Migrate from Omni HR to BambooHR

Omni HR Employee records map to BambooHR Employee (the core employee table). Standard fields including name, contact info, employment status, department, job title, manager assignment, start date, and work location migrate 1:1. BambooHR's employee API endpoint accepts these fields directly. Employee ID in Omni HR becomes the BambooHR employeeId or is preserved in a custom field for dedupe reconciliation.

Omni HR recruitment candidates map to BambooHR Applicants. Stage names (application, screening, interview, offer) are mapped to BambooHR's applicantStatus values. Custom candidate fields defined in Omni HR's recruitment module migrate as BambooHR custom fields on the applicant record. BambooHR's ATS is limited to 5, 25, or 50 open jobs depending on plan tier.

Omni HR onboarding task checklists and completion states map to BambooHR's New Hire Packet feature. Task names and completion flags migrate; the specific task sequence and conditional routing within Omni HR do not. We preserve the checklist structure as a static ordered list in BambooHR's onboarding setup. E-signature metadata does not transfer and must be re-collected from the new hire post-migration.

Historical leave requests (dates, leave type, approval status) and current accrual balances migrate to BambooHR Time Off. Pending requests at migration time are flagged for manual follow-up because BambooHR does not accept a pending-request import state that bypasses its own approval workflow engine. Leave type names from Omni HR (annual leave, sick leave, etc.) are mapped to BambooHR Time Off Policy types.

Performance review cycles, reviewer assignments, ratings, and written feedback text migrate to BambooHR Performance Management. Rating scales from Omni HR (numeric, letter-grade, or custom) are mapped to BambooHR's review cycle configuration. Review cycle setup (rating scales, template structure, review period dates) requires reconfiguration in BambooHR by the admin.

Employee documents (contracts, IDs, offer letters) stored as file attachments in Omni HR are exported with their filenames and binary content. We import them into BambooHR's Files section linked to the corresponding employee record. File naming conventions and folder structures from Omni HR are not preserved automatically; we deliver a document mapping spreadsheet so the customer can reorganize post-import if needed.

Omni HR expense submissions and reimbursement records have no native BambooHR equivalent. BambooHR Core does not include expense management. We export the expense records as a CSV inventory (employee, date, amount, category, approval status, cost center) and recommend the customer evaluate BambooHR's integration with an expense platform such as Expensify or reimburse manually during the transition period.

Omni HR payroll data—including pay period, gross/net amounts, YTD accumulations, and country-specific statutory deductions (CPF, MPF, EPF)—is exported but cannot be directly imported into BambooHR because BambooHR does not have a native Asia payroll module. We deliver the payroll history as a structured CSV with country-aware field labeling so the customer's payroll team can manually enter YTD accumulations and benefits elections into BambooHR or a separate payroll processor post-migration.

Omni HR custom fields defined at the workbook level require a two-step export: first the field schema (field name, data type, allowed values) from the workbook configuration endpoint, then the stored values from the employee record endpoint. Both are mapped to BambooHR custom fields on the Employee object. Field types (text, number, date, dropdown) are matched to equivalent BambooHR field types. Dropdown fields require value-list matching to ensure the imported value exists in BambooHR's allowed values list.

Organizational hierarchy is derived from Omni HR manager assignments on employee records. We extract the reporting chain (employee, manager employeeId) and reconstruct it in BambooHR using the manager field on each Employee record. BambooHR does not have a dedicated org chart visualization API; the hierarchy is visible through BambooHR's native reporting and directory views.