Migrate from Scout Talent Software to BambooHR

Scout Talent Candidate records map to BambooHR Applicant for records not yet converted, and to BambooHR Employee for hired candidates with a hire date. Contact details (name, email, phone), address, and attached photo migrate to BambooHR fields. Status tags from Scout Talent (contacted, interview booked, offer extended) map to a custom field sc_status__c in BambooHR. Screening question responses map to corresponding custom applicant fields after those fields are pre-created.

Scout Talent Vacancies do not have a direct equivalent in BambooHR's ATS because BambooHR manages open positions as part of its employee structure rather than as standalone vacancy records. We migrate vacancy title, job description, assigned hiring manager, and opening date as a note field on the corresponding Applicant record. Vacancies requiring future posting are flagged in the delivery report for manual re-creation in BambooHR's job listing manager.

Each Scout Talent Application linking a Candidate to a Vacancy maps to a BambooHR Applicant record with the application date stored in a custom field sc_application_date__c. The application stage in Scout Talent's pipeline maps to a custom field sc_pipeline_stage__c. Applications with multiple pipeline stages migrate all stage transition timestamps as separate history entries.

Scout Talent Talent Pools contain candidates not currently attached to a vacancy but held for future roles. BambooHR has no native Talent Pool concept, so we import these as archived Applicant records in passive status. We preserve the original pool name as a tag on each record and retain all tagging data so the customer's admin can search for candidates by original talent pool designation after migration.

Scout Talent Entities segment candidates, vacancies, and templates by organisational unit with permission-based visibility. BambooHR's department, location, and employment history structure does not replicate Scout Talent's entity model directly. We export the full entity hierarchy, map entity assignments to BambooHR department and division fields, and flag any entity-scoped records that may need manual re-assignment in BambooHR if permissions were controlling access to sensitive candidate data.

Scout Talent User records with name, email, role, and entity permissions map to BambooHR Employee records. Role-based permission sets from Scout Talent (Recruiter, Hiring Manager, Admin, Viewer) are mapped to BambooHR employee status and a custom permission flag set. User accounts that are inactive in Scout Talent map to inactive Employee records in BambooHR.

Custom screening questions are attached to Scout Talent Vacancies and can include free-text, multiple-choice, numeric rating, or file-upload response formats. Each question and its answer set exports as a structured record. Vacancies with fewer than 20 screening questions migrate to BambooHR custom applicant fields pre-created before automated import. Vacancies with more than 20 screening questions require manual field creation in BambooHR before records can be loaded, and we flag these in the pre-migration field creation report.

Scout Talent interview scheduling records (date, time, interviewer, outcome notes) map to event notes on the corresponding BambooHR Applicant record. We handle timezone normalisation from UTC storage because Scout Talent's booking feature has known timezone corruption. Any records with missing or inconsistent timezone data are flagged in the delivery report for the customer's admin to verify before the candidate record is relied upon.

Scout Talent stores email templates, form templates, and offer letter templates at both global and entity-scoped levels. BambooHR does not expose a template import mechanism equivalent to Scout Talent's entity-scoped template hierarchy. We export template content and association metadata as a structured deliverable. Template re-creation in BambooHR's template manager is a manual step performed by the customer's admin after migration, supported by a written template inventory we deliver at cutover.

Scout Talent status labels such as contacted, screening complete, interview booked, offer extended, and hired are simple key-value taxonomy records. We export the full taxonomy and remap status names to match BambooHR's applicant status language. Tags attached to individual candidates (source tag, skill tag, location preference) migrate to a custom multi-select field sc_tags__c on the BambooHR Applicant record.