A successful migration preserves the meaning of records. Start with relationships, access rules and exceptions: importing many rows does not establish that the process is ready.
Steps and checks
- Keep a read-only original export and count records by object.
- Map identifiers, relationships and required fields; isolate duplicates and incomplete records.
- Import a pilot batch and verify counts, attachments, dates and access.
- Reconcile related objects and have the team complete one workflow.
- Plan cutover, a final export and a source restoration procedure.
Define the outcome and records
For this topic the control starts with clients, vacancies and candidates linked to the same search.
An ATS organizes applications, vacancies, stages and feedback. A candidate database retains profiles beyond one hiring process; a recruiting CRM connects client relationships to open searches. One person can have several applications, each with its own status.
Record vacancy requirements and criteria, link a candidate, assign the interview and save feedback and next action on the application. Test two vacancies for one profile: history must distinguish the decisions.
A pilot on the complete workflow
Link a client to a vacancy and present three candidates. Record feedback against the right search: separate CV and client records alone cannot reconstruct a submission.
Before the demo, write three required outcomes and one acceptable tradeoff. Value recovered time only after measuring on the same basis. Have the actual owner complete a cycle and retain errors, corrections and final output. If the pilot stops halfway, identify the missing module, integration or step in the quotation.
Rules, exceptions and work cost
Define who enters, corrects and approves records. Test an incomplete record, a duplicate and a change after closure. The decision changes when records can be exported with relationships rather than manually reconstructed. Count licenses, onboarding, team time and integration maintenance separately.
Apply the workflow in HICE
In HICE, profiles, CVs, vacancies, interviews and feedback stay connected to the client and team. Semantic search and matching help retrieve candidates from your own database; the recruiter retains shortlist review.
Choose the next step
Open the related solution, review pricing for your market and test the case on your records. Keep the template as a workflow reference and use the country ranking to explore other category options.
CRM · Staffing · recruiting CRM software for clients, candidates and vacancies for staffing agencies · Reference rate · ATS / CRM / PSA