Crelate, Inc.

Onboarding is the process of integrating a new employee into an organization...

Crelate Onboarding - Master Guide

The one-stop-shop for all your Hire setup needs!

Crelate Hire - Master Guide

How to use filters for your Onboarding Center

Filtering your Onboarding Center

Learn how to create onboarding templates to meet your business needs.

How to Use Onboarding Templates

Learn how to setup and use Crelate's Form Request feature within your Onboarding Checklist

Using Form Requests within an Onboarding Checklist

How to integrate and use Work Authorization

Using Work Authorization

Learn how to complete a checklist item in your onboarding checklist.

Completing An Onboarding Checklist Item

[Crelate Omni] Learn where and how you can interact with onboarding checklists and checklist items.

Edit/Update Onboarding Checklists & Checklist Items

[Crelate Omni] Learn how to use an onboarding checklist from a candidate (contact) record.

How To Use Onboarding Checklists from the Candidate Record

Learn how to view onboarding checklist(s) and item(s).

How to View Onboarding Checklists & Checklist Items

Stay organized, and make sure steps are not missed at every phase in your Business process.

Crelate Checklists For All

By following these steps, you can ensure that processed items are properly associated with the contact being onboarded.

BETA - How to Assign Items to Contacts in the Employee Portal

How to Create Employee Profiles for Your Onboarding Checklists

BETA - Employee/User Profile

Crelate offers an integration to First Advantage to run background checks.

BETA - First Advantage Background Check Integration

This will guide you through the process of configuring a workflow stage to automatically trigger a checklist.

BETA - How to Trigger a Checklist Using a Workflow Stage

With this latest update, you can now easily add an I-9 action to your onboarding checklists, streamlining the process for both candidates and employers.

BETA - Add I9 Actions to Onboarding Checklists

Onboarding can be complex with requirements being required by specific Clients, per Job, or at the overall Organizational level.

BETA - Inherited Requirements/Cascading

We’re excited to introduce multilingual support in the Employee Portal, allowing employees to easily switch between English, Spanish, or French for a more personalized experience.

BETA - Multilingual Support: Switch Languages in the Employee Portal

Crelate offers Ongoing Checklists to allow you to maintain accuracy with updated requirement changes for artifacts from your Checklist items.

BETA - Ongoing Checklists

You can now add a "Pay Selection" action to your onboarding checklists, enabling employees to choose their preferred method of receiving payroll—either Direct Deposit or Money Network.

BETA - Pay Selection: Allow Employees to Choose Payment Method During Onboarding

How to publish jobs to the Employee Portal to associate process items when onboarding.

BETA - Publish Jobs to Employee Portal

Crelate’s State Tax Form wizard uses Employee and Job Worksite information to select the correct legally complaint forms for employees to complete as part of Onboarding.

BETA - State Forms W4 – Symmetry Integration

This article walks through configuring the WOTC (Work Opportunity Tax Credit) ADP Integration within your checklists.

BETA - WOTC ADP Integration

The HR Center enables you to manage HR Data and Fields for Employees from Onboarding through active Employment.

BETA - HR Center Updates March 2025

Ena Grabovica

Natalia Salazar

Kyle Kroeger

Onboarding

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