• Email and Template Styling Options: New functionality to select new fonts, highlight text, and select HEX color on emails and templates
• Email Conversations: New Emails can now be grouped together in Conversations. This allows for auto-journaled emails to be viewed together versus sporadically through the activity feed as they are received.
• Regarding Opportunity on Email Responses: The “Regarding Opportunity” is now visible in email responses and will also appear in the activity stream of opportunities.
• Track Email Views: The ability to monitor when an email has been viewed on outgoing emails.
• Email Response Notifications: Users in organizations that have journaling enabled can now elect to get in-app notifications when a contact has replied to an email sent via Crelate.
• Save Draft for Emails: The ability to save email activities as drafts.
• Profile Preferences ‘My Emails’ Page: New ‘My Emails’ page to show and manage your Draft and Sent emails.

• Scheduled Reporting Chart Emails: Up to 5 charts can be sent as email attachedments in format CSV or XLSX. Emails can be scheduled to send at a selected hour of the day and choose specific days of the week or the beginning/end of the month for recurring sending options.

• User Roles Read access to Report Page: New Reporting Access setting for users with Read Reporting Permissions. Set who can access specified report pages.

• Additional Reporting Data Fields: Gain further insight into your candidate pipelines.
  • Opportunity Loss Reason
  • Candidate Pass Reason
  • Applied From/Source

• Enabled Workflow Stages: Link Recruiting Workflow Stages directly to a Sequence and allow users to add contacts while adding or moving contacts in their workflow through drag and drop functionality.

• Metrics Step Total Tiles: New Metrics Tiles have been added to help provide visibility into how many times users have:
  • Completed Total Steps
  • Skipped Total Steps
  • Bypassed Total Steps with Wait

• Search Option for Sequences: The ability to search for candidates and contacts by what Sequence they are in.

Thanks to direct feedback form not only the Early Adopter Program but from customers who have benefited from feature since release the following abilities have been added to this feature.

• Ability to complete sequencing steps early, to allow users to document and maintain workflow when tasks organically happen before schedule.
• Administrators can set if contacts are allowed to be on more than one sequence at a time. This allows organizations to keep contacts in single sequence or in multiple to minimize excessive engagement.

Change request and Early adopter feedback, we are enhancing this feature to ensure communication is sent to the correct contacts.

• When creating an email activity users will now see the contacts email address next to the name in the To field (available on all emails sent from Crelate)
• When creating an email users will have more visibility into the if the email is using a Shared From email (available on all emails sent from Crelate)

This is a top Change Request through Hellonext.

• In app notifications when a form request has been completed. This allows for expedited process to ensure users know instantaneously when forms have been submitted and the process can move forward.

This is a top Change Request through Hellonext.

• Ability to edit an eSignature template. Users can now update templates after they have been created and in use. No longer do users have to create new when updated outdated templates.

• Increase engagement with contacts through our fully integrated Sequencing tool. From creating in-depth sequences with automated emails to an all-new intuitive UI, our Sequencing tool creates efficiencies at scale so your team can create, maintain, and maximize relationships with candidates and clients. Key Sequencing Features:
  • Multiple action types provide sequence step flexibility:
    • Automatic emails
    • Manual emails
    • Texting
    • Calls
    • Tasks
  • Sequence steps feed contact activity streams.
  • Intuitive UI to easily know what your best next action is.
  • To-do screen to let users see and complete all sequence actions in one place.
  • Track Click rate, open rate, and more!

Daily Job Postings

ZipRecruiter’s Daily Job Posting is an effortless way to sponsor and manage jobs with ZipRecruiter directly from within Crelate in real-time. When a job is sponsored, ZipRecruiter invites qualified candidates to apply, then delivers those candidates seamlessly to Crelate via our ZipRecruiter apply integration. Customers can sponsor their jobs for $16 per day per job, allowing the flexibility to drive applicant volume without signing up for a month-long commitment. Each job will be sponsored on ZipRecruiter, where four out of five employers get a quality candidate within the first day. Jobs will be posted to ZipRecruiter in real-time through our job posting API and return candidates to Crelate with quicker turnaround times.

Hiring Signals

With Hiring Signals, users can Opt-In or Out to report hiring-related events to ZipRecruiter, this will help ZipRecruiter know the application statuses of candidates and in return, trigger invites to more qualified candidates. This shipped as “Opt-In” by default for existing customers and will be Opt-Out for new customers. This can be adjusted by going to Settings > Integrations > Job Board Publishing. Note: This new setting does not affect customers’ day-to-day processes and is happening in the backend.

• Opportunity specific access for Client Portal
  • Per job user access has been added to allow for specific jobs to be visible to specific portal users.

  Kanban Candidate Display

  • Candidates will show up in a Kanban to help visualize the stage and status of the candidates.

  Job Strategy tab

  • Control what strategy sections are displayed in the Client Portal.

  Opportunity Bulk Remove Candidates Client Portal

  • Bulk removing candidates from the client portal has been added to the Opportunity and Client Portal pop up.

  Settings – View as client button

  • Users can now view the portal as a client to see their experience directly from settings.

Contact Data Enrichment data pre-match

• If any Email/Phone/Website fields appear invalid, the user will be notified that they will not be used for Contact Enrichment matching.

Contacts URL (Warning Icon for Invalid/Non-Public URLs)

• A visible warning icon to show that is it for a invalid/non-public URL on LinkedIn and Facebook

Contact Data Enrichment Artifact

• Contact data enrichments will create a new Enrichment Artifact in Contact Documents allowing user to view and download the raw enrichment data.

Introducing our integration with ZoomInfo! Comparable to our Contact Data Enrichment feature, ZoomInfo is a cloud-based B2B platform for sales, marketing, and recruiting teams. The integration will initially only work for TalentOS users. To get set up via ZoomInfo, follow this link.

A new tab for “Home” has been added. The home tab is a landing page for employees to see a high-level overview of their Timekeeping tasks and Assignments. The Home tab will house a timekeeping widget that will display any late or rejected timecards as well as an overview of the employees’ active assignments.

In the “Time” tab, we have added additional subtabs for “Late Timecards” and “Rejected Timecards” with notification badges so employees can quickly see if they have timecards that they need to act on.

Mobile users who have Push Notifications enabled will receive a push notification when their timecard is approved.

A new notification badge has been added to the Time To-Dos tile on the home page that will show employees the number of late and rejected timecards that require their attention. An additional filter has been added for “Late” inside of the Time To-Do grid, so employees can easily search their late timecards. When viewing timecards from the timekeeping or Time To-Do grid, there is now a visual indicator on timecards that are late for quick visibility.

In addition to Timecard improvements, the ability for users to attach receipt with a new option of “upload a photo” has been added. Previously, they could only upload a file or take a photo.

• Your recruiting process and recruiter training doesn’t stop with “you should probably do…” You need a way to bring your whiteboard processes to life with the right nudge, to the right person, at the right time.
• Sequencing is a foundational feature for the next generation of Crelate Recruit, and works like a recruiter augmentation toolset.  Giving operations leaders and recruiters the tools to template their process down to the individual task reminder from call, to email, to text, and measure effectiveness on the front-lines.
• Launching in private Beta, look for more on Sequencing as we approach general availability.

• Timesheet fraud is one of the single biggest expenses in most staffing firms.  Your fulfillment team and managers deserve the advantage of time entry that can’t be gamed.
• With Geofencing, your fulfillment team can set precise location parameters that align with your client’s physical site.
• Require contractors to be physically on-site to clock in and out from the Crelate Connector mobile app, and drive immediate time entry that streamlines your pay & bill.

• Eliminate recruiter task switching and disorganized, cumbersome document storage with Crelate’s native E-Verify integration
• Stop the busywork of checking for status reports, with E-Verify updates that directly update contact records in Crelate

• Significant investment has been made to our Contact Data Enrichment (CDE) feature to unlock the power of sourcing at scale for your business. We welcome bulk enrichment to the Crelate arsenal allowing for rapid sourcing of up to 50 contacts at once.
• Additionally, we have expanded the scope of our CDE feature to allow for even more data to be sourced including more personal and secondary contact information.

• We understand timekeeping is a complex fluid process and often varies on a client-by-client basis. As a result, we’ve expanded the notion of time entry to allow for both Straight Time and Punch In/Punch Out options.
• Say hello to Daily Notes. Whether your contractors need to provide more descriptive daily notes or when an employee inevitably needs to log notes for a sick day, we have expanded the scope of timekeeping notation to allow for a seamless employee experience.

Looking for an easier way to get your data into QuickBooks? Look no further. We have added the ability to export billable items in a preformatted document designed to work seamlessly with QuickBooks import. Easily filter the data you need to generate a ready-for QuickBooks export.

We’re constantly updating our Crelate Connector mobile app, and we’re excited to announce we’ve added the ability to send and view form requests on mobile. Unlock on-the-go efficiencies whether looking to accelerate candidate onboarding or retrieve updated contact information while on the road.

We’re calling this the: You asked, we delivered By leveraging our Feedback Board we have executed over a dozen feature requests including half of our most requested items.

Without ever leaving Crelate (and in just a few clicks to boot!) enrich contact profiles within your database giving you more data than ever, directly at your fingertips.

Speaking of enrichment, for those customers who constantly receive new lists of data or who simply want to make wholesale database changes, our new import experience is for you! Easily update thousands of records in a single import to refresh phone numbers, email addresses and more.

For firms working with a client’s VMS provider, automate the process of job collection by having newly created VMS records instantly added to Crelate.

Crelate Deliver users can now enjoy a full suite of timekeeping reports to capture timecard by status, hours logged per pay period, gross margin and more!