Migrate from Workforce Analytics to Zoho Recruit

Active Workforce Analytics employee records map to Zoho Recruit Candidates. The mapping transforms the employee's name, email, phone, and most recent job title into the corresponding Candidate fields. The most recent department and manager assignments become custom fields in Zoho Recruit since the standard Candidate model does not include an organizational hierarchy field. Employees without a Last Name in the source record must receive a placeholder value ('Not Provided' or 'None') because Last Name is mandatory in Zoho Recruit and records with empty Last Name are silently skipped during import.

Workforce Analytics effective-dated employment records (each representing a headcount change, role change, or compensation adjustment at a specific point in time) map to multiple Candidate Work Experience entries in Zoho Recruit. We transform each time slice into a discrete work experience record with job title, employer (using the company name from the Employee record), start date, end date (null if current), and job description. This preserves the longitudinal employment fidelity that Workforce Analytics captures as time slices. If the employee has had three role changes over five years, Zoho Recruit receives three work experience records for that candidate.

Workforce Analytics departments map to the Department field available in Zoho Recruit's corporate HR edition. We create departments in Zoho Recruit before any Candidate import so that the Department lookup can be set on each candidate record during migration. Department-to-recruiter assignments (which department owns which hiring process) are preserved as assignment rules in Zoho Recruit's workflow configuration.

Workforce Analytics roles that appear across multiple employees aggregate into a Zoho Recruit Job Opening. We analyze the distinct role titles in the Workforce Analytics dataset, group employees by job title, and create one Job Opening per distinct role that has an active headcount greater than zero. Closed roles (headcount = 0) become archived Job Openings in Zoho Recruit to preserve historical context for reporting.

Workforce Analytics reporting relationships (employee-to-manager chains used for org chart reconstruction) have no native Zoho Recruit equivalent. We preserve the manager relationship as a custom field (mgr_name__c) on the Candidate record and as a Contact record in the Clients module if the manager is also a client contact. If the customer uses Zoho Recruit in staffing agency mode, the manager name may also appear as a hiring manager field on the Job Opening.

Workforce Analytics compensation distribution data (salary, bonus, equity bands by role and tenure) migrates to Zoho Recruit as custom fields on the Candidate record (salary_expected__c, salary_current__c, compensation_notes__c). Zoho Recruit does not have a native compensation management module, so these fields are informational for the recruiter and are not used in workflow automation by default. The customer's admin can choose to expose or hide these fields via field-level security in Zoho Recruit.

Workforce Analytics engagement signals (internal movement rates, tenure distributions, flight risk flags) that are stored as custom fields or computed metrics on the employee record are preserved as Note records attached to the Candidate in Zoho Recruit. These signals have no operational equivalent in Zoho Recruit's recruiting workflow but may inform the recruiter's outreach approach. We include the signal name, score or value, and the as-of date as note body text.

Workforce Analytics headcount trend data and benchmarking metrics (departmental headcount vs. organizational norm, hiring velocity, retention rate by cohort) have no direct Zoho Recruit equivalent. We export these as a structured CSV file that the customer can connect to Zoho Analytics via the Advanced Analytics connector. Zoho Analytics supports custom data import from CSV, enabling the customer to rebuild headcount trend dashboards post-migration. We document the recommended Zoho Analytics schema for this imported data as part of the migration handoff.

Workforce Analytics custom fields on the employee record (SME-specific attributes, compliance fields, certification tracking, badge numbers, cost center codes) map to Zoho Recruit custom fields on the Candidate module. We evaluate each custom field's data type and create the equivalent Zoho Recruit field (text, number, date, picklist, checkbox) before migration. The Zoho Recruit Standard edition supports up to 50 custom fields per module; Enterprise supports up to 300 per module. If the workforce dataset exceeds the Standard edition limit, we flag this during scoping and recommend the Enterprise edition or a custom module.

If Workforce Analytics contains a talent pipeline or alumni tracking module (former employees flagged for re-hire), these records map directly to Zoho Recruit Candidates with the candidate status set to 'Rehire' or a custom status value. The original employment dates from Workforce Analytics are preserved as work experience entries, and any re-hire eligibility notes are added as a candidate note. We use Zoho Recruit's candidate status workflow to track where each re-hire candidate sits in the new recruitment process.

Workforce Analytics users (HR analysts, managers, administrators) who will use Zoho Recruit as recruiters map to Zoho Recruit User records. We resolve by email match against the Zoho Recruit user list. If a Workforce Analytics user does not yet have a Zoho Recruit account, we add them to the reconciliation queue for the customer's admin to provision before record migration begins. Note that Zoho Recruit does not allow migration of users who already have a separate Zoho Recruit account — those accounts must be closed first.

Workforce Analytics workflow configurations (headcount alert triggers, retention risk notifications, org chart change alerts) do not migrate as automation code to Zoho Recruit because they reference workforce-specific triggers and conditions that have no recruiting equivalent. We deliver a written inventory of every active Workforce Analytics workflow with its trigger, conditions, and actions, and we document recommended Zoho Recruit Blueprint or Workflow Rule equivalents for the customer's admin to evaluate and rebuild post-migration.