Migrate from Screenloop to BambooHR

Screenloop Candidates (name, email, phone, location, source, application date) map to BambooHR Applicant records. Screenloop's Candidate represents a person with a persistent profile across multiple job applications; BambooHR flattens each application into an Applicant record tied directly to a Job Opening. We preserve the candidate's application history by linking multiple BambooHR Applicant records to the same Employee record after hire, and we carry forward the original Screenloop application date as a custom field. Custom fields on Screenloop Candidates map to BambooHR custom fields, but BambooHR's API cannot pass Information fields, section headers, or multi-select lists, so these require pre-migration configuration or manual post-migration entry.

Screenloop Job postings map directly to BambooHR Job Openings. Title, department, location, employment type, and job description transfer as-is. Active versus closed status preserves. We flag any job-specific custom fields and note that BambooHR's job pipeline stages are configurable per job opening through the Job Pipeline step added in August 2024, allowing the customer's HR admin to arrange status ordering to match Screenloop's pipeline stage sequence.

Screenloop's configurable pipeline stages (Applied, Screening, Interview, Offer, etc.) map to BambooHR Job Opening status values. We extract the full stage ordering and stage-specific rules from Screenloop during the audit phase and provide a mapping spreadsheet for the customer to align stage labels with BambooHR's status field. BambooHR's automated email triggers (associated with candidate movement to a specific status, added in August 2024) require manual recreation after migration as they do not migrate as automation code.

Screenloop scorecards contain structured ratings, free-text feedback, and AI-generated notes from the Interview Intelligence layer. We export the structured rating criteria as numeric or text custom fields on the BambooHR Applicant record, and we attach the free-text feedback and AI-generated notes as Note records linked to the Applicant. The rating categories themselves (criteria names, weighting) must be recreated as BambooHR custom field names by the customer's admin since BambooHR does not have a native scorecard template object. We provide a scorecard mapping document during scoping.

Screenloop Interview Records include scheduled date, interviewer assignment, interview type, duration, and outcome. We map interview date to a custom date field, interviewer to a custom text or employee lookup field, and interview outcome to a custom picklist or text field. The transcript text generated by Screenloop's Interview Intelligence layer exports as a Note record attached to the Applicant. The raw audio file cannot be pulled programmatically due to the absence of a documented download endpoint; we flag this for direct export via Screenloop support if audio is required for compliance or legal retention purposes.

Screenloop's Modern Referencing feature collects automated referee survey responses with soft-skill feedback, referee name, and relationship to candidate. We export reference data as custom fields on the Applicant record (referee name, relationship, submission date, feedback summary) and attach detailed survey responses as Note records. BambooHR has no native referencing module, so the data lands as structured text rather than a formal reference object. We flag any third-party reference check providers (Checkr, GoodHire, etc.) whose raw PDF reports cannot be imported through the API and must be handled separately.

Background check records in Screenloop include check type, provider, status, and outcome summary. We export the structured result data as custom fields on the BambooHR Employee record (post-hire) or Applicant record (pre-hire), including check type, provider name, status, and outcome summary as text. Raw supporting documents such as PDF reports from third-party providers cannot be imported through BambooHR's API and must be transferred manually or through document management tooling. We flag this gap in the audit report and advise the customer on document retention options.

Screenloop's Interviewer Training library contains module completion records per user with assessment scores. We export which modules each user has completed and their assessment scores as custom fields on the BambooHR Employee record (module name, completion date, score). The actual training content (video, slides, assessments) does not transfer; BambooHR has no native LMS and training content would need to be sourced from a separate LMS platform or rebuilt. We provide a training completion mapping spreadsheet so the customer can align Screenloop module names with any future LMS they deploy.

Screenloop User accounts (Admin, Hiring Manager, Recruiter, Interviewer) map to BambooHR Employee records. We preserve name, email, and role assignment where BambooHR supports equivalent role structures (Full Access, Manager, Employee). Screenloop's team assignments map to BambooHR department or custom fields. Owner-to-candidate associations that persist interview attribution in Screenloop transfer as custom fields on the Applicant record since BambooHR does not have a native interviewer assignment object.

Screenloop custom fields on Candidates, Jobs, and Interviews export with their data types (text, number, date, single-select, multi-select). We apply a field-level mapping step to align types with BambooHR's supported custom field types: short answer (text), long answer (text area), single answer (dropdown), multiple answers (note: BambooHR's API cannot pass multi-select list fields, so these convert to text fields or require manual post-migration entry). We coordinate custom field creation through BambooHR's self-service Custom Field Builder (accessible via Settings > Custom Fields, added in 2024) or through a support ticket for fields requiring tab placement.