BambooHR to Zoho People migration · US partner · Los Angeles

Migrate from BambooHR to Zoho People with a US partner

Every employee file, every reporting line and every hour of PTO, landing exactly where your people expect it.

We move your live BambooHR account while HR keeps approving time off and onboarding new hires. Profiles, job history, custom tables, documents and time-off balances arrive first as a sample your department heads check by name. Once the counts and hours agree, we switch on a pay-period boundary you choose, and your employees open the Zoho People app to the same numbers they saw the Friday before.

Profiles, job and pay history
PTO balances matched to the hour
Org chart and reporting lines kept

Book a migration call Size your BambooHR move

Advanced PartnerCertified Zoho People consultants

You’ll talk to our senior team, not a call center.300+ projects · serving US clients since 2025

BambooHR · Job info

DW
Dana WhitfieldSenior Recruiter

Department
People Ops
Reports to
Carla Benson
Hire date
03/14/2021
Location
Austin, TX

Vacation available52.5 hrs

Zoho People · Profile

DW
Dana WhitfieldSenior Recruiter

Department
People Ops
Reporting to
Carla Benson
Date of joining
03/14/2021
Location
Austin, TX

Vacation balance52.5 hrs
BambooHR · Job info

LO
Luis OrtegaWarehouse Lead

Department
Operations
Reports to
Grant Hollis
Hire date
08/02/2019
Location
Ontario, CA

Sick leave available24.0 hrs

Zoho People · Profile

LO
Luis OrtegaWarehouse Lead

Department
Operations
Reporting to
Grant Hollis
Date of joining
08/02/2019
Location
Ontario, CA

Sick leave balance24.0 hrs
BambooHR · Job info

KG
Keisha GrantAccount Manager

Department
Sales
Reports to
Owen Marsh
Hire date
11/30/2023
Location
Remote, CO

PTO available81.25 hrs

Zoho People · Profile

KG
Keisha GrantAccount Manager

Department
Sales
Reporting to
Owen Marsh
Date of joining
11/30/2023
Location
Remote, CO

PTO balance81.25 hrs

01What moves, what changes, what doesn’t

What a BambooHR to Zoho People migration brings with it

Zoho People imports spreadsheet files form by form, including tabular sections like job history, and it takes opening leave balances per employee. We pull your data out of BambooHR through its reports and API, reshape it, and load it in an order that keeps reporting lines intact. A handful of things are rebuilt by hand, and you’ll see that list before you sign anything.

Comes across

Employee profilesPersonal details, contact info, employee number, status, hire date and location for active staff.
Former employees you want to keepTerminated records with their termination date and reason, so rehire checks and audits still work.
Departments, divisions and locationsLoaded before people, so every profile has a home on arrival.
Reporting linesEach person’s manager, which rebuilds the org chart on its own once everyone is in.
Job and compensation historyBambooHR’s history tables become tabular sections on the Zoho People profile.
Custom fields and tablesRecreated as fields and forms first, then filled with your data.
Time-off balancesHours or days per employee and per policy, taken on the cutover date.
Employee documentsOffer letters, signed policies and certifications, filed back on each profile.

Comes across in a new shape

Time-off policiesAccrual schedules, tenure levels, carryover caps and waiting periods are rebuilt as Zoho People leave types and rules.
Approval workflowsBambooHR approval chains become Zoho People workflows with the same approvers.
Onboarding and offboarding listsTask lists turn into onboarding and offboarding workflows with owners and due dates.
Holiday calendarsSet up again per location, which suits teams spread across states.
Access levelsBambooHR access levels map to Zoho People roles and permissions, which we test with a manager login.
Emergency contacts and dependentsMoved into tabular sections, one row per contact.

Rebuilt, archived or left in BambooHR

Past time-off requestsWe keep a full export as an archive. Zoho People starts from the balance, plus requests already booked for future dates.
Performance reviews and goalsOld review results come over as attachments or a history table. New cycles run in Zoho People.
Hiring pipelineOpen jobs and candidates move to Zoho Recruit if you want them. Closed candidates stay in the archive.
E-signature trailsSigned PDFs move. The signing audit trail stays with the original file export.
BambooHR Payroll and benefitsPay runs, year-to-date wages and benefit enrollments are their own project with Zoho Payroll or your current provider.
Custom reportsRebuilt in Zoho People reports, often fewer and cleaner than before.

02For the HR lead who has to sign this

How safe is a BambooHR migration with live employee data?

Safe enough that nobody loses an hour of vacation, and you can check that yourself. People notice HR mistakes fast because the mistake is about them, so our BambooHR moves are built around counts and balances your own team confirms.

From the two of us

Since 2025 we have taken more than 300 projects live, and the HR ones teach the same lesson every time. Employees forgive a new screen. They do not forgive a wrong PTO balance or a missing manager on their profile.

So we treat your BambooHR data as personal, because it is. Access is limited to the people doing the work, the move is rehearsed on a sample first, and your HR team decides the day it becomes real. You can lean on that order of events; it has carried a lot of teams through a switch like this one.

Ikramul Karim & Khris KakosimidiCo-Founder & CEO · Co-Founder & CFO

What if something goes wrong?

A department head finds a wrong manager or job title in the sample.: The full load waits. We fix the mapping, reload that department’s sample and ask for a fresh sign-off.
HR approves leave in BambooHR during the move.: A catch-up pass right before cutover brings over new hires, terminations, job changes and the latest balances.
A balance comes out a few hours different.: Then we stop and trace it, usually to an accrual that ran on a different day. Cutover only happens once every policy total agrees.
Something breaks after go-live.: BambooHR is still there in read-only mode for the rollback window written into your BRD, so any record can be checked against the original.

Validation report Sample report

BambooHR to Zoho People · full load plus catch-up pass · cutover Sunday

What we counted	BambooHR	Zoho People
Active employees	142	142
Former employees kept	61	61
Departments	5	5
Employees with a manager set	137	137
Job history rows	588	588
Compensation history rows	421	421
Custom fields recreated	18	18
Time-off policies	7	7
Future time off already booked	39	39
Employee documents	1,906	1,906
Time-off balance, all policies	11,482.5 hrs	11,482.5 hrs

We don’t switch until these numbers match.

Your BambooHR stays live until you say so

03The number employees check first

Do PTO balances survive a BambooHR to Zoho People migration?

Yes, to the quarter hour. We freeze BambooHR balances on the cutover date, load them as opening balances in Zoho People, and only then let the rebuilt accrual rules take over. The meters on the right show the idea with sample people.

Pick the right day.Cutover sits right after an accrual run and a closed pay period, so neither system owes anyone hours.
Rules before balances.Tenure levels, carryover caps and waiting periods exist in Zoho People before a single balance loads.
Booked trips stay booked.Approved requests for future dates come across, so next month’s vacation is still on the calendar.
State sick leave.Policies that follow state rules, like California’s, are rebuilt per location and checked with your HR lead.

Balance carry-over checkSample data

Dana WhitfieldVacation
BambooHR52.5
Zoho People52.5
Luis OrtegaSick leave, CA
BambooHR24.0
Zoho People24.0
Keisha GrantPTO
BambooHR81.25
Zoho People81.25
Grant HollisVacation, at cap
BambooHR112.0
Zoho People112.0

Hours compared: 269.75 before, 269.75 after.

04Where everything lands

BambooHR to Zoho People migration map, tab by tab

This is the map we start from, organized the way BambooHR lays out an employee: by tab. Narrow it down by how each item moves. During the assessment we add your own custom fields and tables, row by row.

BambooHR tab	What it holds	Zoho People	How it moves
Personal	Name, preferred name, birth date, address, phone, email	Employee form, personal details	Imported
Personal	Employee number	Employee ID	Imported
Job	Hire date, employment status, job title	Date of joining, employee status, designation	Imported
Job	Department, division, location	Department, division and location records	Imported
Job	Reports to	Reporting to, which draws the org chart	Imported
Job	Job information history table	Tabular section on the employee form	Imported
Job	Compensation table: pay rate, pay type, schedule, change reason	Compensation tabular section, restricted to HR and payroll roles	Imported
Job	Bonus and commission tables	Custom tabular sections	Recreated, then imported
Emergency	Emergency contacts	Emergency contact tabular section	Reshaped
Custom tabs	Your own fields and tables	Custom fields, sections or forms	Recreated, then imported
Time Off	Current balance per policy	Opening leave balance per leave type	Imported
Time Off	Approved requests for future dates	Leave records	Imported
Time Off	Policies, accrual levels, carryover	Leave types, accrual and carry-forward rules	Rebuilt first
Time Off	Holidays	Holiday lists per location	Set up again
Time Off	Past requests and history	Archive export, balance carried as the opening figure	Archived
Documents	Employee files and folders	Employee documents in the document manager	Imported
Documents	Company files, handbook	Organization files, with read acknowledgment	Re-shared
E-signatures	Signature templates and requests	Zoho Sign templates, signed PDFs filed on profiles	Rebuilt
Onboarding	Task lists, new hire packet	Onboarding workflow and candidate portal	Reshaped
Offboarding	Task lists	Offboarding workflow with exit checklist	Reshaped
Assets	Laptops, badges, phones	Asset tabular section or custom form	Imported
Training	Training records and certifications	Training records, or courses in the learning system	Reshaped
Performance	Past assessments and goals	Archived PDFs or a history table. New cycles in Performance	Archived
Time tracking	Clock-ins and timesheets	Attendance and timesheets, fresh from cutover	Set up again
Hiring	Job openings and candidates	Zoho Recruit jobs and candidates, or archive	Optional move
Settings	Access levels	Roles and permissions	Set again
Settings	Approvals and alerts	Workflows, approvals and email alerts	Rebuilt
Reports	Custom reports	Zoho People reports, or Zoho Analytics	Rebuilt
Payroll	BambooHR Payroll runs and YTD	Zoho Payroll project, or your provider kept and synced	Separate project
Benefits	Plans and enrollments	Benefit details on the profile, enrollment stays with your broker or carrier	Stays behind

Showing all 30 rows.

05Your org chart, one branch at a time

How we roll your BambooHR org chart into Zoho People

Records move department by department, each one checked and signed by the person who runs it. HR data then switches for everyone on a single cutover date, and the employee app goes out in waves. Step through a sample company below.

Sample company142 employees · 5 departmentsAll in BambooHR

People Ops & Finance12 peoplePilot branch
- HR
- Payroll
- Accounting
Sales26 peopleField reps
- West
- Central
- Accounts
Support31 peopleTwo shifts
- Tier 1
- Tier 2
- Onboarding
Engineering25 peopleRemote, 4 states
- Product
- Platform
- QA
Operations48 peopleHourly, CA & TX
- Warehouse CA
- Warehouse TX
- Fleet

Before anything moves

Five departments, one BambooHR account. We read the tree from the top: who reports to whom, which locations and states each branch covers, and which custom fields only one department uses.

In BambooHRSample signedLive in Zoho People

06Size the move

How big is your BambooHR migration?

Tell us roughly what sits in your BambooHR account and you’ll see the package most moves of that shape fall into. Custom tables, payroll and the number of leave policies matter more than headcount alone. Estimate only, not a quote.

07Migration packages

BambooHR to Zoho People migration packages

BambooHR accounts tend to come in three shapes, and the gap between them is history, custom tables and what else BambooHR runs for you. We name the fee for yours once we have looked inside, and it goes into the BRD as one number.

Quick Move

One location, current records

Active profiles, departments and reporting lines
Up to a few leave policies rebuilt, balances carried
Employee documents filed on profiles
Onboarding checklist set up again
A sample your HR lead signs before the full load

One fixed fee in the BRD you sign, agreed before we export a single profile

Standard Move

Several states, full history

Everything in Quick Move
Former employees, job and compensation history
Custom fields and tables recreated
Leave rules per state, holidays per location
Approvals, offboarding and roles rebuilt
Sign-off from each department head

Priced as a single sum inside the signed BRD, history included

Complex Move

Large headcount, payroll, connected apps

Everything in Standard Move
A Zoho Payroll plan for year-to-date wages, or a sync to your provider
Open jobs and candidates into Zoho Recruit
Review history and training records archived
Apps that read BambooHR re-pointed
Rollout waves and a rollback plan

Fixed in the BRD before work starts, department by department

Migration Assessment

The first paid step

A paid review of your BambooHR account before anything moves. Every dollar of it is credited in full against your migration.

Data audit of profiles, tables and policies
Your field map, with your custom tabs
Risk list, including balances and access
Cutover plan on a pay-period boundary
The BRD with your fixed fee

Credited in full once you go ahead

08The move, start to finish

The BambooHR migration process in five phases

Fifteen steps, grouped so you always know which phase you are in. HR keeps running BambooHR until cutover. Steps tagged Migration exist only because you are moving, and a brand-new Zoho People setup skips them.

Phase 1Know your dates
1. 1Discovery call free
  Headcount, states, departments and what BambooHR does for you today, including payroll or hiring.
2. 2Renewal and timeline check Migration
  Your BambooHR renewal date, the notice it needs, and how you export. We set a stopper date: the last safe day to rely on BambooHR.
3. 3Migration plan
  Which departments go in which order, what gets rebuilt, which pay-period boundary we cut over on, and the fixed fee.
Phase 2Agree it in writing
1. 4Migration BRD Migration
  Every BambooHR tab and field per department, the field map, leave rules, stopper dates, acceptance checks like headcounts and named balances, plus the cutover and rollback plan. Larger accounts often get it as the deliverable of the paid Migration Assessment.
2. 5Department sign-off Migration
  Each department head signs for their branch, your project owner signs for the whole, and the record is kept.
3. 6Kickoff
  Who does what on both sides, who can see salary data during the move, and the freeze rules for cutover week.
4. 7Delivery schedule
  A date for each department and module, every one set ahead of the stopper date.
Phase 3Build and rehearse
1. 8Zoho People setup
  Forms, custom fields, leave types, holidays, roles and approval workflows, ready before any employee lands. You see it in review demos.
2. 9Sample migration Migration
  A slice of each department moves: a few profiles with history, documents and balances.
3. 10Sample sign-off Migration
  Department heads open their own people in Zoho People and confirm titles, managers and hours.
Phase 4Move and practice
1. 11Full migration and catch-up Migration
  Everyone loads, then a catch-up pass brings late changes. A validation report shows before and after counts.
2. 12Testing on real records
  HR, managers and a few employees request leave, approve it and update profiles before launch.
3. 13Training by department
  HR, managers and staff learn on their own data, with manuals and recorded videos.
Phase 5Go live and let go
1. 14Cutover and go-live
  On the agreed boundary, before the stopper date. BambooHR becomes read-only and the rollback window starts.
2. 15Hypercare, then cancel BambooHR Migration
  We stay close through the first accrual run and the first leave approvals. BambooHR ends only when you confirm it can.

See the full process →

10Monday morning after the switch

The first Monday in Zoho People after the BambooHR migration

Here is who opens what on that first morning, using the sample company from above, and a cheat sheet for anyone hunting for a familiar BambooHR button.

HR manager
Opens the dashboard and sees three leave requests waiting, sent over the weekend from the app. Approves two, asks a question on the third, all from one screen.
Warehouse supervisor
Checks who’s off this week on the team leave calendar. The two people booked for vacation in BambooHR are still booked.
An hourly employee
Signs in to the Zoho People app on their phone using the invite link, taps their profile, and finds the same 24 hours of sick leave they had on Friday.
Payroll
Pulls the approved leave report for the current pay period and sends it to payroll, same as before, from a new place.
This week’s new hire
Was invited through Zoho People’s onboarding portal last week, filled in their details there, and starts with a checklist instead of a stack of PDFs.

Where did my button go?

What you clicked in BambooHR, and where to find it in Zoho People.

In BambooHR	In Zoho People
Home	Home, your dashboard and pending approvals
My Info	Your profile, from the top-left photo
Request Time Off	Leave › Apply Leave
Time off balance	Leave › Leave Summary
Who’s Out	Leave › Team calendar
People directory	Organization › Employee directory
Org chart	Organization › Org Chart
Employee files	Files on the employee profile
New hire packet	Onboarding › Candidates
Clock in	Attendance › Check-in
Inbox, approvals	The bell icon and Approvals on Home
Reports	Reports, under each service

Zoho People lets admins rename tabs and menus, so the version your team gets at training uses the names in your own account.

11Get ready before you move

BambooHR migration risks, and how to make the move quicker

Most delays in a BambooHR move trace back to data nobody has looked at in years. Tick what is already true for your account. Every box you can tick now is work we skip later.

Your BambooHR checklist

Every active employee has a manager and a department set
Time-off balances have been reviewed for negatives and odd adjustments
We know which time-off policies are still in use
Old custom fields nobody fills in have been listed for removal
Someone owns the decision on how far back history goes
Payroll and benefits plans for after the move are agreed
Each department has named who signs for it

0 of 7 ticked. Each open item becomes a line on your risk list.

Speeds it up

One state and a few simple leave policies
Current records only, history kept as an archive
Payroll staying with your current provider for now
An HR lead who can answer questions the same day

Slows it down

Many custom tables only one person understands
Accrual policies with lots of tenure levels and exceptions
BambooHR Payroll mid-year
Other apps reading from BambooHR’s API

12Three years of licenses

Three years of BambooHR next to Zoho People, priced

BambooHR charges a flat monthly rate up to 25 employees, then a per-employee rate. Zoho People charges per employee from the first person. Move the slider to your headcount and pick plans to see both over three years.

Employees 40

BambooHR plan Core$250 flat · $10 each over 25Pro$425 flat · $17 each over 25Elite$650 flat · $25 each over 25

Zoho People plan Essential HR$3 · $4 monthlyWorkforce$5 · $6 monthlyTalent$5 · $6 monthlyEnterprise$8 · $10 monthly

Zoho People billing YearlyMonthly

Close matches: BambooHR Core and Zoho People Workforce both cover records and time off. BambooHR Pro adds performance, which on Zoho People sits in Talent or Enterprise.

BambooHR Core, 3 years$0

Zoho People Workforce, 3 years$0

BambooHR per year: $0
Zoho People per year: $0
Difference per year: $0
Difference over 3 years: $0

The move itself is priced separately, as one fixed migration fee in the BRD you sign, so you can weigh it against this gap with real numbers in hand.

License prices only. Taxes, add-ons and discounts vary. BambooHR at its published US per-employee monthly rates, before volume discounts; its Payroll, Benefits Administration and Time & Attendance add-ons are quoted by BambooHR, so they are left out. Zoho People at Zoho’s US list price per employee per month. Need hiring and expenses too? See the Zoho HR & Payroll bundle.

13Why teams leave BambooHR

Why move to Zoho People instead of renewing BambooHR?

For most teams it comes down to per-head cost and shift work. Zoho People Enterprise, the top plan, is $8 per employee a month billed yearly, below BambooHR Core at $10. Attendance, shifts and timesheets live inside Workforce at $5, which matters if a big share of your staff is hourly.

When renewing is the better call: if your team is small, happy in BambooHR, and the flat rate fits your budget, a migration may not pay for itself soon. That is something we would say on the first call.

Check your own headcount above →Zoho People plans and setup →

14BambooHR migration questions

BambooHR to Zoho People migration FAQ

Answers on balances, history, documents, payroll and cost. Anything else, ask us on a migration call; it costs you nothing.

Book a migration call Plan around your renewal →

What moves from BambooHR to Zoho People?

Active and former employee profiles, departments, divisions and locations, reporting lines, job and compensation history, custom fields and tables, emergency contacts, assets, employee documents, current time-off balances per policy and approved time off booked for future dates. Leave policies, holidays, approvals, onboarding and offboarding lists and access levels are rebuilt in Zoho People before the data loads.

What stays behind in BambooHR?

Past time-off requests, old performance reviews, closed candidates and custom reports. We export them as an archive you keep, and old review results can come across as attachments. BambooHR Payroll runs, year-to-date wages and benefit enrollments are handled as a separate payroll and benefits plan.

Will employees lose any PTO in the move?

No. We freeze balances on the cutover date, chosen right after an accrual run and a closed pay period, and load them as opening balances per employee and per leave type. The validation report compares total hours for every policy, plus named employees each department head picks, and cutover waits until they match.

Is there downtime for HR or employees?

Close to none. HR keeps using BambooHR during the build, the sample and the full load. Over the cutover weekend BambooHR goes read-only, a catch-up pass brings the latest changes, and on Monday employees request leave in the Zoho People app instead.

Can we keep job history, pay history and former employees?

Yes. BambooHR’s job information and compensation tables become tabular sections on the Zoho People profile, with access limited to HR and payroll roles. Former employees can come across with their termination dates, or stay in the archive if you prefer a cleaner start.

Do our BambooHR documents and e-signed files come across?

Yes. Employee files are exported and filed on each Zoho People profile, keeping their folder names as categories. Signed PDFs move like any other file, and new signature requests run through Zoho Sign once you are live.

We use BambooHR Payroll. What happens to payroll?

Payroll is planned on its own, because year-to-date wages and tax filings have to stay correct. Some teams move to Zoho Payroll at a quarter or year boundary, others keep their payroll provider and sync approved leave and changes to it. We set that out in the Migration BRD with dates.

How long does a BambooHR to Zoho People migration take?

It depends on headcount, how many states and leave policies you have, how much history moves, and whether payroll is part of it. We count back from your BambooHR renewal: a stopper date two weeks before it, cutover ahead of that, and the Migration BRD fixes the rest. The planner on this page shows a sample.

What does a BambooHR migration cost?

Each move is a Quick Move, Standard Move or Complex Move, with one fixed fee written into a signed BRD. Larger moves begin with a paid Migration Assessment, and its fee is credited in full against the migration. The first call is free.

Who signs off the BambooHR migration?

Each department names one point of contact, usually its head, who signs the Migration BRD for that department and later confirms their own people in the sample. Your overall project owner signs for the whole move, and every sign-off is kept on record.

What happens to my BambooHR account after go-live?

It becomes read-only through hypercare and the rollback window, so HR can still look up an old request or file. We do not cancel it. You end the BambooHR contract once you confirm you no longer need it, ideally before the renewal date.

Can managers and employees use Zoho People on their phones?

Yes. Zoho People has mobile apps for iOS and Android, where employees check balances, apply for leave and check in, and managers approve requests. During rollout we send app invites department by department and run short sessions for managers.

15How a BambooHR migration starts

We look at your BambooHR account before we quote the move

A free call tells us roughly which package you need. Then comes the Migration Assessment, which is paid, credited in full against the migration, and ends with a BRD that names the fee and the cutover date.

We run BambooHR moves online for employers across the US, Canada and Latin America. For teams around Los Angeles, we can be in the room for manager training.

Migration callHeadcount, states, BambooHR plan and add-ons, and your renewal date
Limited accessA restricted BambooHR login or report exports, with salary data handled only by the people who need it
AssessmentData audit, field map, risk list and a cutover plan
BRD sign-off Our promiseScope, fixed fee and cutover date, signed before any data moves

From there, delivery follows our standard migration track. See how we work →

16Let’s talk

Tell us what you’re building. We’ll map the fix.

Book a free consultation with Elite Tech Global. We review your Zoho, AWS, Shopify or WordPress setup, show where AI / SI agents can save time, and agree the next step. If we work together, every requirement and a fixed price go into a signed BRD before the build starts.

Real people, one team. Led by co-founders Ikramul Karim and Khris Kakosimidi, and a 40+ member team across Zoho, AWS and AI.

Book a callPick a time that suits you
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