Migrate from Talexio to BambooHR

Talexio People profiles map directly to BambooHR Employee records. Contact details, personal information, and employment status migrate 1:1. Talexio custom fields on the employee details page map to BambooHR Employee custom fields. We enumerate all custom fields during discovery, distinguishing between sensitive fields (which require BambooHR's sensitive data permissions) and standard profile fields.

Talexio stores role changes and salary adjustments as new Employment Position entries against the same profile, each with an effective date. BambooHR stores the current position in the employee's job info fields but historical positions require separate Job History entries. We iterate through the position chain for each employee, inserting the most recent position as the current BambooHR job record and inserting each prior position as a Job History entry with effective dates, title, and pay rate preserved.

Talexio clockings export as time log records with employee reference, date, and clock-in/out timestamps. BambooHR's native Time Off module tracks requests and accruals rather than raw clockings. For attendance-based customers, we map clocking records to BambooHR time tracking via custom fields or a third-party time tracking integration (When I Work, TSheets) depending on the destination tier. We flag this as a configuration decision during scoping.

Approved leave booked in Talexio (leave type, balance used, approval status, effective dates) maps to BambooHR Time Off records. Talexio leave entitlements per employee must be reconciled separately; BambooHR maintains its own accrual balances. We extract the Talexio leave balance at the point of migration and set the corresponding BambooHR entitlement as a starting balance. Leave requests in approved or pending status migrate with their original dates.

Talexio ATS candidate profiles, applications, and pipeline stages map to BambooHR Applicants if the destination account includes the BambooHR ATS add-on. Pipeline stage names from Talexio require a mapping table to BambooHR hiring pipeline stages. Candidate documents and notes migrate as file attachments. We flag during scoping whether the BambooHR ATS module is active; if not, recruitment data migrates to BambooHR as Employee documents or is held for a separate ATS activation scope.

Talexio Onboarding Assistant bulk upload records and step completion status migrate to BambooHR onboarding checklists. The Talexio step sequence is not a migratable workflow; we extract the list of completed steps and their completion dates and set them as completed checklist items in BambooHR with the original completion timestamp. Document attachments in Talexio onboarding packages migrate as BambooHR Employee Documents.

Talexio documents attached to employee profiles and recruitment records export via the reporting database or UI. We extract the document binary, filename, and associated employee reference, then upload to BambooHR as an Employee Document attached to the corresponding employee record. Documents without a clear employee association (org-level templates) are flagged for manual placement.

Talexio organisational structure including departments migrates as BambooHR Departments. We export Departments as reference data and recreate them in BambooHR before employee import so that the Department lookup is satisfied at the moment of employee insert.

Talexio Cost Centres have no direct BambooHR equivalent. During scoping the customer chooses whether Cost Centre maps to a BambooHR Location, a custom text field on the Employee record, or a custom picklist. We apply the chosen strategy consistently across all employee records.

Talexio custom fields on Employment Positions apply to a specific position's timeframe. We extract position-level custom field values and associate them with the corresponding Job History entry in BambooHR. Sensitive custom fields require BambooHR admin configuration of the View Sensitive Custom Fields permission before migration.

Talexio offboarding data including exit checklist completion and document sign-offs attach to the employee's final Employment Position. We extract the offboarding record and set the BambooHR employee status toInactive with the termination date and reason from Talexio. Exit checklist items migrate as BambooHR document attachments or as custom fields on the terminated employee record.

Talexio training modules and skill tracking exist as employee profile fields rather than a dedicated object. We map these to BambooHR Employee custom fields or to a third-party LMS integration depending on whether the customer uses BambooHR's learning features. The mapping strategy is decided during scoping based on the customer's training data volume and reporting needs.