Migrate from Workable Zone - HRM to Recruit CRM & ATS

Workable candidate profiles (name, email, phone, address, application date, source channel, pipeline stage, scorecards, and offer status) map to Recruit CRM Candidate records. Resume binaries and attachments transfer from Workable's bulk API export endpoint and attach to the corresponding Recruit CRM Candidate record. Workable custom candidate properties (text, number, date, dropdown, boolean) map field-by-field; we verify each custom field exists in the Recruit CRM destination or create it during schema setup before import begins.

Workable stores company affiliation on the candidate record; this maps to Recruit CRM's Client or Organization record if the agency tracks employer-of-record separately from candidate profile. We resolve the organization reference at migration time using company name as the dedupe key and link candidate records to the created organization via a lookup relationship.

Workable job postings map 1:1 to Recruit CRM Job Orders. The Workable job title, description, location, department, employment type, and salary range fields migrate to equivalent Recruit CRM job order fields. Active job status and pipeline stage migrate; archived or filled jobs migrate as historical records by default unless the customer specifies a cutoff date.

Workable pipeline stages (Applied, Screening, Interview, Offer, Hired, Rejected) map to Recruit CRM's candidate workflow stages. We preserve stage names and ordering and configure the stage sequence in Recruit CRM before candidate import so that incoming candidates land in the correct pipeline position.

Workable interview scorecards and evaluator feedback are stored as structured fields on the candidate record. These migrate as Recruit CRM candidate scorecard records linked to the candidate, preserving evaluator name, interview date, and rating values. Formatted rich-text evaluations migrate as text blocks against the scorecard record.

Workable offer status, compensation details (salary, bonus, equity), start date, and offer letter document attach to Recruit CRM's Offer or equivalent placement record. We flag whether the destination plan includes offer management features and note any manual re-entry required if the offer is sent outside the ATS.

Workable HR module employee records (skills, contact information, employment status, department, manager) migrate into Recruit CRM as Contact records tagged as internal or employee records. Payroll details and performance data from Workable migrate to custom fields on the Contact record if the agency's recruiters use candidate and employee profiles within the same CRM. We verify Recruit CRM's field coverage for payroll and performance data before import and flag any destination limitations.

Workable time-off balances and attendance records migrate as leave or absence records linked to the employee Contact. We do not automatically reconcile time-off balances against payroll data; if payroll reconciliation is required, we recommend a separate payroll migration pass. The customer specifies which balance records to include based on a cutoff date.

Workable supports custom properties of type text, number, date, dropdown, and boolean on candidates, employees, and jobs. We create matching custom fields in Recruit CRM during schema setup before data import. Field types map by type: Workable text to Recruit CRM text, Workable number to number, Workable date to date, Workable dropdown to picklist. Multi-select dropdowns in Workable map to Recruit CRM multi-select picklists.

Candidate resumes, offer letters, and employee documents stored as binary attachments in Workable transfer via the bulk API export endpoint. We map each document to the corresponding candidate, offer, or employee record in Recruit CRM using the relationship identifier embedded in the bulk export filename. Documents without a resolvable parent record go to a reconciliation queue for manual linking.

Workable candidate notes migrate as activity log entries or notes attached to the Recruit CRM candidate record. Rich-text formatting in Workable notes migrates as plain text if Recruit CRM's note field does not support the source formatting; we flag any formatting losses and document them in the migration sign-off report.