HRMS migration
Field-level mapping, validation, and rollback between OnBlick HR Compliance and Zoho Recruit. We move data and schema; workflows are rebuilt natively in Zoho Recruit.
OnBlick HR Compliance
Source
Zoho Recruit
Destination
Compatibility
8 of 13
objects map 1:1 between OnBlick HR Compliance and Zoho Recruit.
Complexity
BStandard
Timeline
3-5 weeks
Overview
Moving from OnBlick HR Compliance to Zoho Recruit is a domain-shift migration: OnBlick is a compliance-first HRIS built for I-9, E-Verify, H-1B petition, Public Access File, and Form I-983 management; Zoho Recruit is an ATS (Applicant Tracking System) built for job openings, candidate pipelines, interview scheduling, and staffing-agency workflows. There is no direct schema equivalence between immigration-case objects and ATS modules. We migrate the employee core (profiles, contact data, department assignments, work authorization timelines) into Zoho Recruit Candidates and preserve document attachments. We flag the immigration layer (I-9 records, H-1B case checklists, LCA histories, PAF PDFs, I-983 STEM OPT data) as objects requiring custom fields, custom modules, or manual post-migration rebuild because Zoho Recruit has no native immigration compliance schema. We do not migrate automations, workflows, or compliance alert rules because these are platform-specific and require rebuilding in Zoho Recruit's Blueprint and workflow tools. The I-9 retention obligation under federal law (3 years after hire or 1 year after termination) survives the migration and must be explicitly addressed in the migration inventory.
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 Zoho Recruit, 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
Zoho Recruit
Candidate
1:1OnBlick Employee records map to Zoho Recruit Candidates. We extract first name, last name, email, phone, address, department, job title, employment status, hire date, and termination date. The Candidate record becomes the primary container for the employee's post-migration identity in Zoho Recruit. If the same person has both an OnBlick employment record and a Zoho Recruit candidate history from a prior recruiting process, we flag duplicates for manual resolution before import.
OnBlick HR Compliance
Work Authorization Records
Zoho Recruit
Candidate (custom fields)
lossyWork Authorization history (visa type, start date, expiration date, issuing country, status) maps to custom fields on the Candidate module: wa_visa_type__c (picklist), wa_start_date__c (date), wa_expiration_date__c (date), wa_status__c (picklist: Active, Expired, Pending Extension). We preserve the full authorization timeline so the customer's admin can build expiration alerts using Zoho Recruit's workflow tools. We explicitly flag that resetting expiration dates to the current date will destroy the lead-time baseline OnBlick maintained at 6 months.
OnBlick HR Compliance
Immigration Case (H-1B)
Zoho Recruit
Candidate (custom module or notes)
lossyOnBlick H-1B case objects (petition status, LCA case number, filing date, RFE history, approval/denial records) have no native Zoho Recruit equivalent. We map these to a custom module H1B_Case__c (Enterprise tier) or structured multi-line notes on the Candidate record (Standard tier). Each approach requires pre-migration schema design. Custom modules in Zoho Recruit Standard are not available; the customer must be on Enterprise for standalone H-1B case tracking, or we use a Notes-based approximation on the Candidate.
OnBlick HR Compliance
Labor Condition Application (LCA)
Zoho Recruit
Candidate (custom fields)
lossyLCA records (case number, prevailing wage, job title at filing, SOC code, wage level, employment location, filing date) map to custom fields on the Candidate or the H1B_Case__c custom module. We preserve the SOC code and wage level that was certified at filing time, not the current equivalent O*NET code, to maintain audit consistency for DOL reviews. The iCert Registry case number maps to lca_case_number__c (text).
OnBlick HR Compliance
Public Access File (PAF)
Zoho Recruit
Candidate Attachments (ContentDocument)
1:1OnBlick PAF PDFs are auto-assembled composite documents from certified LCAs, O*NET SOC codes, and FLC wage data. Zoho Recruit does not have a native PAF object. We export the assembled PAF PDF files and attach them as ContentDocument records linked to the Candidate via ContentDocumentLink. The underlying component data (LCA fields, wage levels, SOC codes) migrates to the H1B_Case__c custom module fields so the PAF can be regenerated in Zoho Recruit if needed.
OnBlick HR Compliance
Form I-9
Zoho Recruit
Candidate Attachments (ContentDocument) + custom fields
1:1Form I-9 records (Section 1 and Section 2 completion data, authorized representative assignments, reverification history) are legally sensitive compliance artifacts with federal retention obligations (3 years after hire or 1 year after termination). We export the complete I-9 record set as structured data and as PDF attachments linked to the Candidate. The retention obligation transfers explicitly in the migration inventory as a compliance handoff document. Zoho Recruit does not have a native I-9 schema; the I-9 data lives as attached documents and a custom field set (i9_section1_date__c, i9_section2_date__c, i9_reverification_date__c) on the Candidate.
OnBlick HR Compliance
Form I-983 STEM OPT
Zoho Recruit
Candidate (custom fields or custom module)
1:1Form I-983 data (training plan, site supervisor, STEM employer information, curriculum objectives, evaluation dates) maps to custom fields on the Candidate module or a separate I983__c custom module on Enterprise. Field mapping includes i983_training_plan__c (text area), i983_supervisor_name__c (text), i983_supervisor_email__c (email), i983_evaluation_1_date__c (date), i983_evaluation_2_date__c (date). The form's government-mandated structure is preserved in the field names.
OnBlick HR Compliance
SOC Classifications
Zoho Recruit
Candidate (custom fields)
lossySOC occupation codes and O*NET titles sourced at LCA filing time map to custom fields on Candidate: soc_code__c (text), soc_title__c (text). We preserve the historical SOC code and wage level from the LCA filing date, not the current O*NET equivalent, to maintain consistency for DOL audit reviews. Current O*NET data that OnBlick pulls for new LCAs does not migrate because Zoho Recruit has no SOC predictor engine.
OnBlick HR Compliance
Timesheets
Zoho Recruit
Task (custom fields)
1:manyOnBlick timesheet records (work hours, project associations, supervisor assignments, approval status) map to Zoho Recruit Task records with custom fields: ts_project_code__c (lookup or text), ts_hours_worked__c (number), ts_supervisor__c (text), ts_approval_status__c (picklist). We preserve line-item detail as separate Task records linked to the Candidate. Note that Zoho Recruit is an ATS and does not have a native payroll or timesheet approval module; this mapping provides record continuity but not workflow equivalence.
OnBlick HR Compliance
Leave Records
Zoho Recruit
Candidate (custom fields)
1:1Leave management data (PTO balance, vacation accrual, holiday records) maps to custom fields on the Candidate module or a custom module Leave_Request__c. Leave policy rules and accrual methods vary across systems; we map leave types to nearest-equivalent Zoho Recruit picklist values and flag any non-transferable policy logic in the migration inventory for the customer's admin to rebuild in Zoho Recruit's Blueprint if required.
OnBlick HR Compliance
Document Attachments (HR Drive)
Zoho Recruit
Candidate Attachments (ContentDocument)
1:1Documents associated with immigration cases, PAFs, I-9 records, and employment files stored in OnBlick's HR Drive export as files and attach to the corresponding Zoho Recruit Candidate record via ContentDocumentLink. We maintain the folder hierarchy from OnBlick as a naming convention (e.g., CASE-{CandidateID}/{DocumentType}/{Filename}) so the customer's admin can reconstruct the document structure after migration.
OnBlick HR Compliance
Electronic Signatures (Signeasy)
Zoho Recruit
Candidate (custom fields)
1:1OnBlick eSignature audit trails (signer identity, timestamp, IP address, document reference) transfer as structured custom fields on the Candidate or attached document record: esig_signer__c (text), esig_timestamp__c (datetime), esig_document_id__c (text). The actual Signeasy signature images do not carry forward unless OnBlick exports them as image attachments; we flag this limitation in the migration inventory so the customer's admin can retrieve original signed documents directly from Signeasy if needed.
OnBlick HR Compliance
User and Role Assignments
Zoho Recruit
Users
1:1OnBlick user accounts and role-based access control assignments map to Zoho Recruit Users by email match. OnBlick role definitions (HR Admin, Hiring Manager, ESS, Immigration Specialist) are documented in the migration inventory as Zoho Recruit role equivalents for the customer's admin to configure post-migration. SSO configuration does not migrate; we provide the SSO requirements (SAML or OAuth endpoint details) for the customer's admin to configure in Zoho Recruit Setup > Security Controls.
| OnBlick HR Compliance | Zoho Recruit | Compatibility | |
|---|---|---|---|
| Employee | Candidate1:1 | Fully supported | |
| Work Authorization Records | Candidate (custom fields)lossy | Fully supported | |
| Immigration Case (H-1B) | Candidate (custom module or notes)lossy | Fully supported | |
| Labor Condition Application (LCA) | Candidate (custom fields)lossy | Fully supported | |
| Public Access File (PAF) | Candidate Attachments (ContentDocument)1:1 | Fully supported | |
| Form I-9 | Candidate Attachments (ContentDocument) + custom fields1:1 | Fully supported | |
| Form I-983 STEM OPT | Candidate (custom fields or custom module)1:1 | Fully supported | |
| SOC Classifications | Candidate (custom fields)lossy | Fully supported | |
| Timesheets | Task (custom fields)1:many | Fully supported | |
| Leave Records | Candidate (custom fields)1:1 | Mapping required | |
| Document Attachments (HR Drive) | Candidate Attachments (ContentDocument)1:1 | Fully supported | |
| Electronic Signatures (Signeasy) | Candidate (custom fields)1:1 | Fully supported | |
| User and Role Assignments | Users1:1 | Mapping required |
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
Zoho Recruit gotchas
Daily API rate limits are tier-gated and per-user capped
User import hard cap of 2,000 records
Attachment folder hierarchy must be preserved exactly
Resume parsing quota varies by plan and resets daily
Custom fields unavailable in Free and Standard editions
Pair-specific challenges
Migration approach
Discovery and export negotiation with OnBlick support
We file a data export request with OnBlick support requesting a full schema export and bulk data extract for all modules (Employees, Work Authorization, Immigration Cases, LCAs, PAFs, I-9 records, I-983 records, Timesheets, Leave, SOC Classifications, User assignments, HR Drive documents). We simultaneously audit the customer's Zoho Recruit instance for edition (Standard or Enterprise), custom field limits (50 or 300 per module), and whether custom modules are available. The discovery output is a written migration scope that explicitly separates records that migrate directly (employee core, work authorization dates) from records that require custom field or module reconstruction (immigration cases, PAFs, I-983 data) and records that require a compliance handoff document (I-9 retention).
Zoho Recruit schema design for immigration data
We design the custom field and custom module schema in Zoho Recruit based on the OnBlick export structure. For Enterprise-tier Zoho Recruit, we create a custom module H1B_Case__c with fields for LCA case number, prevailing wage, job title, SOC code, wage level, employment location, filing date, RFE history, and approval status; a custom module I983__c for STEM OPT training plan data; and custom fields on the Candidate module for work authorization, I-9 completion, and SOC classification. For Standard-tier Zoho Recruit, we use the Candidate module's 50-field limit to store the most critical compliance fields and document the overflow as a Notes-based approximation. Custom fields are deployed into a Zoho Recruit Sandbox via the Layout Editor before migration begins.
Sandbox migration and reconciliation
We run a full migration into Zoho Recruit Sandbox using the production data volume. The customer's HR and recruiting leads reconcile record counts (Candidates in, attachments in), spot-check 25-50 records against the OnBlick source for field accuracy and document attachment presence, and sign off the schema and mapping before production migration begins. Immigration data completeness (I-9 attachments, H-1B case field values, LCA history) receives specific reconciliation attention because these records are compliance-sensitive. Any mapping corrections happen in the Sandbox, not in production.
OnBlick export and data extraction
Once sandbox sign-off is received, we coordinate the final OnBlick data export. We request HR Drive documents as a separate ZIP archive, structured by employee ID and document type, to preserve the folder hierarchy for ContentDocumentLink mapping in Zoho Recruit. We extract electronic signature audit trails from OnBlick's Signeasy integration data and populate the esig custom fields on the relevant records. For any OnBlick objects that support partial export (custom objects without a full schema export from OnBlick support), we conduct an additional UI-based enumeration session with the customer's OnBlick administrator to capture field names and picklist values that were not included in the bulk export.
Production migration in dependency order
We run production migration in record-dependency order: Zoho Recruit Users (validated for access), Candidate records (employee core and work authorization fields), custom modules H1B_Case__c and I983__c (with parent-lookup to Candidate resolved), ContentDocument attachments (PAF PDFs, I-9 PDFs, supporting immigration documents, HR Drive files), Timesheet and Leave records (as Task records with custom fields). I-9 retention obligation is documented in the compliance handoff section of the migration inventory. Each phase emits a row-count reconciliation report before the next phase begins. Workflow Rules are not migrated; we deliver a written inventory of OnBlick alert rules and workflow logic for the customer's admin to rebuild in Zoho Recruit Blueprint or Workflow Rules post-migration.
Cutover, validation, and compliance handoff
We freeze OnBlick writes during cutover, run a final delta migration of any records modified during the migration window, then enable Zoho Recruit as the active system of record. We deliver the migration inventory including: the I-9 retention obligation handoff document, the H-1B case and I-983 custom module field map, the SOC/LCA historical versioning notes, the OnBlick Workflow and alert rule inventory for Zoho Recruit Blueprint rebuild, and the SSO configuration requirements. We support a one-week hypercare window for reconciliation issues. We do not rebuild OnBlick workflow automations as Zoho Recruit Workflow Rules inside the migration scope; that is a separate engagement or an internal admin task.
Platform deep dives
OnBlick HR Compliance
Source
Strengths
Weaknesses
Zoho Recruit
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 Zoho Recruit.
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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