Migrate from World Manager to BambooHR

World Manager employee records map directly to BambooHR Employee records. We extract first name, last name, personal email, hire date, employee status (active/inactive/terminated), and any custom fields present in the World Manager employee profile. The World Manager employee ID becomes the BambooHR employee number for reconciliation. If the World Manager record references a manager via the location or department hierarchy, we resolve that to a supervisor lookup in BambooHR using email as the matching key.

World Manager's Location records map to the Location field on BambooHR's Job tab. Each World Manager location becomes a location option in BambooHR's location list, which the customer's admin configures under Settings > Locations before migration. Locations that have no equivalent in BambooHR are flagged for the admin to consolidate or rename. Department and Role from World Manager map to the Department and Job Title fields on the BambooHR Job tab respectively.

World Manager Department records map to the Department field on BambooHR's Job tab. Departments are imported as a pre-configured picklist in BambooHR before employee records land. If a World Manager employee is assigned to multiple departments, we flag the record and default to the primary department assignment; a secondary assignment is not natively supported in BambooHR without a custom field.

World Manager training module completions are training records, not performance reviews. BambooHR has no native training completion object. We migrate training completions as a custom field set: a multi-select list of completed module names, a date field for the most recent completion, and a text field for certification numbers. For customers with active performance review cycles, we optionally map historical training data to the BambooHR Performance Management module as completed review items. The approach is agreed during scoping based on reporting needs.

World Manager certifications (food handler, OSHA, alcohol service, safety credentials) with expiry dates migrate to two places: a set of custom date fields on the BambooHR Job tab (certification name + expiry date per certification type) and as document attachments to the employee record using BambooHR's file upload API. We preserve the original certification number, issuing body, and jurisdiction as text in the custom field value or as part of the document file name. Expired certifications are migrated with the expired status flagged in the custom field and are not auto-removed.

World Manager compliance documents (policy acknowledgments, signed forms, inspection records) attached to an employee or location migrate as file attachments on the corresponding BambooHR employee record. We use BambooHR's file attachment API to upload documents with a naming convention that preserves the document type and date. Documents attached to a location but not an individual employee are attached to the primary location manager's employee record in BambooHR with a folder structure note. Compliance documents that cannot be matched to a resolved employee are listed in a separate document inventory for manual handoff.

World Manager training assignments (scheduled courses tied to role or location) do not migrate as active task records in BambooHR. BambooHR's onboarding module creates task checklists for new hires but does not support location-based or role-triggered training assignment scheduling. We deliver a written inventory of every active training assignment with its trigger condition (role, location, hire date offset) and recommended BambooHR onboarding template equivalent. The customer's HR admin recreates these in BambooHR's onboarding builder post-migration.

World Manager shift eligibility data (availability windows, shift preferences, role-based shift restrictions) has no native equivalent in BambooHR Core. If the customer is not licensing BambooHR Time Off Tracking, we migrate shift eligibility as a set of custom fields on the employee record (shift type, availability start/end). If the customer licenses BambooHR Time Off, shift patterns migrate as Work Schedule records. Scheduled shift assignments (who works which shift on which day) are out of scope; they require a scheduling tool outside BambooHR's HRIS model.

World Manager custom training objects (industry-specific compliance modules, safety courses, customer service tracks) migrate as a named custom field group in BambooHR. We create a custom field set with text, date, and checkbox fields matching the schema of the World Manager custom object. Lookup relationships in World Manager that reference employees resolve to the BambooHR employee record by email match before migration. Lookup relationships to locations or departments are flattened into the custom field value as a text string.

World Manager Role records map to the Job Title field on BambooHR's Job tab. Roles are imported as a pre-configured job title list before employee records are loaded. If the customer uses World Manager role hierarchies (e.g., Shift Manager > General Manager), we preserve the hierarchy depth in a custom field (role_level) and advise the admin to map to BambooHR's org chart or a reporting structure custom field. BambooHR does not natively support hierarchical role definitions.