Migrate from Recright to BambooHR

Recright candidate records (name, email, application date, status, metadata) map directly to BambooHR Applicant records. The primary email address on the Recright candidate becomes the Applicant's email field. Custom candidate properties added in Recright map to BambooHR custom Applicant fields, which we create before migration. We note that BambooHR's ATS does not support video attachments on Applicant records—video files require separate coordination.

Recright Positions define the job opening with associated interview templates, candidate pools, and publication settings. These map to BambooHR Job Openings with Position Title, Department, Location, and Status fields. The Recright position's publication status (Draft, Active, Closed) maps to BambooHR's Job Opening status values. We preserve the original position ID in a custom field for audit traceability.

The core Recright data—a Candidate's video response to a structured question—cannot be migrated as a native object in BambooHR. We export interview metadata (question text, response duration, completion timestamp, watch count) and store it as structured custom fields on the Applicant record plus a Note attachment with the full question list and response sequence. Video files themselves are flagged for manual secure transfer (SFTP or encrypted drive) with a documented file-naming convention linking each video to the corresponding Applicant record.

Recright's Prepare module interview guides (ranked questions, time limits, scoring rubrics) have no direct equivalent in BambooHR's ATS. We create a custom object in BambooHR called Interview Question Banks linked to the Job Opening, storing question text, intended order, and time limit as custom fields. Scoring rubric descriptions (e.g., 1-5 scale with behavioral anchors) are stored as long-text custom fields on the question bank. We document the original guide structure in the migration validation report so the customer's admin can manually recreate the guide workflow in BambooHR.

Reviewer-assigned numerical or qualitative scores per question in Recright map to custom numeric fields on the BambooHR Applicant record (e.g., score_overall__c, score_communication__c, score_problem_solving__c). Multi-reviewer scores are stored as separate fields per reviewer or aggregated into an average score field depending on the customer's reporting needs. We create the fields during schema design and validate the numeric ranges match Recright's original scale.

Individual questions from Recright (text prompts, time limits, recording settings) map directly to custom fields on the BambooHR Interview Question Bank custom object. Question text becomes a long-text field; time limit becomes an integer field in seconds; required/optional flag becomes a boolean. We preserve the original question sequence order via an integer sort_order__c field.

Recright team members (name, email, role per position) map to BambooHR Users by email lookup. Any Recright team member without a matching BambooHR User account goes into a reconciliation queue for the customer's admin to provision before final import. Role assignments from Recright (Interviewer, Hiring Manager, Recruiter) are stored in a custom text field on the User record to preserve the original permission context.

Customer-added custom fields on Recright candidate records (beyond name, email, and standard metadata) are extracted and mapped to equivalent custom fields on the BambooHR Applicant object. We match data types: text fields to text, dates to dates, checkboxes to booleans, and dropdown values to picklist fields. We flag any Recright multi-select custom properties as separate single-select fields or store as delimited text depending on BambooHR's field type constraints.

Recright candidate status values (Applied, Screening, Interview Scheduled, Offer Extended, Hired, Rejected) map to a custom picklist field on the BambooHR Applicant record. We preserve the original status value in a text field during migration so the customer can verify the mapping and adjust status values post-migration to match BambooHR's workflow preferences.

Recright tracks where candidates originated (direct apply, referral, job board, agency) if configured. This maps to a custom Source field on the BambooHR Applicant record. BambooHR's built-in Candidate Sources report uses this field for aggregate reporting; we note that BambooHR's EEOC reporting (Candidate by Disability and Gender) is aggregate-only per legal requirements and cannot be tied to individual Applicant records.