Case Study: Seamless Employee Integration via BambooHR Onboarding After Acquisition

Challenge

Following the acquisition of a 70-employee portfolio company, the HR team needed to efficiently integrate the new team members into existing systems, introduce them to the parent company's culture, and ensure data accuracy, all without overwhelming the new employees during a period of significant change.

The acquired employees were previously managed in Paychex, while the parent company used BambooHR. The integration had to be smooth, professional, and scalable while preserving the integrity of all employee records.

Solution: Onboarding Through BambooHR

To meet these needs, the HR team utilized BambooHR’s Onboarding module to introduce acquired employees to the company in a structured, engaging, and efficient way. This approach allowed for:

• Customized Welcome Experience: A branded onboarding flow introduced the parent company’s mission, culture, leadership team, and internal processes.

• Policy Acknowledgements & Compliance: Employees received all relevant documents, handbooks, and company policies, with digital acknowledgment tracking.

• E-signatures & Forms: Key forms like I-9s, W-4s, and direct deposit authorizations were completed securely and efficiently within BambooHR.

Data Migration from Paychex to BambooHR

While BambooHR onboarding captured essential employee and compliance data, additional information was needed to complete their records:

• The portfolio company exported an Excel file from Paychex with critical historical data, including hire dates, compensation details, titles, and departmental info.

• This data was used to update employee profiles in BambooHR, ensuring full accuracy and continuity of employment information.

Results

• Seamless Integration: All 70 acquired employees were successfully onboarded into BambooHR without delays or disruptions receiving the correct paycheck amount deposited into the correct accounts.

• Data Integrity: The combination of onboarding workflows and imported data ensured complete and accurate employee records.

• Positive Onboarding Experience: New employees received a consistent, welcoming introduction to their new parent company, helping drive engagement and alignment from day one.

• Efficiency & Automation: Using BambooHR drastically reduced manual entry, eliminated duplicate data collection, and helped HR teams focus on employee support rather than administration.

Conclusion

By utilizing BambooHR’s onboarding module and supplementing it with legacy data from Paychex, the company executed a clean, professional, and human-centric acquisition integration. This strategy ensured that new team members felt welcomed, informed, and equipped all while enabling HR to uphold data accuracy and compliance standards with ease.