Welcome to Crelate’s September 2024 release! The entire Crelate team has been working hard to bring you a wide range of new capabilities to help you stay productive and drive your business forward. This release brings major investment via our AI Co-Pilot including Real Recruiting Intelligence™, a refreshed UI and Automated Checklists and more!
New - Crelate Co-Pilot
Crelate Business Plus customers can now preview the new Crelate Co-Pilot, powered by AI and Real Recruiter Intelligence™. To get started, your Crelate Administrator must enable Crelate Co-Pilot, and each user has the flexibility to opt-in as desired.
Crelate Co-Pilot brings almost 30 different capabilities to your fingertips: in the flow of your day-to-day use of Crelate. We call these capabilities Skills. Skills refer to the options and actions available within the Crelate Co-Pilot chat bot, which vary depending on the area of the app you are navigating and the data currently on the screen.
New - Checklists for all
We’re excited to announce Crelate Checklists, offering three distinct types:
New - Checklists: For managing general tasks.
Improved - Onboarding: To seamlessly welcome new hires.
New - Offboarding: For efficiently handling employee departures.
Basic Checklists are now available to all Business and higher-tier customers, while advanced Onboarding and Offboarding types will be exclusive to Omni customers that need to manage processes after the Placement.
Advanced Checklists (Onboarding and Offboarding) support additional capabilities such as external actions, like background checks, and task assignments in the employee portal.
Crelate's UI Refresh
We’ve made over 150 tweaks to our user interface, to freshen things up a bit. Look for more consistent colors, labels, spacing, and menus throughout. We’ve rounded edges, softened colors and shadows, and highlighted areas that users often miss. We know user interface chances can be challenging; we worked hard to make subtle changes.
New - Reporting/Quick Filters
We've heard from many of our customers that they need a way to easily switch between data for different users within the Reports dashboard. Often, this has meant creating multiple report pages for each recruiter. With our new Quick Filter tiles in Reports, you can achieve the same result without the hassle of managing numerous report pages.
Why You’ll Love It: Quick-Filter Tiles allow you to quickly toggle Report pages based on users and dates, making it easier than ever to access the data you need.
New - Marketplace Partners
The summer of partnerships is here with nine new preferred partners built into the Crelate ecosystem. As a Talent Platform, we're constantly looking for opportunities to provide cutting edge technology both built natively in Crelate and via world class partnerships.
Other Goodies - List Improvements
With almost 100 upvotes on our feedback board; we’ve added two top requested capabilities to Lists. From Contacts, Companies and Jobs/Opportunities, you can now see all Lists the record is a part of (not just the Top 10 Recent Lists), you can now assign multiple Lists at once and remove from multiple lists at once! New capabilities include:
See all Lists a record is currently on (Note: only lists you own or are shared with you.)
Add a record to multiple Lists at once
Remove a record from one or more Lists at once
What's Next?
Looking for even more on our September 2024 release? Look no further!