# HRMS migration inventory

Map the systems, records and checkpoints involved in moving to a new HRMS.

Company: [add company]
Entity / team: [add scope]
Owner: [add owner]
Review date: [add date]

## Checklist

- [ ] List source systems, file owners and available export formats.
  Owner: [name] | Due: [date] | Evidence / notes: [details]

- [ ] Identify employee, entity, department and historical service records.
  Owner: [name] | Due: [date] | Evidence / notes: [details]

- [ ] Record leave-balance dates and payroll-history requirements.
  Owner: [name] | Due: [date] | Evidence / notes: [details]

- [ ] Map fields and agree how missing or conflicting values are reviewed.
  Owner: [name] | Due: [date] | Evidence / notes: [details]

- [ ] Define validation samples and source totals for reconciliation.
  Owner: [name] | Due: [date] | Evidence / notes: [details]

- [ ] Agree module scope, user access, training and go-live checkpoints.
  Owner: [name] | Due: [date] | Evidence / notes: [details]

## Decisions and outstanding questions

[Add decisions, exceptions and the next review checkpoint.]

Planning template from Kled. Adapt to your organisation. Confirm applicable legal and policy requirements with the appropriate adviser before use.