Migrate from Talent Pathway to Zoho Recruit

Talent Pathway Candidates (RNs, physicians, allied health, PRN staff) map to Zoho Recruit Candidates with contact details, professional titles, employment history, and source fields preserved. Healthcare-specific fields (specialty, shift preference, travel willingness) migrate to custom Candidate fields created before import. Last Name is mandatory in Zoho Recruit; candidates without a last name in Talent Pathway are flagged and given 'Not Provided' per Zoho's import requirement.

Talent Pathway credential records (RN license number, BLS expiry, ACLS expiry, state licenses, certifications) map to a Zoho Recruit custom module with date fields for expiry. Expiry status is recomputed at migration time: any credential expiring within 90 days of cutover is flagged with a Zoho Recruit workflow alert that triggers an email reminder to the assigned recruiter. Credential verification status migrates as a picklist field. The source license number and issuing state map to text fields.

Talent Pathway Jobs (open healthcare positions) map to Zoho Recruit Job Openings. Job title, description, location, employment type (full-time, PRN, per-diem), and required credentials migrate as standard and custom fields. If Talent Pathway stores required certifications as structured data, we map them to custom picklist fields on the Job Opening so that candidate-job matching can reference credential requirements.

Talent Pathway Placements (candidate placed into a job) map to Zoho Recruit as Candidate records with an associated Job Application record capturing the placement status, start date, assignment type, and facility/client. The Candidate-Placement association is preserved by linking the Candidate record to the Job Opening via the Zoho Recruit submission/action workflow. Placement status (active, completed, terminated) migrates as a custom field.

Talent Pathway Timesheet records (Performance tier) map to a Zoho Recruit custom module with fields for employee, placement reference, week ending date, hours worked, and status (submitted, approved, rejected). Because Zoho Recruit has no native timesheet module, we create a custom module with a Zoho Workflow rule that sends approval notifications when a timesheet record is created. The mapping preserves the placement association so timesheets can be filtered by assignment.

Talent Pathway Invoices (Performance tier) do not have a direct Zoho Recruit equivalent. We export invoice records including line items, billing amounts, client reference, and status (draft, sent, paid). These are documented in a written handoff for the customer to re-enter in Zoho Invoice or their preferred billing tool. Invoice-to-placement associations are preserved in the written record so billing can be reconciled against assignments after cutover.

Talent Pathway commission records (payout amounts tied to Placements and Employee assignments) migrate to a Zoho Recruit custom module. Commission calculation rules (rate tables, tiered structures, multipliers) do not migrate as logic; we export the resulting payout amounts, calculation basis, and payment status. A written commission logic document is delivered so the customer's admin can re-implement the rules in Zoho Recruit's Custom Functions or a connected payroll system.

Talent Pathway Employee records (Performance tier) map to a Zoho Recruit custom module with personal details, assignment history, and pay rate information. The employee-placement association is preserved via a lookup relationship from the custom Employee module to the Placement record. Note that Zoho People (separate HR application) is a more appropriate long-term home for employee records; we document this as a post-migration recommendation.

Talent Pathway Scheduling Module records (Performance tier) map to a Zoho Recruit custom module with shift start/end times, facility location, assigned employee, and job/placement reference. Shift duration and on-call status migrate as custom fields. Scheduling reconfiguration in Zoho Recruit (including any calendar integration with Google Calendar or Outlook) is documented separately for the admin to implement using Zoho Recruit's Workflow and Blueprint tools.

Talent Pathway Skills Checklist Library (Starter tier) stores checklist definitions as question/answer pairs attached to candidates or job templates. We map checklist definitions to a custom picklist field on the Candidate module (e.g., skills verified: BLS, ACLS, N95 Fit Test, Flu Vaccine) and store checklist completion status and date as custom date fields. Multiple checklist types are stored as multi-select picklists.

Talent Pathway Custom Workflows and Automation (Enterprise-tier) store triggers, conditions, and actions as structured definitions. These do not migrate to Zoho Recruit Blueprints or Workflow Rules because the automation models are structurally different. We export the workflow schema as a structured JSON document and deliver a written mapping to Zoho Recruit Blueprint (process visualizer) and Workflow Rules (record-triggered automations) for the customer's admin to rebuild. Migration of workflows is explicitly scoped as documentation only, not automation transfer.

Talent Pathway VMS integration configurations (connection credentials, job synch settings, candidate submittal mappings) are stored in Talent Pathway's integration layer and are not accessible as exportable data. We document which VMS integrations were active (vendor name, synch direction, and field mappings) in the pre-migration audit. Reconfiguration in Zoho Recruit Enterprise is scoped separately; the customer provides VMS credentials and we document the setup steps but do not execute VMS reconfiguration as part of standard migration scope.

Talent Pathway uploaded documents (resumes, signed e-signature workflows, credential files) are exported as binary files and re-associated by record ID to the corresponding Zoho Recruit Candidate or Job Opening record. Folder structures and naming conventions from Talent Pathway are not preserved; files are attached to the most logically related record in Zoho Recruit. We recommend using Zoho WorkDrive for document storage as a long-term replacement for Talent Pathway's document management.

Recruiter and manager assignments on Talent Pathway Candidates, Jobs, and Placements are stored as user IDs. We map these to Zoho Recruit User records by email match. Users without an active Zoho Recruit account go to a reconciliation queue for the customer's admin to provision before record import begins. Zoho Recruit requires at least two users in the account before CSV import can run, per Zoho's migration documentation.