Migrate from Talent Pathway to BambooHR

Talent Pathway Candidates represent healthcare professionals (nurses, physicians, allied health, PRN staff) with contact details, employment type, and staffing preferences. We map contact fields to BambooHR Employee records (firstName, lastName, workEmail, workPhone, workPhone extensions). Active and PRN status migrates to a custom field candidate_type__c. Candidate status history and source tracking migrate to BambooHR custom fields since BambooHR's ATS add-on uses an applicant-centric model rather than a pre-hire candidate pool model.

Talent Pathway Credential records store license numbers, state of issue, expiration dates, and verification status for certifications including RN licenses, BLS, ACLS, and state-specific healthcare credentials. We map each credential type to a BambooHR custom Employee field (e.g., customLicenseNumber, customLicenseState, customLicenseExpiry). We flag credentials expiring within 90 days of migration as requiring active follow-up post-cutover since BambooHR does not have native expiry alerting; the customer configures BambooHR time-off and anniversary reminders as a workaround. Credential verification status migrates as a picklist custom field with values mapped to BambooHR's Allowed Values list.

Talent Pathway Jobs represent open healthcare positions with client, location, shift details, and pay package information. BambooHR's ATS module stores open positions as Job records with title, department, location, and employment type. We map job title, location, and employment type directly. Healthcare-specific fields (shift type, specialty requirement, certifications required) migrate to BambooHR custom Job fields. Job status (open, filled, on hold) migrates to BambooHR Job status values. Placement associations are resolved by Job ID after Placement migration completes.

Talent Pathway Placements are the records linking a Candidate to a Job, capturing assignment dates, client billing rates, and staffing agency commission. We split Placement into two destination records: the Employee record (the placed candidate, already migrated in step 1) gets a custom field placement_date__c and placement_client__c; the BambooHR Job record gets a filled status with a custom field last_placement_date__c. Historical placement records that are closed do not create open BambooHR Jobs; they migrate as rows in a custom migration_report__c table (a BambooHR Custom Report export) for the customer's admin to reference.

Talent Pathway Timesheet records (Performance-tier feature) track hours worked per placement per payroll cycle. BambooHR's native time tracking is time-off management, not hours worked; timesheet data does not have a standard BambooHR object. We export timesheet rows as a structured CSV and import them into a BambooHR Custom Report that the customer can reference. If BambooHR Payroll is active, we map hours to the payroll entry during migration. Timesheet data volume and payroll-cycle complexity affect migration timeline estimates.

Talent Pathway Invoice records (Performance-tier feature) include line items, billing amounts, client, and payment status tied to Placements. BambooHR does not include billing or invoicing as a native feature; this is a separate business workflow outside HRIS scope. We export invoice records as a structured CSV for the customer's finance team to import into their accounting system. Invoice-to-placement associations are preserved in the export so the CSV can be reconciled against placement history.

Talent Pathway Skills Checklists are structured question/answer pairs attached to candidates or job templates (Starter-tier feature). We map each checklist to a set of BambooHR custom Employee or Job fields: checkboxes for yes/no competency questions, dropdowns for rated skills, and text fields for free-response notes. The checklist definition itself (which skills are required for which role type) is documented as a written inventory for the customer's admin to configure as BambooHR onboarding task templates or custom fields.

Talent Pathway Employee records (Performance-tier feature) store personal details, assignment history, and commission tracking for placed healthcare professionals. We map personal details directly to BambooHR Employee fields. Assignment history migrates as rows in a custom assignment_history__c custom field or as a BambooHR Custom Report export. Commission payout amounts migrate to a custom field commission_total__c on the Employee record; the commission calculation rules (rate tables, multipliers, tiered structures) do not migrate and are documented separately for the customer's payroll administrator to re-implement.

Talent Pathway Commission records track payout amounts tied to Placements and Employee assignments. We export commission amounts, calculation bases, and payment status as a custom field on the corresponding BambooHR Employee record (commission_total__c). Historical commission totals are preserved for audit purposes. Commission calculation logic does not migrate because Talent Pathway stores payout results but not the rules that produced them; we deliver a written commission logic inventory (rate tables, multipliers, tiered thresholds) for the customer's payroll team to re-implement in BambooHR Payroll or their external payroll system.

Talent Pathway Scheduling records (Performance-tier feature) capture shift schedules tied to placed healthcare professionals with start/end times, location, and assigned employee. BambooHR does not have a native scheduling module; we map active schedule data to a custom field schedule_notes__c on the Employee record and deliver a written scheduling inventory documenting active schedules for the customer's admin to rebuild in their preferred scheduling tool or in BambooHR's task and time-off modules.

Talent Pathway Custom Workflows and Automation (Enterprise-tier feature) define triggers, conditions, and actions for staffing-specific automation such as credential expiry alerts, submittal routing, and compliance notifications. BambooHR does not have a programmable workflow engine at this depth; BambooHR offers triggered email templates, onboarding task automation, and approval workflows but not rule-based automation across objects. We export the workflow schema as a structured JSON inventory and deliver it to the customer's admin with a written recommendation for BambooHR's native automation equivalents or a Zapier/Make integration layer to approximate the original behavior.

Talent Pathway stores uploaded resumes, signed eSignature documents, and company-branded files attached to Candidates, Jobs, and Placements. We export binary files and re-associate them with the corresponding BambooHR Employee record by filename match or record ID mapping. File naming conventions and folder structures from Talent Pathway do not carry over; files land in BambooHR's employee file cabinet under a naming convention we define during migration (e.g., CandidateName_DocType_Date). eSignature PDFs migrate as-is and are stored in BambooHR as read-only file attachments.