FOLIO — MIGRATION PREPARATION CHECKLIST
Illustrative checklist for a product concept. Do not send HR data through this demo site.

BEFORE DAY ONE
[ ] Name your HR owner, data owner, approver and support contact.
[ ] Confirm employee count, entities, AU/US locations and target launch date.
[ ] Agree record types, historical periods and document scope.
[ ] Confirm export rights and availability with the existing vendor.
[ ] Gather employee exports (CSV/XLSX), stable IDs and manager relationships.
[ ] Prepare leave balances with an agreed effective date.
[ ] Inventory documents, policy rules and access permissions.
[ ] Agree secure transfer, retention and access arrangements before sharing data.

DAYS 1–2: DISCOVER & MAP
[ ] Approve scope, field mapping, responsibilities and rollout schedule.
[ ] Agree training audiences and sessions.

DAYS 3–6: IMPORT & CONFIGURE
[ ] Review trial records, duplicates and missing fields.
[ ] Approve sample mapping, policy configuration and access roles.

DAYS 7–10: VALIDATE & LEARN
[ ] Compare source and target counts, documents and opening leave balances.
[ ] Test portal and approvals by role.
[ ] Complete admin and manager training.
[ ] Sign off data quality and launch readiness.

DAYS 11–14: LAUNCH & SETTLE IN
[ ] Agree cutoff, final export and reconciliation.
[ ] Approve launch and send employee communications.
[ ] Complete employee induction and distribute quick guides.
[ ] Confirm service desk hours, escalation contacts and open issues.
[ ] Agree source-system retention and subscription arrangements.

The standard 14-day integration begins after agreed scope, usable data and access are ready.
Custom data imports may have different timelines, as negotiated.
Assess legacy versions, mismatched formats and reconciliation before agreeing the import schedule.
Confirm actual timing, costs, responsibilities and exceptions in a service agreement.