Welcome to Crelate! To help make your transition to Crelate as smooth as possible, we have created several topics for you to cover. To help organize your learning process, we recommend that you go through this step by step.
Our Onboarding Team is able to help you and train you on the topics below, but this checklist is meant to highlight important items to set up when starting with Crelate.
Adding Users: If you have additional recruiters, you’ll want to add them to your Crelate. Here’s how..
- Adding Users
Setting up Email: There are two primary ways of using email in Crelate; sending direct email, and bulk email.
Your Job Portal: When Publishing a job from Crelate, we host a dedicated portal for your candidates to apply.
- Preparing your Portal
- Integrating your Portal to your Website
- Publishing your Jobs
Customizing your Crelate: Crelate is configurable to work the way that your company works.
- Customizing your Workflow
- Configuring activities
- Managing Tags
- Managing Documents
- Duplicate Detection
- Email Templates
Creating new jobs: Time to get jobs in the system!
Sourcing: It’s time to get some candidates entered into the system!
Accessing Crelate On-the-Go: Crelate is offered on both Android and iPhone, as well as the iPad.
Importing and Exporting Data: If you have an Excel spreadsheet of Contacts, Companies and or Jobs, you can easily add them to your database. You can also export your data from Crelate to Excel.
*Here is how to find help in Crelate and contact support: Click Here