About this Guide

This guide is designed to help Crelate System Administrators understand the potential user impact of an upcoming release of Crelate. The guide provides additional insights that Crelate System Administrators should be aware of. Crelate provides this guide ahead of scheduled releases to allow Crelate System Administrators time to prepare for and take advantage of new or changing system capabilities.

About Crelate Upgrades

All upgrades to Crelate are automatic, benefit all users and typically require no user action. However, not all system upgrades are on by default. System Administrators may need to opt-in or opt-out of some new functionality. We know change can be disruptive, and we work hard to ensure System Administrators have the flexibility to control when new features are available to their teams.

Impact	EEOC, OFCCP and VEVRAA surveys can now be enabled independently, where previously one survey depended on another being turned on. Pre-Hire and Post-Hire Compliance toggles have been added to de-couple that choice from the EEO survey. Disability, veteran and consent questions no longer arrive with an answer preselected on the candidate’s behalf. Whether compliance questions appear is now determined by the job’s country record rather than a text match on the location. Disability and EEO copy is being updated across the Jobs Portal, Indeed screening, Employee Portal onboarding, and Reports.
Severity	Medium
Applies To	All organizations running compliance surveys. Federal contractors in particular.
Action Required	None required. Because surveys no longer depend on one another, we recommend a quick review of your compliance settings after the release to confirm each survey is enabled as you intend. Recent court rulings have resulted in major changes here, and all clients are advised to consult their own legal counsel before using these features.
SKU	Business and Higher for pre-hire surveys. Hire module for post-hire surveys

Reporting Chart Defaults – Changed

Impact	New single number charts default to the modern style, and charts apply gradients by default. Charts also gain refreshed color themes and fill patterns, which improve both downloading and accessibility patterns.
Severity	Medium
Applies To	All users who build or view reports.
Action Required	None required. If you prefer the previous look, both the modern style and the gradients can be turned off. Please note this is done on a per chart basis. There is no global setting to revert all charts at once.
SKU	Business and Higher

Reporting Data Consistency – Changed

Impact	Date ranges now resolve against the correct user or organization time zone, including daylight saving time, so revenue, placements, custom date fields and scheduled reports land in the period they belong to. Reports can also return more data, keep the largest contributors when a result set must be shortened, and show a clear error if a query cannot be completed. Inactive and deleted owners are handled consistently, and inactive user groups can be grouped or hidden.
Severity	Medium
Applies To	All users who build, view or schedule reports.
Action Required	None required. Some figures may shift slightly after the release resulting in more reliable figures. If your team relies on reports for commissions, forecasts, or board reporting, we recommend letting those stakeholders know ahead of time. Review your reports, charts, and any scheduled reports.
SKU	Business and Higher

Crelate Search Assistant – New, On By Default

Impact	A new Search Assistant appears in Search. It suggests adjacent job titles to broaden a search and skills to narrow one. It is enabled by default.
Severity	Medium
Applies To	All users on Business plans and above.
Action Required	None required. Your users will see the Search Assistant appear after the release. Administrators can turn it off for the organization, and individual users can turn it off for themselves. It is part of Copilot and does not consume AI credits.
SKU	Business and Higher

API Default Page Size – Changed

Impact	The default number of records returned per request on API list endpoints increases from 50 to 100. The maximum you can request in a single call increases from 100 to 200.
Severity	Medium
Applies To	Organizations with integrations that call Crelate API list endpoints without specifying a limit.
Action Required	Review your integrations before the release. If an integration always specifies a limit, nothing changes. If it relies on the default, for example by stepping through pages in increments of 50, treating a response of fewer than 50 records as the last page, or sizing buffers and timeouts around a 50-record payload, those requests will now return up to 100 records each. To keep the previous behavior, pass limit=50 on your requests. If you are paging through 1000’s of records, larger page sizes can reduce the overall time and load required to get through the dataset. It is always recommended to specify the exact fields you need to reduce load and speed up calls. This is especially important when asking for larger page sizes.
SKU	Business and Higher

Pass Reason - Changed

Impact	Pass Reason is now available independently from Compliance and configurable with Business or above. Opting in to Pre-Hire Compliance sets Pass Reason to required to maintain existing behavior.
Severity	Low
Applies To	All organizations with a Business license or above.
Action Required	None required. If you want to Disable or Require a Pass reason you can do so on the Compliance Settings page.
SKU	Business and Higher

Jobs Portal Styling – Changed

Impact	The Jobs Portal has a refreshed look, with rounded edges and minor styling updates. These changes are additive and are designed to work alongside your existing customizations.
Severity	Low
Applies To	All organizations using the Jobs Portal. Organizations with custom CSS in particular.
Action Required	None required for most organizations. If you have added custom CSS to your Jobs Portal, review your portal after the release to confirm it displays as you expect.
SKU	All plans

October 2026 Impact Guide