Migrate your Omni HR data

Employee records are the core object in Omni HR, containing profile fields, employment status, department, and manager assignments. We migrate all standard fields 1:1 and map the Omni HR employee schema to the destination's equivalent object.

Recruitment records in Omni HR include candidate profiles, application stages, and pipeline status. We map stage names to the destination's pipeline stages and flag any custom recruitment fields for explicit customer review before import.

Onboarding records include tasks, document collection status, and e-signature completions. We migrate task completion states and checklist progress, but e-signature metadata does not transfer and must be re-triggered at the destination.

Leave records include request dates, leave types, approval status, and accrued balances. We migrate historical leave requests and current accrual balances. Active pending requests are flagged for manual re-submission at the destination.

Performance records contain review cycles, ratings, and feedback text. We preserve reviewer assignments and ratings, but review cycle configuration (rating scales, template structure) requires re-setup in the destination.

Employee documents such as contracts, IDs, and offer letters are stored as file attachments. We export document content and filenames. File attachment associations to specific employees require re-linking after import at the destination.

Expense records include submission data, approval status, and reimbursement amounts. We migrate submitted and approved expenses with their line items and cost center assignments. Pending expenses are flagged for re-submission.

Payroll data includes pay periods, gross/net amounts, deductions, and employer contributions. We export pay run history and YTD accumulations. Country-specific statutory deductions require mapping to the destination's tax code schema. Bank account details are transferred securely using encrypted field handling.

Omni HR allows custom fields defined at the workbook level in its analytical environment. We export both the field definition metadata and stored values. Custom field names and data types are mapped to equivalent custom properties in the destination system, with schema review before final import.

Workflow configurations in Omni HR—including approval routing, notification triggers, and conditional logic—are tied to the platform's internal workflow engine and are not exportable via API. We document the active workflow rules for manual re-implementation at the destination.

Org chart data is derived from employee reporting relationships (manager assignments). We extract the organizational hierarchy from employee profiles and reconstruct the org chart at the destination. Style and formatting of exported charts (CSV, PDF, JPG, PNG) do not carry over.