Migrate from Sage HRMS to Recruit CRM & ATS

Sage HRMS stores applicant and candidate records within its ATS module when active. We extract active and recently closed candidate profiles (name, email, phone, address, resume content, application status, source, and notes) and map them to Recruit CRM Candidate records. Candidate status in Sage HRMS maps to Recruit CRM's pipeline stage. If Sage HRMS stores resumes as file attachments, we export them as a file bundle keyed by candidate ID and deliver them alongside the migration for manual re-upload into Recruit CRM's document attach feature.

Open and recently closed job requisitions from Sage HRMS map to Recruit CRM Job records. We extract job title, department assignment, position type (full-time, contract, part-time), location, description, requirements, and hiring manager. The Sage HRMS job status maps to Recruit CRM's job opening status (Open, On Hold, Filled, Cancelled). Department assignment from Sage HRMS resolves to Recruit CRM's organizational hierarchy after we map the Department object.

Sage HRMS organizational units (departments with cost-center assignments) are extracted as a full department tree. These land in Recruit CRM as Departments or Teams linked to Job records as the hiring team owner. We preserve cost-center values as custom fields in Recruit CRM where supported, noting that Recruit CRM does not have a native payroll cost-allocation model.

Sage HRMS positions define job titles, grade levels, and pay ranges. We extract position records alongside employee assignments and map them to Recruit CRM Job Title or Role fields on the Candidate and Job objects. Pay range data from Sage HRMS (min/max salary band per position) migrates as custom fields in Recruit CRM, since Recruit CRM's salary fields are optional and not enforced.

Sage HRMS employee records that have no ATS application history do not map directly to Recruit CRM Candidates. We segment employees by whether they appear in the ATS module: employees with application history become Recruit CRM Candidates, and employees without become either Recruit CRM Contacts (if the organization uses Recruit CRM for client relationship tracking) or are excluded from the migration. This split is determined during scoping based on whether the customer uses Recruit CRM's CRM layer.

Sage HRMS Pay Groups (defining pay frequency, deduction priorities, and tax jurisdiction) have no functional equivalent in Recruit CRM. We extract Pay Group configurations as a reference document delivered to the customer's HR admin for informational purposes. Recruit CRM does not process payroll or deductions.

Historical earnings, deductions, and tax withholdings stored across Sage HRMS fiscal-year tables do not migrate. Recruit CRM is an ATS and recruitment CRM, not a payroll system, and has no payroll history object, pay stub record, or tax withholding record type. We extract the last 2-3 fiscal years of payroll summary as a PDF reference file for the customer's HR team but do not attempt to land it in Recruit CRM.

Benefit enrollments, carrier assignments, and coverage tiers from Sage HRMS do not migrate to Recruit CRM. Recruit CRM does not include a benefits administration module. We extract plan definitions and active enrollments as a CSV reference document for the customer's HR admin to maintain outside the ATS.

Accrual rules and current time-off balances per employee in Sage HRMS do not have an equivalent in Recruit CRM. We extract balances as of the migration date as a reference document. Recruit CRM's optional Onboarding module can track new-hire document completion but does not replace a time-off management system.

Federal, state, and local tax codes and rates from Sage HRMS do not migrate. Recruit CRM does not process payroll tax calculations. We extract the tax code table as a reference CSV for the customer's HR admin if they transition to a separate payroll platform post-migration.

Documents such as I-9s, W-4s, offer letters, and signed agreements stored as file attachments in Sage HRMS are exported as a file bundle keyed by employee ID and candidate ID. We deliver this bundle alongside the data migration for manual re-upload into Recruit CRM's candidate document attach feature. Recruit CRM supports PDF and document uploads per candidate record but does not have an automated document ingestion endpoint.

Review templates, ratings, and narrative responses stored in Sage HRMS do not migrate to Recruit CRM. Recruit CRM's Onboarding module tracks new-hire onboarding tasks but does not include a performance review module. We inventory available review data as a reference document for the customer's HR team.