Inventory source systems and files
List every file or system that contains employee, compensation, attendance, leave, document or organisation data. Record its owner, refresh frequency and reliability.
Create a data dictionary
For every target field, define the source, format, mandatory status, allowed values, effective date behaviour and who approves corrections.
Clean and reconcile
Resolve duplicate employee IDs, inconsistent department names, missing manager relationships, inactive employees, invalid dates and incomplete statutory or bank information.
Map history deliberately
Decide what must be migrated as structured history, what can be retained as documents and what can be archived outside the active HRMS.
Validate in layers
Use record counts, field completeness, sample employee reviews, aggregate payroll checks and business-owner sign-off before cutover.
Control the final cutover
Set a data freeze, capture final changes, preserve source backups, assign issue owners and document when the new system becomes authoritative.
This resource is operational guidance, not legal, tax or statutory advice. Validate current obligations and final configurations with qualified advisors and official authorities.