Migrate from Paycor to BambooHR

Paycor's Employee and Person records (linked via tenant and legal entity) both export via the GET /Persons endpoint and map to a single BambooHR Employee record. Standard demographic fields (name, address, date of birth, SSN, emergency contact) migrate 1:1. Paycor's compensation fields (pay type, rate, effective date, change reason) map to BambooHR's Pay Rate and Pay Type fields on the Job Info tab. Custom fields on Paycor's Employee record require field-level mapping to BambooHR custom fields created during pre-migration configuration. Employment status transitions are preserved as job info rows in BambooHR's employment history.

Paycor Legal Entities (representing distinct business entities or subsidiaries) have no direct BambooHR equivalent. BambooHR uses a flat Organization record that applies to the entire account. We handle this by creating a custom Organization hierarchy in BambooHR (using custom fields for parent-company and subsidiary designation) and mapping Paycor's Legal Entity codes to those fields. If the customer has multiple EINs, we flag each one and document which employees are associated with each EIN so the customer can coordinate tax registration with BambooHR Payroll or their payroll provider. Multi-EIN customers require additional scoping because BambooHR Payroll supports single-EIN configurations per instance.

Paycor Time Off Plans (defining accrual rules, accrual rates, and carryover limits) and Time Off Types (PTO, sick, personal categories) map to BambooHR Time-Off Types with accrual policies. Each Paycor plan accrual rate (hours accrued per pay period, annual caps, carryover maximum) is recreated as a BambooHR accrual policy. We export current PTO balances as of the migration date and seed BambooHR's current balance field for each employee. Accrual transaction history (the ledger of accruals and usage) does not transfer to BambooHR because BambooHR maintains accrual balances from go-forward usage only; historical accrual transactions are documented in a reconciliation report for the customer's HR team.

Paycor Work Locations tied to Legal Entities (used for tax jurisdiction, overtime rules, and compliance) map to BambooHR Location records. Location-specific tax withholding settings from Paycor do not transfer because BambooHR applies payroll tax configuration at the account level (or at the payroll provider level if using BambooHR Payroll). We export location addresses, tax jurisdictions, and overtime rule assignments as a location inventory that the customer's admin uses to verify BambooHR's tax setup covers each jurisdiction before the first payroll run.

Paycor Departments by Legal Entity export via the Departments endpoint with department codes, names, and parent-child hierarchy. These map directly to BambooHR Departments, which are account-level (not entity-scoped). We map the full department hierarchy and preserve the department codes used in Paycor's GL costing or payroll rules so the customer's admin can verify GL account assignments in BambooHR or their payroll provider's configuration.

Paycor Job Titles export via GET /JobTitles with title name, EEO job category, and FLSA exemption status. BambooHR stores job title as a standard field on the Employee record's Job Info tab. We map Paycor job titles to BambooHR job titles directly. If Paycor titles are used as filters in payroll rules or benefit eligibility rules, we document this dependency so the customer's admin can recreate equivalent rules in BambooHR or in their payroll provider configuration. EEO job category migrates to a BambooHR custom field because it is not a standard BambooHR field.

Paycor Pay Groups define compensation grouping rules for benefits eligibility and GL costing. BambooHR does not have a native Pay Group object. We map Paycor Pay Groups to a BambooHR custom field on the Employee record (such as 'Pay Group' as a list-type custom field). If the customer uses BambooHR Payroll, pay groups are configured within the payroll setup as groupings for benefit deduction eligibility. We document which employees belong to each pay group and flag any pay-group-based benefit eligibility rules that require rebuild in BambooHR.

Paycor benefit deduction codes and garnishment orders require mapping to BambooHR's benefits administration module or to the customer's payroll provider (if BambooHR Payroll is not used). We export active deduction codes, employee contribution amounts, employer contribution amounts, and deduction effective dates. EDI deduction import files from Paycor do not migrate directly because BambooHR does not use a Paycor-compatible EDI feed format. We deliver a deduction mapping spreadsheet that the customer's admin or benefits broker uses to re-enter deduction codes in BambooHR or in the selected payroll provider. Garnishment orders require special handling: we export the garnishment amount, percentage or flat dollar, deduction code, and payee information as a garnishment inventory document for the customer's payroll team to reconfigure with their payroll provider.

Personnel documents (I-9s, W-4s, offer letters, performance reviews, personnel files) stored separately from the Employee record in Paycor require a document archive migration. We coordinate with a document migration partner (such as TAP Innovations, which is listed on Paycor's marketplace and supports migrations from Paycor to other HR systems) to extract documents at scale and deliver them to BambooHR's document storage. BambooHR supports PDF uploads to the Documents tab on each Employee record. We provide a file naming convention mapping Paycor's document structure to a format that imports cleanly into BambooHR's document tab hierarchy. Typical document migrations range from 500 to 600,000 documents depending on employee tenure and retention policy.

Historical payroll registers, pay stubs, tax filings, and garnishment orders export from Paycor via the payroll change reports and deduction import formats, but BambooHR does not store payroll processing history. We export historical pay data (annual compensation totals, pay period gross/net, tax withholdings YTD) as a compensation history document attached to each Employee record in BambooHR. Actual pay stubs and tax filing records are delivered as a downloadable archive (organized by employee and year) for the customer's records. If the customer uses BambooHR Payroll, historical pay stub access requires maintaining read access to Paycor or exporting pay stubs before the cutover date.