Migrating Historical Recognition Data for Analytics and Reporting

This article covers the process of migrating historical recognition data into the system, focusing on how recognition transactions and point balances are uploaded for analytics and reporting purposes.

Loading Historical Recognition Data into the System

To load historical recognition data into the system for analytics and reporting, the process generally involves two main components:

Migration Program for Historical Data
- A dedicated migration program will be created for bulk uploading recognition transactions from the old system.
- This program will be accessible only to administrators and will not involve monetary data.
- Historical transactions will include details such as:
  - Appreciation messages
  - Company values linked to the recognition
  - The sender and receiver of each transaction
  - A migration date, reflecting the date of the data transfer
Program for Users with Remaining Balances
- A separate program will be used to handle the migration of point balances for users with remaining points.
- This migration will only include summary information, such as total points, and will not include individual transaction details.
- The points will be uploaded as an initial balance in the new system, with no monetary references.

General Process Overview:

The recognition data will be migrated to preserve key details for analytical purposes.
Points balances will be handled in a summarized manner, with no specific transaction information or monetary references from the previous system.
Users in the new system will be able to view their recognition history and points balances without referencing specific monetary values or the prior system's transactions.

This approach is commonly used by other clients to maintain recognition history for analytics while streamlining point balance migrations.

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