Company records representing the academic departments as organizational units. Department code, department name, and faculty or school affiliation transfer as Company custom fields. If the recruitment operation tracks clients by industry, department type maps to an industry classification on the Company record.

Mercu employment contracts with terms, start dates, end dates, and contract types map to Recruit CRM Placement records. Contract type (permanent, contract, part-time) maps to Placement type. Bill rate or salary fields transfer to the placement compensation section. Client company reference links the placement to the mapped Company record.

Mercu leave balance records (annual leave, sick leave, carry-over) transfer to custom fields on the Candidate record for audit and compliance purposes. Leave status (active entitlement, used, pending approval) is preserved in a custom leave status field. Leave balance data is read-only post-migration as leave tracking typically remains in the HR system.

Mercu position and job title assignments map to Candidate custom fields in Recruit CRM. Academic titles (lecturer, professor, assistant) and staff role classifications transfer as a picklist field for candidate qualification matching. Current position maps to a primary job title field on the Candidate record.

Mercu's organizational hierarchy with faculty, school, and department levels maps to a hierarchical Company structure in Recruit CRM. Parent department assignments establish the reporting relationship. The hierarchy is used for department-level reporting in Recruit CRM's dashboard if enabled.

Mercu employment status values (active, suspended, terminated, retired) map to Recruit CRM Candidate status options. Active employees map to Active candidates. Terminated or retired employees map to Archived or Inactive status based on the customer's retention policy for historical records.

Mercu employee contact records (emergency contacts, secondary emails, phone numbers) map to Recruit CRM Contact records linked to the corresponding Candidate. Emergency contact name and relationship map as Contact custom fields. The primary candidate contact serves as the main candidate record.

Mercu document attachments (CVs, contracts, certificates, ID copies) migrate to Recruit CRM Document records linked to the corresponding Candidate or Placement. File naming convention preserves the original document type identifier. Contract PDFs attach to the Placement record; CVs and certificates attach to the Candidate record.

Mercu historical employment records (previous positions, department transfers, tenure history) map to custom fields or a Placement history section on the Candidate record. Each historical position creates a separate entry with dates, department, and role. The most recent Mercu employment record serves as the current placement in Recruit CRM.

Mercu user accounts who are record owners or administrators map to Recruit CRM User accounts. User email serves as the matching key. Inactive Mercu users map to Recruit CRM users with inactive status pending admin activation decisions.