AI HRIS Migration Validation Agent

How Cassidy automates header using AI

Step 1: Trigger on migration cycle initiation

The Workflow activates when a new mock conversion cycle begins or when data files are uploaded to the designated migration folder, pulling in source extracts and target load results for comparison.

Step 2: Run pre-load data quality checks

Cassidy validates each record against configurable rules—checking for mandatory fields like manager assignments, cost centers, and bank details, verifying code conformity against approved crosswalks, and flagging duplicates or referential integrity breaks.

Step 3: Generate exception packs with remediation guidance

For records that fail validation, Cassidy creates structured exception reports with failure reason codes, links to the source data, and specific remediation instructions that data stewards can act on immediately.

Step 4: Execute post-load reconciliation

After target system loads complete, Cassidy compares source snapshots against target data—matching record counts by object type, summing compensation and leave balances, and running field-by-field comparisons to confirm transformation rules applied correctly.

Step 5: Analyze payroll parallel run variances

Cassidy ingests payroll output from both legacy and new systems, performs component-level gross-to-net comparisons per employee, applies tolerance thresholds, and categorizes variances by root cause for efficient triage.

Step 6: Compile audit-ready evidence packs

The Workflow assembles reconciliation summaries, variance reports, approval logs, and data lineage documentation into comprehensive evidence packs ready for sign-off by HR, Payroll, Finance, and Compliance stakeholders.