Migrate from Savvy HRMS to Zoho Recruit

Savvy HRMS stores candidate profiles, application stages, interview scores, and offer details in its Recruitment module. We map these directly to Zoho Recruit Candidates. Stage history from Savvy HRMS maps to Zoho Recruit's candidate pipeline stages (New, Screening, Interview, Offer, Hired, Rejected), and we preserve interview scores as custom fields on the Candidate record. Records without a Last Name require the value 'Not Provided' per Zoho Recruit's mandatory Last Name field requirement. Active candidates migrate with their current stage status; historical candidates from closed requisitions migrate with their final disposition preserved in a custom status field.

Savvy HRMS job postings map to Zoho Recruit Job Openings. We map job title, description, requirements, department, location, and employment type. Active postings migrate as open Job Openings; closed postings migrate as archived Job Openings with a Closed status. The Standard tier limits active Job Openings to 10 per recruiter; Enterprise allows 20 per recruiter. If the customer exceeds this tier limit, we flag it during scoping and recommend either upgrading or archiving inactive postings before migration.

Savvy HRMS Employee records represent current staff. If the migration includes internal mobility or the organization uses Savvy HRMS to manage both external candidates and internal job applications, we split Employees into two groups: external candidates (migrated as standard Zoho Recruit Candidates) and internal candidates (migrated as Candidates with a custom is_internal_transfer__c flag). Zoho Recruit's Employee Conversion feature (Standard and Enterprise) handles converting a Candidate to an Employee record in Zoho People if the customer also licenses Zoho People.

Savvy HRMS employee records that represent hiring managers, interviewers, or internal contacts who will interact with Zoho Recruit as clients or evaluators map to Zoho Recruit Client records. We extract employee name, email, department, and reporting structure and map them to Client fields. This requires a scoping decision: which Savvy HRMS employee roles should appear as Clients versus being provisioned as Zoho Recruit Users. Client mapping does not replace Zoho Recruit User provisioning, which the customer's admin handles separately.

Savvy HRMS stores interviewer ratings and evaluation notes for candidates. We map these to Zoho Recruit's Interview Feedback Forms, which are linked to the corresponding Candidate and Job Opening. If Savvy HRMS uses a custom rating scale, we normalize it to the customer's chosen Zoho Recruit feedback scale during transform. Feedback forms without a linked candidate are held for manual association during cutover review.

Savvy HRMS stores candidate documents such as resumes, ID copies, offer letters, and contracts. We extract binary files from the Savvy HRMS export, associate each file with the corresponding Candidate record in Zoho Recruit, and upload via the Zoho Recruit API or CSV file reference. Document Library access (folder sharing and file versioning) is available on Standard and Enterprise tiers. The original file name and upload date are preserved as metadata.

Savvy HRMS payroll records (payslip data, earnings, deductions, net pay by pay period) have no native equivalent in Zoho Recruit, which is a talent acquisition platform and not a payroll system. Payroll data remains in Savvy HRMS or requires a separate migration to a dedicated payroll platform (Zoho Payroll,factoHR, Paychex). We flag this during scoping and deliver a written record of the payroll record structure for the customer's admin to use in a future payroll migration.

Savvy HRMS leave management records (leave types, accrual rules, current balances per employee) do not map to any Zoho Recruit object. Zoho Recruit does not include leave or time-off tracking. If the customer also licenses Zoho People, leave balances can be migrated as a separate scope using Zoho People's leave management import tools. We identify leave data during scoping, exclude it from the Zoho Recruit migration scope, and document it for the customer's admin.

Savvy HRMS time and attendance data (clock-in/clock-out timestamps, overtime, grace period adjustments) has no Zoho Recruit equivalent. Zoho Recruit focuses on recruitment activities (interviews, tasks, calls, events) and does not manage employee attendance. Historical attendance reports are exported as reference CSVs and remain available for audit purposes but do not enter the Zoho Recruit schema.

Savvy HRMS performance review cycles, ratings, competency scores, and custom KRA fields do not migrate to Zoho Recruit. Zoho Recruit does not include a performance management module. If the customer requires performance data to accompany transferred employees, we export it as a structured reference CSV and recommend Zoho People or a dedicated performance platform (Zoho Performance Management, Factorial, BambooHR) as the destination. The appraisal record structure is documented in the migration handoff.

Savvy HRMS training records, course enrollments, completion statuses, quiz scores, and certification expiry dates have no Zoho Recruit equivalent. Zoho Recruit's assessment feature supports pre-hire skills testing but not ongoing employee learning and development tracking. Learning data is exported as a reference dataset and the customer is advised to migrate to Zoho Learn or a dedicated L&D platform as a separate engagement.

Savvy HRMS contract worker records (contract dates, billing rates, allocation details) can map to Zoho Recruit Client records if contract workers are treated as external candidates or vendors, or to a Zoho Recruit custom object if the Enterprise tier is licensed and the customer requires a structured contract labor tracking schema. The mapping decision is made during scoping based on the customer's internal workflow for managing contract staff.