About this Guide
This guide is designed to help Crelate Early Adopter Administrators to understand the potential user impact of an upcoming release of Crelate. The guide includes a What’s New as well to condense all Early Adopter related content in one place. We are providing this guide ahead of scheduled releases to allow Crelate System Administrators time to prepare for and take advantage of new or changing system capabilities. Select the link below to jump to the specific sections:
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 users. To minimize potential business impact, new features of Crelate are often off by default for existing customers and other features may be turned off if a customer chooses to do so. Occasionally, we make changes to the behavior or look and feel of a feature. System administrators should review this guide to understand their options, any potential impacts to their users and any actions they may have to take to either take advantage of new functionality; or hide new functionality depending on their organization’s needs.
NEW – This is a new feature or functionality. It may need to be enabled and configured.
IMPROVED – This is a change to an existing feature.
CHANGED – This is an existing feature or behavior that has changed, and users need to be aware.
Onboarding Checklist Settings – CHANGED
Onboarding Checklist Settings
If organization choose to include Interview activities for the Onboarding process, Admin must set up a new Activity Type (Settings > Basic Setup: Activities) with an Activity Mode = Interview.
We’ve updated the Onboarding Checklist Template Editor to look cleaner and consistent with our Form Editors. You can also select Schedule Interview from this checklist if it suits your onboarding process.
NEW interview activity
Onboarding Checklist Contact Record – CHANGED
Onboarding Checklist Contact Record
Early adopters of Crelate Hire will see an update to the Onboarding Checklist experience on a contact record. We’ve updated elements in the UI to allow for more checklist items to display without a need to scroll.
Old layout active onboarding checklist
New layout active onboarding checklist:
What’s new for Early Adopters
The items above are changes to existing functionality that impact your users. Below are items that we have added as new functionality based on your feedback as part of the Early Adopter program. We are proud that in the last several weeks, we have completed 13 Design Change Requests and exciting new functionality to Omni.
Welcome Email for New Approvers - Instant set up
Send your new time approvers a welcome email and link their contact record with a time approver account. We heard loud and clear that the process of getting approvers linked wasn’t as straight forward as it could’ve been, so this is our solution to that. Once you have a contact that you want to be a time approver, you can send them a welcome email that will create the badge on the contact record signifying that they are now eligible to approve time. You will still need to add them as the time approver on the job, but this makes the process of getting them set up much more straightforward.
Default Tax Rates
You can now set a default tax rate in settings to generate on your invoices. Set a default %, and this will automatically appear on the invoice when generated. Don’t worry, if you need to make changes to the invoice, or set a different tax rate, you can easily change the invoice and add a new rate or amount for taxes.
Increased Time Card Note Characters to 750
Users now have the ability to add up to 750 characters to accompany their time and expenses. The previous limit was 250, and we heard that you wanted more characters, so we raised it!
Timekeeping Settings for Notifications on Mobile
We now have push notifications on Mobile! Time recorders can set up their notifications preferences to give them push notifications when items are approved, rejected, and past due.
Time card exports - now working
We have fixed an issue where time and expense exports weren’t working properly. Now users are able to export items easily and without errors!
Approvals Required or Optional Setting
Users now have the ability to make approvals optional. In the past, you either had to choose to require approvals for all jobs, or no jobs. With this update, you can choose which jobs you want approvals on and leave some jobs without approvers. If a job doesn’t have an approver, when an employee enters time, it will automatically route to the ‘approved’ quick filter tile in the timekeeping grid. This feature is great for those of you who get jobs from a VMS and need to have the job in Crelate, but not have the entire approval workflow in there.
Add Net 45 terms
Ability to see active number of time keeping users in settings
We made some improvements to surface information about time keeping users as they pertain to your subscription level. You are now able to see active time keeping users (Users who have submitted a time card or expense entry in the current month)
Display maximum users per tier in settings
Time Keeping Portal Customization
Worksites are easier to choose
When selecting a worksite on a billing profile, the picklist now shows only worksites that the current company has set up to streamline selection.
Time Approver Look up
When selecting a time approver on a job, the picklist will now only show contacts who have the contact type of time approver. This will significantly help narrow results on your search down and make it easier to select the time approver you want