A Workflow gives you a high-level view of your pipeline. For a given Job, you can see every candidate being considered, from newly added candidates to those who are interviewing, under consideration for placement, or passed on.

Workflows are fluid. Stages change daily as you speak with candidates, which makes a Workflow an accurate view of the current moment. It does not, on its own, provide context for what happened weeks, months, or quarters ago.

Workflows are best used for:

Activities serve two purposes in Crelate.

1. Recording interactions and important events. Activities document phone calls, interviews, meetings, and other interactions with candidates or clients. They give you a reference to look back on and help your team keep a clear history of communication.

2. Tracking measurable actions for reporting. Each Activity includes a date, a time, and an assigned owner. This allows you to measure the actions completed by individual users or by your whole team. For example, an Activity Report can show how many candidate interviews each recruiter completed in a particular month.

When you create or configure Activities, start by deciding what you want to measure. Your reporting will only be as useful as the actions your team records. For more guidance, see the KPI Reports guide.

Yes. Crelate allows you to report on Workflow Stages. The key is knowing whether you need a candidate’s current stage or their movement over time.

Current stage. Workflow reporting shows where candidates stand right now. This is useful for understanding your active pipeline and finding candidates at a specific stage.

Historical movement. To review how candidates have moved through your Recruiting Workflow Stages over time, use the Workflow History filter in your Candidates Report. This reports on past stage movement rather than relying only on a candidate’s current stage.

💡Pro Tip: To report on historical candidate movement through your Recruiting Workflow Stages, use the Workflow History filter within your Candidates Report. For details, see Reporting Filters You Need to Know About.

Specific actions. To measure actions such as how many interviews or phone calls were completed in a timeframe, an Activity Report is generally the better option. Activities carry the date, time, and ownership details needed to evaluate team performance.

Crelate can automatically create an Activity when a candidate moves into a specific Workflow Stage. For example, when a candidate moves into an Interview stage, that stage can log an Interview Activity for you. This reduces manual logging and keeps your Activity data consistent, which supports more accurate reporting.

Watch this two-minute video to see how to link Activities to your Workflow stages, step by step.

Workflows show where candidates are in your process, and Activities document what has happened along the way. Use Workflow reporting to monitor current progress and Activity reporting to measure specific actions and team performance.

Now that you have a better understanding of how Workflows and Activities work together, let's explore some best practices to help you get the most out of both in Crelate!