Start with operational requirements
List records, attendance, leave, payroll and self-service workflows. Identify duplicated input, approval owners and recurring errors. Turn these findings into demonstration scenarios: onboarding an employee, changing a record, requesting leave and closing payroll inputs.
Test data and permissions
Review existing records, mandatory fields, classifications and linked documents before migration. Ask how employee, manager and HR access differ and how changes are reviewed. Evaluate incomplete records, duplication and exceptions as well as the ideal workflow.
Plan the transition before launch
Agree data cleansing, validation, training and support responsibilities and pre-launch tests. Discuss integration boundaries and authoritative data sources. Base selection on operational fit and reviewable outputs, then prioritize the first release.