Crelate Hire · Onboarding
Onboarding that adapts to every role, client, and location.
High-volume, high-compliance hiring shouldn’t mean a hundred spreadsheets. Crelate Hire builds the exact onboarding, forms, and credentialing path each new hire needs and then helps you keep every requirement current, automatically.
One Platform. Every Onboarding Path.
Set the role, the client, and the work location and let Crelate assembles the exact requirements, forms, credentials, and recurring checks for that hire. Cascading Templates, per-role requirements, expiring credentials, and integration with background checks, e-verify, and WOTC providers makes onboarding a breeze.
Edit company specific checklist template
From offer accepted to first day — without leaving Crelate.
Onboarding Checklists
Customizable by job type, client, industry, and location. Track progress at every step — from first-day coffee chats to the last signature — with everything organized, recorded, and visible to every stakeholder on the contact record.
- Templatized checklists for recurring roles
- Org-wide visibility with assigned tasks
- Grid views: starting soon, active, ending soon
Compliance Management
Verify identity, confirm certifications, and see at a glance who’s qualified to work now, who needs to renew before a lapse, and whose licenses have expired. Sensitive documents live in restricted, secure storage.
eSignature
Create, send, and track documents for signature without ever leaving Crelate. Choose a template, add signatories, and watch every step in real time. From “sent” to “signed”; with signed files filed automatically to the record.
Background Checks
Our integration with industry leading providers like Checkr, First Advantage, and others, automates and tracks background checks directly inside Crelate. Key results copy straight to the contact record as click throughs for secure storage.
E-Verify
Create E-Verify cases right from Crelate, review all current cases, and refresh with one click. Get people onboarded and placed on time. Everyone wins when the right candidate is in the right spot at the right time.
Evergreen Compliance
Compliance doesn't end on day one.
Licenses expire. Certifications lapse. Annual trainings come due. Crelate’s evergreen checklists watch every credential across your whole deployed workforce — and flag renewals before they cost you a placement.
From offer accepted to first day — without leaving Crelate.
Full integrated onboarding and credentialing, with optional handoff to your back office.
Onboarding
Onboarding software that keeps every hire on track
Stay up to date at every step of the hiring process — from scheduling first-day coffee chats to ensuring all requisite paperwork is signed and attached to the contact record. Keep tabs on onboarding for multiple candidates at once, and loop in key stakeholders with org-wide visibility.
Checklists & task assignment
Organize the whole process and assign tasks to the right stakeholders right from within your Crelate dashboard, with everything recorded on the contact record.
Cascading and Hierarchial Checklists
Apply global, company, and role specific checklists, as well as multiple checklists with requirement inheritance.
Immediate insight with grid views
Gain instant insight into assignment progress with status filters including “starting soon,” “active,” “ending soon,” and “ended” — so you never leave gaps between assignments.
Templatized forms for recurring roles
Create reusable onboarding forms for recurring roles, route them for visibility and approval, and track form progress with team-wide insight into the pipeline.
Compliance
Compliance and credential management for regulated placements
Verifying identity, keeping credentials current, and confirming legal certifications involves a volume of paperwork that can hamstring any firm. Crelate’s Compliance Manager confirms your hires have every credential they need to get to work on the first day of their assignment.
Credential management
Track licenses and certifications at a glance with an intuitive grid-view — see who’s qualified to work now, who needs to renew before a lapse, and whose licenses have expired.
Identity & certification verification
Simplify verification by associating all critical information — citizenship class, date of birth, mailing address, and more — with each individual candidate record.
Restricted, secure storage
Sensitive documents are protected in secure locations, separate from other candidate information — so in the event of a breach, confidential information stays confidential.
eSignature
Built-in eSignature — create, send, and track without leaving Crelate
Execute contracts, authorize credentials, and more, and track their progress toward completion in real time. Upload and route documents for signature in seconds, directly from contact records — then find any signed document with Crelate’s search and filter tools.
Standardized, reusable templates
Build a template with multiple eSignature fields in under a minute. Avoid time-intensive one-off forms — create custom templates for recurring job types and use them again and again.
Send to multiple signers at once
Route documents to multiple stakeholders at once and automatically enforce signing order with drag-and-drop ordering — with real-time visibility into who’s signed and where the process is blocked.
Faster with Auto-Fill
Full integrations enable automated filling of fields, reducing errors, improved completion rates and faster responses.
Background Checks
Integrated Background checks with leading providers
Managing the back-and-forth of disjointed background checks can bring a search to a grinding halt. Take the friction out of the process — automate and track candidate background checks directly within Crelate, saving your team time and streamlining your staffing workflow.
Manage candidate consent
Skip copying employee info into multiple documents — requisite background forms fill automatically from the initial candidate consent form, and results copy instantly to the contact record.
See everything in Crelate
Add background checks to your onboarding workflow so they become part of the process automatically, and track progress with real-time updates on your grid-view dashboard.
Provider click-through reports
Keep secure background checks where they belong, while just being a click away.
E-Verify
E-Verify cases, created and monitored on-platform
Reduce time to onboard candidates with Crelate’s E-Verify integration. Administrators can create and monitor E-Verify cases directly on the platform — so recruiters don’t waste time entering data across multiple systems.
On-platform case creation
Enter data and create an E-Verify case directly on the platform. The system mirrors E-Verify to help maintain compliance and accuracy.
Review all pending cases
Rapidly review all pending cases in one place — no jumping between records or platforms to check whether employees can be assigned.
Store sensitive documents
With designated document types, store sensitive information on the platform and restrict viewing rights to the team members who need access.
Crelate Onboarding FAQ
Can I customize onboarding by role, client, and location?
Yes. Crelate Hire assembles each onboarding plan from the requirements you set per role, per client, and per work location — so a travel nurse at a hospital in California and a warehouse associate in Texas each get the exact forms, credentials, and checks their placement requires, with no manual rebuilding.
Does Crelate Hire include federal and state onboarding forms?
Crelate Hire supports full federal and state forms as part of onboarding, alongside job-, client-, and location-specific requirements and ongoing compliance.
What happens after an onboard? Can you integration with my HRIS or backoffice?
Absolutely, Crelate has pre-built integrations that can be configured for your specific needs. We have integrated with SerivceNow, People 2.0, GorillaWorks, Bilflo, automated CSV hand-off. Leveraging our Data Sync Framework or API integration with any back office or HRIS solution is possible.
What are "evergreen" checklists, and how does credential-renewal tracking work?
Evergreen checklists are recurring requirements — license renewals, annual trainings, certifications — that automatically reopen on schedule. Crelate tracks every credential across your deployed workforce and flags who’s current, who needs to renew before a lapse, and whose credentials have expired.
Which background-check provider does Crelate integrate with?
Crelate integrates with Checkr. Background checks run and track directly inside Crelate, results copy automatically to the contact record, and you can click through to Checkr for a comprehensive report.
Does Crelate support E-Verify?
Yes. Administrators can create and monitor E-Verify cases directly on the platform, review all pending cases in one place, and the system mirrors E-Verify to help maintain compliance and accuracy.
Can I send documents for eSignature without leaving Crelate?
Yes. Upload and route documents for signature in seconds from a contact record, build reusable templates for recurring roles, send to multiple signers with enforced signing order, and track status in real time. Crelate integrates with Dropbox Sign.
How does Crelate protect sensitive onboarding and compliance documents?
Sensitive documents are stored in restricted, secure locations separate from other candidate information, with viewing rights limited to the team members who need access.
25,000+
Professional Recruiters
80+
Integration Partners
Since 2012
Built for Recruiting
4.5★
Trusted with 1000+ Reviews
See Crelate Hire onboarding in action.
Walk through the requirements engine, evergreen credentialing, and the full connected workflow with a Crelate specialist who’s been in the seat.