HRMS migration
Field-level mapping, validation, and rollback between OnBlick HR Compliance and Recruit CRM & ATS. We move data and schema; workflows are rebuilt natively in Recruit CRM & ATS.
OnBlick HR Compliance
Source
Recruit CRM & ATS
Destination
Compatibility
9 of 12
objects map 1:1 between OnBlick HR Compliance and Recruit CRM & ATS.
Complexity
BStandard
Timeline
3-5 weeks
Overview
Moving from OnBlick HR Compliance to Recruit CRM is a category shift, not a straight object copy. OnBlick is purpose-built for US immigration compliance (I-9, E-Verify, H-1B petitions, LCAs, and STEM OPT Form I-983); Recruit CRM is a recruitment ATS-CRM that tracks candidates, jobs, placements, and client relationships. The platforms share a person-centric data model but diverge sharply on compliance depth. We migrate employee profiles and work authorization timelines directly, map immigration cases and LCA records to Recruit CRM custom fields and document attachments, and explicitly flag I-9 retention obligations as a compliance handoff rather than a data migration item. The absence of a documented OnBlick public API means we negotiate structured data exports through OnBlick support before migration scoping begins.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a OnBlick HR Compliance object lands in Recruit CRM & ATS, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
OnBlick HR Compliance
Employee Profile
Recruit CRM & ATS
Candidate
1:1OnBlick employee profiles (name, contact, department, employment status, job title, start date) map directly to Recruit CRM candidate records. We extract effective-dated status transitions and preserve them as Recruit CRM custom status fields or tags. The candidate record becomes the primary person record in Recruit CRM; any active employment relationship from OnBlick maps to a separate employment history custom field set rather than replacing the recruitment-oriented candidate model.
OnBlick HR Compliance
Work Authorization Records
Recruit CRM & ATS
Candidate (custom fields)
1:1OnBlick work authorization objects store visa type, start date, expiration date, and authorization status. We map these to Recruit CRM custom fields on the candidate record (e.g., visa_type__c, authorization_expiry__c, work_auth_status__c). The 6-month expiration alert logic that OnBlick generates proactively must be rebuilt as a Recruit CRM task workflow or manually monitored by the HR team; Recruit CRM does not have native work authorization alerting.
OnBlick HR Compliance
Immigration Case
Recruit CRM & ATS
Candidate (custom fields) + Document Attachment
1:manyOnBlick immigration case objects (H-1B petitions, case status, supporting document checklists, reviewer assignments) have no native Recruit CRM equivalent. We split the structured case data (case number, petition type, filing date, status, RFE history) into custom fields on the candidate record, and attach case documents as Recruit CRM file attachments linked to the candidate. Full case history including status transitions migrates as a structured note or as a series of custom status-update fields.
OnBlick HR Compliance
Labor Condition Application (LCA)
Recruit CRM & ATS
Candidate (custom fields) + Document Attachment
1:1OnBlick LCA records contain wage levels, job titles, prevailing wages, employment locations, and iCert registry references. We extract the certified SOC code, wage level, and prevailing wage as custom fields on the candidate record, and attach the LCA PDF as a document. SOC code and wage data from the certified LCA date is preserved, not the current O*NET equivalent, to maintain audit consistency for DOL reviews.
OnBlick HR Compliance
Public Access File (PAF)
Recruit CRM & ATS
Document Attachment (linked to Candidate)
lossyOnBlick PAF objects are auto-assembled composites of certified LCAs, O*NET SOC codes, and FLC wage data. Recruit CRM has no native PAF object. We export the assembled PAF PDF and the underlying component data as a document attachment on the candidate record, along with a structured note containing the key PAF fields (LCA number, prevailing wage, job title, worksite address). The customer must maintain PAF retention separately or through their immigration counsel.
OnBlick HR Compliance
Form I-9 Record
Recruit CRM & ATS
Document Attachment (compliance handoff)
lossyI-9 records cannot migrate as structured data into Recruit CRM because the platform has no I-9 object or compliance form structure. We export the complete I-9 record set (Section 1, Section 2, reverification history, authorized representative assignments) as document attachments, and document the I-9 retention obligation in the migration handoff report. Federal law requires I-9 retention for 3 years after hire or 1 year after termination, whichever is later. The employer remains responsible for this obligation; we ensure the data is exportable and flagged, not lost.
OnBlick HR Compliance
Form I-983 STEM OPT Record
Recruit CRM & ATS
Candidate (custom fields) + Document Attachment
1:1Form I-983 contains training plan details, site supervisor information, and curriculum objectives required for STEM OPT compliance. We map structured fields (training plan start/end dates, site supervisor name and contact, employer's attestations) to candidate custom fields, and attach the I-983 PDF as a document. The I-983 is a government-mandated form that requires the employer's attestations; we preserve the full form as a completed document rather than attempting to recreate it as a data record.
OnBlick HR Compliance
Timesheet Record
Recruit CRM & ATS
Candidate Activity or Note
1:1OnBlick timesheet records capture work hours, project associations, supervisor approvals, and approval status. Recruit CRM does not have a native timesheet object. We migrate timesheet data as Recruit CRM candidate activities (with work hours as a custom field) or as structured notes with project and approval metadata. Recruit CRM's activity tracking is designed for recruitment touchpoints, not payroll timesheets, so the mapping is functional but loses the project-costing depth that OnBlick timesheets support.
OnBlick HR Compliance
Leave Record
Recruit CRM & ATS
Candidate Activity or Custom Field
1:1OnBlick leave management stores PTO, holidays, and vacation balances by policy. Recruit CRM lacks a leave management module. We map leave balances to candidate custom fields (pto_balance__c, sick_balance__c) and leave history to activity records. Leave policy rules and accrual methods vary by employer; we document the source policy and flag that Recruit CRM does not enforce leave entitlement or trigger accrual calculations.
OnBlick HR Compliance
SOC Classification
Recruit CRM & ATS
Candidate (custom fields)
1:1OnBlick SOC classification records store occupation codes, titles, and wage level mappings sourced from O*NET. These feed into LCA prevailing wage determinations. We preserve SOC code and title as custom fields on the candidate record. Because SOC codes change over time, we preserve the code as certified at the time of the LCA filing, not the current O*NET equivalent, to maintain audit consistency.
OnBlick HR Compliance
Document Attachment (HR Drive)
Recruit CRM & ATS
Document Attachment
1:1OnBlick HR Drive stores immigration case documents, PAFs, I-9 attachments, and eSignature audit trails. We export the full file structure and attach each document to its parent record in Recruit CRM (candidate, job, or client). File naming conventions from OnBlick are preserved so the customer can locate documents post-migration. Electronic signature audit trails (signer identity, timestamp, IP address from Signeasy) are included as a metadata document attached to the signed form.
OnBlick HR Compliance
User and Role Assignment
Recruit CRM & ATS
Recruit CRM User or Team
1:1OnBlick role-based access control maps to Recruit CRM user accounts and team assignments. We extract OnBlick user records, map role names to Recruit CRM team or permission-set equivalents, and flag any role with immigration compliance access that has no direct Recruit CRM equivalent. SSO configuration from OnBlick does not transfer; Recruit CRM supports SSO but requires separate setup by the customer's admin.
| OnBlick HR Compliance | Recruit CRM & ATS | Compatibility | |
|---|---|---|---|
| Employee Profile | Candidate1:1 | Fully supported | |
| Work Authorization Records | Candidate (custom fields)1:1 | Fully supported | |
| Immigration Case | Candidate (custom fields) + Document Attachment1:many | Fully supported | |
| Labor Condition Application (LCA) | Candidate (custom fields) + Document Attachment1:1 | Fully supported | |
| Public Access File (PAF) | Document Attachment (linked to Candidate)lossy | Fully supported | |
| Form I-9 Record | Document Attachment (compliance handoff)lossy | Fully supported | |
| Form I-983 STEM OPT Record | Candidate (custom fields) + Document Attachment1:1 | Fully supported | |
| Timesheet Record | Candidate Activity or Note1:1 | Fully supported | |
| Leave Record | Candidate Activity or Custom Field1:1 | Fully supported | |
| SOC Classification | Candidate (custom fields)1:1 | Fully supported | |
| Document Attachment (HR Drive) | Document Attachment1:1 | Fully supported | |
| User and Role Assignment | Recruit CRM User or Team1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
OnBlick HR Compliance gotchas
No public migration API forces manual export negotiation
I-9 retention obligations survive data migration
Work authorization expiration dates must transfer with precise timelines
Custom object schemas are not programmatically accessible
SOC and LCA data versioning requires historical context
Recruit CRM & ATS gotchas
API rate limits are license-scaled and can throttle bulk migration
Custom field schemas vary per organization and require field-level mapping
Files and email attachments require separate extraction and re-upload
Email sequences and automation logic do not transfer between platforms
Pair-specific challenges
Migration approach
Export negotiation and discovery kickoff
We initiate a data export request with OnBlick support immediately upon scope signing. Simultaneously, we schedule a discovery session with the customer's OnBlick administrator to enumerate the active schema, including standard objects (employee profiles, work authorization records, immigration cases, LCAs, timesheets), custom objects, and any administrator-created fields. We extract a preliminary object inventory and request a full schema export from OnBlick support before defining field-level mapping.
Compliance data audit and I-9 retention handoff planning
We audit the OnBlick data for active I-9 records, work authorization expiration timelines, and immigration case status. We produce a written I-9 retention obligation report that documents which employees have active I-9 records, which have pending or recent reverification, and the legal retention period for each. This report is delivered as part of the migration handoff, not migrated into Recruit CRM. We confirm with the customer's legal or HR team that they have a compliance plan for I-9 retention before closing the engagement.
Recruit CRM schema preparation and custom field creation
We define the Recruit CRM custom fields required to host immigration data that has no native equivalent: visa_type__c, authorization_expiry__c, work_auth_status__c, case_number__c, petition_type__c, filing_date__c, lca_number__c, prevailing_wage__c, soc_code__c, soc_title__c, and any additional fields identified during discovery. Custom fields are created in Recruit CRM before any data import begins. Document attachment structure (which object owns the file, naming convention) is defined during this step.
Data export, cleansing, and transformation
OnBlick support delivers the data export in whatever format they can produce (typically structured CSV or spreadsheet). We transform the export into Recruit CRM-compatible format, apply the field mapping defined in scoping, split multi-object OnBlick records (e.g., employee plus work authorization) into the appropriate Recruit CRM target records, and flag any records with missing required fields for customer resolution before import.
Sandbox migration and reconciliation
We run a full migration into Recruit CRM using the customer's test environment or a sandbox-equivalent workspace. The customer reconciles record counts, spot-checks candidate records against source data, and verifies that immigration fields, document attachments, and work authorization dates are correctly mapped and dated. Any mapping corrections are applied before production migration begins.
Production migration and document attachment handoff
We run the production migration in record-dependency order: candidate base records first (with custom immigration fields populated), followed by document attachments (I-9s, LCA PDFs, PAFs, case documents) linked to the correct candidate record, followed by a final delta scan for any records modified during the migration window. We deliver the I-9 retention obligation report and a written inventory of any immigration case workflows or alert logic that requires manual rebuild in Recruit CRM or a complementary compliance platform.
Platform deep dives
OnBlick HR Compliance
Source
Strengths
Weaknesses
Recruit CRM & ATS
Destination
Strengths
Weaknesses
Complexity grading
Standard HRMS migration. 1 of 7 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across OnBlick HR Compliance and Recruit CRM & ATS.
Object compatibility
1 of 7 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
7-object category — typical timelines run 2–7 days end-to-end.
API constraints
OnBlick HR Compliance: Not publicly documented.
Data volume sensitivity
OnBlick HR Compliance doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
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