Moving to HollyHR
Plan the handover before you move the data.
A useful migration plan names the source, the cutover point and the records that need their own route. Choose the guide that matches where your data lives today.
Choose your starting point
Two routes, each built around the work in front of you.
The spreadsheet guide is a data-cleanup clinic. The Breathe guide is an exit pack. Each guide separates the records HollyHR can import from the work that needs a separate plan.
Spreadsheet clinic
Move from a spreadsheet
Clean one master copy, map the useful fields and resolve every person before the dry run.
CSV, Excel or pasted data Breathe exit packSwitch from Breathe
Build the complete exit pack, then cut over people and leave without losing sight of files or history.
Source-specific planBefore you move
Decide what happens to every record.
HollyHR can import people records and leave cutover data. Files, historical evidence and old workflows need a separate destination or retention decision.
Useful from the first review
Start with the working files.
These downloads help you inspect the source before you create a workspace. The guides explain when to switch to the organisation-specific templates inside HollyHR.
CSV
People data dictionary
See the 15 supported people and current-employment fields. Preserve and rebuild manager relationships separately.
Download XLSXLeave planning workbook
Structure opening balances and future approved or pending bookings around one cutover point.
Download CSVBreathe exit checklist
Track the reports, files, owners, checks and cancellation date in one working sheet.
DownloadStart with the first 10 people free.
Create the workspace, add or stage the people record, then download the exact-ID templates for updates and leave.
No card. No trial clock. Reconcile before you invite the team.