Migrate from Sympa to BambooHR

Sympa Employee records map to BambooHR Employee. We map firstName, lastName, workEmail, jobTitle, department, hireDate, terminationDate, supervisorId, employmentStatus, and mobilePhone to BambooHR's equivalent fields. National ID, date of birth, and address fields map directly where present. We flag employees with missing required fields (workEmail, firstName, lastName) during pre-migration data profiling so the customer can clean or suppress before import. TerminationDate from Sympa maps to BambooHR's terminationDate field, and we set employmentStatus to Terminated for records with a populated terminationDate.

Sympa stores org units as parent-child hierarchies across countries and legal entities. BambooHR uses a flat department field plus a supervisor lookup on each Employee record. We extract the deepest-level org unit name from Sympa's hierarchy and map it to BambooHR department. If multiple levels are meaningful, we join them into a single string (e.g., 'Engineering - Frontend') or configure BambooHR's division field as a secondary level. Any Sympa org unit that maps to no BambooHR equivalent is flagged for manual review during scoping.

Sympa stores salary, bonus, and equity as effective-dated entries per employee with full historical timelines. BambooHR has a single payRate field plus optional custom fields; it does not have a native compensation history object. We extract the most recent compensation entry from Sympa and map it to BambooHR's payRate. For compensation history, we pre-create custom date and currency fields in BambooHR (e.g., salary_effective_date, salary_amount, bonus_amount) and map the full effective-dated timeline as multiple rows in those custom fields, or advise the customer to preserve the full history as an attached PDF report.

Sympa attaches employee documents (contracts, certifications, compliance records) to Employee records. BambooHR supports employee file attachments. We migrate documents as files, mapping them to the corresponding BambooHR Employee's Files tab. We apply BambooHR's supported file format constraints (PDF, images, common office formats) and flag any binary or unsupported formats for manual handling. Document metadata (document type, issue date, expiry date) is preserved in the file description field or a custom field if the customer has configured one.

Sympa tracks accrued time-off balances per employee per leave type as snapshot values at a point in time. BambooHR uses a policy-based time-off model with accrual configuration and optional balance import. We export Sympa's current balance snapshot as a CSV during pre-migration profiling and advise the customer on whether to import balances directly (if BambooHR's accrual policy supports it) or reconfigure accruals from scratch. We do not migrate accrual calculation rules because BambooHR's accrual engine handles these natively. The customer configures matching leave types in BambooHR's Time Off settings before balance import.

Sympa allows tenant-specific custom fields on Employee and related objects without schema governance controls. BambooHR supports custom fields via the Custom Fields tab in Settings with a defined set of types (text, number, date, dropdown, checkbox, etc.). We perform a pre-migration custom field audit during scoping, export the full Sympa custom field inventory, cross-reference each against BambooHR's supported types, and map where a direct equivalent exists. Fields with no BambooHR equivalent are flagged as requiring a manual reconfiguration step or a custom field setup in BambooHR before migration. This audit is customer-specific and cannot be hardcoded because custom field names and values vary per Sympa tenant.

Sympa records job title changes, department transfers, and manager updates as effective-dated events per Employee with a full chronological timeline. BambooHR stores a single current jobTitle, department, and supervisor on each Employee record. We extract the most recent title and department from Sympa's employment history and map it to BambooHR's current field values. If the customer requires the full history, we create custom date-stamped fields (e.g., previous_title, previous_department, effective_date) and map the historical sequence as multiple rows, or preserve the full timeline as a linked document.

Sympa assigns roles and permissions to Users who may not map 1:1 to Employee records. BambooHR ties system access directly to Employee records with permission levels (Employee, Manager, Admin). We distinguish active system users from purely administrative employee records in Sympa. Active users with a corresponding Sympa Employee record are mapped to BambooHR Employee records with an access level assigned. Users without an Employee record are provisioned as BambooHR employees with the appropriate access level. We resolve by email match and flag any duplicate email addresses before import.

Sympa integrates with third-party payroll providers across its integration marketplace. BambooHR integrates with a different set of payroll providers (Gusto, ADP, Paychex, OnPay). We do not migrate payroll integration configurations as these are provider-specific and require fresh setup in BambooHR. We document the current Sympa payroll provider and integration type in the migration inventory so the customer's HR admin can configure the equivalent in BambooHR post-migration.

Sympa maintains leave type configurations (PTO, sick leave, parental leave) with country-specific rules. BambooHR requires manual setup of Time Off policies with accrual rates, carryover rules, and eligibility criteria. We export the Sympa leave type inventory during scoping, document each policy's type and accrual rule, and deliver a written policy mapping table for the customer's HR admin to reconfigure in BambooHR's Time Off settings. We do not migrate policy rules as they are configuration rather than data.