Migrate from Worknice to BambooHR

Worknice People records map to BambooHR Employee records. Each Worknice People record carries first name, last name, email, role (Employee, Contractor, Manager), position assignment, pay details, and integration connections. We map the core name and contact fields directly to BambooHR's standard employee fields. Worknice role assignments map to BambooHR employmentStatus (Full-Time, Part-Time, Contractor) and a custom field for the original Worknice role. The BambooHR API key must belong to an Administrator account to read and write all employee fields.

Worknice Positions define job titles and reporting hierarchies. We export position names, department assignments, and reporting manager links as structured metadata. In BambooHR, these map to the Job Info tab (title, department, division, location) plus custom fields for the original Worknice position ID and any manager relationship not captured through BambooHR's native supervisor field. Position bundle assignments are exported as a flat metadata field and flagged for the customer to configure as a BambooHR custom field or group structure post-migration.

Worknice stores leave entitlements and accrual balances per leave type (Annual Leave, Sick Leave, Personal Leave) tied to position start dates. We export leave type, current balance, and accrual method as separate fields. BambooHR's Time Off module uses Policies created in-app; we import the current balance as a static starting balance and flag that the customer's HR team must configure equivalent accrual policies in BambooHR before go-live. Leave carried forward, approval history, and pending requests require separate handling during cutover.

Worknice stores compliance documents, contracts, and onboarding paperwork per person. We export documents as binary blobs and recreate the attachment relationship in BambooHR using the Files API. File naming conventions from Worknice may not map directly to BambooHR's document organization, so we attach files to the corresponding Employee record and note the original Worknice document type in a BambooHR custom field for each file. Documents larger than 10 MB require chunking per BambooHR's upload limits.

Worknice supports 360 reviews, customizable review forms, and review status tracking (draft, in-progress, complete). We export reviewer relationships, form question responses, overall rating, and completion status. BambooHR's performance module (Pro and Elite tiers) uses review cycles and configurable forms; we map Worknice review responses to BambooHR's review form structure, flagging any Worknice custom form fields that have no direct BambooHR equivalent as requiring manual entry or a separate review cycle configuration post-migration.

Worknice stores company-level OKRs and employee goals with parent-child alignment hierarchies. We export goal titles, descriptions, progress percentages, due dates, and parent goal relationships. BambooHR Goals (Pro and Elite) supports goal setting and tracking; we map Worknice goal progress to BambooHR goal percent complete, and preserve the parent-child relationship as a custom field pointing to the parent goal ID because BambooHR Goals does not have a native parent-goal linking field. Goal status mapping from Worknice to BambooHR is documented during scoping.

Worknice assigns roles at the person level: Employee, Manager, Account owner, Contractor. We preserve these as direct fields in the BambooHR Employee record. The Worknice role maps to BambooHR's employmentStatus field (Contractor, Full-Time, Part-Time, Inactive) and a custom multi-select picklist if the organization used multiple simultaneous roles. Manager role assignment is preserved as the supervisor field in BambooHR Job Info.

Worknice Bundles group templates (documents, onboarding tasks, review forms) assigned to positions or people during onboarding. The bundle-to-template relationship has no direct equivalent in BambooHR. We export bundle names and associated template types as structured metadata attached to the relevant Position record, then flag during the design call that bundle automation must be rebuilt as BambooHR onboarding checklists or workflow rules in the destination. This is a configuration handoff, not a data migration.

Worknice's Connections feature maps individual People records to external systems (ATS, payroll providers, timesheet tools). These integration IDs are specific to Worknice's integration broker and have no counterpart in BambooHR. We exclude these records from the migration set entirely and flag that the customer must re-establish integration connections in BambooHR after go-live using BambooHR's Integration Marketplace or API-based integrations.

Worknice Essential plan includes time tracking per employee with hours, dates, and time category. We export time entry records where this data exists. BambooHR Time Tracking is available on applicable plans; we map Worknice time entries to BambooHR time entries, preserving date, hours worked, and category. Historical time entry volumes and any timesheet approval workflows require review during scoping because high-volume historical data may exceed practical migration scope.

Worknice supports continuous feedback collection and engagement surveys. We export survey responses and feedback records per person where they exist, including survey name, response date, and response text. BambooHR's Employee Satisfaction module (Pro and Elite) uses eNPS surveys with AI-categorized themes; we map Worknice survey response data to BambooHR survey records and flag that survey design and question structures require reconstruction as BambooHR survey templates post-migration.