Migrate from Workforce Analytics to Crelate

Workforce Analytics Employee records map to Crelate Contacts. Employee ID becomes the Crelate Contact ID field; first name, last name, and email map directly. Reporting manager references resolve to the Crelate Contact ID of the manager. The employee's title, department, and hire date migrate to custom fields on the Contact record since Crelate Contact does not natively support employment-specific fields beyond name and email.

Workforce Analytics Departments map to Crelate Companies using the organizational hierarchy as the company-parent chain. The root organization becomes the top-level Crelate Company; each sub-department becomes a child Company linked via the parent_company_id relationship. Company name maps from department name, and we preserve the full chain depth during import so that Crelate's reporting by company hierarchy reflects the original org structure.

Workforce Analytics compensation data (salary, bonus, equity, pay band) has no native Crelate equivalent. We create custom fields on the Crelate Contact record: current_salary__c, pay_band__c, bonus_target__c, and equity_grant__c. Compensation history (multiple effective-dated records per employee) requires aggregation or preservation of the most recent record only, with prior compensation stored in a JSON-formatted history field if the customer requires full fidelity.

Workforce Analytics performance ratings do not map to any Crelate native object. We create a performance_rating__c custom field on Contact and preserve the most recent rating. Full performance review history migrates as Activity Notes attached to the Contact record, with the original review date and rating score in the note body, ordered by ActivityDate to preserve the timeline.

Workforce Analytics effective-dated employment changes (title changes, department transfers, compensation adjustments, manager updates) map to a combination of custom date fields on the Crelate Contact (original_hire_date__c, termination_date__c, most_recent_transfer_date__c) and Activity Notes capturing the full change history. We preserve the effective_date of each change as the ActivityDate to maintain chronological fidelity.

Workforce Analytics Roles map to a custom field job_title__c on Crelate Contact. For employees with multiple historical roles, the most recent role becomes job_title__c and prior roles are captured as Activity Notes with role title in the note body and the effective date as ActivityDate.

The manager-employee reporting relationship in Workforce Analytics maps to a custom field manager_contact_id__c on Crelate Contact. We resolve each manager reference to the Crelate Contact ID of the corresponding Employee record before import. Circular references (if any) are flagged during reconciliation and escalated to the customer for manual resolution.

Workforce Analytics skill and competency tags map to a custom multi-select picklist field skills__c on Crelate Contact. We deduplicate the skill vocabulary during import and map each employee skill to a corresponding Crelate picklist value. Customers with more than 200 unique skills require a custom object instead of a multi-select field due to Crelate field length constraints.

Workforce Analytics benefits enrollment data (health plan, dental, 401k, HSA) has no Crelate native equivalent. We create custom fields for each benefit type on the Contact record: health_plan__c, dental_plan__c, retirement_401k__c, hsa_eligible__c. Complex benefits with multiple plan years require a JSON-formatted history field if the customer needs enrollment history preservation.

Workforce Analytics time-off accruals and balances have no Crelate equivalent. Crelate does not support time-off tracking. We flag this data as out of scope and recommend the customer maintains time-off records in a dedicated HRIS (Gusto, BambooHR, Rippling) post-migration. We document the source field names and sample values for the customer's HR admin to configure in the chosen replacement system.

Workforce Analytics headcount planning models, future-state org charts, and scenario planning tools do not have Crelate equivalents. Crelate is a recruiting and talent CRM, not a workforce planning platform. We deliver a written inventory of every active headcount plan, including open requisitions, projected hires, and scenario assumptions, for the customer's HR team to re-enter in their chosen planning tool.

Workforce Analytics retention signals and flight-risk scores map to a custom field retention_risk_score__c on Crelate Contact if the customer chooses to preserve this data. Since Crelate is not an HR analytics platform, the score is informational only and does not trigger any Crelate-native automation. The customer should evaluate whether this metric has ongoing utility in a recruiting-CRM context.