Crelate Go-Live Checklist
Welcome to Crelate! To help make your transition to Crelate as smooth as possible, we have created a checklist regarding several topics for you to cover. To help organize your learning process, we recommend that you print this checklist and mark off each step as your complete.
Full Length Training and Live Webinars:
Adding Users: If you have additional recruiters, you’ll want to add them to your Crelate.
Setting up Email: Get started by adding your email credential and signature to begin emailing directly within Crelate.
Importing Data: Whether you're looking to import resumes, source contacts from social media sites or import spreadsheets, Crelate will have you covered.
Begin Logging Notes, Tags and Activities:
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
Accessing Crelate On-the-Go: Crelate is offered on both Android and iPhone, as well as the iPad.
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