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Co-Pilot Settings
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Co-Pilot Enabled\r\n\t\t\t\t\t
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Thank you for testing Crelate Co-Pilot
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\r\n\t\t\t\t\t

\r\n\t\t\t\t\t\tWe are excited about integrating AI and Real Recruiting Intelligence™ into Crelate. We'd love to hear your feedback! Please share your thoughts using this link.\r\n\t\t\t\t\t\tBy enabling and using Crelate Co-Pilot, you and all users agree to be bound by the Additional Product Terms of Use found here,\r\n\t\t\t\t\t\tas well as Early Adopter Terms of use. Crelate Co-Pilot is in BETA and is provided \"AS IS\", and no guarantee is made as to its availability or functionality. While in BETA, Crelate Co-Pilot is\r\n\t\t\t\t\t\tFREE to all Business Plus and higher subscribers, however, final packaging and pricing may change in the future.\r\n\t\t\t\t\t

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Company Details
\r\n\t\t

Please provide additional details about your organization. This information helps Crelate offer better service and is used to generate better responses from our AI engine.

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Company Name *\r\n\t\t\t\t\t
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Tagline\r\n\t\t\t\t\t
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Year Founded *\r\n\t\t\t\t\t
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Industries *\r\n\t\t\t\t\t
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Type of Recruiting *\r\n\t\t\t\t\t
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Number of Employees *\r\n\t\t\t\t\t
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Number of Contractors *\r\n\t\t\t\t\t
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Geographic Focus *\r\n\t\t\t\t\t
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Recipient\r\n\t\t\t\t
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Regarding\r\n\t\t\t\t
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Purpose\r\n\t\t\t\t
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Job Title\r\n\t\t\t\t
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Employer\r\n\t\t\t\t
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","
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Job Title\r\n\t\t\t\t
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Employer\r\n\t\t\t\t
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","
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Job Title\r\n\t\t\t\t
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Employer\r\n\t\t\t\t
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","
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Employer\r\n\t\t\t\t
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","
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Resume\r\n\t\t\t\t
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","\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n
\r\n\t\t\tTitle\r\n\t\t\r\n\t\t\t
\r\n\t\t
\r\n\t\t\tLogo\r\n\t\t\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tRemove Logo\r\n\t\t\t\t\t\tRemove this logo image
(The portal title will be shown in the header)
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\r\n\t\t\t\t\t\r\n\t\t\t\t\t\treset\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tReset the header background color

\r\n\t\t\t\t\t\t\tNote: this will attempt to match the background
\r\n\t\t\t\t\t\t\tcolor to your logo image if one has been provided.\r\n\t\t\t\t\t\t
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\r\n\t\t\tHeader\r\n\t\t\r\n\t\t\tAdd custom header...\r\n\t\t\t
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\r\n\t\t\tWelcome Message\r\n\t\t\r\n\t\t\tAdd welcome message...\r\n\t\t\t
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\r\n\t\t\tFooter\r\n\t\t\r\n\t\t\tAdd custom footer...\r\n\t\t\t
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\r\n\t\t\tShared Links\r\n\t\t\r\n\t\t\t
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days
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clicks
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","
","
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","
","
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\r\n
","{{!-- This is the form used when you create a placement and crelate asks if you want to also close the job, and also if you want to update the candidate's currentPosition --}}\r\n
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\r\n\t\t\tNice!\r\n\t\t
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\r\n\t\t\t{{{PlacementState}}}\r\n\t\t
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\r\n\t\t\t{{#if canUpdateJob}}\r\n\t\t\t
\r\n\t\t\t{{/if}}\r\n\t\t\t{{#if canUpdateContact}}\r\n\t\t\t
\r\n\t\t\t{{/if}}\r\n\t\t
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","
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\r\n\t\tUpdate {{_Contact}}\r\n\t
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at
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starting on
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\r\n\t\tUpdate {{_Job}}\r\n\t
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","
\r\n\t{{#if template.InternalUser}}\r\n\r\n\t
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\r\n\t\t\tCompany\r\n\t\t
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\r\n\t\t\tPay Rate\r\n\t\t
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\r\n\t{{else}}\r\n\t
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\r\n\t\t\tCompany\r\n\t\t
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\r\n\t\t\tStart Date\r\n\t\t
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\r\n\t\t\tEstimated End Date\r\n\t\t
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\r\n\t\t\tAdditional Details\r\n\t\t
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\r\n\t\tWorksite Details\r\n\t
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\r\n\t\t\tAddress\r\n\t\t
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\r\n\t\t\tDress Code\r\n\t\t
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\r\n\t\t\tOther Details\r\n\t\t
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\r\n\t\tPrimary Contact\r\n\t
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\r\n\t\t\tName\r\n\t\t
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\r\n\t\t\tEmail\r\n\t\t
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\r\n\t\t\tPhone\r\n\t\t
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\r\n\t{{/if}}\r\n
","
\r\n\t{{#if ShowPlacements}}\r\n\t
\r\n\t\t{{NumberOfPlacements}} of {{NumberOfOpenings}}\r\n\t
\r\n\t{{/if}}\r\n\t
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","\r\n
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Sequence Details
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Sequence Name *
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\r\n\t\t\t\tA sequence already exists with this name.\r\n\t\t\t
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Description
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\r\n\t\t\t\t\tShare this sequence with other users\r\n\t\t\t\t\tIf the sequence is Shared then all other users in your
organization will be able to use this sequence.
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\r\n\r\n\t{{#if WorkflowItemStatusAutomation}}\r\n\t
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\r\n\t\t\tThis Sequence is linked to
\r\n\t\t\tRecruiting Stage:\r\n\t\t
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\r\n\t\t\t\r\n\t\t\t{{ WorkflowItemStatusAutomation.Name }}\r\n\t\t
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\r\n\t{{/if}}\r\n\r\n
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Steps
\r\n\t{{#if ReadOnly}}\r\n\t
\r\n\t\tYou do not have permission to edit this sequence.\r\n\t
\r\n\t{{else}}\r\n\t{{#if InUse}}\r\n\t
\r\n\t\tSequence steps cannot be added, deleted or rearranged after {{_contacts}} have been added to the sequence.\r\n\t
\r\n\t{{else}}\r\n\t
\r\n\t\t Add Step\r\n\t\t Remove Step\r\n\t
\r\n\t{{/if}}\r\n\t{{/if}}\r\n\t
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Step Configuration
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\r\n\t\tSelect a step to configure\r\n\t
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Step Name *
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Action *
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Timing *
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\r\n\t\t\t\t\t\tRun after
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\r\n\t\t\t\t\tdays{{#unless ReadOnly}}{{/unless}}\r\n\t\t\t\t
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Send After
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Step Description
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\r\n
\r\n","
\r\n
\r\n
\r\n {{#if phone}}
{{{phone}}}
{{/if}}\r\n {{#if email}}
{{{email}}}
{{/if}}\r\n
\r\n
\r\n {{#if currentJobTitle}}
{{currentJobTitle}}
{{/if}}\r\n {{#if currentCompany}}
{{currentCompany}}
{{/if}}\r\n
\r\n {{#if primaryDocumentAttachmentId}}\r\n {{#hasDocTypePriv primaryAttachmentTypeId}}\r\n
\r\n
\r\n \r\n {{primaryAttachmentInfo.Name}}\r\n
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\r\n {{/hasDocTypePriv}}\r\n {{/if}}\r\n
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","
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\r\n\t\t\r\n\t\t\r\n\t
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","
\r\n \r\n \r\n {{name}}\r\n  \r\n \r\n \r\n {{nextAction}}\r\n \r\n \r\n {{status}}\r\n \r\n
","\r\n\r\n\tStep {{Rec.StepNumber}}: {{Rec.NextAction}}\r\n\r\n
\r\n{{Rec.NextActionSubject}}\r\n\r\n
\r\n\t\r\n\t\t{{{ActionItems}}}\r\n\t\r\n
","
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\r\n\t\tFilter:\r\n\t\t\r\n\t\t\r\n\t\t\r\n\t
\r\n
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Metrics
\r\n\t\t
\r\n\t\t\t
The number of {{_contacts}} that are currently
progressing through the sequence.
\r\n\t\t\t\t
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Active {{_Contacts}}
\r\n\t\t\t
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The number of {{_contacts}} that
have completed the sequence.
\r\n\t\t\t\t
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Completed {{_Contacts}}
\r\n\t\t\t
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The number of {{_contacts}} that did not complete
the sequence because of cancellation.
\r\n\t\t\t\t
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Cancelled {{_Contacts}}
\r\n\t\t\t
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The total number of {{_contacts}} that have been added
to the sequence (includes active and completed).
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Total {{_Contacts}}
\r\n\t\t\t
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The percentage of completed {{_contacts}}
that completed with a positive result.
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Success Rate
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\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t\tThe percentage of sent emails where the recipient opened the email.\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t0 opened emails by the recipient\r\n\t\t\t\t\t\t0 emails sent that included open tracking\r\n\t\t\t\t\t\t0 / 0 = --%\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t\t
Open Rate
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t\tThe percentage of sent emails where the recipient clicked a link in the email.\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t0 emails where recipient clicked link\r\n\t\t\t\t\t\t0 emails sent that included link click tracking\r\n\t\t\t\t\t\t0 / 0 = --%\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t\t
Click Rate
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t\tThe percentage of sent emails or text messages that resulted in a reply.\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t0 emails or text messages that had a reply\r\n\t\t\t\t\t\t0 total emails or text messages sent\r\n\t\t\t\t\t\t0 / 0 = --%\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t\t
Reply Rate
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t\tThe percentage of sent emails or text messages that resulted in an unsubscribe.\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t0 emails or text messages unsubscribed\r\n\t\t\t\t\t\t0 total emails or text messages sent*\r\n\t\t\t\t\t\t0 / 0 = --%\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t* Only emails that include an unsubscribe link are counted.\r\n\t\t\t\t\t\tAll text messages are counted because recipients can reply \"stop\" or \"opt out\" to unsubscribe.\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t\t
Unsubscribe Rate
\r\n\t\t\t
\r\n\t\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\tThe total number of completed steps for all contacts.\r\n\t\t\t\t
\r\n\t\t\t\t
Steps Completed
\r\n\t\t\t
\r\n\r\n\t\t\t
\r\n\t\t\t\tThe total number of skipped steps for all contacts.\r\n\t\t\t\t
\r\n\t\t\t\t
Steps Skipped
\r\n\t\t\t
\r\n\r\n\t\t\t
\r\n\t\t\t\tThe total number of steps that have had the wait bypassed for all contacts.\r\n\t\t\t\t
\r\n\t\t\t\t
Steps Wait Bypassed
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
Current Contacts Per Step
\r\n\t\t
\r\n\t
\r\n
\r\n
\r\n\t
Steps
\r\n\t
\r\n
","
\r\n\t
\r\n\t\t
Regarding
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
Subject
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
From
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
To
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\r\n\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t\t{{#if ShowSendButton}}\r\n\t\t
\r\n\t\t\t
Send
\r\n\t\t
\r\n\t\t{{/if}}\r\n\t
\r\n
","
\r\n\t
{{{StatusHtml}}}
\r\n\r\n\t
\r\n\t\t
\r\n\t\t\tNext Action:\r\n\t\t\t{{{NextActionHtml}}}\r\n\t\t
\r\n\t
\r\n
\r\n","
\r\n
Phone Number
{{{phoneHtml}}}
\r\n
Regarding
\r\n
\r\n Track as
\r\n
\r\n \r\n
\r\n
\r\n
\r\n Call Script\r\n
\r\n
\r\n \r\n
\r\n
\r\n
\r\n\r\n
\r\n
\r\n Result:\r\n \r\n {{#each options}}\r\n \r\n \r\n {{/each}}\r\n \r\n
\r\n {{#if showSubmitButton}}\r\n
Complete
\r\n {{/if}}\r\n
\r\n
","
\r\n
\r\n
\r\n
\r\n
\r\n
\r\n
\r\n
","
\r\n\r\n\t{{#if ActivityStepNumber}}\r\n\t
\r\n\t\tThis activity is step {{ActivityStepNumber}} of sequence\r\n\t\t{{#if LinkToAutomation}}\r\n\t\t{{SequenceName}}\r\n\t\t{{else}}\r\n\t\t\"{{SequenceName}}\"\r\n\t\t{{/if}}\r\n\t
\r\n\t{{/if}}\r\n\r\n\t{{#if HeaderHtml}}\r\n\t
\r\n\t\t{{{HeaderHtml}}}\r\n\t
\r\n\t{{/if}}\r\n\r\n\r\n\t
\r\n\t\t{{#each items}}\r\n\t\t
\r\n\t\t\t{{#if Wait}}\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t{{Wait}} {{TimeRemaining}}\r\n\t\t\t\t\t{{#if IsByPassed}}\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tBypassed by {{IsByPassedBy.Title}} on {{FormatDateByType IsByPassedOn 1 false}}\r\n\t\t\t\t\t\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t\r\n\t\t\t
\r\n\t\t\t{{/if}}\r\n\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t{{#if Paused}}\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t\t{{/if}}\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t\t{{#if StatusIcon}}\r\n\t\t\t\t\t\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t
{{Name}}
\r\n\r\n\t\t\t\t\t
{{{DetailsHtml}}}
\r\n\t\t\t\t\t{{#if ErrorMessage}}\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t{{ErrorMessage}}\r\n\t\t\t\t\t
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t\t{{/each}}\r\n\t
\r\n
","
\r\n\t{{#each items}}\r\n\r\n\t
\r\n\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t{{#if StatusIcon}}\r\n\t\t\t\t\r\n\t\t\t\t{{/if}}\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\t{{/each}}\r\n
","
\r\n
Regarding
\r\n
\r\n
\r\n
\r\n Result:\r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n
\r\n {{#if showSubmitButton}}\r\n
Complete
\r\n {{/if}}\r\n
\r\n
","\r\n\r\n\r\n \r\n \r\n\r\n\r\n\r\n\r\n","\r\n\t\r\n\t\t\r\n\t\r\n\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\r\n\t\r\n\t\t\r\n\t\r\n\r\n\t\r\n\t\t\r\n\t\r\n\r\n
Order a new background check on {{ContactName}} using {{ProviderName}}.
\r\n\t\t\tContact's Email Address\r\n\t\t\r\n\t\t\t
\r\n\t\t\t\t{{!-- Email drop down list --}}\r\n\t\t\t
\r\n\t\t
\r\n\t\t\tWork Location\r\n\t\t\r\n\t\t\t
\r\n\t\t\t\t{{!-- address lookup --}}\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t\t\tSelect Node\r\n\t\t\r\n\t\t\t
\r\n\t\t\t\t{{!-- Available Nodes drop down list --}}\r\n\t\t\t
\r\n\t\t
\r\n\t\t\tSelect Package\r\n\t\t\r\n\t\t\t
\r\n\t\t\t\t{{!-- Package drop down list --}}\r\n\t\t\t
\r\n\t\t
\r\n\t\t\t{{!-- Empty --}}\r\n\t\t\r\n\t\t\tScreenings included in the package\r\n\t\t\t{{!-- Display a list of screenings of the selected package --}}\r\n\t\t\t
\r\n\t\t
\r\n\t\t\tExpiration Date\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tOnce the background check report is available, it will be marked in Crelate as expired on this date.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\t{{!-- Display a date control to select expiration date --}}\r\n\t\t
\r\n\t\t\t\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\tI understand once this order is placed, it cannot be cancelled through Crelate.\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t
","
\r\n
\r\n Status\r\n
\r\n {{Artifact.StatusId.Title}}\r\n
\r\n\r\n
\r\n Requested By\r\n
\r\n {{Artifact.CreatedById.Title}}\r\n
\r\n\r\n
\r\n Requested On\r\n
\r\n {{FormatDate Artifact.CreatedOn}}\r\n
\r\n\r\n {{#if Artifact.CompletedOn}}\r\n
\r\n Completed On\r\n
\r\n {{FormatDate Artifact.CompletedOn}}\r\n
\r\n {{/if}}\r\n\r\n \r\n
\r\n Details\r\n
\r\n {{#if DetailsObject.inReportStage}}\r\n
\r\n \r\n \r\n\r\n \r\n\r\n {{#if DetailsObject.createdAt}}\r\n \r\n {{/if}}\r\n\r\n {{#if DetailsObject.completedAt}}\r\n \r\n\r\n \r\n {{/if}}\r\n\r\n {{#unless DetailsObject.completedAt}}\r\n \r\n {{/unless}}\r\n
Background Check Report Status:{{DetailsObject.reportStatus}}
Report Status:{{DetailsObject.reportStatus}}
Started on:{{FormatDate DetailsObject.createdAt}}
Completed on:{{FormatDate DetailsObject.completedAt}}
Took {{DetailsObject.duration}}
Estimated date:{{FormatDate DetailsObject.dueAt}}
\r\n \r\n {{#ifequals DetailsObject.reportStatus \"pending\"}}\r\n \r\n {{/ifequals}}\r\n {{#ifequals DetailsObject.reportStatus \"completed\"}}\r\n\r\n {{#each DetailsObject.reportDetails}}\r\n \r\n {{/each}}\r\n\r\n \r\n {{/ifequals}}\r\n \r\n
The background check has not completed yet.
{{displayName}}:{{status}}{{FormatDate completedAt}}
Background check done by Checkr.
\r\n
\r\n {{/if}}\r\n\r\n {{#unless DetailsObject.inReportStage}}\r\n
\r\n \r\n \r\n {{#ifequals DetailsObject.invitationStatus \"pending\"}}\r\n \r\n {{/ifequals}}\r\n {{#ifequals DetailsObject.invitationStatus \"completed\"}}\r\n \r\n {{/ifequals}}\r\n {{#ifequals DetailsObject.invitationStatus \"expired\"}}\r\n \r\n {{/ifequals}}\r\n {{#ifequals DetailsObject.invitationStatus \"deleted\"}}\r\n \r\n {{/ifequals}}\r\n
Background Check Invitation Status: {{DetailsObject.invitationStatus}}
A background check report will be initiated automatically after the contact has completed the background check invitation.
The background check invitation has been completed and the report will begin processing soon.
Background check invitation has expired. Order another background check to restart the process.
Background check was removed in Checkr. Order another background check to restart the process.
\r\n
\r\n {{/unless}}\r\n
\r\n
","
\r\n
\r\n {{Title}}\r\n
\r\n
\r\n
\r\n
\r\n {{#if FooterLinkText}}\r\n
\r\n Go To {{FooterLinkText}}\r\n
\r\n {{/if}}\r\n
\r\n
","
\r\n\t
\r\n\t\t
\r\n\t\t\t
Contact List
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t{{#each enrichRecords}}\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t{{#if isInvalid}}\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t\t\t{{name}}\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t{{emailAddress}}\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t{{phoneNumber}}\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\r\n\t\t\t\t\t
\r\n\t\t\t\t\t{{/each}}\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t\t
\r\n\t\t\t
Enrich Contact
\r\n\t\t\t
\r\n\t\t\t\t{{#each enrichRecords}}\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t{{#if isMatched}}\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\tYou have consumed your enrichment credit(s). If you Skip, the enriched data will not be saved and you will not be able to review it again later.\r\n\t\t\t\t\t\tIf the saved record is a duplicate of an existing record in the system, it will be flagged as a potential duplicate record. You can access duplicates in Settings > Manage Duplicates if your permission settings allow for it.\r\n\t\t\t\t\t
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t
\r\n\t\t\t\t{{/each}}\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n
\r\n
\r\n\t
\r\n
","
\r\n\tBulk enrichment has completed\r\n
\r\n
\r\n\t\t\r\n
","
\r\n\t
The original {{entityDispName}} on the left will be enriched with the data on the right.
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t\t\t\t
    \r\n\t\t\t\t\t
  • This is the original contact. Data from the enrichment service has been applied to this side automatically. To preserve the original data, tap fields on the left side with the \"mapped\" tag to undo that change.
  • \r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
    \r\n\t\t\t\t\t
  • Tap fields on the right to overwrite values on the left.
  • \r\n\t\t\t\t
\r\n\t\t\t
\r\n
\r\n
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t\t\t\t
{{entityDispName}} with enriched data applied (this record will be saved)
\r\n\t\t\t
\r\n\t\t\t\t
Enriched {{entityDispName}} data
\r\n\t\t\t
\r\n
\r\n
\r\n\t
\r\n
","
\r\n\t\t{{#each Items}}\r\n\t\t
\r\n\t\t\t\r\n\t\t\t{{Display}} {{#if IsDropDownMenu}}{{/if}}\r\n\t\t
\r\n\t\t{{/each}}\r\n\t
\r\n\t
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","
\r\n\t
\r\n\t
\r\n
","{{#each Groups}}\r\n
\r\n\t
\r\n\t\t
\r\n\t\t
\r\n\t\t\t{{Display}}\r\n\t\t\t\r\n\t\t\t *\r\n\t\t
\r\n\t
\r\n\t{{#each Items}}\r\n\t
\r\n\t\t
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\r\n\t\t\t{{Display}}\r\n\t\t
\r\n\t
\r\n\t{{/each}}\r\n
\r\n{{/each}}","\r\n\t\r\n\t\t\r\n\t\r\n\t\r\n\t\t\r\n\t\r\n\t\r\n\t\t\r\n\t\t\r\n\t\t\r\n\t\r\n
\r\n\t\t\t\r\n\t\t
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\r\n\t\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\t
\r\n\t\t
","{{#each lookups}}\r\n
\r\n\t{{#if NamingRulesInfo}}\r\n\t\r\n\t\r\n\t\t{{Title}}\r\n\t\t\r\n\t\t\r\n\t\t\t{{#if NamingRulesInfo.CreateLookupEntity}}\r\n\t\t\t(Create New {{../displayName}})\r\n\t\t\t{{/if}}\r\n\t\t\r\n\t\r\n\t{{else}}\r\n\t{{#if CreateLookupEntity}}\r\n\t\r\n\t\t{{Title}}\r\n\t\t\r\n\t\t(Create New {{../displayName}})\r\n\t\r\n\t{{else}}\r\n\t{{Title}}\r\n\t{{/if}}\r\n\t{{/if}}\r\n\r\n\t\r\n\t\r\n
\r\n{{/each}}","
\r\n
\r\n
","
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Please check your email to complete the set-up of your Crelate Academy profile. If you have any issues please contact profsvcs@crelate.com

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{{loginMessage}}

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Your Crelate Academy profile is being created. Check back shortly.

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Please check your email to complete the signup process.

\r\n\t\t
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\r\n\t{{/if}}\r\n\r\n\t{{#if (ifeq state enrolledStateValue)}}\r\n\t{{#each activeActions}}\r\n\t
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Data Sets
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\r\n\t\t\t\t{{#each dataSets}}\r\n\t\t\t\t
\r\n\t\t\t\t\t{{Name}}\r\n\t\t\t\t\t{{ErrorCount}}\r\n\t\t\t\t
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Your Data Sets
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\r\n\t\t\t\t\t{{Name}}\r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t\t{{/each}}\r\n\t\t\t
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Details
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\r\n\t\t\tValidation Checklist \r\n\t\t\t
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\r\n\t\t\t\tLoading\r\n\t\t\t
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\r\n\t\t\t\tUnable to proceed please correct your import file.\r\n\t\t\t
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\r\n
","{{#if inProgress}}\r\n

Validation in progress...

\r\n{{else}}\r\n{{#if errors}}\r\nListed are the number of errors found during validation:\r\n\r\n{{else}}\r\n

No errors!

\r\n{{/if}}\r\n{{/if}}","
\r\n\t\r\n\t
\r\n\t\t
Your import file contains {{maxAllowedErrors}}+ rows which will fail to import. This exceeds the maximum allowance of errors for the validation checklist. You will not be able to complete this import without taking further corrective action.
\r\n\t\t
\r\n\t\t\tPlease address your import file by:\r\n\t\t\t
    \r\n\t\t\t\t
  • Going back to verify your field mapping selections.
  • \r\n\t\t\t\t
  • Cancelling this import and making corrections to your import file directly.
  • \r\n\t\t\t
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","{{#if isEnabled}}\r\n
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\r\n{{#if isUpsertAllowed}}\r\n
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\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\tUpdate Identifier\r\n\t\t\t\t *\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tThe field chosen here must be one of the mapped fields for this sheet\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t{{!-- Upsert Identifier drop down list --}}\r\n\t\t
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CUSTOMIZE YOUR SHEET IMPORT OPTIONS
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<-
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\r\n{{/if}}\r\n{{/if}}\r\n
","\r\n\t\r\n\t\t\r\n\t\t\r\n\t\t\r\n\t\t\r\n\t\t\r\n\t\t\r\n\t\t\r\n\t\r\n\t{{#each datasetSummaries}}\r\n\r\n\t\r\n\t\r\n\t\r\n\t\r\n\t\r\n\t\r\n\t\r\n\r\n\t{{/each}}\r\n
ImportStatusNewUpdatedDetected DuplicatesErrorsTotal
{{DatasetName}}{{{StatusDisplay}}}{{Created}}{{Updated}}{{DuplicateDetected}}{{Errors}}{{Processed}}
\r\n","
\r\n\r\n
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\r\n The import is in progress. You may close this window and the import will continue until finished.\r\n
\r\n\r\n
\r\n The import has completed, but records could not be imported.\r\n
\r\n Click here to view the list of records that did not import.\r\n
\r\n
\r\n\r\n
\r\n The import has completed successfully.\r\n
\r\n\r\n
\r\n Please wait one moment while we get the final count.\r\n
\r\n\r\n
\r\n The import has been canceled.\r\n
\r\n\r\n
\r\n\r\n
\r\n{{#if undoAllowed}}\r\n
\r\n
\r\n You may also Undo this import (delete all imported records)\r\n
\r\n
\r\n
\r\n{{/if}}","
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t\t\t\t
\r\n\t\t\t\t\tImport records into Crelate:\r\n\t\t\t\t
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    \r\n\t\t\t\t\t
  • Upload data to bulk-import {{formatMetadata \"{_Contacts.DisplayNamePlural}\" true}}, {{formatMetadata \"{_Accounts.DisplayNamePlural}\" true}}, {{formatMetadata \"{_Jobs.DisplayNamePlural}\" true}}, leads, or notes.
    Formats: {{ImportFileTypes}}.
  • \r\n\t\t\t\t\t
  • \r\n\t\t\t\t\t\tImport is limited to the first 10 sheets with a maximum file size of 10MB.
    Only the first 100 columns will be imported per sheet.
    \r\n\t\t\t\t\t
  • \r\n\t\t\t\t
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\r\n\t\tAnalyzing the uploaded files...
\r\n\t\tJust a moment as we get things setup\r\n\t\t
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\r\n\tCanceling the preview process...
\r\n\tJust a moment as we tidy things up\r\n\t
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Ready to begin import
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","
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Rename
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Delete
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","
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t{{#unless template.checkEnabled}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{/unless}}\r\n\t
\r\n\t\t\t\t
Name
\r\n\t\t\t
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Pay Period Cadence
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First Pay Period End Date
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First Pay Month
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First Pay Month
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First Payday Date
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Second Payday Date
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Approval Due On
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","
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Pay Schedules Settings
\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
Default Pay Schedule\r\n\t\t\t\t\t
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\r\n\t\t\t
\r\n\t\t\t\tYou've used 0 of 0 available Pay Schedules.\r\n\t\t\t
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","
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{{UsernameLabel}}
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>
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{{PasswordLabel}}
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>
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\r\n\t\t Show Password\r\n\t
\r\n\t
\r\n\r\n\t
\r\n\t
If you do not have a {{ServiceName}} account, {{SignUpInstructions}}

\r\n\t{{#if ForgotPasswordLink}}\r\n\t
Forgot your password?
\r\n\t{{/if}}\r\n
\r\n","
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","
\r\n\r\n\t
\r\n\t\t{{#if IsRefreshFinished}}\r\n\t\tAll of your {{ArtifactTypes}} have been refreshed and are up to date.\r\n\t\t{{/if}}\r\n\t\t{{#if MakeErrorCallback}}\r\n\t\t{{ErrorCallbackMessage}}\r\n\t\t{{/if}}\r\n\t
\r\n\r\n\t
\r\n\t\t
\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
\r\n\t
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","
\r\n\t

The following individuals will be given access to review candidates for the {{JobName}} opportunity on the {{AccountName}} Client Portal and will be notified that there are candidates to review.

\r\n\t
\r\n\t\t
\r\n\t\t\tName\r\n\t\t\tEmail\r\n\t\t
\r\n\t\t{{!-- Loop and insert rows here --}}\r\n\t
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","
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Details
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\r\n\t\t\tTemplate*\r\n\t\t
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\r\n\t\t\tMethod\r\n\t\t
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\r\n\t\t\t\t\t\t

In order to submit via the Client Portal, all contacts in the 'Contacts to Submit' grid below must be added to the opportunity first via the recruiting workflow

\r\n\r\n\t\t\t\t\t\t

Please Note: If you do not want recipients of this submittal to have access to this job on the Client Portal, do not include them in the 'To' field.

\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t

When Submitting via the Client Portal:

\r\n\t\t\t\t\t\t\t
    \r\n\t\t\t\t\t\t\t\t
  • All recipients specified in the To, CC, and BCC fields will receive the email displayed in the Content section of this dialog.
  • \r\n\t\t\t\t\t\t\t\t
  • All recipients in the To field will receive an additional email notifying them that these candidates have been added to the Client Portal and will include a link to access that portal. These individuals will become Client Portal users and will be able to setup logins for future access to this job.
  • \r\n\t\t\t\t\t\t\t
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\r\n\t\t\tNotes & Details\r\n\t\t
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\r\n\t\t\t
\r\n\t\t\t\tContact(s) to Submit*\r\n\t\t\t
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\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t
\r\n\t\t
\r\n\t\t

Note: Double click any row in the grid below to add/edit an executive summary for that candidate.

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Content
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\r\n","{{#Contacts}}\r\n\t
\r\n\t\t
{{Name}}{{#if SubTitle}} - {{SubTitle}}{{/if}}
\r\n\t\t{{#AttachmentTypes}}\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t{{#if AllowMultiple}}{{Attachments.length}}{{else}}{{#unless AllowMultiple}}{{#ifgreaterthanzero Attachments.length}}{{else}}{{Attachments.length}}{{/ifgreaterthanzero}}{{/unless}}{{/if}}\r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t{{Name}}\r\n\t\t\t\t
\r\n\t\t\t\t{{#unless Attachments}}{{#if Required}}*{{/if}}{{/unless}}\r\n\t\t\t
\r\n\t\t{{/AttachmentTypes}}\r\n\t
\r\n{{/Contacts}}","
\r\n\t

Attached:{{#ifequals Attachments.length \"0\"}} 0 documents{{/ifequals}}

\r\n\t\r\n
","
\r\n\t
\r\n\t\t{{#if mobile}}\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\tChoose a different document\r\n\t\t\t\r\n\t\t{{else}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\tChoose a different document\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\tRemove this document\r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\t\t{{/if}}\r\n\r\n\t\t{{#unless mobile}}\r\n\t\t
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\r\n\t\t{{/unless}}\r\n\t
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\r\n\t\r\n\t
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","{{#each AttachmentTypes}}\r\n
\r\n\t
\r\n\t\t
\r\n\t\t\t{{Name}}\r\n\t\t
\r\n\t\t{{#if Required}}Required *{{/if}}\r\n\t\t{{#if AllowMultiple}}Allows Multiple{{/if}}\r\n\t
\r\n\r\n\t{{!-- Check if type id is _AttachmentTypes --}}\r\n\t{{#ifequals TypeId \"ee83d67b-4a94-4c78-b6be-a1c000fb1486\"}}\r\n\t
\r\n\t\t
Upload
\r\n\t
\r\n\t{{/ifequals}}\r\n
\r\n\r\n\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\r\n\t\r\n\t\t{{#if Attachments}}\r\n\t\t{{!-- Generate current artifacts + uploaded documents here --}}\r\n\t\t{{#each Attachments}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{/each}}\r\n\t\t{{else}}\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{/if}}\r\n\t\r\n
{{!-- Checkbox column --}}Document NameLast Updated OnSize
\r\n\t\t\t\t
\r\n\t\t\t
{{#if AttachmentTypeId}}{{FileName}}{{else}}{{../Name}}{{/if}}{{FormatDate ModifiedOn}}{{#if AttachmentTypeId}}{{formatBytes ContentLength}}{{else}} - {{/if}}
\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t{{!-- Check if type id is _AttachmentTypes --}}\r\n\t\t\t\t\t\t{{~#ifequals TypeId \"ee83d67b-4a94-4c78-b6be-a1c000fb1486\" ~}}\r\n\t\t\t\t\t\tNo documents of this type exist on this record. Please upload a document of this type if you wish to include it in your submittal.\r\n\t\t\t\t\t\t{{~/ifequals ~}}\r\n\t\t\t\t\t\t{{~#ifequals Id \"b2b6fe05-20e4-48fb-a8ee-a2d600d3fdb2\" ~}}\r\n\t\t\t\t\t\tNo General Application Forms or Application Forms for this job exist on this record.\r\n\t\t\t\t\t\t{{~else~}}\r\n\t\t\t\t\t\tNo documents of this type exist on this record.\r\n\t\t\t\t\t\t{{~/ifequals~}}\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t
\r\n{{/each}}","
\r\n\t
\r\n\t\t\r\n\t\t\tNote: Select any document to preview the document\r\n\t\t\r\n\t\t\r\n\t
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","\r\n\t\r\n\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n
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From:
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To:
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CC:
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BCC:
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Subject:
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","
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Job
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Job Category
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Job Classification
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EEOC
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Gender
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Ethnicity
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\r\n\r\n\t{{#if ofccpEnabled}}\r\n\t
OFCCP
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Disability Status
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\r\n\t{{/if}}\r\n\r\n\t{{#if vevraaEnabled}}\r\n\t
VEVRAA
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Veteran Status
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\r\n\t{{/if}}\r\n\r\n\t
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","
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EEO Job Category
\r\n\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
Job Category\r\n\t\t\t\t
\r\n\t\t\t\t{{#if jobCategoryMissing}}{{/if}}\r\n\t\t\t
Job Classification
\r\n\r\n\t
EEO
\r\n\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
Gender\r\n\t\t\t\t
\r\n\t\t\t\t{{#if genderMissing}}{{/if}}\r\n\t\t\t
Ethnicity\r\n\t\t\t\t
\r\n\t\t\t\t{{#if ethnicityMissing}}{{/if}}\r\n\t\t\t
\r\n\r\n\t{{#if ofccpEnabled}}\r\n\t
OFCCP
\r\n\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
Disability Status
\r\n\t{{/if}}\r\n\r\n\t{{#if vevraaEnabled}}\r\n\t
VEVRAA
\r\n\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
Veteran Status
\r\n\t{{/if}}\r\n
","
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Actions
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\r\n Update EEO Fields\r\n {{#if needsOverride}}{{/if}}\r\n
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","
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\r\n
","{{#if checklist}}\r\n
\r\n\t{{#if missingCategory}}\r\n\t
Job Category
\r\n\t
\r\n\t\t
\r\n\t
\r\n\t
\r\n\r\n\t
Job Classification
\r\n\t
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t{{/if}}\r\n\r\n\t{{#if missingGender}}\r\n\t
Gender *
\r\n\t
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t{{/if}}\r\n\r\n\t{{#if missingEthnicity}}\r\n\t
Ethnicity *
\r\n\t
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t{{/if}}\r\n\r\n\t
\r\n\t\t
\r\n\t
\r\n
\r\n{{else}}\r\n
\r\n\t
Job
\r\n\t
\r\n\t\t
\r\n\t
\r\n\t
\r\n\r\n\t
Job Category
\r\n\t
\r\n\t\t
\r\n\t
\r\n\t
\r\n\r\n\t
Job Classification
\r\n\t
\r\n\t\t
\r\n\t
\r\n\t
\r\n\r\n\t
EEOC
\r\n\r\n\t
Gender
\r\n\t
\r\n\t\t
\r\n\t
\r\n\t
\r\n\r\n\t
Ethnicity
\r\n\t
\r\n\t\t
\r\n\t
\r\n\t
\r\n\r\n\t{{#if ofccpEnabled}}\r\n\t
OFCCP
\r\n\r\n\t
Disability Status
\r\n\t
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t{{/if}}\r\n\r\n\t{{#if vevraaEnabled}}\r\n\t
VEVRAA
\r\n\r\n\t
Veteran Status
\r\n\t
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t{{/if}}\r\n\r\n\t
\r\n\t\t
\r\n\t
\r\n
\r\n{{/if}}","
\r\n\t
\r\n\t\t
Regarding
\r\n\t\t
\r\n\t\t\t{{#if RegardingId}}\r\n\t\t\t{{RegardingId.Title}}\r\n\t\t\t{{else}}\r\n\t\t\tNone\r\n\t\t\t{{/if}}\r\n\t\t
\r\n\t\t
Participants
\r\n\t\t
{{Participants}}
\r\n\t
\r\n
","
\r\n\t
\r\n\t\t
Automated Journal Email Integration
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t
Status: Unavailable. This feature requires a Business subscription or higher. Please contact Support for assistance with subscription upgrade.
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\tWhen enabled and configured, this feature removes the need for users to CC or BCC the system in order to track conversations with candidates and contacts. This feature\r\n\t\t\t\t\t\t\tallows you to directly connect your G Suite by Google Cloud, Microsoft Exchange, or Microsoft Office 365-based email directly with your Crelate organization. Your server must\r\n\t\t\t\t\t\t\tsupport archival / journaling features. This feature requires a Crelate Business level or higher subscription to use.\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t \r\n\t\t\t\t\t\t\tNote: This feature is available with all Crelate Business level or higher subscriptions or it can be added a la carte.\r\n\t\t\t\t\t\t
\r\n\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\tPlease contact support for assistance with this feature.\r\n\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\tStatus: Enabled\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\tEmail journaling has been enabled for your organization. You may configure your server to send journaled emails to the following address for automated logging:\r\n\t\t\t\t\t\t\t\t

\r\n\t\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t\tOffice 365/Exchange: {{OfficeAddress}}
\r\n\t\t\t\t\t\t\t\t\tG Suite by Google Cloud: {{GmailAddress}}\r\n\t\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t
Status: Available
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\tWhen enabled and configured, this feature removes the need for users to CC or BCC the system in order to track conversations with candidates and contacts. This feature\r\n\t\t\t\t\t\t\t\tallows you to directly connect your G Suite by Google Cloud, Microsoft Exchange, or Microsoft Office 365-based email directly with your Crelate organization. Your server must\r\n\t\t\t\t\t\t\t\tsupport archival / journaling features. This feature requires a Crelate Business level or higher subscription to use.\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\tDomain Settings:\r\n\t\t\t
\r\n\t\t\t\r\n\t\t\t
\r\n\t\t\t\tEnabled Domains\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\r\n\t\t\t\r\n\t\t\t
\r\n\t\t\t\tIgnore Emails\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\tSpam Filtering Level\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t\t\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\tInclude Limit Attachments\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t\t\r\n\t\t
\r\n\t\t
\r\n\t
\r\n
","
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t\t\t\t
Excluded Email Address *
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n
\r\n","
\r\n
\r\n
\r\n
\r\n {{UserFullName}}\r\n
\r\n
\r\n
\r\n
\r\n
\r\n
\r\n
\r\n
\r\n
","
\r\n
\r\n
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\r\n \r\n
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","
\r\n
\r\n
\r\n
\r\n \r\n
\r\n
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","
\r\n\tThe {{entityDisplayNameLowered}} on the left already has a {{currentCategory}}. You can overwrite the {{currentCategory}}, or change it to a different type of {{multipassTitleLowered}}.\r\n
\r\n
\r\n\tOverwrite {{categoryTitle}} {{multipassTitle}}\r\n\t\r\n
\r\n","
\r\n\r\n\t
\r\n\t\t
Use a Template
\r\n\t\t
\r\n\t\t\tSend an e-signature request using one of your e-signature templates.\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t
One-time Send
\r\n\t\t
\r\n\t\t\tSend an e-signature request without a template.\r\n\t\t
\r\n\t
\r\n\r\n\r\n
","
\r\n\t
\r\n\t\t

{{providerName}} Request Limit Exceeded

\r\n\t\t
Your limit of {{Limit}} requests {{ResetPeriod}} has been reached.
\r\n\t\t
It will be reset on {{FormatDate ResetDate}}.
\r\n\t\t{{#if showButton}}\r\n\t\t
Ok
\r\n\t\t{{/if}}\r\n\t
\r\n
","
\r\n\t
\r\n\t\t
\r\n\t\t\tRequired Fields Left: \r\n\t\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n
\r\n\r\nRe\r\n","
","
\r\n\r\n\t
\r\n\t\tEach signer will receive a separate email with a link to sign the selected document.\r\n\t\tOnce signed by all parties the final signed document will be saved on the {{parentName}} record.\r\n\t
\r\n\r\n\t
\r\n\t\t
Template *
\r\n\t\t
\r\n\t
\r\n\r\n\t{{#if showRegarding}}\r\n\t
\r\n\t\t
Regarding *
\r\n\t\t
\r\n\t
\r\n\t{{/if}}\r\n\r\n\t
\r\n\t\t
Signers *
\r\n\t\t
\r\n\t
\r\n\r\n\t\r\n\r\n\t\r\n\r\n\t
\r\n\t\t
Subject *
\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t
Message
\r\n\t\t
\r\n\t
\r\n\r\n
","
\r\n\t
\r\n
","
\r\n\r\n\t
\r\n\t\t
Details for Field
\r\n\t\tDelete this field\r\n\t\tCreate a duplicate of this field (with the same dimensions, directly below this field)\r\n\t
\r\n\r\n\t
\r\n\t\t
Field Name
\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t
Field Type
\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t
Assigned Signing Role
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t
\r\n\t\t
\r\n\t
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\r\n\t\t
\r\n\t\t
\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tWhen enabled, this field must be completed.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
\r\n\t
\r\n\r\n\t\r\n\t\r\n
\r\n","
\r\n\t
\r\n\t\t
\r\n\t\t
\r\n\t\t
\r\n\r\n\t\t\t{{#if showTemplateInfo}}\r\n\t\t\t
Template Name *
\r\n\t\t\t\t
\r\n\r\n\t\t\t\t
Description
\r\n\t\t\t\t
\r\n\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t
Document Type
\r\n\t\t\t\t
\r\n\r\n\t\t\t\t
Signing Roles
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t
Email message
\r\n\t\t\t\t
\r\n\r\n\t\t\t\t{{#if showTemplateInfo}}\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\tSubject\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\tEmail Message\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\t

This message will be included in the email that is sent to each signer.

\r\n\t\t\t\t\t\t\t\t\t\t
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\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t{{else}}\r\n\r\n\t\t\t\t
Subject
\r\n\t\t\t\t
\r\n\r\n\t\t\t\t
Message
\r\n\t\t\t\t
\r\n\r\n\r\n\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t
\r\n\r\n\r\n\t\t\t
\r\n\t\t\t\t
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\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tSelect Signing Role:  \r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\tSelect a signer \r\n\t\t\t\t\t\t\tSelect which signing role you are editing fields for. Any new fields added will be for this selected signing role.\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tSelect Field:  \r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\tSelect a field \r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\tSelect a field to edit.
You can also click on any field in the template document to select it.\r\n\t\t\t\t\t\t\t\tNote: this list is filtered by the selected signing role.\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t
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\r\n\t\t\t\t
\r\n\t\t\t\t\t
Common Fields
\r\n\t\t\t\t\t
Tap to add field to the template
\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t{{#each fields}}\r\n\t\t\t\t\t
{{Field}}
\r\n\t\t\t\t\t{{/each}}\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t
Please start by uploading a document to be signed
\r\n\t\t\t\t\r\n\t\t\t
\r\n\r\n\t\t\t\r\n\t\t
\r\n\t
\r\n","
\r\n\t
\r\n\t\t

{{providerName}} Credential Expired

\r\n\t\t
Please relogin to continue using {{providerName}} with Crelate.
\r\n\t\t{{#if showButton}}\r\n\t\t
Relogin to {{providerName}}
\r\n\t\t{{/if}}\r\n\t
\r\n
","
\r\n\t
\r\n\t\t

{{providerName}} Standard Request Limit Exceeded

\r\n\t\t
Your limit of {{Limit}} requests {{ResetPeriod}} has been reached. It will be reset on {{FormatDate ResetDate}}.
\r\n\t\t
You can continue making requests but will be charged an overage surcharge.
\r\n\t\t{{#if showButton}}\r\n\t\t
\r\n\t\t\t
Close Request
\r\n\t\t\t
I Understand
\r\n\t\t
\r\n\t\t{{/if}}\r\n\t
\r\n
","
\r\n\t
\r\n\t\tSubject/Document Title \r\n\t
\r\n\t
\r\n\t
\r\n\r\n\t
\r\n\r\n\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t
Who needs to sign?
\r\n\t\t\t
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\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t\t Add Signer\r\n\t\t\t\t
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\r\n\t\t\t
\r\n\t\t\t\tEnforce signing order\r\n\t\t\t\t
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\r\n\t
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\r\n\t\t
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\r\n\t\t\t\t
CC
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t Add CC\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\tMessage Body\r\n\t
\r\n
\r\n","
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\r\n
","
\r\n\t
\r\n\t\t\r\n\t\t
\r\n\t\t\t{{signerOrder}}\r\n\t\t
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\r\n
","
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\r\n
","
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\r\n
","
\r\n\t
\r\n\t\t
Send New:
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t
One Time
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t
\r\n\t\t
Select Template:
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t{{#each Templates}}\r\n\t\t\t\t{{#if ExternalPrimaryKey}}\r\n\t\t\t\t{{! Valid template }}\r\n\t\t\t\t
{{Title}}
\r\n\t\t\t\t{{else}}\r\n\t\t\t\t{{! Missing template }}\r\n\t\t\t\t
{{Title}}
\r\n\t\t\t\t{{/if}}\r\n\t\t\t\t{{/each}}\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n
","
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","
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\r\n
","
\r\n\t
\r\n\t\tTemplate \r\n\t\t
\r\n\t\t\t{{Template.Title}}\r\n\t\t\r\n\t\t{{#if hasMultipleTemplates}}\r\n\t\t\t\r\n\t\t{{/if}}\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\tSubject \r\n\t\t\r\n\t
\r\n\r\n\t
\r\n\t\t
\r\n\t\t\tIncluded Documents\r\n\t\t\t
\r\n\t\t
\r\n\t\t
\r\n\t\t\t{{#each Template.Documents}}\r\n\t\t\t{{Name}}\r\n\t\t\t{{/each}}\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\tWho Needs To Sign?\r\n\t\t
\r\n\t
\r\n\t\r\n\t{{#if (hasItems Template.CcRoles)}}\r\n\t
\r\n\t\tCC\r\n\t\t
\r\n\t
\r\n\t{{/if}}\r\n\r\n\r\n\t
\r\n\t\tMessage Body\r\n\t\t\r\n\t
\r\n
","{{#if showAddAndRemoveControls}}\r\n
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\r\n\t
\r\n\t
\r\n
\r\n{{/if}}\r\n
\r\n\r\n\t\r\n\r\n\t\t{{#each items}}\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t{{#if ../templateMode}}\r\n\t\t\t\r\n\t\t\t{{else}}\r\n\t\t\t\r\n\t\t\t{{/if}}\r\n\t\t\t\r\n\t\t\r\n\t\t{{/each}}\r\n\r\n\t
\r\n\t\t\t\t{{#if ../allowEditingName}}\r\n\t\t\t\t
\r\n\t\t\t\t{{else}}\r\n\t\t\t\t
\r\n\t\t\t\t{{/if}}\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t \r\n\t\t\t\t
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\r\n\t\t\t\t
\r\n\t\t\t\t\t \r\n\t\t\t\t
\r\n\t\t\t
\r\n\r\n\t{{#ifequals items.length 0}}\r\n\t
{{noItemsMessage}}
\r\n\t{{/ifequals}}\r\n
\r\n","
\r\n\t
\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\r\n
\r\n {{#if showActionBar}}\r\n
\r\n {{#if showResyncButton}}\r\n
\r\n \r\n Resync\r\n
\r\n {{/if}}\r\n {{#if showCancelButton}}\r\n
\r\n \r\n Cancel\r\n
\r\n {{/if}}\r\n
\r\n {{/if}}\r\n\r\n
\r\n Requested By
\r\n\r\n {{{eSignatureCreatedBy.Title}}}\r\n
\r\n\r\n
\r\n Status\r\n {{#if showError}}\r\n \r\n {{else}}\r\n\t\t {{#if showResyncButton}}\r\n\t\t\t\r\n\t\t {{/if}}\r\n {{/if}}\r\n
\r\n {{{esignatureStatus eSignatureStatus}}}\r\n
\r\n\r\n
\r\n Recipients\r\n
\r\n
\r\n\r\n\r\n {{#if eSignatureMessage}}\r\n
\r\n Message\r\n
{{#if eSignatureMessage}}{{{eSignatureMessage}}}{{else}}No message sent{{/if}}
\r\n
\r\n {{/if}}\r\n
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","
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","
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","
\r\n\t
\r\n\t\tTemplate Title \r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\tTemplate Description \r\n\t\t\r\n\t
\r\n\r\n\t{{#if editMode}}\r\n\t
\r\n\t\tDocuments \r\n\t\t\t\r\n\t\t\t\tTODO: Placeholder tooltip\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t
\r\n\t
\r\n\t{{else}}\r\n\t
\r\n\t\tDocuments \r\n\t
\r\n\t{{/if}}\r\n\r\n\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t
What roles need to sign?
\r\n\t\t\t
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\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t\t Add Role\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\tEnforce signing order\r\n\t\t\t\t
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CC
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t Add CC\r\n\t\t\t
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\r\n\r\n\tMessage Body\r\n\t
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\r\n","
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\r\n\t\t\r\n\t\t
\r\n\t\t\t{{signerOrder}}\r\n\t\t
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","
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\r\n\r\n\t\t
\r\n\t\t\tTemplate Name \r\n\t\t\t
{{Template.Title}}
\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\tDefault Subject \r\n\t\t\t\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\tIncluded Documents\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t{{#each Template.Documents}}\r\n\t\t\t\t{{Name}}\r\n\t\t\t\t{{/each}}\r\n\t\t\t
\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\tSigner Roles\r\n\t\t\t
\r\n\t\t\t\t{{#each Template.SignerRoles}}\r\n\t\t\t\t{{RoleName}}\r\n\t\t\t\t{{/each}}\r\n\t\t\t
\r\n\t\t
\r\n\r\n\t\t{{#if (hasItems Template.CcRoles)}}\r\n\t\t
\r\n\t\t\tCC Roles\r\n\t\t\t
\r\n\t\t\t\t{{#each Template.CcRoles}}\r\n\t\t\t\t{{RoleName}}\r\n\t\t\t\t{{/each}}\r\n\t\t\t
\r\n\t\t
\r\n\t\t{{/if}}\r\n\r\n\r\n\t\t
\r\n\t\t\tDefault Message Body (optional)\r\n\t\t\t\r\n\t\t
\r\n\t
\r\n\t
\r\n
","
\r\n\r\n\t{{#if (hasItems Limits)}}\r\n\t
\r\n\t\t
\r\n\t\t\t
{{licenseLevel}}
\r\n\t\t\tUsage Limits\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\t{{#each Limits}}\r\n\t\t\t
{{SettingName}}
\r\n\t\t\t
\r\n\t\t\t\t
Limit: {{Limit}} {{Period}}
\r\n\t\t\t\t
Used: {{Used}}
\r\n\t\t\t\t
Will Reset On: {{FormatDate ResetOn}}
\r\n\t\t\t
\r\n\t\t\t{{/each}}\r\n\t\t
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\r\n\t{{/if}}\r\n\r\n\t
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","
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\r\n","
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\r\n\t\tAdditional Case Details\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t\r\n\t\t
\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tThe hire date in XML date format YYYY-MM-DD. The hire date for employees working for companies must be between 1986-11-07 and current date + 90 business days. Must be after date of birth.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t
\r\n\t\t\r\n\t\t
\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tThis field is 8 alphanumeric characters long.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t
\r\n\t\t\r\n\t\t
\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tThis field must contain the employee’s SEVIS Number if it was provided.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t
\r\n\t\t\r\n\t\t
\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tThis field is for the requesting employer to hold a related key into its system, if desired.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t
\r\n\t\t
Case has not been submitted within three business days of their first day of employment.
\r\n\t\t
\r\n\t\t
\r\n\t\t\t\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t
You must submit a case no later than the end of three business days after a new hire has begun work for pay. You may still submit the case beyond the three - day deadline, but you must state a reason why you submitted the case late.
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\r\n\t\tMax 240 Characters\r\n\t
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","
","
\r\n\t
\r\n\t\tCase Results: {{template.resultTitle}}\r\n\t\t{{#if template.canRefresh}}\r\n\t\t \r\n\t\t\r\n\t\t\t\r\n\t\t\tRefresh\r\n\t\t\r\n\t\t{{/if}}\r\n\t\t
\r\n\t
\r\n\r\n\t\r\n\t{{#ifOrCheck (ifeq template.caseStatus 5) (ifeq template.caseStatus 8)}}\r\n\t
\r\n\t\t
\r\n\t\t\t\r\n\t\t\t\tE-Verify needs more time to confirm {{template.name}} is authorized to work in the United States. You should not take any action against {{template.name}} while E-Verify is reviewing case {{template.caseNumber}}.\r\n\t\t\t\r\n\r\n\t\t\t
\r\n\t\t\t\tCheck back on this case periodically for an update on its status. Case status can be viewed under the contacts 'Documents'.\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\t\r\n\t{{else if (ifeq template.employmentAuthorized \"EMPLOYMENT_AUTHORIZED\")}}\r\n\t
\r\n\t\t
\r\n\t\t\t\r\n\t\t\t\t{{template.name}} is authorized to work in the United States and case {{template.caseNumber}} has been automatically closed.\r\n\t\t\t\r\n\t\t
\r\n\t
\r\n\r\n\t\r\n\t{{else if (ifeq template.caseStatus 12)}}\r\n\t
\r\n\t\t
\r\n\t\t\t\r\n\t\t\t\tYou have successfully closed {{template.name}} case.\r\n\t\t\t\r\n\t\t
\r\n\t
\r\n\r\n\t{{else}}\r\n\t
\r\n\t\t
\r\n\t\t\t\r\n\t\t\t\tE-Verify Case successfully submitted. Please note that E-Verify cases may take a moment to update. To review your case status, please login to E-Verify or refresh the case status from the contact record.\r\n\t\t\t\r\n\t\t
\r\n\t
\r\n\r\n\t{{/ifOrCheck}}\r\n
","
\r\n\r\n
","
\r\n\t
\r\n\t\tConfirm Case Details\r\n\t\t
\r\n\t
\r\n\r\n\t

Employee Information and Attestation

\r\n\t
\r\n\t\t
\r\n\t\t\t\r\n\t\t\t
{{template.name}}
\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\t\r\n\t\t\t
{{template.otherLastNamesUsed}}
\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\t\r\n\t\t\t
{{dateFormat template.dateOfBirth}}
\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\t\r\n\t\t\t
{{template.ssn}}
\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\t\r\n\t\t\t
{{template.companyName}}
\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\t\r\n\t\t\t
{{template.citizenshipStatus}}
\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\t\r\n\t\t\t
{{template.alienNumber}}
\r\n\t\t
\r\n\t
\r\n\r\n\t

Employee or Authorized Representative Review and Verification

\r\n\t
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\r\n\t\t\t\r\n\t\t\t
{{template.listADocument}}
\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\t\r\n\t\t\t
{{template.listBDocument}}
\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\t\r\n\t\t\t
{{template.usPassportNumber}}
\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\t\r\n\t\t\t
{{template.foreignPassportNumber}}
\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\t\r\n\t\t\t
{{template.documentBCNumber}}
\r\n\t\t
\r\n\r\n\t\t{{#if template.expirationDate}}\r\n\t\t
\r\n\t\t\t\r\n\t\t\t
{{dateFormat template.expirationDate}}
\r\n\t\t
\r\n\t\t{{/if}}\r\n\r\n\t\t
\r\n\t\t\t\r\n\t\t\t
{{template.usStateDisplay}}
\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\t\r\n\t\t\t
{{template.countryOfIssuance}}
\r\n\t\t
\r\n\r\n\t\t
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{{template.listCDocument}}
\r\n\t\t
\r\n\t
\r\n\r\n\t

Additional Case Details

\r\n\t
\r\n\t\t
\r\n\t\t\t\r\n\t\t\t
{{dateFormat template.dateOfHire}}
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","
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\r\n\t\tRe-Confirm Details\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t

E-Verify may have detected an error with your submitted information. Please review and confirm all information is accurate.

\r\n\t
\r\n\r\n\t{{#contains template.confirmationDetailsFields.case_fields \"first_name\"}}\r\n\t
\r\n\t\t\r\n\t\t
\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tEmployee's first name. Numbers and special characters are not allowed. Hyphens, spaces, and single quotes are allowed.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t{{/contains}}\r\n\r\n\t{{#contains template.confirmationDetailsFields.case_fields \"last_name\"}}\r\n\t
\r\n\t\t\r\n\t\t
\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tEmployee's last name. May contain only alphabetic characters, spaces, and single quotes. Other special characters and numbers are not allowed.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t{{/contains}}\r\n\r\n\t{{#contains template.confirmationDetailsFields.case_fields \"date_of_birth\"}}\r\n\t
\r\n\t\t\r\n\t\t
\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tEmployee’s birth date. Date is in XML date format YYYY-MM-DD. This cannot be a future date.\r\n\t\t\t\t\tMust be before today.\r\n\t\t\t\t\tMust be less than 120 years ago.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t{{/contains}}\r\n\r\n\t{{#contains template.confirmationDetailsFields.case_fields \"ssn\"}}\r\n\t
\r\n\t\t\r\n\t\t
\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tEmployee's U.S. Social Security Number in the format XXX-XX-XXXX.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t{{/contains}}\r\n\r\n\t{{#contains template.confirmationDetailsFields.case_fields \"us_passport_number\"}}\r\n\t
\r\n\t\t\r\n\t\t
\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tEmployee's U.S. Passport Number.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t{{/contains}}\r\n\r\n\t{{#contains template.confirmationDetailsFields.case_fields \"foreign_passport_number\"}}\r\n\t
\r\n\t\t\r\n\t\t
\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tEmployee's Foreign Passport Number.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t{{/contains}}\r\n\r\n\t{{#contains template.confirmationDetailsFields.case_fields \"alien_number\"}}\r\n\t
\r\n\t\t\r\n\t\t
\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tEmployee's Alien/USCIS Number.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t{{/contains}}\r\n\r\n\t{{#contains template.confirmationDetailsFields.case_fields \"i551_number\"}}\r\n\t
\r\n\t\t\r\n\t\t
\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tEmployee's I551 Number.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t{{/contains}}\r\n\r\n\t{{#contains template.confirmationDetailsFields.case_fields \"i766_number\"}}\r\n\t
\r\n\t\t\r\n\t\t
\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tEmployee's I-766 Number.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t{{/contains}}\r\n\r\n\t{{#contains template.confirmationDetailsFields.case_fields \"i94_number\"}}\r\n\t
\r\n\t\t\r\n\t\t
\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tEmployee's I-94 Number.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t{{/contains}}\r\n\r\n\t{{#contains template.confirmationDetailsFields.case_fields \"document_bc_number\"}}\r\n\t
\r\n\t\t\r\n\t\t
\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tEmployee's Document Number.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t{{/contains}}\r\n\r\n\r\n\t{{#contains template.confirmationDetailsFields.case_fields \"us_state_code\"}}\r\n\t
\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tThis field contains the state that issued the driver's license or state ID card that is being used as a List B document.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t{{/contains}}\r\n\r\n\t
\r\n\t\t
\r\n\t
\r\n
","
","
\r\n
\r\n Scan and Upload\r\n
\r\n
\r\n
\r\n

You must submit two valid image files, one displaying the front of the document, and one displaying the back.

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The files can be in .jpg, .pdf, or .png format no greater than 5MB.

\r\n
\r\n\r\n
\r\n
An Error has occurred while uploading documents.
\r\n
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\r\n \r\n
\r\n
Error: File is too large. Must be smaller than 5MB
\r\n
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\r\n\r\n
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\r\n \r\n
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Error: File is too large. Must be smaller than 5MB
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","
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","
\r\n\t
\r\n\t\tIdentification Documents\r\n\t\t
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\r\n\t\t\r\n\t
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\r\n\t\t\r\n\t\t
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\r\n\t\tEmployee Information and Attestation\r\n\t\t
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\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tEmployee's last name. May contain only alphabetic characters, spaces, and single quotes. Other special characters and numbers are not allowed.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
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\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tEmployee's first name. Numbers and special characters are not allowed. Hyphens, spaces, and single quotes are allowed.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t
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\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tThe first letter of the middle name of the employee.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
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\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tOther names that the employee may have used, comma-separated (','). May contain only alphabetic characters, spaces, and single quotes. Other special characters and numbers are not allowed.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
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\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tEmployee’s birth date. Date is in XML date format YYYY-MM-DD. This cannot be a future date.\r\n\t\t\t\t\tMust be before today.\r\n\t\t\t\t\tMust be less than 120 years ago.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
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\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tEmployee's email address. Must follow a valid e-mail format (e.g. user@domain.com).\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
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\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tPhone number. Must be 10 digits in (NNN) NNN-NNNN format\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
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\r\n\t\tCase Results: Final Non-Confirmation\r\n\t\t
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Unfortunately, we were unable to confirm {{template.name}}'s authorization for employment. Please close {{template.name}}'s case below to indicate whether or not you intend to continue {{template.name}}'s employment.

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Please indicate why you are choosing to employ {{template.name}} after a Final Nonconfirmation was received.

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\r\n\t\tMax 140 Characters\r\n\t
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Please indicate why you are closing this case below:

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\r\n\t\t\tMax 140 Characters\r\n\t\t
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Photo Match
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Please make a selection from the dropdown below to continue

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  • Matching - Yes, this photo matches
  • \r\n\t\t\t\t\t
  • No-Match - No, this photo does not match
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  • No-Image - No photo displayed
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\r\n\t\t{{#if template.contactPhotoData}}\r\n\t\t{{!TODO: Make the file type dynamic based on the content}}\r\n\t\t\r\n\t\t{{else}}\r\n\t\tPhoto Not Found\r\n\t\t{{/if}}\r\n\t
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\r\n Case Results: {{template.name}} intends to take action to resolve this case.\r\n
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\r\n \r\n You have referred {{template.name}} to DHS. To proceed, select a language and download the Referral Date Confirmation below. Provide this to {{template.name}}, who has contested this DHS TNC. \r\n {{template.name}} has until {{template.resolveDate}} to contact DHS to resolve this issue\r\n \r\n
\r\n If you encounter any issues downloading your document, please ensure that you are using the latest version of your browser and that your pop-up blocker is disabled.\r\n
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\r\n \r\n Check back on this case periodically for an update on its status. Case status can be viewed under the contacts 'Documents'. You will need to close the case once it's updated with the final status.\r\n \r\n
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\r\n Case Results: Tentative Non-Confirmation\r\n
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It's okay! E-Verify just needs some more information from you and {{template.name}} before confirming employment authorization. Here are the next steps you both need to take.

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Step 1: Download and Complete Further Action Notice

\r\n \r\n You must download, print, and review the Further Action Notice with {{template.name}} privately. Make sure that {{template.name}} understands the Further Action Notice.\r\n This document will explain why {{template.name}} received the result, and what to do next.*\r\n \r\n
\r\n If you encounter any issues downloading your document, please ensure that you are using the latest version of your browser and that your pop-up blocker is disabled.\r\n
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Step 2: Indicate Further Action Decision

\r\n \r\n Ask if {{template.name}} will choose to take action to resolve this error and correct the data mismatch that led to the result.\r\n \r\n\r\n
    \r\n
  • \r\n If {{template.name}} chooses to take action to resolve the case, indicate that in the option below. Make sure {{template.name}} understands that after you select this option, there will be a deadline of\r\n 8 federal working days starting today to take action. If an email was provided, {{template.name}} will receive a confirmation email that indicates when the countdown begins.\r\n
  • \r\n
  • \r\n If {{template.name}} chooses not to take action to resolve this case, indicate that in the option below. You will receive a final result that indicates that we were unable to confirm employment eligibility.\r\n {{template.name}} needs to understand that refusing to take action could result in losing this job.\r\n
  • \r\n
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\r\n After {{template.name}} has reviewed the Further Action Notice, indicate the decision below*\r\n\r\n
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\r\n\t\tStatus\r\n\t\t
\r\n\t\t{{Artifact.StatusId.Title}}\r\n\t
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\r\n\t\tRequested By\r\n\t\t
\r\n\t\t{{Artifact.CreatedById.Title}}\r\n\t
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\r\n\t\tRequested On\r\n\t\t
\r\n\t\t{{FormatDate Artifact.SentOn}}\r\n\t
\r\n\r\n\t{{#if Artifact.CompletedOn}}\r\n\t
\r\n\t\tClosed On\r\n\t\t
\r\n\t\t{{FormatDate Artifact.CompletedOn}}\r\n\t
\r\n\t{{/if}}\r\n\r\n\t
\r\n\t\tLast Updated On\r\n\t\t
\r\n\t\t{{FormatDate Artifact.ModifiedOn}}\r\n\t
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\r\n\t\t\tDetails\r\n\t\t\t{{#unless Artifact.CompletedOn}}\r\n\t\t\t\r\n\t\t\tRefresh\r\n\t\t\t{{/unless}}\r\n\t\t
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\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\r\n\t\t\t\t\r\n\r\n\t\t\t\t{{#if Artifact.SubStatus}}\r\n\t\t\t\t\r\n\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t{{#if CanResume}}\r\n\t\t\t\t\r\n\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t\r\n\r\n\t\t\t\t\r\n\t\t\t
Case Number:\r\n\t\t\t\t\t\t{{Artifact.ExternalPrimaryKey}}\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\tClick here to copy the E-Verify case number.\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t
Case Status:{{Artifact.Status}}
Case Result:{{Artifact.SubStatus}}
View full case on E-Verify's Website
Work Authorization done by E-Verify.
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\r\n\t\t\t\tWhat data would you like to export?\r\n\t\t\t
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This controls the data that is exported for each record.
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Please note the following:

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  • Relationship data will be included as a 2nd sheet on your export.
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  • Only relationships from relationship groups that the exporting user has access to will be exported.
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  • Columns for splits data will only be included if the exporting user has Read access to 'Splits Data on Relationships'.
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  • When including relationship data, we recommend including Placement Name as a field on the export. This field will be used to relate the Relationships to the Placement records.
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\r\n\t\t\t\tWhat would you like to export?\r\n\t\t\t
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This controls which records we export.
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\r\n\t\t\t\tWhat file type would you like to export to?\r\n\t\t\t
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This controls the file that the export returns.
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\r\n\t\t\t\tFormat Options\r\n\t\t\t
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This controls how we format the data for each record.
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\r\n\t\t\t\tPost Export Options\r\n\t\t\t
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This controls what we do to each record that was successfully exported.
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\r\n\t{{#if (hasItems AvailableTypes)}}\r\n\t{{#each AvailableTypes}}\r\n\t
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\r\n\t\t{{DisplayName}}\r\n\t
\r\n\t{{/each}}\r\n\t{{else}}\r\n\tThis export does not allow you to specify the file type.\r\n\t{{/if}}\r\n
","
\r\n\r\n\t{{#if Description}}\r\n\t
{{Description}}
\r\n\t{{/if}}\r\n\r\n\t{{#each Fields}}\r\n\r\n\t
\r\n\t\t{{Label}}\r\n\t\t
\r\n\t\t{{{ValueHtml}}}\r\n\t
\r\n\r\n\t{{/each}}\r\n\r\n
","
\r\n\t{{#unless Mini}}\r\n\tBETA\r\n\t{{/unless}}\r\n
","
\r\n\t{{#unless Mini}}\r\n\tBUSINESS\r\n\t{{/unless}}\r\n
","
\r\n\t{{#unless Mini}}\r\n\tBUSINESS+\r\n\t{{/unless}}\r\n
","
\r\n\t{{#unless Mini}}\r\n\tENTERPRISE\r\n\t{{/unless}}\r\n
","NEW!","
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More
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\r\n\t{{#each tabs}}\r\n\t\t{{#if name}}\r\n\t\t
\r\n\t\t\t\r\n\t\t\t\t{{name}}\r\n\t\t\t\t{{#if (gt notificationCount 0)}}\r\n\t\t\t\t\r\n\t\t\t\t\t{{notificationCount}}\r\n\t\t\t\t\r\n\t\t\t\t{{/if}}\r\n\t\t\t\r\n\t\t
\r\n\t\t{{/if}}\r\n\t{{/each}}\r\n
","{{#each tiles}}\r\n
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{{{DisplayHtml}}}
\r\n
\r\n{{/each}}","{{#if title}}\r\n
{{title}}
\r\n{{/if}}\r\n
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\r\n Filter by:\r\n
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","\r\n\r\n \r\n \r\n \r\n\r\n \r\n {{#if FormDefinitionId}}\r\n \r\n \r\n {{else}}\r\n \r\n \r\n {{/if}}\r\n \r\n\r\n \r\n \r\n {{#if CompletedOn}}\r\n \r\n {{else}}\r\n \r\n {{/if}}\r\n \r\n\r\n {{#if CompletedOn}}\r\n \r\n {{#if FormId}}\r\n \r\n \r\n \r\n {{/if}}\r\n\r\n {{else}}\r\n\r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n\r\n \r\n \r\n \r\n \r\n \r\n\r\n \r\n \r\n \r\n \r\n\r\n \r\n \r\n \r\n\r\n {{/if}}\r\n\r\n
Form Request {{#if CompletedOn}}sent to{{else}}completed by{{/if}} {{ParentId.Title}}
Form Requested:{{FormDefinitionId.Title}}Document Requested:{{DocumentTypeId.Title}}
Status:Completed on {{FormatDate CompletedOn}}Requested
\r\n
\r\n
Requested By:{{CreatedById.Title}}
Requested On:{{FormatDate When}}
Message:{{{Html}}}
Shared Link:\r\n \r\n
[ Shared Link Placeholder ]
\r\n
Last accessed: [ Last Access Date ] (View Details)
\r\n
[ Resend Link ]
","\r\n\t\r\n\t\t\r\n\t\r\n\r\n\t\r\n\t\t\r\n\t\r\n\t\r\n\t\t\r\n\t\r\n
Send a request to {{contactFirstName}} to complete a form
\r\n\t\t\tForm Template\r\n\t\t\t
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\r\n\t\t\tMessage\r\n\t\t\t
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","
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\r\n\r\n\t\tForm Requested\r\n\t\t
\r\n\t\t{{#if Artifact.FormDefinitionId}}\r\n\t\t{{Artifact.FormDefinitionId.Title}}\r\n\t\t{{/if}}\r\n\t\t{{#if Artifact.AttachmentTypeId}}\r\n\t\t{{Artifact.AttachmentTypeId.Title}}\r\n\t\t{{/if}}\r\n\t
\r\n\r\n\t
\r\n\t\tStatus\r\n\t\t
\r\n\t\t{{{artifactStatus Artifact.StatusId.Id}}}\r\n\t
\r\n\r\n\t
\r\n\t\tRequested By\r\n\t\t
\r\n\t\t{{Artifact.CreatedById.Title}}\r\n\t
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\r\n\t\tRequested On\r\n\t\t
\r\n\t\t{{FormatDate Artifact.CreatedOn}}\r\n\t
\r\n\r\n\t{{#if Artifact.CompletedOn}}\r\n\t
\r\n\t\tCompleted On\r\n\t\t
\r\n\t\t{{FormatDate Artifact.CompletedOn}}\r\n\t
\r\n\t{{/if}}\r\n\r\n\t
\r\n\t\tMessage\r\n\t\t{{#if Message}}\r\n\t\t
\r\n\t\t
{{{Message}}}
\r\n\t\tShow more...\r\n\t\t{{/if}}\r\n\t
\r\n\r\n\t{{#if SharedLink.Url}}\r\n\t
\r\n\t\tShared Link\r\n\t\t
\r\n\t\t{{#if SharedLink.IsActive}}\r\n\t\t{{SharedLink.Url}}\r\n\t\tCopy Shared Link URL\r\n\t\t{{else}}\r\n\t\tExpired\r\n\t\t{{/if}}\r\n\t\t
\r\n\t\t
Last accessed: {{#if SharedLink.LastAccessed}}{{FormatDate SharedLink.LastAccessed}}{{else}}never{{/if}} (view details)
\r\n\t\t{{#unless Artifact.CompletedOn}}\r\n\t\t{{#if SharedLink.IsActive}}\r\n\t\t
\r\n\t\t\r\n\t\t\t Expire Shared Link\r\n\t\t\tForce the selected shared links
to expire immediately
\r\n\t\t
\r\n\t\t{{/if}}\r\n\t\t{{/unless}}\r\n\t
\r\n\t{{/if}}\r\n\r\n\t\r\n
","
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Warning

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  • Log time manually on a geofenced assignment
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Time may still be submitted, but will be flagged to your employer. A note is required.

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A note is required. Please enter a note explaining the flagged time.

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\r\n\t\t\tGeneral\r\n\t\t\t
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\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tThe hire date in XML date format YYYY-MM-DD. The hire date for employees working for companies must be between 1986-11-07 and current date + 90 business days. Must be after date of birth.\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
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\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tU.S. visa numbers must be exactly eight alphanumeric characters (letters and numbers). Entering a visa number is still optional though if an employee provides one, we encourage you to enter it, as doing so may prevent a tentative nonconfirmation (TNC).\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
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\r\n\t\t\tIdentification Documents\r\n\t\t\t
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\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tThis field must contain the employee’s SEVIS Number if it was provided.\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
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\r\n\t\t\tEmployer's Business or Organization Info\r\n\t\t\t
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\r\n\t\t\tEmployer or Authorized Representative Info\r\n\t\t\t
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\r\n\t\t\tAttestation\r\n\t\t\t
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\r\n\t\t\tOther\r\n\t\t\t
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\r\n\t\t\tSection 1 Data\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tThe information below is provided as entered by the employee to help verify its accuracy.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t
\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\t{{#each template.section1Data}}\r\n\t\t\t
\r\n\t\t\t\t{{key}}\r\n\t\t\t\t
\r\n\t\t\t\t{{value}}\r\n\t\t\t
\r\n\t\t\t{{/each}}\r\n\t\t
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\r\n\t\tEmployee Info (from Form I-9 Section 1)\r\n\t\t
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\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tThis field should match what was entered in the employee's I-9 Section 1 for Last Name. This field will default to the most recent I-9 if it is found within Crelate.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
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\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tThis field should match what was entered in the employee's Form I-9 Section 1 for First Name. This field will default to the most recent Form I-9 if it is found within Crelate.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
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\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tThis field should match what was entered in the employee's Form I-9 Section 1 for Middle Initial. This field will default to the most recent Form I-9 if it is found within Crelate.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
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\r\n\t\tDate of Rehire (if applicable)\r\n\t\t
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\r\n\t\tNew Name (if applicable)\r\n\t\t
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\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tThis field should only be set if the employee's last name changed.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
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\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tThis field should only be set if the employee's first name changed.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\r\n\t
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\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tThis field should only be set if the employee's middle initial changed.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
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\r\n\t\tReverification\r\n\t\t
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\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tThis field should only be set if the original verification document expired or if the new document verifies a name change. \r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
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","
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\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t{{#each Opps}}\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t{{/each}}\r\n\t\t\t\r\n\t\t
Lead NameValid
{{TargetId.Title}}
\r\n\t
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","
\r\n\tYou are moving contact(s) into stage {{NewStageName}}.\r\n\t'Yes' will move the contact to the sequence. 'No' will move the contact only to the stage.\r\n\tThe Cancel button will not move the contact or add them to the sequence.\r\n\r\n\t
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\r\n\t\t\tAre you sure you want to update the following fields?\r\n\t\t

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    \r\n\t\t\t{{#each attributes}}\r\n\t\t\t\t
  • {{this}}
  • \r\n\t\t\t{{/each}}\r\n\t\t
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\r\n\t\t\tNote: All HR changes made are tracked and visible in the history tab of the HR center.\r\n\t\t

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\r\n\r\n\t{{!Employee Name Section}}\r\n\t
\r\n\r\n\t\t{{!Employee Name Heading}}\r\n\t\t
\r\n\t\t\tEmployee\r\n\t\t
\r\n\r\n\t\t{{!HrStatus Change Picker}}\r\n\t\t
\r\n\t\t\t{{EmployeeName}}\r\n\t\t
\r\n\r\n\t
\r\n\r\n\t{{!HrStatus Change Section}}\r\n\t
\r\n\r\n\t\t{{!HrStatus Change Heading}}\r\n\t\t
\r\n\t\t\t{{StatusTitle}} Status\r\n\t\t
\r\n\r\n\t\t{{!HrStatus Change Picker}}\r\n\t\t
\r\n\t\t
\r\n\r\n\t
\r\n\r\n\t{{!Effective Date Section}}\r\n\t
\r\n\r\n\t\t{{!Effective Date Heading}}\r\n\t\t
\r\n\t\t\tEffective Date\r\n\t\t
\r\n\r\n\t\t{{!Effective Date Control}}\r\n\t\t
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\r\n\r\n\t{{!Note/Reason Section}}\r\n\t
\r\n\r\n\t\t{{!Note/Reason Heading}}\r\n\t\t
\r\n\t\t\tNote/Reason\r\n\t\t
\r\n\r\n\t\t{{!Note/Reason text field}}\r\n\t\t
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","
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Emergency Contact First Name
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Emergency Contact Last Name
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Emergency Contact Phone Number
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\r\n\t\t\tBenefits\r\n\r\n\t\t\t{{#if Payroll_ManageEmployeeBenefits}}\r\n\t\t\t\t
\r\n\t\t\t{{/if}}\r\n\t\t
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\r\n\t\t\tPost-Tax Deductions\r\n\t\t\t{{#if Payroll_ManageEmployeePostTaxDeductions}}\r\n\t\t\t\t
\r\n\t\t\t{{/if}}\r\n\t\t
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Audit Log
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No data available.
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\r\n\t\t\t{{AttributeTitle}}\r\n\t\t
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\r\n \t
\r\n\t{{#if Payroll_Check}}\r\n\t
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\r\n\t \t{{#if Internal}}\r\n\t\t
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\r\n\t\t\t\t\t \tInternal Employee Details\r\n\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\tCompensation Type *\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\t\t\t\tYou can change the Compensation Type at any time. The Type is set when their time card is finalized and what will be used for payroll.
\r\n\t\t\t\t\t\t\t\t\t\t\t\t\t\tHourly - The amount paid for each hour worked. Eligible for overtime.
\r\n\t\t\t\t\t\t\t\t\t\t\t\t\t\tSalary Non Exempt - A fixed amount of money paid to an employee over a set period of time. Eligible for overtime.
\r\n\t\t\t\t\t\t\t\t\t\t\t\t\t\tSalary Exempt - A fixed amount of money paid to an employee over a set period of time. NOT eligible for overtime.\r\n\t\t\t\t\t\t\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
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\r\n\t\t\t\t\t\t\tPay Rate *\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\t\t\t\tThis is the hourly rate. To calculate this for salary, take the salary and divide by 2080 hours for the year.\r\n\t\t\t\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t
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Bill Rate *
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Primary Worksite *
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Pay Schedule
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\r\n\t\t{{/if}}\r\n\t\t
\r\n\t\t\t{{#unless Internal}}\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\tDetails\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t
Pay Schedule
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t{{/unless}}\r\n\t\t\t{{#if Payroll_Check}}\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\tOnboarding Details\r\n\t\t\t\t
\r\n\t\t\t\t
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\r\n\t\t\t{{/if}}\r\n\t\t
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","
\r\n\t
\r\n\t\t
Legal First Name
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\r\n\r\n\t\t
Legal Middle Name
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Legal Last Name
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Home Address
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City
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State
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ZIP Code
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Date of Birth
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SSN
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Personal Email Address
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Personal Phone Number
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Job Title
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Work Email Address
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Hire Date
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Start Date
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Legal Worksite
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\r\n\t\t\t\t\t{{Name}}\r\n\t\t\t\t
\r\n\r\n\t\t\t\t
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\r\n\t\t\t\t\t\tEmail:\r\n\t\t\t\t\t\t
{{EmailAddress}}
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\r\n\r\n\t\t\t{{#if HasHrStatusUpdatesEnabled}}\r\n\t\t\t\t
\r\n\t\t\t\t\tHR Status\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t{{HrStatus.Value}}\r\n\t\t\t\t\t
\r\n\t\t\t\t
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\r\n\t\t\t\t\tWork Authorization Status\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t{{HrWorkAuthStatus.Value}}\r\n\t\t\t\t\t
\r\n\t\t\t\t
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\r\n\t\t\t\t\tWork Eligibility Status\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t{{HrWorkEligibilityStatus.Value}}\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t{{/if}}\r\n\r\n\t\t\t{{#if ShowOnboardStatus}}\r\n\t\t\t
\r\n\t\t\t\tOnboarding Status:\r\n\t\t\t\t
\r\n\t\t\t\t\t{{PayrollOnboardStatus}}\r\n\t\t\t\t\t
{{OnboardStatusTooltip}}
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\r\n\t\t\t{{/if}}\r\n\t\t
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","
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\r\n\t\t\tUser *\r\n\t\t
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\r\n\t\t\tWorker Type *\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tEmployee – Worker that is employed by the company and is paid via a W-2.
\r\n\t\t\t\t\t\tContractor – Independent worker that is contracted by the company and is paid via a 1099.\r\n\t\t\t\t\t
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\r\n\t\t\tCompensation Type *\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tHourly – The amount paid for each hour worked. Eligible for overtime.
\r\n\t\t\t\t\t\tSalary Non Exempt – A fixed amount of money paid to an employee over a set period of time. Eligible for overtime.
\r\n\t\t\t\t\t\tSalary Exempt – A fixed amount of money paid to an employee over a set period of time. NOT eligible for overtime.\r\n\t\t\t\t\t
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\r\n\t\t\tPay Rate *\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tThis is the hourly rate. To calculate this for salary, take the salary and divide by 2080 hours for the year.\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
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\r\n\t\t\tBill Rate *\r\n\t\t
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\r\n\t\t\tPrimary Worksite *\r\n\t\t
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","
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","
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User Name
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Password
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","
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Link {{TargetDisplayName}} to {{ExternalItemDisplay}}
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\r\n\t\t\t\t\tLink\r\n\t\t\t\t
\r\n\r\n\t\t\t\t{{#if ExternalId}}\r\n\t\t\t\t
\r\n\t\t\t\t\tRemove Link\r\n\t\t\t\t
\r\n\t\t\t\t{{/if}}\r\n\t\t\t
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","
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Link {{TargetDisplayName}} to {{ExternalItemDisplay}}
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","
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\r\n\t\t\t\r\n\t\t\t\tNew\r\n\t\t\t\r\n\t\t
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\r\n\t\t\t\r\n\t\t\t\tDelete\r\n\t\t\t\r\n\t\t
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","
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","\r\n\r\n
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About the Interview
\r\n\t\t\t\t\t
Scheduler Name: {{Info.interviewscheduler}}
\r\n\t\t\t\t\t
Scheduler Email: {{Info.scheduleremail}}
\r\n\t\t\t\t\t
Scheduled Time: {{Info.notesinterviewtime}}
\r\n\t\t\t\t\t
Location: {{Info.notesinterviewlocation}}
\r\n\t\t\t\t
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\r\n\t\t\t\t\t
Interviewee Details
\r\n\t\t\t\t\t
Name: {{Info.detailscontact}}
\r\n\t\t\t\t\t{{#if Info.detailsposition}}\r\n\t\t\t\t\t
Current/Latest Position: {{Info.detailsposition}}
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t{{#if Info.notesdetailswebsites}}\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\tWebsites: \r\n\t\t\t\t\t{{#each Info.notesdetailswebsites}}\r\n\t\t\t\t\t
\r\n\t\t\t\t\t{{this.Value}}\r\n\t\t\t\t\t{{/each}}\r\n\t\t\t\t
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t
\r\n\r\n\t\t\t\t
\r\n\t\t\t\t\t
Notes for All Attendees
\r\n\t\t\t\t\t
{{{Info.noteseveryone}}}
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\r\n\r\n\t\t\t\t
\r\n\t\t\t\t\t
Notes for Interviewer(s)
\r\n\t\t\t\t\t
{{{Info.notesinterviewer}}}
\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t{{#if Info.activejob}}\r\n\t\t\t\t
\r\n\t\t\t\t\t
About the Position
\r\n\t\t\t\t\t{{#if Info.notesjobtitle}}\r\n\t\t\t\t\t
Title: {{Info.notesjobtitle}}
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t{{#if Info.notesjobaccount}}\r\n\t\t\t\t\t
Company: {{Info.notesjobaccount}}
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t{{#if Info.notesjobopenings}}\r\n\t\t\t\t\t
Number of Openings: {{Info.notesjobopenings}}
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t{{#if Info.notesjobtype}}\r\n\t\t\t\t\t
Job Type: {{Info.notesjobtype}}
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t{{#if Info.notesjobstartdate}}\r\n\t\t\t\t\t
Start Date: {{Info.notesjobstartdate}}
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t{{#if Info.jobwebsites}}\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\tWebsites: \r\n\t\t\t\t\t\t{{#each Info.jobwebsites}}\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t{{this.Value}}\r\n\t\t\t\t\t\t{{/each}}\r\n\t\t\t\t\t
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t
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\r\n\r\n\t\t\t\t{{#if Info.notesjobdesc}}\r\n\t\t\t\t
\r\n\t\t\t\t\t
Position Description
\r\n\t\t\t\t\t
{{{Info.notesjobdesc}}}
\r\n\t\t\t\t
\r\n\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t{{/if}}\r\n\t\t\t
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","
\r\n\t
Interview Loops {{#if canCreateInterviewLoops}} New{{/if}}
\r\n\r\n\t
\r\n\r\n\t\t{{#each groups}}\r\n\t\t{{#if items.length}}\r\n\r\n\t\t
{{name}}:
\r\n\r\n\t\t
\r\n\t\t{{/if}}\r\n\t\t{{/each}}\r\n\r\n\t\t{{#if noItems}}\r\n\t\t
No interview loops started yet
\r\n\t\t{{/if}}\r\n\t
\r\n
","{{#each group.items}}\r\n
\r\n \r\n {{name}} {{#if needsAttention}}{{/if}}\r\n\r\n \r\n {{{ratingHtml}}}\r\n \r\n {{status}}\r\n
\r\n
\r\n
\r\n {{progressPercent}}%\r\n
\r\n
\r\n
\r\n{{/each}}\r\n\r\n
{{{group.showMoreButton}}}
","
\r\n\r\n\t
\r\n\t\t{{{OverallStarRating}}} {{OverallScore}} {{OverallScoreTooltip}} \r\n\t\tOverall Score: \r\n\t
\r\n\t \r\n\t
\r\n\t\tGroup By: {{GroupByName}} \r\n\t
\r\n\t
\r\n\r\n\t\t{{#if NoItems}}\r\n\t\t
No scorecards have been submitted for this candidate yet
\r\n\t\t{{/if}}\r\n\r\n\t
\r\n
\r\n","
\r\n\t
\r\n\t\t\r\n\t\t\t\r\n\t\t\t{{Name}}\r\n\t\t\r\n\t\t{{#if FormId}}\r\n\t\t Open this scorecard \r\n\t\t{{/if}}\r\n\t\t\r\n\t\t\t{{AverageScore}}\r\n\t\t\r\n\t
\r\n\t
\r\n\t\t{{#each this.Children}}\r\n\t\t {{> InterviewScorecardSummaryGroup}}\r\n\t\t{{/each}}\r\n\r\n\t\t{{#each this.Items}}\r\n\t\t
\r\n\t\t\t{{Value}}\r\n\t\t
\r\n\t\t{{/each}}\r\n\t
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","
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","
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\r\n\t\tAdd a new {{AdjustmentType}} to invoice #{{InvoiceNum}}\r\n\t
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Description *
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\r\n\r\n\t
\r\n\t\t
\r\n\t\t\tRelated Item\r\n\t\t\t\r\n \r\n If a related item is not selected, the adjustment will not be reflected on any Purchase Order.\r\n \r\n \r\n\t\t
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Amount *
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Quantity *
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Total
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","
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\r\n\t\tAdd a new Write-off to invoice #{{InvoiceNum}}\r\n\t
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Description *
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Write off *
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Line Item
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Total
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\r\n\tYou've used 0 of 0 available {{itemPlural}}.\r\n
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Name
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Terms
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Invoice Mapping
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Expense Mapping
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Payment Mapping
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Discount Mapping
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Credit Mapping
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Write Off Mapping
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","
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Balance
\r\n\t\t\t\t
{{FormattedAccountBalance}}
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YTD Sales
\r\n\t\t\t\t
{{FormattedYTDSales}}
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YTD Payments
\r\n\t\t\t\t
{{FormattedYTDPayments}}
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\r\n\r\n\t\t\t
\r\n\t\t\t\t
Lifetime Sales
\r\n\t\t\t\t
{{FormattedLifetimeSales}}
\r\n\t\t\t
\r\n\r\n\t\t\t
\r\n\t\t\t\t
Lifetime Payments
\r\n\t\t\t\t
{{FormattedLifetimePayments}}
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\r\n
","
\r\n\r\n\t
\r\n\t\tAdd a correction for billable item:
\r\n\t\t{{ItemName}}
\r\n\t\t{{ItemAmount}}
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Amount
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Quantity
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Total
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\r\n\t\t Invoice taxes may need to be adjusted after making corrections.\r\n\t
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","
\r\n\t{{#each Memos}}\r\n\r\n\t
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\r\n\t\t\t
Send
\r\n\t\t\tInvoice #{{InvoiceMemoNumber}}\r\n\t\t
\r\n\t\r\n\t\t
\r\n\t\t\tCreated {{FormatDate CreatedOn}}  | \r\n\t\t\t{{#if WasSent}}\r\n\t\t\tSent on {{FormatDate LastSentOn}}\r\n\t\t\t{{else}}\r\n\t\t\tNot Sent Yet\r\n\t\t\t{{/if}}\r\n\t\t
\r\n\t\t \r\n\t\t
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\r\n\t\t\t\t{{#if FlatDescription}}\r\n\t\t\t\t
\r\n\t\t\t\t\tNote: {{{FlatDescription}}} {{#if ShowMore}}   show more...{{/if}}\r\n\t\t\t\t
\r\n\t\t\t\t{{#if ShowMore}}\r\n\t\t\t\t
\r\n\t\t\t\t\t{{{Description}}}\r\n\t\t\t\t
\r\n\t\t\t\t{{/if}}\r\n\t\t\t\t{{/if}}\r\n\t\t\t
\r\n\r\n\t\t\t
\r\n\t\t\t\t{{#if Subtotal}}{{#ifnotequals Subtotal Total}}\r\n\t\t\t\t
Subtotal: {{formatMoney Subtotal}}
\r\n\t\t\t\t{{/ifnotequals}}{{/if}}\r\n\t\t\t\t{{#if Credits}}
Credits: {{formatMoney Credits}}
{{/if}}\r\n\t\t\t\t{{#if Discounts}}
Discounts: {{formatMoney Discounts}}
{{/if}}\r\n\t\t\t\t{{#if WriteOffs}}
Write-offs: {{formatMoney WriteOffs}}
{{/if}}\r\n\t\t\t\t{{#if Taxes}}
Taxes: {{formatMoney Taxes}}
{{/if}}\r\n\t\t\t\t
Total: {{formatMoney Total}}
\r\n\t\t\t
\r\n\t\t
\r\n\t\t\r\n\t
\r\n\r\n\t{{/each}} \r\n\r\n\t{{#ifequals Memos.length \"0\"}}\r\n\t
This invoice does not have any credit memos
\r\n\t{{/ifequals}}\r\n\r\n
","
\r\n\r\n\t
\r\n\r\n\t\t
\r\n\t\t\tChoose the criteria for your export\r\n\t\t
\r\n\r\n\t\t{{#if template.ShowEmployeeId}}\r\n\t\t
\r\n\t\t\t
Employee
\r\n\t\t\t
\r\n\t\t
\r\n\t\t{{/if}}\r\n\r\n\t\t{{#if template.ShowAccountId}}\r\n\t\t
\r\n\t\t\t
{{formatMetadata \"{_Accounts.DisplayName}\"}}
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\r\n\t\t{{/if}}\r\n\r\n\t\t{{#if template.ShowJobId}}\r\n\t\t
\r\n\t\t\t
{{formatMetadata \"{_Jobs.DisplayName}\"}}
\r\n\t\t\t
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\r\n\t\t{{/if}}\r\n\r\n\t\t{{#if template.ShowInvoiceId}}\r\n\t\t
\r\n\t\t\t
{{formatMetadata \"{_Invoices.DisplayName}\"}}
\r\n\t\t\t
\r\n\t\t
\r\n\t\t{{/if}}\r\n\r\n\t\t{{#if template.ShowLedgerAccountId}}\r\n\t\t
\r\n\t\t\t
{{formatMetadata \"{_LedgerAccounts.DisplayName}\"}}
\r\n\t\t\t
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\r\n\t\t{{/if}}\r\n\r\n\t\t{{#if template.ShowEntityStatusId}}\r\n\t\t
\r\n\t\t\t
Status
\r\n\t\t\t
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\r\n\t\t{{/if}}\r\n\r\n\t\t
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{{template.FromFilterLabel}}
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To
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\r\n\r\n\t\t{{#if template.ShowTimeSubmissionPeriodFilter}}\r\n\t\t
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Time Submission Period
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\r\n\t\t{{/if}}\r\n\r\n\t\t{{#if template.ShowOnlyDraftItems}}\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\tOnly Export Unclaimed Items\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tSelect this option to only include draft items as part of the export set. Choose this option if you only want to work with non-completed items.\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t
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\r\n\t\t{{/if}}\r\n\r\n\t\t{{#if template.ShowCompleteItems}}\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\tComplete Unclaimed Items On Export\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tSelect this option to mark exported items as complete. This option will do nothing if the item is already complete.\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\r\n\t\t\t
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\r\n\t\t{{/if}}\r\n\r\n\t
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The following items will be exported as part of this set.
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Exporting the selected items - do not close this window.
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","
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Invoice Generation
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Invoice Starting Number*
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Remit To
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Remit Street Address
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Remit City
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Remit State
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Remit Zip Code
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Remit Country
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Phone Number
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Fax
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Email
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Logo
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Instructions
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\r\n
\r\n\r\n{{#if Integrations}}\r\n
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Integrations
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\r\n\t\t{{#each Integrations}}\r\n\t\t
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{{Name}}
\r\n\t\t\t{{#if IsConnected}}\r\n\t\t\tConnected\r\n\t\t\tDisconnect\r\n\t\t\tConfigure...\r\n\t\t\t{{else}}\r\n\t\t\tConnect...\r\n\t\t\t{{/if}}\r\n\t\t
\r\n\t\t{{/each}}\r\n\r\n\t
\r\n{{/if}}\r\n\r\n
","
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\r\n\t\tAccount Map\r\n\t
\r\n\t
\r\n\t\tPlease select which account in {{Partner.Name}} to use for each account in Crelate when exporting invoices.\r\n\t
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\r\n\t\t\t
\r\n\t\t\t\tCrelate\r\n\t\t\t
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\r\n\t\t\t\t{{Partner.Name}}\r\n\t\t\t
\r\n\t\t
\r\n\r\n\t\t{{#each Accounts}}\r\n\t\t
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\r\n\t\t\t\t{{Name}} ({{Code}})\r\n\t\t\t
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\r\n\t\t{{/each}}\r\n\r\n\t
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This audit contains events related to this invoice as well as the related item reference number
","
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    \r\n\t\t\t\t
  • Choose the criteria to send your draft invoices.
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  • Only invoices in draft status without errors will be sent.
  • \r\n\t\t\t\t
  • To send a revision, please open the invoice individually to send from there.
  • \r\n\t\t\t
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Send...
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{{formatMetadata \"{_Accounts.DisplayName}\"}}
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{{formatMetadata \"{_Invoices.DisplayNamePlural}\"}}
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Invoice Date From
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To
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0 Invoices
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\r\n\t\t\tThe following invoices will be sent\r\n\t\t\t
\r\n\t\t\t\tSend from \r\n\t\t\t\t
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","
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Queued
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    \r\n\t\t\t
  • Your invoices have been queued up to send.
  • \r\n\t\t\t
  • Customers will be emailed a PDF of their invoices.
  • \r\n\t\t\t
  • The invoice records will be updated as they are sent.
  • \r\n\t\t
\r\n\r\n\t\t

\r\n\t\t\tNote: You are free to close this dialog at any time. We will finish sending these invoices in the background.\r\n\t\t

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","
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Invoice Email Template Settings
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From
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","
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\r\n\t\tAre you sure you want to save\r\n\t\tchanges to this invoice now?\r\n\t
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\r\n\tChanges to invoice line items will result in the creation of a new\r\n\tcredit memo. If you have multiple changes to make, you should\r\n\tmake them all before saving.\r\n\t
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\r\n\t\tYou may optionally add a note explaining why this memo was created\r\n\t
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","
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\r\n\r\n\t\t
How do you want to generate invoices?
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\r\n\r\n\t\t\tNOTE: If an account is missing a billing profile, invoices cannot be generated for that account.\r\n\t\t
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Select which billable items should be included
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For a specific
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For Date Range
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To
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Generating Invoices...
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\r\n\r\n\t\t
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\r\n\t\t\t\t\r\n\t\t\t\t\t Remove Items\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tRemove the selected billable items from their invoice.
\r\n\t\t\t\t\t\tRemoved billable items will revert back to Unclaimed status.\r\n\t\t\t\t\t
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","
\r\n
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","{{#unless template.singlePaymentMode}}\r\n
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#
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\r\n\t{{#ifequals template.paymentType 1}}\r\n\t
Zero Amount Payment
\r\n\t{{else}}\r\n\t
Total Amount Applied: $0.00
\r\n\t{{/ifequals}}\r\n\t
\r\n
\r\n{{/unless}}\r\n
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Payment Method*
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External Payment Id
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Received On*
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\r\n\t{{#if template.showLedgerInput}}\r\n\t
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\r\n\t\t\t\tLedger\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tChoose which ledger to post this payment to.\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t
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\r\n\t{{/if}}\r\n\t
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Invoice Id
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Balance
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Payment Applied*
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New Balance
\r\n\t\t\t{{#unless template.singlePaymentMode}}
{{!Note button}}
{{/unless}}\r\n\t\t
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\r\n\t{{#unless template.singlePaymentMode}}
{{/unless}}\r\n
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Note
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","
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Total: $0.00
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Enter total amount
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","
\r\n\tPlease review your payments below before saving\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t{{#each items}}\r\n\t\t\t{{#each PaymentSplits}}\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t{{/each}}\r\n\t\t\t{{/each}}\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
#Invoice #Current BalanceAmountNew BalanceNote
{{../PaymentCardNumber}}{{InvoiceNum}}{{formatMoney CurrentBalance}}{{formatMoney Amount}}{{formatMoney NewBalance}}{{Note}}
Grand Total{{formatMoney grandTotal}}
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","","
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\r\n\t\t\t{{#if ShowVoidWatermark}}\r\n\t\t\t
Voided
\r\n\t\t\t{{else}}\r\n\t\t\t
Preview
\r\n\t\t\t{{/if}}\r\n\t\t
\r\n\t\t\r\n\t\t
\r\n\t\t\t
Please save to see updated preview
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\r\n\r\n\t\t{{{InvoiceHtml}}}\r\n\t
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\r\n\tYou've used 0 of 0 available {{itemPlural}}.\r\n
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Name
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Status
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Attach Receipts
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Attach Time Cards
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Include Time Card Notes
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Charge Default Taxes
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Default Tax Rate (%)
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Logo
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\r\n\t\t\t\r\n\r\n\t\t\t\r\n\t\t
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Logo
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\r\n\t\t\tTo add a logo to this template, please save it first.\r\n\t\t
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","
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\r\n\t\tAre you sure you want to void this invoice? This is an irreversible action.\r\n\t
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\r\n\t\t\t\tVoid Date\r\n\t\t\t
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","
\r\n\tYou've used 0 of 0 available {{itemPlural}}.\r\n
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","
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Name
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Code
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Account Type
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Contra Account Type
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","
\r\n\tYou've used 0 of 0 available {{itemPlural}}.\r\n
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","
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Name
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Action
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Debit Account
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Credit Account
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Credit Account
\r\n\t\t
\r\n\t\t\tThe credit account for this action will be automatically determined.\r\n\t\t
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","
\r\n\t
\r\n\t\t
Total Billed
\r\n\t\t
\r\n\t\t\t{{formattedTotalBilled}}\r\n\t\t
\r\n\t\t
Total invoice amount billed to this opportunity
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Total Paid
\r\n\t\t
\r\n\t\t\t{{formattedTotalPaid}}\r\n\t\t
\r\n\t\t
Total invoice amount paid on this opportunity
\r\n\t
\r\n\t
\r\n\t\t
Opportunity Balance
\r\n\t\t
\r\n\t\t\t{{formattedTotalJobBalance}}\r\n\t\t
\r\n\t\t
Total invoice balance on this opportunity
\r\n\t
\r\n\t
\r\n\t\t
Company Balance
\r\n\t\t
\r\n\t\t\t{{formattedTotalCompanyBalance}}\r\n\t\t
\r\n\t\t
Total Company Invoice Balance
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","
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","
\r\n\r\n\t
\r\n\t\tAdd a new tax item to Invoice # {{InvoiceNum}}\r\n\t
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Description
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Tax Type
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Tax Amount
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\r\n\t\t
Tax Rate (%)
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\r\n\t\t
Ledger
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\r\n\t
\r\n
","
\r\n\t{{#each allItems}}\r\n\t
\r\n\t\t
\r\n\t\t\t{{@key}} {{#if ../editMode}}{{#ifnotequals @key \"Pinned\"}}Categories Available to Pin{{/ifnotequals}}{{/if}} ({{this.length}})
\r\n\t\t
\r\n\t\t{{#ifequals @key \"Pinned\"}}\r\n\t\t
\r\n\t\t\t{{else}}\r\n\t\t\t
\r\n\t\t\t\t{{/ifequals}}\r\n\r\n\t\t\t\t{{#each this}}\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t{{#unless (ifeq (navBarNavModuleName Module) \"home\")}}\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t{{/unless}}\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t
{{DisplayName}}
\r\n\t\t\t\t\t\t{{#if (ifeq Flag 1)}}\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t{{{featurebadge \"beta\" DisplayName}}}\r\n\t\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t
\r\n\t\t\t\t\t{{#unless IsPinned}}\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t{{Description}}\r\n\t\t\t\t\t
\r\n\t\t\t\t\t{{/unless}}\r\n\t\t\t\t
\r\n\t\t\t\t{{/each}}\r\n\t\t\t
\r\n\t\t
\r\n\t\t{{/each}}\r\n\t
\r\n
","
\r\n\t
\r\n\t\tConfigure the Nav Bar\r\n\t
\r\n\t\r\n\t
\r\n\t\t

Here you can customize your navigation bar!

\r\n\t\t

This adjusts the navigation bar only for you, so feel free to customize it to your preference.

\r\n\t\t

You can always reset the nav bar to its default settings by clicking the reset to default button up top.

\r\n\t\t\r\n\t\t
    \r\n\t\t\t
  • Pin/Unpin tiles from your nav bar by clicking on the pin/unpin icons.
  • \r\n\t\t\t
  • Reorder tiles on the nav bar by dragging and dropping them
  • \r\n\t\t
\r\n\t\t\r\n\t\t

While this pane is open, navigation is disabled. Once you're done customizing, click Save Changes.

\r\n\t
\r\n
","
\r\n\t
\r\n\t\t{{DisplayName}}\r\n\t
\r\n\t
\r\n\t\t{{Description}}\r\n\t
\r\n
","
\r\n\t
\r\n\t
\r\n\t\t
External Email Address
\r\n\t\t
{{externalEmail}}
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","
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","
\r\n\t
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Naming Rule Variations
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","
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t\t\t\t
Company Name*
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
Variations*
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","
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\r\n\t\t\t\r\n\t\t
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\r\n
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\r\n\t
Naming Rules Settings
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
Enforce on Resume Parsing\r\n\t\t\t\t
\r\n\t\t\t
Enforce on Excel Import\r\n\t\t\t\t
\r\n\t\t\t
Enforce on Lookups\r\n\t\t\t\t
\r\n\t\t\t
Enforce on Chrome Extension\r\n\t\t\t\t
\r\n\t\t\t
\r\n
\r\n","{{#if AccountId.Title}}\r\n{{AccountId.Title}}\r\n{{else}}\r\nNew Naming Rule\r\n{{/if}}","
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\r\n\r\n\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t{{#if canViewNotifications}}\r\n\t\t\t\t\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t{{/if}}\r\n\t\t\t\t\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\t{{#if canUseGlobalSearch}}\r\n\t
\r\n\t\t
\r\n\t\t\t\r\n\t\t\t\r\n\t\t
\r\n\t\t
\r\n\t\t
\r\n\t
\r\n\t{{/if}}\r\n\r\n\t
\r\n\t\t
\r\n\t\t\t{{#each navItems}}\r\n\t\t\t
\r\n\t\t\t\t{{#if (ifeq Flag 1)}}\r\n\t\t\t\t{{{minifeaturebadge \"beta\" DisplayItem}}}\r\n\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t
\r\n\t\t\t\t\t\"{{DisplayName}}\"\r\n\t\t\t\t\t
{{DisplayName}}
\r\n\t\t\t\t
\r\n\r\n\r\n\t\t\t\t{{#if (hasItems SubItems)}}\r\n\t\t\t\t
\r\n\t\t\t\t\t{{#each SubItems}}\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t
{{DisplayName}}
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t{{/each}}\r\n\t\t\t\t
\r\n\t\t\t\t{{/if}}\r\n\t\t\t
\r\n\t\t\t{{/each}}\r\n\t\t
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\r\n\r\n\t\t
\r\n\t\t\t\"Marketplace\"\r\n\t\t\t
Marketplace
\r\n\t\t
\r\n\r\n\t\t{{#if canViewMegaMenu}}\r\n\t\t
\r\n\t\t\t\"{{megamenuNavItem.DisplayName}}\"\r\n\t\t\t
{{megamenuNavItem.DisplayName}}
\r\n\t\t
\r\n\t\t{{/if}}\r\n\r\n\t\t
\r\n\t\t\t{{#if canViewSettings}}\r\n\t\t\t
\r\n\t\t\t\t\"{{settingsNavItem.DisplayName}}\"\r\n\t\t\t\t
{{settingsNavItem.DisplayName}}
\r\n\t\t\t
\r\n\t\t\t{{/if}}\r\n\t\t\t
\r\n\t\t
\r\n\t\t{{#if canViewHelp}}\r\n\t\t
\r\n\t\t\t
Help
\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
\r\n\t\t{{/if}}\r\n\t\t
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\r\n
","
\r\n\t
\r\n\t\t\t{{NavItem.DisplayName}}\r\n\t\t\t{{#if (ifeq NavItem.Flag 1)}}\r\n\t\t\t
\r\n\t\t\t{{{featurebadge \"beta\" NavItem.DisplayItem}}}\r\n\t\t\t{{/if}}\r\n\t
\r\n\r\n\t{{#if showSubItems}}\r\n\t{{#if (hasItems NavItem.SubItems)}}\r\n\t
\r\n\t\t{{#each NavItem.SubItems}}\r\n\t\t
\r\n\t\t\t
{{DisplayName}}
\r\n\t\t
\r\n\t\t{{/each}}\r\n\t
\r\n\t{{/if}}\r\n\t{{/if}}\r\n
","
\r\n\t
\r\n\t\t
File Name
\r\n\t\t
{{backupPackage.ZipFileName}}
\r\n\t
\r\n\t
\r\n\t\t
File Size
\r\n\t\t
{{formatBytes size}}
\r\n\t
\r\n\t
\r\n\t\t
Package Type
\r\n\t\t
{{backupPackage.PackageType}}
\r\n\t
\r\n\t{{#ifequals backupPackage.PackageType 'data'}}\r\n\t{{#if backupPackage.EntityNames}}\r\n\t
\r\n\t\t
Entities Included In This File
\r\n\t\t
    \r\n\t\t\t{{#each backupPackage.EntityNames}}\r\n\t\t\t
  • {{this}}
  • \r\n\t\t\t{{/each}}\r\n\t\t
\r\n\r\n\t
\r\n\t{{/if}}\r\n\t{{/ifequals}}\r\n
","

Are you sure?

\r\n

This will request new, password protected, export files containing all of your Crelate data {{attachmentOptionMessage}}.

\r\n
\r\n\t
\r\n\t
The export process may take several hours to complete. You will receive an email from us once your export files are available for download.
\r\n
\r\n
\r\n
\r\n\t
\r\n\t
Backups must be downloaded within {{downloadDayLimit}} days from when they are generated.
\r\n
\r\n","
\r\n\t
\r\n\t\t
\r\n\t\t\t
Export All Crelate Data
\r\n\t\t\t
\r\n\t\t\t\t{{#if hasLastBackup}}\r\n\t\t\t\t

\r\n\t\t\t\t\tYou can request a full database export once every {{this.backupWithoutAttachmentsLimitDays}} days.\r\n\t\t\t\t\tIt's been {{lastBackupDays}} days since your last export request.\r\n\t\t\t\t

\r\n\t\t\t\t{{else}}\r\n\t\t\t\t

No exports have been requested recently. You may request a full database export once every {{backupWithoutAttachmentsLimitDays}} days.

\r\n\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t\r\n\t\t\t\t{{#if allowNewBackup}}\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\tExport Type\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t{{#if hasLastBackup}}\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tIncremental export will only back up data since your last request on {{lastRequestedDate}}.\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t
\r\n\r\n\t\t\t\t\t{{#if allowNewBackupWithAttachments}}\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\tInclude Attachment Files\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tIncluding attachment files may significantly increase the wait time.\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t{{#if allowBackupWithRestrictedAttachments}}\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\tInclude Restricted Attachment Files\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tIncluding attachment files may significantly increase the wait time.\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t
\r\n\t\t\t\t
Request an Export
\r\n\t\t\t\t{{/if}}\r\n\t\t\t
\r\n\t\t\t\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\t\r\n\t\r\n\r\n
","
\r\n\t
\r\n\t\t
\r\n\t\t
\r\n\t\t\t{{#if validForDownload}}\r\n\t\t\tThe export requested on {{niceDate}} is ready for download.
\r\n\t\t\tTo access all of your requested data, you will need to download each file individually.\r\n\t\t\t{{else}}\r\n\t\t\tThe previous export requested on {{niceDate}} has expired and is no longer available for download. Exports must be downloaded within {{downloadDayLimit}} days of being generated.\r\n\t\t\t{{/if}}\r\n\t\t\t{{#if lastBackup.Password}}\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t{{#ifequals lastBackup.BackupVersion '2'}}\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t{{/ifequals}}\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t
Total Files{{totalFiles}}
Total Size{{formatBytes totalSize}}
Password\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\tClick to copy password.\r\n\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t{{/if}}\r\n\t\t
\r\n\t
\r\n
\r\n{{#if validForDownload}}\r\n
\r\n\t{{#ifequals lastBackup.BackupVersion '2'}}\r\n\t
\r\n\t
\r\n\t{{else}}\r\n\t
\r\n\t\t
\r\n\t\t
\r\n\t\t\t
Download Backup
\r\n\t\t
\r\n\t
\r\n\t{{/ifequals}}\r\n
\r\n{{/if}}\r\n","
\r\n\t
\r\n\t\t\r\n\t
\r\n\r\n\t
\r\n\t\tYou have an export request in progress:
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\tRequested On\r\n\t\t\t\t{{RequestedOn}}\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\tRequested By\r\n\t\t\t\t{{RequestedBy}}\r\n\t\t\t
\r\n\t\t\t{{#ifequals BackupVersion '2'}}\r\n\t\t\t
\r\n\t\t\t\tExport Type\r\n\t\t\t\t{{ExportType}}\r\n\t\t\t
\r\n\t\t\t{{/ifequals}}\r\n\t\t\t
\r\n\t\t\t\tInclude Attachments\r\n\t\t\t\t{{IncludeAttachments}}\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\tInclude Restricted Attachments\r\n\t\t\t\t{{IncludeRestrictedAttachments}}\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\tCurrent Status\r\n\t\t\t\t{{Status}}\r\n\t\t\t
\r\n\t\t
\r\n\t\t{{#ifequals BackupVersion '2'}}\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t\t{{/ifequals}}\r\n\t\t
\r\n\t\t\t\r\n\t\t\tNote: You do not need to keep Crelate open during the export process, you will receive an e-mail when your export is ready.\r\n\t\t\tRefresh this page to monitor the progress and status of your export.\r\n\t\t
\r\n\t
\r\n
","
\t\r\n\t{{#if hasDunningStatus}}\r\n\t

Database exports are not available while your organization has outstanding invoices.

\r\n\t

Please contact your Crelate System Administrator for more information.

\r\n\t{{else}}\r\n\t

Database exports are not available for non active organizations.

\r\n\t

Please contact Crelate Support at support@crelate.com for more information.

\r\n\t{{/if}}\r\n
","
\r\n\t
\r\n\t\t
\r\n\t\t\tGross Earnings\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tEarnings are taxable items that are owed to the Employee. Payable Items that originate from Time Cards as well as Payable Items that are generated via Expenses with an Expense Type meaning of Bonus, Commission, and Other Imputed are treated as Earnings.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
\r\n\t\t\tNon-Taxable Reimbursements\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tNon-Taxable Reimbursements are non-taxable items that are owed to the Employee. Payable Items that are generated via Expenses with an Expense Type Meaning other than Bonus, Commission, and Other Imputed are treated as Non-Taxable Reimbursements.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t
\r\n\t\t
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\r\n\t
\r\n\t\t
\r\n\t\t\tWithholdings\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tWithholdings are deductions withheld from Employee's wages that get paid directly to the government by the employer. Most commonly these come in the form of Federal/State taxes and will be subtracted from the Gross Pay of the Paystub.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t
\r\n\t\t
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\r\n\t\t
\r\n\t\t\tBenefits\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tBenefits are perks offered to Employees in addition to Salary. These are subtracted from the Gross Pay of the Paystub.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t
\r\n\t\t
\r\n\t
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\r\n\t\t
\r\n\t\t\tPost-Tax Deductions\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tPost-Tax Deductions are deductions subtracted from an Employee's earnings after taxes have been applied. Common examples include Roth 401K's and Child Support. These are subtracted from the Gross Pay of the Paystub.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t
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\r\n\t\t\tSummary\r\n\t\t
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Section
\r\n\t\t\t\t
Current
\r\n\t\t\t
\r\n\t\t\t\r\n\t\t\t\t
\r\n\t\t\t\r\n\t\t\t
\r\n\t\t\t\t
Gross Earnings
\r\n\t\t\t\t
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Non-Taxable Reimbursements
\r\n\t\t\t\t
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Withholdings
\r\n\t\t\t\t
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Benefits
\r\n\t\t\t\t
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Post-Tax Deductions
\r\n\t\t\t\t
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\r\n\r\n\t\t\t\r\n\t\t\t\t
\r\n\t\t\t\r\n\t\t\t
\r\n\t\t\t\t
Net Pay
\r\n\t\t\t\t
\r\n\t\t\t
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\r\n\t
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\r\n\t\t\tDetails\r\n\t\t
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","
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Start Date
\r\n\t\t
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End Date
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\r\n\t\t\t\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\tPay Schedule *\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t
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\r\n\t\t\t\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\tPay Period Start Date *\r\n\t\t\t\t
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\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\tPay Period End Date *\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\tApproval Deadline *\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\tPay Day *\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t
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\r\n\t\t\t\t\tTax as supplemental earnings\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tSelecting this will treat earnings for this payroll run as 'Supplemental' earnings, which are taxed at the federal 22% tax rate.\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t
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\r\n\t\t\t\t\tApply benefits\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tSelecting this will apply the employee's benefits to the off-cycle payroll run.\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t
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\r\n\t\t\t\t\tApply post-tax deductions\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tSelecting this will apply the employee's post-tax deductions to the off-cycle payroll run.\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t
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\r\n\t\t\t\tOff-cycle Payroll is used to schedule one-off payments to employees for a variety of reasons, including:\r\n\t\t\t\t
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Generating Payroll Items...
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Note: You are free to close this dialog at any time. We will continue to generate behind the scenes.

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Paystubs will be generated using the following naming convention: \"{Employee Name} {Current Date} Paystub\".

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If a Paystub already exists with that title and the checkbox below is unchecked, a (1) will be appended to the Paystub title.

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\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tDaily - This selection will look at hours in a day, and is not specific to any day of the week.\r\n\t\t\t\t\t
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\r\n\t\t\t\t\tWeekly - This selection will apply the rule to the total hours in the week assuming a more specific rule has not already been applied to those hours.\r\n\t\t\t\t\t
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\r\n\t\t\t\t\tWeekday - This selection will apply the rule to time entered Monday - Friday.\r\n\t\t\t\t\t
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\r\n\t\t\t\t\tWeekend - This selection will apply the rule to time entered on Saturday or Sunday.\r\n\t\t\t\t
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\r\n\t\t\t\t\t- Standard Rate - Standard Rate specifies the standard bill rate on the Placement.\r\n\t\t\t\t\t
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\r\n\t\t\t\t\t- 1.5x Rate - 1.5x Rate will apply a 1.5 multiplier to the bill rate on the Placement.\r\n\t\t\t\t\t
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\r\n\t\t\t\t\t- 2.0x Rate - 2.0x will apply a 2.0 multiplier to the bill rate on the Placement.\r\n\t\t\t\t
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\r\n\t\t\t\t\t- Standard Rate - Standard Rate specifies the standard pay rate on the Placement.\r\n\t\t\t\t\t
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\r\n\t\t\t\t\t- Assignment OT Rate - Assignment OT Rate will use the OT Pay Rate or Multiplier specified on the Placement. If both a flat rate and multiplier are set, the flat rate will be used.\r\n\t\t\t\t\t
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\r\n\t\t\t\t\t- 1.5x Rate - 1.5x Rate will apply a 1.5 multiplier to the pay rate on the Placement.\r\n\t\t\t\t\t
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\r\n\t{{#ifequals EntityName \"_PayPlans\"}}Plan{{else}}Rule{{/ifequals}}: {{Name}}\r\n\t{{#ifequals EntityName \"_PayPlans\"}}Plan{{else}}Rule{{/ifequals}} Errors: {{ErrorMessage}}\r\n
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\r\n\t\tPay Plans\r\n\r\n\t\t{{#unless isTimeKeepingComplete}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\tTime Keeping Global Settings and Time Card Settings are required prior to Pay Rules being enabled\r\n\t\t\t\r\n\t\t\r\n\t\t{{/unless}}\r\n\t
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This Placement's base rules initially default to the plan set at the Organization level.

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To set a new Base, select a different global Pay Plan.

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Note: If no Pay Rules apply to a segment of time, that time will be billed/paid at the standard rates set on the Placement.

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All rules specified as Placement Specific Rules will run before rules defined in the Base Pay Plan.

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\r\n\t\t\t{{entityDisplayName}} Specific Checklist\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tItems from this template will be merged into the Onboarding Checklist when creating Onboarding Checklists that regard this\r\n\t\t\t\t\t\t{{#ifequals entityName \"_Accounts\"}}\r\n\t\t\t\t\t\t{{_Account}}'s {{_Jobs}}.\r\n\t\t\t\t\t\t{{else}}\r\n\t\t\t\t\t\t{{_Job}}.\r\n\t\t\t\t\t\t{{/ifequals}}\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
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Create a template
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\r\n\t\t\tAdditional Global Checklists To Include\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tItems from these templates will be merged into the Onboarding Checklist when creating Onboarding Checklists that regard this\r\n\t\t\t\t\t\t{{#ifequals entityName \"_Accounts\"}}\r\n\t\t\t\t\t\t{{_Account}}'s {{_Jobs}}.\r\n\t\t\t\t\t\t{{else}}\r\n\t\t\t\t\t\t{{_Job}}.\r\n\t\t\t\t\t\t{{/ifequals}}\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
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\r\n\t\t\t Select templates\r\n\t\t
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Selected templates:
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    \r\n\t\t\t{{#each selectedExistingTemplates}}\r\n\t\t\t
  • \r\n\t\t\t\t{{this.Name}}\r\n\t\t\t\t\r\n\t\t\t
  • \r\n\t\t\t{{/each}}\r\n\t\t
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No templates selected
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Checklist Options
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\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tPrevent this record from inheriting checklist items from both its parent(s) and the global\r\n\t\t\t\t\t\t\tdefault onboarding template. Use this when a {{_Job}} or {{_Account}} has unique onboarding\r\n\t\t\t\t\t\t\trequirements that should not follow parent {{_Accounts}} or global defaults.\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t
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\r\n\t\t\r\n\t\t{{userDetails.FullName}} has access to complete checklist items in the Employee Portal\r\n\t
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Login:
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Status:
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\r\n\t\t\t{{UserStatus}}\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t{{UserStatus}} - {{UserFullName}} {{UserStatusTooltip}}.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
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\r\n\t\tReset this checklist item back to \"not started\".\r\n\t
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\r\n\t\tWhat should happen to the related {{TypeDisplayName}}? ({{ArtifactName}})\r\n\t\t
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Select a Purchase Order to view it's burndown charts
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\r\n Audit Timeline\r\n \r\n
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Select a Purchase Order to view it's audit timeline
","
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Purchase Order Settings
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Default Page Metric
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Hour Based Purchase Order Settings
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Grid Columns
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\r\n\t\t\t\tSelect which purchase order fields to expose on the grid\r\n\t\t\t
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Hours Threshold Notification
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Hours Threshold
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Hours Notification Template
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Default Budget
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Currency Based Purchase Order Settings
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Grid Columns
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\r\n\t\t\t\tSelect which purchase order fields to expose on the grid\r\n\t\t\t
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Monetary Threshold Notification
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Monetary Threshold
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Monetary Notification Template
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Default Budget
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{{label}}
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{{{tooltipHtml}}}
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\r\n\t\tWait! Before adding a new custom field, please make sure that Crelate does not already\r\n\t\tprovide the field you need.

\r\n\t\t{{#if taggable}}\r\n\t\tAlso, in many cases you can simply use Tags instead of custom fields.\r\n\t\t(Crelate allows up to 10 custom tag categories).\r\n\t\t{{/if}}\r\n\t
\r\n\t{{/if}}\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t{{#if isCreate}}\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{/if}}\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t{{#if isCreate}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{else}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{/if}}\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t{{#if isCreate}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{else}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{/if}}\r\n\r\n\t\t{{#if encryptionEnabled}}\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{/if}}\r\n\r\n\t\t{{#if maskingEnabled}}\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{/if}}\r\n\r\n\t
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\r\n\t\t\t\tEncryption\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tThe value in this field will be encrypted for added security. Because of this, Encrypted fields won't appear in Search, Find, Client Portal, or in external tools like the Chrome extension. Accessing it through the public API also requires special permissions.\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t
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\r\n {{sectionHeader}} \r\n \r\n \r\n Benefits exist in the providers system. The goal is to pull the benefits into Crelate. Once in Crelate, the benefits are assigned to a Employees\r\n if they are already assigned in the Providers system. NOTE: Items will only get created if they don't exist in Crelate.

\r\n\r\n Example: The provider may have a Benefit called 'Dental' and is assigned to an employee 'John Doe'. That benefit is first pulled into Crelate and saved as 'Dental.'\r\n Dental is then assigned to 'John Doe.'\r\n
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\r\n\t\t\tMigration Overview\r\n\t\t
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\r\n\t\t\tThis tool is used to Migrate data for a customer that is onboarding for Payroll. This tool sends (Users and Worksites) and pulls (Benefits) data from an External Providers system.\r\n\t\t\tYou can sync as many times as you want. Only new data will be created. Existing data won't be overwritten.\r\n\t\t
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\r\n\t\t\tHow To Use:\r\n\t\t\t
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  1. \r\n\t\t\t\t\tSync User data to the External Provider. Users are the base and are required to be synced before syncing Worksites or Benefits.\r\n\t\t\t\t
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  3. \r\n\t\t\t\t\tSync Worksite data to the External Provider. First, the worksite is created then if a User in the Crelate system has a Worksite it will be synced.\r\n\t\t\t\t
  4. \r\n\t\t\t\t
  5. \r\n\t\t\t\t\tSync Benefits data from the External Provider. The Provider will have imported Benefits for our customer. We will pull those into Crelate and sync with our Users.\r\n\t\t\t\t
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\r\n {{sectionHeader}} \r\n \r\n \r\n Benefits exist in the providers system. The goal is to pull the benefits into Crelate. Once in Crelate, the benefits are assigned to a Employees\r\n if they are already assigned in the Providers system. NOTE: Items will only get created if they don't exist in Crelate.

\r\n\r\n Example: The provider may have a Benefit called 'Dental' and is assigned to an employee 'John Doe'. That benefit is first pulled into Crelate and saved as 'Dental.'\r\n Dental is then assigned to 'John Doe.'\r\n
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\r\n\t\t{{sectionHeader}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\tUsers exist in both Crelate and the external Provider. The goal is to send all Users to the external Provider so they exist in that system. It is possible for a User\r\n\t\t\t\tto exist in the external Provider's system. This is shown in the 'Provider Data' table. Data must be manually reconciled by Crelate.\r\n\t\t\t\r\n\t\t\r\n\t\t
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When Syncing, all data should flow from Crelate to the External Provider.

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\r\n\t\t{{sectionHeader}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\tWorksite exist in both Crelate and the external Provider. The goal is to send all Worksites to the external Provider so they exist in that system. It is possible for a Worksite\r\n\t\t\t\tto exist in the external Provider's system. This is shown in the 'Provider Data' table. Data must be manually reconciled by Crelate.

\r\n\r\n\t\t\t\tWorksites can also be assigned to users. Once a Worksite is sent to the External Provider we will sync it to any User that has a Worksite in the Crelate System.

\r\n\r\n\t\t\t\tExample: 'John Doe' exists in Crelate as an Internal Time Recorder. He has an internal worksite assigned to him called 'Headquarters'. During sync, 'Headquarters' information will \r\n\t\t\t\tbe sent to the External Provider. If John Doe exists in the External Provider's system, he will get assigned 'Headquarters'.\r\n\t\t\t
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When Syncing, all data should flow from Crelate to the External Provider.

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Auto Numbering
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\r\n\t{{else}}\r\n\t{{!TODO: Make this better. If we add another provider, this won't work}}\r\n\t
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Status: {{Status}}
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\r\n\t{{#if Reason}}\r\n\t
\r\n\t\t
Reason: {{{Reason}}}
\r\n\t
\r\n\t{{/if}}\r\n\t{{/if}}\r\n
\r\n\r\n\r\n{{#unless checkModuleIsNotEnabled}}\r\n
\r\n\t
Tax Documents
\r\n\r\n\t
\r\n
\r\n{{/unless }}","{{#if hasInternalPayroll}}\r\n
\r\n\t
Paystubs Settings
\r\n\r\n\t
\r\n\t\t
Customize Fields
\r\n\t\t
\r\n\t\t\tCustomize Fields...\r\n\t\t
\r\n\t
\r\n
\r\n{{/if}}\r\n\r\n{{#if paystubGenerationEnabled}}\r\n
\r\n\t
Paystub Template
\r\n\t
\r\n
\r\n{{/if}}","
\r\n
\r\n \r\n
\r\n
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\r\n
Loading...
\r\n
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\r\n
\r\n\r\n
","
\r\n\t
\r\n\t\tSense Credentials\r\n\t
\r\n\t
\r\n\t\tSense will provide you with credentials (client id and client secret) that Crelate will use\r\n\t\tto connect to Sense. If you do not have these, please contact Sense support.\r\n\t
\r\n\r\n\t
\r\n\t\t
Client Id
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
Client Secret
\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\tWebhook Url\r\n\t
\r\n\t
\r\n\t\tThis url should be provided to Sense support to enable writing activity data from Sense back into Crelate\r\n\t
\r\n\t
\r\n\r\n\r\n\t
\r\n\t\tConfiguration\r\n\t
\r\n\t
\r\n\t\tSelect which kinds of events in Sense should be written back into Crelate as activities.\r\n\t
\r\n\r\n\t{{#each FeedbackTypes}}\r\n\t
\r\n\t\t
\r\n\t\t
Track as {{TrackAsVerbName}}
\r\n\t
\r\n\t \r\n\t{{/each}}\r\n\r\n\t \r\n
\r\n","
\r\n\t
\r\n\t\tServiceNow Credentials\r\n\t
\r\n\t
\r\n\t\tServiceNow will provide you with credentials (username and password) that Crelate will use\r\n\t\tto connect to ServiceNow. If you do not have these, please contact ServiceNow support.\r\n\t
\r\n\r\n\t
\r\n\t\t
Username
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
Password
\r\n\t\t
\r\n\t
\r\n\t

\r\n\t
\r\n\t\tThis URL should be given to you by ServiceNow to access your data.\r\n\t
\r\n\t
\r\n\t\t
URL
\r\n\t\t
\r\n\t
\r\n
","
\r\n\t
\r\n\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\tThis field will not be written to ever, but reading from the field is allowed.\r\n\t\t\t
\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\tWhen creating or updating a record, the create/update will fail if this field does not have a value.\r\n\t\t\t
\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\tThis field will only be written to when creating a new record. It will never be set when doing an update of an existing record.\r\n\t\t\t
\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\tThis field will only be written to if the already existing record in the destination does not have a value yet (or if creating a new record).\r\n\t\t\t
\r\n\t\t
\r\n\r\n\t\t{{#if AllowConfiguringLookupCreation}}\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\tWhen populating this lookup field in Crelate, if the referenced record doesn't exist yet, then a new record will be created. \r\n\t\t\t
\r\n\t\t
\r\n\t\t{{/if}}\r\n\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\tLook up a record that was previously synced in a different sync job. Example: For the ParentId field on an activity, look up a contact record by its external id.\r\n\t\t\t
\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\tSelect which sync job is used to sync the record being looked up.\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\t
Default Value
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\tA default value can be provided that will be used whenever the source value is null.\r\n\t\t\t\tThis can also be used if the field mapping doesn't even have a source field defined, in which\r\n\t\t\t\tcase it will always use the DefaultValue.\r\n\t\t\t
\r\n\t\t
\r\n\r\n\t
\r\n
","
\r\n\r\n\t
\r\n\t\t
Integration
\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
Name
Sync Direction
\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tConflict Winner\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\tDetermines what happens when both the external\r\n\t\t\t\t\t\t\t\tand internal record have been modified since the last time the sync ran.

\r\n\t\t\t\t\t\t\t\tCrelate - Data will not be written to the internal/crelate record if the crelate record has been modified since the last sync.
\r\n\t\t\t\t\t\t\t\tExternal - Data will not be written to the external record if the external record has been modified since the last sync.
\r\n\t\t\t\t\t\t\t\tMost Recently Modified - Only for 2-way syncs. Data will only be copied from the side that was most recently modified.
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tFrequency \r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\tHow often will the sync job run (in minutes).
\r\n\t\t\t\t\t\t\t\tNote: this does not count the time it takes to run the sync (if frequency is every 60 minutes and it takes 5 minutes to run a sync, then it will run every 65 minutes).\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tRun After Job \r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\tRun this sync job after a different sync job finishes syncing. Allows chaining of multiple sync jobs together.
\r\n\t\t\t\t\t\t\t\tNote: when this is used the job will only run after the other job (\"Frequency\" is ignored).\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tBatch Size \r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\tSpecify how many items to sync in a single batch (default is 50).\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\r\n\t
\r\n\r\n\t
\r\n\t\t
\r\n\t\t\t
Internal Configuration
\r\n\t\t\t
\r\n\t\t\t\t
Internal Target
\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\r\n\t\t\t
\r\n\t\t\t{{#internalConfigFields}}\r\n\t\t\t
\r\n\t\t\t\t
{{Name}}
\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t{{/internalConfigFields}}\r\n\t\t
\r\n\t\t
\r\n\t\t\t
External Configuration
\r\n\t\t\t
\r\n\t\t\t\t
External Target
\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\r\n\t\t\t
\r\n\t\t\t{{#externalConfigFields}}\r\n\t\t\t
\r\n\t\t\t\t
{{Name}}
\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t{{/externalConfigFields}}\r\n\r\n\t\t
\r\n\t
\r\n\r\n\t
Field Mapping
\r\n\t
\r\n\t
\r\n\r\n\t
\r\n\r\n
","
\r\n\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\tIf not checked then the integration will only allow updating records that already exist in this system.\r\n\t\t\t
\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\tIf not checked then the integration will only allow creating records in this system. It will never update existing records.\r\n\t\t\t
\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\t
Filter
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\tApply a filter when retrieving records from this sync target. Note: the format of this filter\r\n\t\t\t\twill depend on the sync target type.\r\n\t\t\t
\r\n\t\t
\r\n\r\n\t
\r\n
","
\r\n\r\n\t
Data Sync Integration Jobs
\r\n\t\r\n\t
\r\n\t\t
New
\r\n\t\t
Delete
\r\n\t\t
Start
\r\n\t\t
Stop
\r\n\t\t
Refresh
\r\n\t
\r\n\t
\r\n\t\t{{#jobs}}\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t{{Name}}\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t{{#if IsActive}}\r\n\t\t\t\tRunning\r\n\t\t\t\t{{else}}\r\n\t\t\t\tStopped\r\n\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t{{#if IsInitialSync}}\r\n\t\t\t\t(INITIAL SYNC)\r\n\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t\r\n\t\t\t\t\t{{InProgressInfo}}\r\n\t\t\t\t\r\n\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t{{{OtherInfo}}}\r\n\t\t\t
\r\n\t\t\t
History
\r\n\t\t
\r\n\t\t{{/jobs}}\r\n\t
\r\n
\r\n\r\n
\r\n\r\n\t
Connections
\r\n\r\n\t
\r\n\t\t{{#connectionTypes}}\r\n\t\t
\r\n\t\t\t{{Name}}\r\n\t\t\t{{#if IsConnected}}\r\n\t\t\t(Connected)\r\n\t\t\t{{else}}\r\n\t\t\t\t{{#if CredentialId}}\r\n\t\t\t\t(Inactive)\r\n\t\t\t\t{{else}}\r\n\t\t\t\t(Not Connected)\r\n\t\t\t\t{{/if}}\r\n\t\t\t{{/if}}\r\n\t\t\t  \r\n\t\t\t{{#if CredentialId}}\r\n\t\t\tRemove...\r\n\t\t\tChange...\t\r\n\t\t\t{{#if UsageLimit}}\r\n\t\t\t\r\n\t\t\t\t{{UsageCount}}/{{UsageLimit}} \r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t{{Name}} Integration Usage Limit\r\n\t\t\t\t\t\tThis integration has a limit of {{UsageLimit}} records copied per day.\r\n\t\t\t\t\t\tThe limit does not apply to the initial copy (the first time the sync job runs) and it only counts records that are created \r\n\t\t\t\t\t\tor updated in the destination system.\r\n\t\t\t\t\t\tIf the limit is reached then the sync job will pause until the next reset time (12:30 AM EST). \r\n\t\t\t\t\t\tTo increase this limit, please contact Crelate customer support to upgrade.\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t{{/if}}\r\n\t\t\t{{else}}\r\n\t\t\tConnect...\r\n\t\t\t{{/if}}\r\n\t\t
\r\n\t\t{{/connectionTypes}}\r\n\t\t{{#ifequals connectionTypes.length \"0\"}} No connections established {{/ifequals}}\r\n\r\n\t
\r\n
\r\n\r\n","
\r\n\t
Test this sync job on a single record. Warning: This will modify your data.
\r\n\t
\r\n\t\t
\r\n\t\t\t
Record to synchronize
\r\n\t\t\t\r\n\t\t
\r\n\t\t
\r\n\t\t\t
Options
\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t\t \r\n\t\t\t\t\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t\t \r\n\t\t\t\t\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\t
\r\n
\r\n","
\r\n
\r\n
","
\r\n\t{{NotAvailableReason}}\r\n
\r\n","
\r\n\t{{NotAvailableReason}}\r\n
\r\n","
\r\n\t
Approval Center Customization
\r\n\t
\r\n
","
\r\n
\r\n\r\n
Queued
\r\n
\r\n\r\n
    \r\n
  • Your request has been queued up for finalization.
  • \r\n
\r\n\r\n

Note: You are free to close this dialog at any time. We will continue to finalize behind the scenes.

\r\n
\r\n
","
\r\n\t
\r\n\t\t
\r\n\t\t\tEmployee *\r\n\t\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t
\r\n\t\t\tDate Of Expense *\r\n\t\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\r\n\t
\r\n\t\t
\r\n\t\t\tAssignment *\r\n\t\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t
\r\n\t\t\tExpense Type *\r\n\t\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t
\r\n\t\t\tAmount *\r\n\t\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t
\r\n\t\t\tQuantity *\r\n\t\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t
\r\n\t\t\tDefault Rate\r\n\t\t
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\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t
\r\n\t\t\tTotal *\r\n\t\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t
\r\n\t\t\tNote\r\n\t\t
\r\n\t\t
\r\n\t\t
\r\n\t
\r\n
","
\r\n\t
Name
\r\n\t

Give the {{deliveryTypeNameLowerCase}} a unique name.

\r\n
\r\n\r\n
\r\n\t
Description
\r\n\t

Provide a description for the {{deliveryTypeNameLowerCase}}.

\r\n
\r\n\r\n
\r\n\t
Parent {{deliveryTypeName}}
\r\n\t

Choose a {{deliveryTypeNameLowerCase}} to organize this type under. Parent {{deliveryTypeNameLowerCase}}s control the meanings for their child {{deliveryTypeNameLowerCase}}s.

\r\n
\r\n\r\n
\r\n\t
Meaning
\r\n\r\n\t{{!-- These are not in a list \"
    \" because the dots look terrible on the i's dialogs --}}\r\n\t

    Hourly - Use Hourly to capture hours that are standard pay and bill for your company.

    \r\n\t

    Salary - Use Salary for someone who receives a fixed amount of compensation each pay period. It is best practice to include 40 hours per week for full-time employees. Set \"Elegible for Payable OT\" to \"YES\" to be considerd Salary Non-Exempt.

    \r\n\t

    Holiday - Use Holiday when accounting for Holidays that do not qualify as PTO. An example of this could be New Year’s Day, Easter, or Labor Day.

    \r\n\t

    PTO - Use PTO when accounting for time spent away from work. This could be sick time, vacation time, or leave. Crelate does not accrue or track time off, however, this time meaning will help you enter in PTO type hours into your pay and billing system of record.

    \r\n\t

    Sick - Use Sick time if your company specifically recognizes sick time/pay separate from PTO time/pay.

    \r\n
\r\n\r\n
\r\n\t
Meaning
\r\n\r\n\t{{!-- These are not in a list \"
    \" because the dots look terrible on the i's dialogs --}}\r\n\t

    Meals - Meals is used for anything meal related.

    \r\n\t

    Travel - Travel expenses are meant to be used for anything regarding traveling for work. Commonly used for items such as flights, hotels, and rental cars.

    \r\n\t

    Per diem - Per diem is used to account for expenses that are specific to Per Diem work. Commonly used in the healthcare industry.

    \r\n\t

    Fee - Fee is used to account for non-specific expenses and/or surcharges such as placement fees.

    \r\n\t

    Bonus - Bonus is used to signify any amount of money being paid out as a bonus. This is a taxable expense.

    \r\n\t

    Commission - Commission should be used for any commission related payouts. This is a taxable expense.

    \r\n\t

    Other - Other should be used if you have an expense that does not fit into the types listed above. This is a non-taxable expense.

    \r\n\t

    Other Imputed - Other Imputed should be used if you have an expense that does not fit into the types listed above. This is a taxable expense.

    \r\n
\r\n\r\n
\r\n\t
Type
\r\n\t

This determines the type of expense.

\r\n\r\n\t
    \r\n\t\t
  • Quantity Based - Use this to track expenses defined by a per unit cost. A common example of this is mileage per diem. The total expense is calculated from the quantity entered multiplied by the default rate defined in the expense type.
  • \r\n\t\t
  • Amount Based - Use this to record monetary amounts directly.
  • \r\n\t
\r\n
\r\n\r\n
\r\n\t
Default Rate
\r\n\t

This rate will be used in calculating the total expense for quantity based expense types.

\r\n
\r\n\r\n
\r\n\t
Require Expense Note
\r\n\t

This requires a note to be submitted with each expense.

\r\n
\r\n\r\n
\r\n\t
Required Receipt
\r\n\t

Choose if you want to require a receipt to be attached to each expense entry.

\r\n
\r\n\r\n
\r\n\t
Billable to Customers
\r\n\t

If yes, this {{deliveryTypeNameLowerCase}} will be billable to customers and create a billable item for invoicing.

\r\n\t

Time Card billable item amount will be calculated by multiplying the total hours by the bill rate of the assignment.

\r\n\t

Expense billable item amount will be the expense total.

\r\n
\r\n\r\n
\r\n\t
Eligible for Billable OT
\r\n\t

If yes, hours logged using this {{deliveryTypeNameLowerCase}} will be included in overtime calculations when generating Billable Items.

\r\n
\r\n\r\n
\r\n\t
Payable to Employee
\r\n\t

If yes, this {{deliveryTypeNameLowerCase}} will be payable to the employee using it. This will create a payable item for invoicing.

\r\n\t

Time Card payable item amount will be calculated by multiplying the total hours by the pay rate of the assignment.

\r\n\t

Expense payable item amount will be the expense total.

\r\n
\r\n\r\n
\r\n\t
Eligible for Payable OT
\r\n\t

If yes, hours logged using this {{deliveryTypeNameLowerCase}} will be included in overtime calculations when generating Payable Items.

\r\n
\r\n\r\n
\r\n\t
Require General Note
\r\n\t

General Note controls a Time Recorder's ability to view and submit a single note for this Time Type for the pay period.

\r\n\r\n\t
    \r\n\t\t
  • None - Time Recorder will not see the option to submit a General Note for this Time Type.
  • \r\n\t\t
  • Optional - Time Recorder will see and have the ability to submit a General Note for this Time Type, but it is not required.
  • \r\n\t\t
  • Required - Time Recorder must submit a General Note for this Time Type.
  • \r\n\t
\r\n
\r\n\r\n
\r\n\t
Require Daily Notes
\r\n\t

Daily Notes controls a Time Recorder's ability to submit notes for each day for this Time Type.

\r\n\r\n\t
    \r\n\t\t
  • None - Time Recorder will not see the option to submit Daily Notes for this Time Type.
  • \r\n\t\t
  • Optional - Time Recorder will see and have the ability to submit a note for each day for this Time Type, but it is not required.
  • \r\n\t\t
  • Required - Time Recorder must submit a note for each day that they have time logged under this Time Type.
  • \r\n\t
\r\n
\r\n\r\n
\r\n\t
Grant Employees Access
\r\n\t

Choose which employees have access to this delivery type. You can add or remove employees to this list at any time.

\r\n\t

Employees placed on this job will be granted access to this delivery type automatically.

\r\n
\r\n\r\n
\r\n\t
Allow Internal Usage
\r\n\t

If yes, this {{deliveryTypeNameLowerCase}} will be available as a time logging option for all internal assignments.

\r\n
","
\r\n\t{{!-- TODO: timekeeping, add info i's --}}\r\n\t
\r\n\t\t
Name
\r\n\t\t
\r\n\t\t\t{{#if template.readOnly}}\r\n\t\t\t
\r\n\t\t\t{{else}}\r\n\t\t\t
\r\n\t\t\t
There is already expense type with this name
\r\n\t\t\t{{/if}}\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t
Description
\r\n\t\t
\r\n\t\t\t{{#if template.readOnly}}\r\n\t\t\t
\r\n\t\t\t{{else}}\r\n\t\t\t
\r\n\t\t\t{{/if}}\r\n\t\t
\r\n\t
\r\n\r\n\t{{#unless template.isParent}}\r\n\t
\r\n\t\t
Parent Expense Type
\r\n\t\t
\r\n\t\t\t{{#ifOrCheck template.readOnly template.limitChanges}}\r\n\t\t\t
\r\n\t\t\t{{else}}\r\n\t\t\t
\r\n\t\t\t{{/ifOrCheck}}\r\n\t\t
\r\n\t
\r\n\t{{/unless}}\r\n\r\n\t
\r\n\t\t
Meaning
\r\n\t\t
\r\n\t\t\t{{#ifOrCheck template.readOnly template.limitChanges}}\r\n\t\t\t
\r\n\t\t\t{{else}}\r\n\t\t\t
\r\n\t\t\t{{/ifOrCheck}}\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t
Type
\r\n\t\t
\r\n\t\t\t{{#ifOr3 template.readOnly template.inUse template.limitChanges}}\r\n\t\t\t
\r\n\t\t\t{{else}}\r\n\t\t\t
\r\n\t\t\t{{/ifOr3}}\r\n\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t
Default Rate
\r\n\t\t
\r\n\t\t\t{{#ifOr3 template.readOnly template.inUse template.limitChanges}}\r\n\t\t\t
\r\n\t\t\t{{else}}\r\n\t\t\t
\r\n\t\t\t{{/ifOr3}}\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t
Expense Note
\r\n\t\t
\t\t\t\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t
Require Receipt
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t
Billable to Customers
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t
Payable to Employee
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\t{{#if template.showAccessControl}}\r\n\t
\r\n\t{{/if}}\r\n
","
\r\n {{!-- TODO: timekeeping, add info i's --}}\r\n
\r\n
Name
\r\n
\r\n {{#if template.readOnly}}\r\n
\r\n {{else}}\r\n
\r\n
There is already time type with this name
\r\n {{/if}}\r\n
\r\n
\r\n\r\n
\r\n
Description
\r\n
\r\n {{#if template.readOnly}}\r\n
\r\n {{else}}\r\n
\r\n {{/if}}\r\n
\r\n
\r\n\r\n {{#unless template.isParent}}\r\n
\r\n
Parent Time Type
\r\n
\r\n {{#if template.readOnly}}\r\n
\r\n {{else}}\r\n
\r\n {{/if}}\r\n
\r\n
\r\n {{/unless}}\r\n\r\n
\r\n
Meaning
\r\n
\r\n {{#if template.readOnly}}\r\n
\r\n {{else}}\r\n
\r\n {{/if}}\r\n
\r\n
\r\n
\r\n\r\n
\r\n
General Note
\r\n
\r\n {{#ifOrCheck template.readOnly template.inUse}}\r\n
\r\n {{else}}\r\n
\r\n {{/ifOrCheck}}\r\n
\r\n
\r\n\r\n
\r\n
Daily Note
\r\n
\r\n {{#ifOrCheck template.readOnly template.inUse}}\r\n
\r\n {{else}}\r\n
\r\n {{/ifOrCheck}}\r\n
\r\n
\r\n\r\n
\r\n
Billable to Customers
\r\n
\r\n {{#ifOrCheck template.readOnly template.inUse}}\r\n
\r\n {{else}}\r\n
\r\n {{/ifOrCheck}}\r\n
\r\n
\r\n\r\n {{#if template.payruleEnabled}}\r\n
\r\n
Eligible for Billable OT
\r\n
\r\n {{#if template.readOnly}}\r\n
\r\n {{else}}\r\n
\r\n {{/if}}\r\n
\r\n
\r\n {{/if}}\r\n\r\n
\r\n
Payable to Employee
\r\n
\r\n {{#ifOrCheck template.readOnly template.inUse}}\r\n
\r\n {{else}}\r\n
\r\n {{/ifOrCheck}}\r\n
\r\n
\r\n\r\n {{#if template.payruleEnabled}}\r\n
\r\n
Eligible for Payable OT
\r\n
\r\n {{#if template.readOnly}}\r\n
\r\n {{else}}\r\n
\r\n {{/if}}\r\n
\r\n
\r\n {{/if}}\r\n\r\n {{#if template.internalEnabled}}\r\n
\r\n
Allow Internal Usage
\r\n
\r\n {{#if template.readOnly}}\r\n
\r\n {{else}}\r\n
\r\n {{/if}}\r\n
\r\n
\r\n {{/if}}\r\n\r\n {{#if template.showAccessControl}}\r\n
\r\n {{/if}}\r\n
","
\r\n\t
\r\n\t\t You have used out of available Types.\r\n\t
\r\n\t
\r\n\r\n\t
\r\n\t
\r\n
","
\r\n\t\r\n
","\r\n
\r\n\t
Time Submission Cadence *
\r\n\t
\r\n
\r\n\r\n
\r\n\t
Timekeeping Start Day *
\r\n\t
\r\n
\r\n\r\n
\r\n\t
Time Cards Due On *
\r\n\t
\r\n
\r\n\r\n
\r\n\t
Time Cards Due On Time *
\r\n\t
\r\n
\r\n\r\n
\r\n\t
Time Entry Format *
\r\n\t
\r\n
\r\n\r\n","{{#unless internalTimekeepingSetup}}\r\n
The following settings are required to use the Internal Timekeeping Feature. Please provide an answer for the following settings.
\r\n{{/unless}}\r\n\r\n\r\n
\r\n\t
Internal Timekeeping Settings
\r\n\t
\r\n
","
\r\n\t\r\n
","
\r\n\t
\r\n
","
\r\n\t
Delivery Types
\r\n\t
\r\n\t
\r\n\t\t
\r\n\t
\r\n
","
\r\n\t
Timekeeping Details
\r\n\t
\r\n\t\t
Time Submission Cadence *
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
Timekeeping Start Day *
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
Timekeeping Starting Month *
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
Time Cards Due On *
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
Time Cards Due On Time *
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
Time Entry Format *
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
Approvals *
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
Time Card Approver *
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
Approvals Due On *
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
Approvals Due On Time *
\r\n\t\t
\r\n\t
\r\n\t{{#if geofencingEnabled}}\r\n\t
\r\n\t\t
Geofencing Option *
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
Default Geofence Template *
\r\n\t\t
\r\n\t
\r\n\t{{/if}}\r\n
","
\r\n\t
\r\n\t
\r\n
\r\n","
\r\n\t
\r\n\t
\r\n\t
\r\n
","
\r\n\t
\r\n\t\t
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
\r\n\t\t
\r\n\t\t\t
New Expense
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
\r\n\t
\r\n
\r\n\t
\r\n\t
\r\n\t\t
Total
\r\n\t\t
$0.00
\r\n\t
\r\n\t
\r\n
\r\n
","
\r\n\t
From
\r\n\t
\r\n\t\t
\r\n\t
\r\n
\r\n\r\n
\r\n\t
To
\r\n\t
\r\n\t\t
\r\n\t
\r\n
","
\r\n\t
\r\n
","
\r\n\t
\r\n\t
\r\n
","
\r\n\t
\r\n\t
\r\n
","
\r\n\t
\r\n\t
\r\n
","
\r\n\t
\r\n
","
\r\n\t
\r\n\t\t
Time Cards
\r\n\t\t
\r\n\t
\r\n
","
\r\n\t
Please provide a reason for rejecting this {{lowercase EntityDisplayName}}.
\r\n\t
\r\n\t\t
Reject Reason
\r\n\t\t
\r\n\t
\r\n
","
\r\n\t\r\n
","
\r\n\t

No Time Cards To Show

\r\n
\r\n\r\n
\r\n

\r\n\tLoading...\r\n

\r\n
\r\n\r\n
\r\n\t
Time Submission Period: {{timeSubmissionTitle}}
\r\n\t
\r\n\t \r\n\t\t\r\n\t\t \r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\r\n\t\t\t{{#each daysOfWeek}}\r\n\t\t\t\r\n\t\t\t{{/each}}\r\n\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t{{#if showActionsColumn}}{{/if}}\r\n\t\t \r\n\t\t\r\n\t\t\r\n\t\t\r\n\t
Assignment
Time Type
Status
{{this}}
Total
Note
Actions
\r\n\r\n\t
\r\n
","
\r\n\t
\r\n\t\t

Views

\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\r\n\t
\r\n\t\t

Filters

\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t
Assignment
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\r\n\t\t\t\t
\r\n\t\t\t\t\t
Time Submission Period
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t

Time Cards

\r\n\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
\r\n\t\t\t

No Time Cards To Show

\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
\r\n\t\t\t

No Time Cards To Show

\r\n\t\t
\r\n\t
\r\n\t
\r\n
","
\r\n\t
\r\n\t\t
\r\n\t\t\tEmployee\r\n\t\t
\r\n\t\t
\r\n\t\t\t\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t
\r\n\t\t\tTime Submission Period\r\n\t\t
\r\n\t\t
\r\n\t\t\t\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t
\r\n\t\t\tAssignment\r\n\t\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t
\r\n\t\t\tTime Type\r\n\t\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\t
\r\n
\r\n","
\r\n\t
\r\n\t
\r\n
","
\r\n\t
\r\n\t\t{{#if isUserLinked}}\r\n\t\t
\r\n\t\t\t\r\n\t\t\t\t{{#if (gt late 99)}}\r\n\t\t\t\t99++\r\n\t\t\t\t{{else}}\r\n\t\t\t\t{{late}}\r\n\t\t\t\t{{/if}}\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t{{LateText}}\r\n\t\t\t\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\t\r\n\t\t\t\t{{#if (gt rejected 99)}}\r\n\t\t\t\t99++\r\n\t\t\t\t{{else}}\r\n\t\t\t\t{{rejected}}\r\n\t\t\t\t{{/if}}\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t{{RejectedText}}\r\n\t\t\t\r\n\t\t
\r\n\t\t{{else}}\r\n\t\t\r\n\t\t\tYou have no active assignments at this moment\r\n\t\t\r\n\t\t{{/if}}\r\n\t
\r\n\r\n\t
\r\n
","
\r\n\t
\r\n\t
\r\n
","\r\n
\r\n\t
Template Name *
\r\n\t
\r\n
\r\n\r\n
\r\n\t
Time Submission Cadence *
\r\n\t
\r\n
\r\n\r\n
\r\n\t
Timekeeping Start Day *
\r\n\t
\r\n
\r\n\r\n
\r\n\t
Timekeeping Start Month *
\r\n\t
\r\n
\r\n\r\n
\r\n\t
Time Cards Due On *
\r\n\t
\r\n
\r\n\r\n
\r\n\t
Time Cards Due On Time *
\r\n\t
\r\n
\r\n\r\n
\r\n\t
Time Entry Format *
\r\n\t
\r\n
\r\n\r\n
\r\n\t
Approvals *
\r\n\t
\r\n
\r\n\r\n
\r\n\t
Approvals Due On *
\r\n\t
\r\n
\r\n\r\n
\r\n\t
Approvals Due On Time *
\r\n\t
\r\n
\r\n\r\n","
\r\n\t
Geofencing
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
Global Radius (yards)
\r\n
","{{#unless timekeepingSetup}}\r\n
The following settings are required to use the Timekeeping Feature. Please provide an answer for the following settings.
\r\n{{/unless}}\r\n\r\n
\r\n\r\n\t
Global Settings
\r\n\r\n\t{{#if timekeepingSetup}}\r\n\t
\r\n\t\t
Default Timekeeping Template
\r\n\t\t
\r\n\t
\r\n\t{{/if}}\r\n\r\n\t
\r\n\t\t
Timekeeping Time Zone
\r\n\t\t
\r\n\t
\r\n
\r\n\r\n
\r\n\r\n{{#unless timekeepingSetup}}\r\n
\r\n\t
Default Timekeeping Template
\r\n\t
\r\n
\r\n{{/unless}}\r\n\r\n{{#if timekeepingSetup}}\r\n
\r\n\t
\r\n\t\t
\r\n\t\t\tYou've used 0 of 0 available Timekeeping Templates.\r\n\t\t
\r\n\t
\r\n
\r\n{{/if}}","{{#each Errors}}\r\n
\r\n Template Name: {{TemplateName}}\r\n Template Error: {{TemplateError}}\r\n
\r\n{{/each}}","
\r\n \r\n\t\r\n\t \r\n\t \r\n\t\r\n\r\n\t\r\n\t \r\n\t \r\n\t\r\n\r\n\t\r\n\t \r\n\t \r\n\t\r\n\r\n\t\r\n\t \r\n\t \r\n\t\r\n\r\n\t\r\n\t \r\n\t \r\n\t\r\n\r\n\t\r\n\t \r\n\t \r\n\t\r\n\r\n\t\r\n\t \r\n\t \r\n\t\r\n\r\n\t\r\n\t \r\n\t \r\n\t\r\n\r\n\t\r\n\t \r\n\t \r\n\t\r\n\r\n\t\r\n\t \r\n\t \r\n\t\r\n\r\n\t\r\n\t \r\n\t \r\n\t\r\n
\r\n\t\t
Template Name *
\r\n\t
\r\n\t\t
\r\n\t
\r\n\t\t
Time Submission Cadence *
\r\n\t
\r\n\t\t
\r\n\t
\r\n\t\t
Timekeeping Start Day *
\r\n\t
\r\n\t\t
\r\n\t
\r\n\t\t
Timekeeping Start Month *
\r\n\t
\r\n\t\t
\r\n\t
\r\n\t\t
Time Cards Due On *
\r\n\t
\r\n\t\t
\r\n\t
\r\n\t\t
Time Cards Due On Time *
\r\n\t
\r\n\t\t
\r\n\t
\r\n\t\t
Time Entry Format *
\r\n\t
\r\n\t\t
\r\n\t
\r\n\t\t
\r\n\t\t Approvals * \r\n\t\t
\r\n\t
\r\n\t\t
\r\n\t
\r\n\t\t
Approvals Due On *
\r\n\t
\r\n\t\t
\r\n\t
\r\n\t\t
Approvals Due On Time *
\r\n\t
\r\n\t\t
\r\n\t
\r\n
","
\r\n\t\r\n
","
\r\n\t{{#if CanEditTimeline}}\r\n\t
\r\n\t{{/if}}\r\n\t
\r\n
","
\r\n
\r\n\t
\r\n
","
\r\n\t
\r\n\t
{{label}}
\r\n\t
{{#ifgreaterthan count 999}}999+{{else}}{{count}}{{/ifgreaterthan}}
\r\n
","
\r\n\t...\r\n
","
\r\n
\r\n
\r\n
\r\n
\r\n
","
\r\n\t
\r\n\t
{{Title}}
\r\n\t
{{Description}}
\r\n\t{{#if IsAdmin}}\r\n\t{{#ifequals CTAType 1}}\r\n\t
{{CTAText}}
\r\n\t{{else}}\r\n\t
{{CTAText}}
\r\n\t{{/ifequals}}\r\n\t{{else}}\r\n\t
Please contact your Crelate administrator to upgrade
\r\n\t{{/if}}\r\n
","
\r\n\t
\r\n\t{{#if IsAdmin}}\r\n\t{{!TODO: Add better CTA for admins}}\r\n\t{{else}}\r\n\t
Please contact your Crelate administrator for access to {{FeatureDisplayName}}
\r\n\t{{/if}}\r\n
","","
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\r\n\t\tVMS Email Details\r\n\t\t\r\n\t\t\t\r\n\t\t\t\tThis section shows you the contents of an email received from a VMS provider.\r\n\t\t\t\r\n\t\t\r\n\t\t
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You can't save an VMS registration without a name!
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Name
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Inbound Email Address
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Status
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VMS Source
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Default Owners
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Create Job Automatically
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Default Opportunity Type
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{{! Recruiting workflow type id and not a TempHire recruiting type (2)}}\r\n\t\t\t
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VMS Registrations
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","{{#if title}}\r\n
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Set {{EntityMetadata \"_Jobs\" \"DisplayName\" false}}'s status to:
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Status: {{Status.Name}}
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Meaning: {{MeaningName}}
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\r\n\t\t\tUpdating {{RecordCount}} records to status {{Status.Name}}. (NOTE: Any record that has a system status will not be updated this way)\r\n\t\t\t
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\r\n\t\t\tPlease confirm this action\r\n\t\t\t
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\r\n\t{{/if}}\r\n\r\n\t{{#if Explanation}}\r\n\t
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\r\n\t\t{{#if IsBulkUpdate}}\r\n\t\t
Status Reason - this will be applied to all updated records
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Status Reason
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Worksite Settings
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Legal Fields
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Block PO Boxes
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Crelate®
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February 2025 Release
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Version: ()
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\r\n\t\t\t© {{{getCurrentYear}}} Crelate, Inc. - Your continued use of this service constitutes your agreement with our\r\n\t\t\tTerms of Service and our\r\n\t\t\tPrivacy Policy.\r\n\t\t
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The Crelate Team
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Aaron Elder
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CEO & Co-Founder
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Mark Barrett
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Co-Founder
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Michael Speca
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Co-Founder
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James Dulin
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VP of Information Technology
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Wilson Wong
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Principal Software Engineer II
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Erik Pool
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Principal Software Engineer
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Tim Keckler
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Enterprise Account Executive
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Ian Remington
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VP of Customer Success
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Chelsie Pettit
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Customer Support Lead
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Benjamin Stecher
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Software Development Engineer II
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Phillip Hunt
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Senior Architect, Director
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Jared Boisseranc
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Product Manager
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Chris Hesson
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Professional Services Manager
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Melody Mounts
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Senior Product Consultant
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Andrew Hoke
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Senior Software Development Engineer
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Kyle Kroeger
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Product Consultant II
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Joseph Garrett
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Senior Software Development Engineer
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Zana Boskovic
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Project Manager
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Amber Roder
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Senior Customer Success Specialist
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Turner Tackitt
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Software Developer in Test I
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Ena Grabovica
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Product Manager
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Rachel Mullender
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Software Development Engineer II
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Lauren Jednat
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Senior Product Consultant
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Carson Bruggeman
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Senior Customer Growth Manager
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Lisa Rogers
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Customer Support Manager
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Chett Michael
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Senior Software Development Engineer I
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Katie Jones
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Senior Content Marketing Manager
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Kortney Harmon
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Director of Industry Relations
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Jason Hoback
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President
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Eddie Thurston
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Senior Systems Engineer
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Austin Pilger
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VP of Sales
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Jeff DeWolf-Wilson
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Director of Operations
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Kristy Glessner
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HR Manager
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Josh Brown
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Senior Director of Business Development
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Hillary Takacs
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Account Executive
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Sam Goldman
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Senior Business Development Representative
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Daniel Jacobs
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Senior Business Development Rep.
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Arman Khodadoost
\r\n\t\t\t\t\t
Senior Business Development Rep.
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t\"N/A\"\r\n\t\t\t\t
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\r\n\t\t\t\t\t
Peter Felegy
\r\n\t\t\t\t\t
Senior Account Executive
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t\"N/A\"\r\n\t\t\t\t
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Cait Macikanycz
\r\n\t\t\t\t\t
Senior Customer Success Manager
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Chris Scott
\r\n\t\t\t\t\t
SVP of Professional Services
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t\"N/A\"\r\n\t\t\t\t
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\r\n\t\t\t\t\t
Amanda Krutz
\r\n\t\t\t\t\t
Customer Success Specialist II
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t
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\r\n\t\t\t\t\t\"N/A\"\r\n\t\t\t\t
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Joe Bulanon
\r\n\t\t\t\t\t
Software Development Engineer
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t
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\r\n\t\t\t\t\t\"N/A\"\r\n\t\t\t\t
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\r\n\t\t\t\t\t
Megan Hancock
\r\n\t\t\t\t\t
Software Design Engineer I
\r\n\t\t\t\t
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\r\n\t\t\t
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\r\n\t\t\t\t\t\"N/A\"\r\n\t\t\t\t
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Gavin Nies
\r\n\t\t\t\t\t
Account Executive
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Brennan Fulton
\r\n\t\t\t\t\t
Sr. Customer Success Manager
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\r\n\t\t\t\t\t\"N/A\"\r\n\t\t\t\t
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Clark Mahy
\r\n\t\t\t\t\t
VP of Finance & Operations
\r\n\t\t\t\t
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Hudson Hughes
\r\n\t\t\t\t\t
Software Design Engineer III
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Faith Williams
\r\n\t\t\t\t\t
Account Executive
\r\n\t\t\t\t
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Ben Shewmake
\r\n\t\t\t\t\t
Principle Software Engineer
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Sam Garner
\r\n\t\t\t\t\t
Software Development Engineer III
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\r\n\t\t\t
\r\n\t\t\t
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Chris Burks
\r\n\t\t\t\t\t
Senior Accountant
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t\"N/A\"\r\n\t\t\t\t
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\r\n\t\t\t\t\t
Chris Cyrus
\r\n\t\t\t\t\t
Senior Account Executive
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t\"N/A\"\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t
Kip Denison
\r\n\t\t\t\t\t
Customer Growth Manager
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t
Licenses and attributions
\r\n\t\t
\r\n\t\t\t\r\n\t\t
\r\n\t
\r\n
","{{#ifgreaterthanzero records.length}}\r\n\t\r\n{{/ifgreaterthanzero}}","
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Company{{target2.Title}}
{{ContactLabel}}:{{target.Title}}
Company{{target.Title}}
Hiring ManagerSelect Contact...
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Label\r\n\t\t\t\t{{#if label}}\r\n\t\t\t\t{{label}}\r\n\t\t\t\t{{else}}\r\n\t\t\t\tAdd Label...\r\n\t\t\t\t{{/if}}\r\n\t\t\t
\r\n\t{{else}}\r\n\t
\r\n\t\t{{#if omitName}}\r\n\t\tStage  \r\n\t\t{{else}}\r\n\t\t{{name}}'s Stage  \r\n\t\t{{/if}}\r\n\t\t{{currentStatus}}\r\n\t
\r\n\t{{/if}}\r\n\r\n\t{{#ifgreaterthanzero activities.length}}\r\n\t
\r\n\t\t{{#activities}}\r\n\r\n\t\t{{#if completed}}\r\n\t\t
\r\n\t\t\t\r\n\t\t\t\t•  {{count}} {{name}} completed \r\n\t\t\t\r\n\t\t
\r\n\t\t{{else}}\r\n\t\t
\r\n\t\t\t\r\n\t\t\t\t•  {{name}}\r\n\t\t\t\r\n\t\t
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\r\n\t{{/ifgreaterthanzero}}\r\n\r\n
","","
\r\n\t
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\r\n\t\t{{#if canEdit}}\r\n\t\t
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\r\n\t\t
\r\n\t\t\t\r\n\t\t\t\tDisable\r\n\t\t\t\r\n\t\t
\r\n\t\t{{/if}}\r\n\t\t
\r\n\t\t\t\r\n\t\t\t\tValidate\r\n\t\t\t\r\n\t\t
\r\n\t\t
\r\n\t\t\t\r\n\t\t\t\tDelete\r\n\t\t\t\r\n\t\t
\r\n\t
\r\n
\r\n
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\r\n\t\tCancel\r\n\t\t\r\n\t\t\tCancel\r\n\t\t\r\n\t
\r\n\t
\r\n\t\tSave\r\n\t\t\r\n\t\t\tSave\r\n\t\t\r\n\t
\r\n
","
Type *
\r\n
Display Name *
\r\n
\r\n\t
\r\n\t\tDomain *\r\n\t\t\r\n\t\t\t\r\n\t\t\t\tWhen entering your domain url, please enter a full url. e.g. https://www.crelate.com\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t
\r\n
\r\n
Client Id *
\r\n
Client Secret *
","
{{DisplayName}}{{#if AuthProvider}}{{/if}}{{#ifequals Status 2}}
DISABLED
{{/ifequals}}
\r\n
Domain
{{Domain}}
\r\n
Client Id
{{ClientId}}
","
\r\n\t
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{{addNewMessage}}
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","
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Segment
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All
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Companies
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Jobs
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Contacts
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Events
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Settings
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Action
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All
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Create
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Update
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Delete
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\r\n\t\t
User
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\r\n
","\r\n
\r\n\t
Trailing
\r\n\t
Custom
\r\n
\r\n\r\n
\r\n\t
90 Days
\r\n\t
30 Days
\r\n\t
7 Days
\r\n\t
24 Hours
\r\n
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\r\n\t
\r\n
","\r\n
\r\n\t
Trailing
\r\n\t
This
\r\n\t
Last
\r\n\t
Custom
\r\n
\r\n\r\n
\r\n\t
12 Months
\r\n\t
90 Days
\r\n\t
30 Days
\r\n\t
7 Days
\r\n\t
24 Hours
\r\n
\r\n\r\n
\r\n\t
Year
\r\n\t
Quarter
\r\n\t
Month
\r\n\t
Week
\r\n\t
Today
\r\n
\r\n\r\n
\r\n\t
Year
\r\n\t
Quarter
\r\n\t
Month
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Week
\r\n\t
Yesterday
\r\n
\r\n\r\n
\r\n\t
\r\n\t
\r\n
","{{#hasEntityPriv \"_Accounts\" \"R\"}}\r\n
\r\n\t
{{formatMetadata \"{_Accounts.DisplayName}\"}} Filters
\r\n\r\n\t
{{formatMetadata \"{_Accounts.DisplayNamePlural}\"}}:
\r\n\t
\r\n
\r\n{{/hasEntityPriv}}","{{#hasEntityPriv \"_Contacts\" \"R\"}}\r\n
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{{formatMetadata \"{_Contacts.DisplayName}\"}} Filters
\r\n\r\n\t
Source:
\r\n\t
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\r\n{{/hasEntityPriv}}","\r\n
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Activity Filters
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Activity Type:
\r\n\t
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Activity logged By:
\r\n\t
\r\n\r\n\t
\r\n\t\tAssignees:\r\n\t\t\r\n\t\t\t\r\n\t\t\t\tFor Scheduled Activities: Assignees are the same as the users that are attendees.

\r\n\t\t\t\tFor Tasks and non-scheduled Custom Activities: Assignees are the ones that are assigned to the activity.

\r\n\t\t\t\tFor all other activities: The assignee is the same as the user that created the activity.\r\n\t\t\t
\r\n\t\t
\r\n\t
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Status:
\r\n\t
\r\n\r\n\t
Pinned:
\r\n\t
\r\n
","\r\n
\r\n\t
Activity Filters
\r\n\r\n\t
On/Regarding:
\r\n\t
\r\n\r\n\t
Activity Type:
\r\n\t
\r\n\r\n\t
Activity logged By:
\r\n\t
\r\n\r\n\t
\r\n\t\tAssignees:\r\n\t\t\r\n\t\t\t\r\n\t\t\t\tFor Scheduled Activities: Assignees are the same as the users that are attendees.

\r\n\t\t\t\tFor Tasks and non-scheduled Custom Activities: Assignees are the ones that are assigned to the activity.

\r\n\t\t\t\tFor all other activities: The assignee is the same as the user that created the activity.\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\t
\r\n\r\n\t
Status:
\r\n\t
\r\n\r\n\t
Pinned:
\r\n\t
\r\n
","{{#hasEntityPriv \"_Jobs\" \"R\"}}\r\n
\r\n\t
{{formatMetadata \"{_Jobs.DisplayName}\"}} Filters
\r\n\r\n\t
{{formatMetadata \"{_Jobs.DisplayName}\"}}:
\r\n\t
\r\n\r\n\t
{{formatMetadata \"{_Jobs.DisplayName}\"}} Status:
\r\n\t
\r\n\t\r\n\t{{#areMultipleOppTypesOn}}\r\n\t
{{formatMetadata \"{_Jobs.DisplayName}\"}} Type:
\r\n\t
\r\n\t{{/areMultipleOppTypesOn}}\r\n\t\r\n\t{{#canViewSalesBoard}}\r\n\t
\r\n\t{{/canViewSalesBoard}}\r\n
\r\n{{/hasEntityPriv}}","\r\n
\r\n\t
Placement Filters
\r\n\r\n\t
Placed by:
\r\n\t
\r\n\t\r\n\t{{#hasEntityPriv \"_Accounts\" \"R\"}}\r\n\t
{{formatMetadata \"{_Accounts.DisplayName}\"}}:
\r\n\t
\r\n\t{{/hasEntityPriv}}\r\n\r\n\t
{{formatMetadata \"{_Jobs.DisplayName}\"}}:
\r\n\t
\r\n\t\r\n\t{{#areMultipleOppTypesOn}}\r\n\t
{{formatMetadata \"{_Jobs.DisplayName}\"}} Type:
\r\n\t
\r\n\t{{/areMultipleOppTypesOn}}\r\n
","
\r\n\t
Activity Filters
\r\n\r\n\t
On/Regarding:
\r\n\t
\r\n\r\n\t
Activity Type:
\r\n\t
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Activity logged By:
\r\n\t
\r\n\r\n\t
Owners:
\r\n\t
\r\n\r\n\t
Status:
\r\n\t
\r\n\r\n\t
Pinned:
\r\n\t
\r\n
","","{{#hasEntityPriv \"_Jobs\" \"R\"}}\r\n
\r\n\t
{{formatMetadata \"{_Jobs.DisplayName}\"}} Filters
\r\n\r\n\t
{{formatMetadata \"{_Jobs.DisplayNamePlural}\"}}:
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\r\n\r\n\t
{{formatMetadata \"{_Jobs.DisplayName}\"}} Status:
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\r\n
\r\n{{/hasEntityPriv}}\r\n\r\n{{#hasEntityPriv \"_Contacts\" \"R\"}}\r\n
\r\n\t
{{formatMetadata \"{_Contacts.DisplayName}\"}} Filters
\r\n\r\n\t
Source:
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\r\n
\r\n{{/hasEntityPriv}}","{{#hasEntityPriv \"_Contacts\" \"R\"}}\r\n
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Workflow Filters
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Workflow Stage:
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\r\n
\r\n{{/hasEntityPriv}}","
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","
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","
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","
\r\n\r\n
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","{{#unless hideTitle}}\r\n\t
application
\r\n{{/unless}}\r\n\r\n{{#if showFormHeader}}\r\n
\r\n{{/if}}\r\n\r\n{{#Sections}}\r\n
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\r\n\t\t{{Name}}\r\n\t
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{{Question}}
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\r\n\t\t\t \r\n\t\t\t\t
{{{Answer}}}
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\r\n\t\t{{/Answers}}\r\n\t{{/Fields}}\r\n
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\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
Enrichment Date: {{date}}
Collapse All
\r\n\t\r\n\t
\r\n\t\t
\r\n\t\t\t{{#each data}}\r\n\t\t\t
{{categoryName}} ({{categoryFields.length}})
\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t{{#categoryFields}}\r\n\t\t\t\t\t{{#if Value}}\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t{{#if FieldName}}\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t{{#if subFields}}\r\n\t\t\t\t\t{{#subFields}}\r\n\t\t\t\t\t{{#if Value}}\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t{{#if FieldName}}\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t{{/subFields}}\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t{{/categoryFields}}\r\n\t\t\t\t
{{FieldName}}{{Value}}
{{FieldName}}{{Value}}
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t{{/each}}\r\n\t\t
\r\n
","{{#if items}}\r\n\t
{{title}}
\r\n\t\r\n\t\r\n{{/if}}","
\r\n\t
\r\n\r\n\t\t\r\n\t\t\t{{#if headerText}}{{headerText}}{{/if}}\r\n\t\t\t{{#if headerInfoIconText}}\r\n\t\t\t\t\r\n\t\t\t{{/if}}\r\n\t\t\r\n\t\t
\r\n\t\t\t\r\n\t\t\t\tYou must save before you can sort new items.\r\n\t\t\t\r\n\r\n\t\t\t{{#if showParentingButtons}}\r\n\t\t\t\r\n\t\t\t{{/if}}\r\n\r\n\t\t\t{{#if showUpDownButtons}}\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t{{/if}}\r\n\r\n\t\t\t \r\n\t\t\t{{#unless hideAddButton}} {{/unless}}\r\n\t\t\t{{#if showAddExistingButton}} {{/if}}\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t
\r\n
\r\n","{{#items}}\r\n
\r\n\t{{{Name}}}\r\n
\r\n{{/items}}\r\n","
\r\n\t
\r\n\t\t
\r\n\t\t\t{{#if title}}\r\n\t\t\t{{title}}{{#if infoText}} {{/if}}\r\n\t\t\t{{else}}\r\n\t\t\t{{entityDispNamePlural}}{{#if infoText}} {{/if}}\r\n\t\t\t{{/if}}\r\n\t\t
\r\n\r\n\t\t{{#if summaryText}}\r\n\t\t
\r\n\t\t\t{{summaryText}}\r\n\t\t
\r\n\t\t{{/if}}\r\n\r\n\t\t
\r\n\t\t\t{{#each items}}\r\n\t\t\t{{#if this.IsShared}}\r\n\t\t\t
{{getAttributeByKey this ../displayAttributeName}} This template is shared with all other users in your org, but it can only be edited by you
\r\n\t\t\t{{else}}\r\n\t\t\t
{{getAttributeByKey this ../displayAttributeName}}
\r\n\t\t\t{{/if}}\r\n\t\t\t{{/each}}\r\n\t\t
\r\n\t
\r\n
","
\r\n\t
\r\n\t

Call with...

\r\n
\r\n{{#if Contact}}\r\n
\r\n\t{{#if Contact.IconAttachmentId}}\r\n\t
\"Contact
\r\n\t{{else}}\r\n\t
\r\n\t{{/if}}\r\n\t
\r\n\t\t

{{Contact.FirstName}} {{Contact.LastName}}

\r\n\t\t{{Contact.CurrentPosition.0.PositionTitle}}\r\n\t
\r\n
\r\n
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
Owners{{Contact.Owners.0.Title}}
Email{{PrimaryEmail}}
Phone{{PrimaryNumber}}
Last Activity{{{FormatRelativeDate Contact.LastActivityDate}}}
\r\n
\r\n
\r\n\t
Edit Call Activity
\r\n\t
View Contact
\r\n
\r\n{{else}}\r\n{{#if UnknownCallNumber}}\r\n
\r\n\t
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t

Unknown

\r\n\t\t{{UnknownCallNumber}}\r\n\t
\r\n
\r\n
\r\n\t
Create Contact
\r\n
\r\n{{/if}}\r\n{{/if}}","
\r\n\t\r\n
\r\n{{#if Contact}}\r\n
\r\n\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\tRefreshing may disconnect current call\r\n\t\t\t
\r\n\t\t
\r\n\t\t
\r\n\t\t\t{{#if Contact.IconAttachmentId}}\r\n\t\t\t
\"Contact
\r\n\t\t\t{{else}}\r\n\t\t\t
\r\n\t\t\t{{/if}}\r\n\t\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t

{{Contact.FirstName}} {{Contact.LastName}}

\r\n\t\t\t{{Contact.CurrentPosition.0.PositionTitle}}\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t{{#if ExperienceId }}\r\n\t\t
Edit Call Activity
\r\n\t\t{{/if}}\r\n\t\t
View Contact
\r\n\t
\r\n
\r\n{{else}}\r\n\t{{#if UnknownCallNumber}}\r\n\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t

Unknown

\r\n\t\t\t\t{{UnknownCallNumber}}\r\n\t\t\t
\r\n\t\t
\r\n\t\t
\r\n\t\t\t
Create Contact
\r\n\t\t
\r\n\t
\r\n\t{{/if}}\r\n{{/if}}\r\n","{{#each Query}}\r\n
\r\n \r\n\t \r\n\t\r\n\r\n {{searchString}} ({{numberOfSynonymsFound}}) \r\n
\r\n{{/each}}\r\n","
\r\n\t{{#options}}\r\n\t\t\r\n\t\t\r\n\t{{/options}}\r\n\t\r\n
","
\r\n\t
\r\n\t\tBelow is a list of candidates from the source {{formatMetadata \"{_Jobs.DisplayName}\"}}. The selected candidates will be added to the new job in the {{this.0.Name}} stage. Click on the header for a group to select/deselect all candidates in that group. NOTE that Applications are not included in the list below.\r\n\t
\r\n\r\n\t{{#each this}}\r\n\t
\r\n\t\t
{{Name}}
\r\n\t\t
    \r\n\t\t\t{{#each WorkflowItems}}\r\n\t\t\t
  • {{TargetId.Title}}
  • \r\n\t\t\t{{/each}}\r\n\t\t
\r\n\t
\r\n\t{{/each}}\r\n
","
\r\n\t
\r\n\t

Call with...

\r\n
\r\n{{#if Contact}}\r\n
\r\n\t{{#if Contact.IconAttachmentId}}\r\n\t
\"Contact
\r\n\t{{else}}\r\n\t
\r\n\t{{/if}}\r\n\t
\r\n\t\t

{{Contact.FirstName}} {{Contact.LastName}}

\r\n\t
\r\n
\r\n
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
Nick Name{{{Contact.NickName}}}
\r\n
\r\n
\r\n\t{{#if ActivityTrackingEnabled}}\r\n\t
Edit Call Activity
\r\n\t{{/if}}\r\n\t
View Contact
\r\n
\r\n{{else}}\r\n{{#if Model.UnknownCallNumber}}\r\n
\r\n\t
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t

Unknown

\r\n\t\t{{Model.UnknownCallNumber}}\r\n\t
\r\n
\r\n
\r\n\t
Create Contact
\r\n
\r\n{{/if}}\r\n{{/if}}","\r\n\t\r\n\t\t\r\n\t\t{{#if showRecents}}\r\n\t\t\r\n\t\t\r\n\t\t{{/if}}\r\n\t\r\n\t\r\n\t\t\r\n\t\t{{#if showRecents}}\r\n\t\t\r\n\t\t\r\n\t\t{{/if}}\r\n\t\r\n
\r\n\t\t\t{{#unless (or readOnly isRestrictedUserType)}}\r\n\t\t\t{{#if canCreateAny}}\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\tCreate new...\r\n\t\t\t
\r\n\t\t\t{{/if}}\r\n\t\t\t{{#if subMenu}}\r\n\t\t\t
\r\n\t\t\t\tNew...\r\n\t\t\t\t\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t{{#if canCreateContacts}}\r\n\t\t\t\t
\r\n\t\t\t\t\t
{{formatMetadata \"{_Contacts.DisplayName}\"}}
\r\n\t\t\t\t
\r\n\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t{{#if canCreateAccounts}}\r\n\t\t\t\t
\r\n\t\t\t\t\t
{{formatMetadata \"{_Accounts.DisplayName}\"}}
\r\n\t\t\t\t
\r\n\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t{{#if canCreateJobs}}\r\n\r\n\t\t\t\t
\r\n\t\t\t\t\t
Lead
\r\n\t\t\t\t
\r\n\r\n\t\t\t\t{{#each allOppTypes}}\r\n\t\t\t\t
\r\n\t\t\t\t\t
{{this.Name}}
\r\n\t\t\t\t
\r\n\t\t\t\t{{/each}}\r\n\t\t\t\t{{/if}}\r\n\r\n\r\n\t\t\t\t{{#if subMenu}}\r\n\t\t\t
\r\n\t\t\t{{/if}}\r\n\t\t\t{{#if canImportResumes}}\r\n\t\t\t
\r\n\t\t\t\t
{{formatMetadata \"Import new {_Contacts.DisplayNamePlural}\"}}
\r\n\t\t\t
\r\n\t\t\t{{/if}}\r\n\t\t\t{{#if canBulkImportOrUpsert}}\r\n\t\t\t
\r\n\t\t\t\t
Import Data+...
\r\n\t\t\t
\r\n\t\t\t{{/if}}\r\n\t\t\t{{/unless}}\r\n\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\tCrelate\r\n\t\t\t
\r\n\t\t\t{{#unless isRestrictedUserType}}\r\n\t\t\t
\r\n\t\t\t\t
Support & Feedback
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
What's new in Crelate
\r\n\t\t\t
\r\n\r\n\t\t\t{{#if crelateAcademyEnabled}}\r\n\t\t\t
\r\n\t\t\t\t
Crelate Academy
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t{{/if}}\r\n\t\t\t
\r\n\t\t\t\t
About Crelate®
\r\n\t\t\t
\r\n\t\t\t{{/unless}}\r\n\r\n\t\t\t{{#if debugMenu}}\r\n\t\t\t
\r\n\t\t\t\t
Debug & Test Tools
\r\n\t\t\t
\r\n\t\t\t{{/if}}\r\n\r\n\t\t\t
\r\n\t\t\t\t{{#if currentUser.IconAttachmentId}}\r\n\t\t\t\t\r\n\t\t\t\t{{else}}\r\n\t\t\t\t
\r\n\t\t\t\t{{/if}}\r\n\t\t\t\t{{ currentUser.FirstName }} {{ currentUser.LastName }}\r\n\t\t\t
\r\n\t\t\t{{#if canManageProfile}}\r\n\t\t\t{{#unless readOnly}}\r\n\t\t\t
\r\n\t\t\t\t
Manage Your Profile & Preferences
\r\n\t\t\t
\r\n\t\t\t{{/unless}}\r\n\t\t\t{{/if}}\r\n\t\t\t
\r\n\t\t\t\t
Log Off
\r\n\t\t\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\tRecently used records\r\n\t\t\t
\r\n\t\t\t
\r\n\r\n\t\t\t
\r\n\t\t
","{{#each model.results}}\r\n\t
\r\n\t\t{{TargetEntityId.Title}}\r\n\t
\r\n{{/each}}","\r\n\t{{#each devTips}}\r\n\t\r\n\t\t\r\n\t\r\n\t{{/each}}\r\n\t{{#unless devTips}}\r\n\t\r\n\t\t\r\n\t\r\n\t{{/unless}}\r\n\r\n\r\n\t{{! special debug functionality - implement behavior in TaskCenter.ts showDebugBox() function }}\r\n\t\r\n\r\n\t\r\n\t\t\r\n\t\r\n\r\n
\r\n\t\t\t

{{ Title }}

\r\n\t\t\t{{#if HtmlDescription}}\r\n\t\t\t\t{{{ HtmlDescription }}}\r\n\t\t\t{{/if}}\r\n\t\t\t{{#if Link}}\r\n\t\t\t\t{{ LinkText}}\r\n\t\t\t{{/if}}\r\n\t\t
\r\n\t\t\tLoading Debug Tips...\r\n\t\t\t\r\n\t\t
\r\n\t\t

Useful Tools

\r\n\t\t

\r\n\t\t\t\r\n\t\t

\r\n\t
\r\n\t\t\t

Other Useful Information

\r\n\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t
Org ID{{ orgId }}
User ID{{ userId }}
Session ID{{ sessionId }}
\r\n\r\n\t\t
","
\r\n\r\n\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n
\r\n\r\n
\r\n\t
\r\n\r\n\t\t
\r\n\r\n\t\t
\r\n\r\n\t
\r\n\t
\r\n\t\t \r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t Add Document\r\n\t\t\t\tSubmitted Documents:\r\n\t\t\t
\r\n\r\n\t\t\t
\r\n\r\n\t\t\t
\r\n\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\tExecutive Summary:\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\r\n\t\t
\r\n\r\n\t\t\t
\r\n\r\n\t\t\t\t
\r\n\t\t\t\t\tOptions \r\n\t\t\t\t
\r\n\r\n\t\t\t\t\r\n\r\n\t\t\t\t\r\n\r\n\t\t\t
\r\n\r\n\t\t\t
\r\n\t\t
\r\n\r\n\t\t
\r\n\r\n\t\t\t\r\n\t\t\t
Please confirm the candidates you want to add to the client portal.
\r\n\t\t\t\r\n\t\t\t
\r\n\t\t\t\tSelect a candidate to change the executive summary or documents that will be added to the client portal.\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\tThe executive summary and the documents for each candidate will be shared with all clients who have access to the \"{{PortalName}}\" client portal.\r\n\t\t\t
\r\n\t\t
\r\n\t\t \r\n\t
\r\n
\r\n\r\n\r\n\r\n\r\n","

Enter User Information

\r\n\r\n
\r\n\t
\r\n\t\t\r\n\t\t\tLicense Type\r\n\t\t\t\r\n\t\t\t\tThis field is required\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t
\r\n
\r\n
\r\n\t
\r\n\t\t
First Name
\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t
Last Name
\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t\r\n\t\t\tEmployee Id\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\tEmployee Id is a unique ID per User that can be used as a mapping field when importing/exporting data regarding users (i.e. the Owner field on core records).\r\n\t\t\t\r\n\t\t\r\n\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t
\r\n\t\t\t\r\n\t\t\t\tUsername\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tThis should be a valid email address that the new user can access. This field is required\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
\r\n\t\t
\r\n\t\t
\r\n\t
\r\n\t{{#if template.hasSSO}}\r\n\t
\r\n\t\t
\r\n\t\t\t\r\n\t\t\t\tLogin Type\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tLogin method for this user. The default is a crelate login that will require a password. You may also choose a supported authentication partner. This field is required\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
\r\n\t\t
\r\n\t
\r\n\t{{/if}}\r\n\t
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
\r\n\t\t\t\r\n\t\t\t\tPassword\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t{{#if template.forceStrongPassword}}\r\n\t\t\t\t\tYour organization enforces strong passwords. A strong password consists of:\r\n\t\t\t\t\t
    \r\n\t\t\t\t\t\t
  • 12 characters
  • \r\n\t\t\t\t\t\t
  • 1 uppercase character
  • \r\n\t\t\t\t\t\t
  • 1 lowercase character
  • \r\n\t\t\t\t\t\t
  • 1 number
  • \r\n\t\t\t\t\t\t
  • 1 special character: ! @ # $ % ^ & *
  • \r\n\t\t\t\t\t
\r\n\t\t\t\t\t{{else}}\r\n\t\t\t\t\tThe password must be at least 8 characters long. This field is required.\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t\t
\r\n\t\t
Strength:
\r\n\t
\r\n\t
\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t
Role
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
\r\n\t\t\t\r\n\t\t\t\tAdditional Roles\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tA normal user must have at least 1 role.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t
Initials
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
Color
\r\n\t\t
\r\n\t
\r\n
\r\n
\r\n\tYou have already used all of the user licenses available for your organization. To purchase additional licenses, please navigate to the Subscription area.\r\n
\r\n
\r\n\tYou have already used all of the user licenses available for your organization. To purchase additional licenses, please contact Crelate Support at support@crelate.com\r\n
","
User Information
\r\n\r\n
\r\n\t
\r\n\t\t
Name: {{response.Name}}
\r\n\t\t
Username: {{response.Username}}
\r\n\t\t{{#if externalAuthDomainId}}\r\n\t\t\t
Log in with {{externalAuthDomainId.Title}}
\r\n\t\t{{else}}\r\n\t\t\t
Password: {{response.Password}}
\r\n\t\t{{/if}}\r\n\t\t\t
Login Url: {{response.LoginUrl}}
\r\n\t
\r\n\t
\r\n\t\t{{#if externalAuthDomainId}}\r\n\t\t\t
Copy information
\r\n\t\t{{else}}\r\n\t\t\t
Copy information
\r\n\t\t{{/if}}\r\n\t
\r\n
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Notify User
\r\n\r\n
\r\n\t{{#if externalAuthDomainId}}\r\n\t
An invite email has been sent to {{response.Username}}. The user must use the link provided in the email to verify their account.
\r\n\t{{else}}\r\n\t
\r\n\t{{/if}}\r\n\r\n\t
\r\n\t\tAdditional personnel to notify\r\n\t\t\r\n\t\t\t\r\n\t\t\t\tEmails listed below will be mailed this user's login information\r\n\t\t\t\r\n\t\t\r\n\t
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","
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\r\n\t\tGoogle Analytics \r\n\t\t
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\r\n\t
The provided Id appears to be invalid. The Id should adhere to any of the following formats: UA-######-#, G-######-#, GT-######-#, AW-#######-#
\r\n\t
\r\n\t\tPortal HTML tag of the Portal pages and footer html will appear before the tag in the portal page. Please note you are responsible for maintaining any custom code and acknowledge any risks associated with custom embedded widgets, scripts, etc.\">\r\n\t\t
Edit Footer HTML
\r\n\t\t
Edit Header HTML
\r\n\t
\r\n\t
\r\n\t\tApplicant Confirmation HTML\r\n\t\t tag of the Portal pages and footer html will appear before the tag in the portal page. Please note you are responsible for maintaining any custom code and acknowledge any risks associated with custom embedded widgets, scripts, etc.\">\r\n\t\t
Edit Footer HTML
\r\n\t\t
Edit Header HTML
\r\n\t
\r\n\r\n\t
\r\n\t\tCustom CSS \r\n\t\t
\r\n\t
\r\n\t
Your CSS contains errors, please correct these in order to save.
\r\n
\r\n","
\r\n\t
\r\n\t\tGoogle Analytics \r\n\t\t
\r\n\t
\r\n\t
The provided Id appears to be invalid. The Id should adhere to any of the following formats: UA-######-#, G-######-#, GT-######-#, AW-#######-#
\r\n\t
\r\n\t\tPortal HTML tag of the Portal pages and footer html will appear before the tag in the portal page. Please note you are responsible for maintaining any custom code and acknowledge any risks associated with custom embedded widgets, scripts, etc.\">\r\n\t\t
Edit Footer HTML
\r\n\t\t
Edit Head Tag Content
\r\n\t
\r\n\t
\r\n\t\tApplicant Confirmation HTML\r\n\t\t tag of the Portal pages and footer html will appear before the tag in the portal page. Please note you are responsible for maintaining any custom code and acknowledge any risks associated with custom embedded widgets, scripts, etc.\">\r\n\t\t
Edit Footer HTML
\r\n\t\t
Edit Header HTML
\r\n\t
\r\n\r\n\t
\r\n\t\tCustom CSS \r\n\t\t
\r\n\t
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Your CSS contains errors, please correct these in order to save.
\r\n
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\r\n\r\n\t
\r\n\r\n\t\t{{#ifequalsone applications.length}}\r\n\t\t
Application
\r\n\t\t{{else}}\r\n\t\t
Applications
\r\n\t\t{{/ifequalsone}}\r\n\r\n\t\t{{#applications}}\r\n\t\t
\r\n\r\n\t\t\t\r\n\r\n\t\t\t
{{name}}
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{{email}}
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\r\n\t\t{{/applications}}\r\n\r\n\t
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Potential Matches
\r\n\r\n\t\t{{#contacts}}\r\n\r\n\t\t
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{{name}}
\r\n\t\t\t
{{email}}
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\r\n\r\n\t\t{{/contacts}}\r\n\t
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\r\n\t\t{{#if hasSelection}}\r\n\t\t{{#if contact}}\r\n\t\t
This application will be linked to the following {{_contact}}:
\r\n\r\n\t\t
\r\n\t\t\t
{{contact.name}}
\r\n\t\t\t{{#if contact.email}}\r\n\t\t\t
{{contact.email}}
\r\n\t\t\t{{/if}}\r\n\t\t\t{{#if contact.phone}}\r\n\t\t\t
{{contact.phone}}
\r\n\t\t\t{{/if}}\r\n\t\t\t{{#if contact.address}}\r\n\t\t\t
{{{contact.address}}}
\r\n\t\t\t{{/if}}\r\n\t\t\t
\r\n\t\t\t\tView {{_Contact}}\r\n\t\t\t
\r\n\t\t
\r\n\r\n\t\t{{else}}\r\n\r\n\t\t
This application will be converted into a new {{_contact}}:
\r\n\r\n\t\t
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Warning - Creating this {{_contact}} will results in a duplicate record.
\r\n\t\t
\r\n\t\t\tWarning - This {{_contact}} cannot be created because it will result in a duplicate record.\r\n\t\t\tPlease select a {{_contact}} from the available matches or update the {{_contact}} details to make it unique.\r\n\t\t
\r\n\t\t{{/if}}\r\n\r\n\t\t{{else}}\r\n\r\n\t\t
Please match the application to one of the {{_contacts}} in the potential matches list, or you can convert this application into a new {{_contact}}.
\r\n\r\n\t\t{{/if}}\r\n\t
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","
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Resume Details
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Latest Job Title
\r\n\t\t\t
{{LatestJobTitle}}
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Resume Last Updated
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{{formatDate LastUpdatedUtc}}
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Education Level
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{{EducationalLevel}}
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Expected Salary
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{{formatMoney MinExpectedSalary \"en-US\"}} - {{formatMoney MaxExpectedSalary \"en-US\"}}
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Work Experience
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{{WorkExperience}}
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Location
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{{Locality}}, {{State}}
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Willing to Relocate?
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{{WillingToRelocate}}
\r\n\t\t\t
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Distance willing to travel
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{{WillingToTravel}} {{#if WillingToTravel}}Miles{{/if}}
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\t\r\n
","
\r\n {{#if image}}\r\n
\r\n {{{image}}}\r\n
\r\n {{/if}}\r\n\r\n
\r\n {{{Content}}}\r\n
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\r\n Optional - Provide any details you can about the error\r\n \r\n
\r\n\r\n
\r\n

{{UserEmail}} | {{OrgName}} | {{Timestamp}}

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Show Details

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\r\n Browser: {{Browser}}\r\n

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\r\n OS: {{OS}}\r\n

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\r\n Resolution: {{Resolution}}\r\n

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\r\n Crelate Version: {{CrelateVersion}}\r\n

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Error Id: {{correlation_id}}

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\r\n Close\r\n
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\r\n Submit Error Report\r\n
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\r\n
","
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Recipients
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\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t
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Bulk Email Send Usage
\r\n\t\t\t\t\t
    \r\n\t\t\t\t\t\t
  • Daily: / per user
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  • Monthly: / per user
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Instructions
\r\n\t\t\t\t\t
    \r\n\t\t\t\t\t\t
  • Click \"View Template\" to view and edit the email template.
  • \r\n\t\t\t\t\t\t
  • Use the \"Insert Data\" button to insert contact info into the template.
  • \r\n\t\t\t\t\t\t
  • Click on any of the recipients on the left to preview each email.
  • \r\n\t\t\t\t\t
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Don't be a spammer - Tips:
\r\n\t\t\t\t\t
    \r\n\t\t\t\t\t\t
  • Personalize the email as much as possible; This helps lower your email's spam score.
  • \r\n\t\t\t\t\t\t
  • Be mindful of incorrect spelling and poor grammar.
  • \r\n\t\t\t\t\t\t
  • Have a high ratio of text to links; Too many links look like spam.
  • \r\n\t\t\t\t\t\t
  • Embedded links should point to the domain from which you are emailing.
  • \r\n\t\t\t\t\t\t
  • Avoid ALL CAPITAL LETTERS and exclamation marks!
  • \r\n\t\t\t\t\t\t
  • Make judicious use of images and try and keep templates below 256KB in size.
  • \r\n\t\t\t\t\t
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","
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Recipients
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Texts will be sent from: 
\r\n
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Text Templates:
\r\n
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\r\n   More Templates...\r\n
\r\n \r\n
\r\n   Remove Template\r\n
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\r\n Used: 0 of characters\r\n
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Bulk Text Send Usage
\r\n
    \r\n
  • Monthly Usage: /
  • \r\n
\r\n
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\r\n
Instructions
\r\n
    \r\n
  • Click \"Select Template\" button to view and select a text template.
  • \r\n \r\n
  • Click on any of the recipients on the left to preview each text.
  • \r\n
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Don't be a spammer - Tips:
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    \r\n
  • Personalize the text as much as possible
  • \r\n
  • Be mindful of incorrect spelling and poor grammar.
  • \r\n \r\n \r\n
  • Avoid ALL CAPITAL LETTERS and exclamation marks!
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","
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Profile Details
\r\n\t\t
\r\n\t\t\t

{{Name}}


\r\n\r\n\t\t\t{{#if JobTitle}}\r\n\t\t\t

{{JobTitle}}


\r\n\t\t\t{{/if}}\r\n\r\n\t\t\t{{#if possibleDuplicate}}\r\n\t\t\t
Warning - Duplicate detected in Crelate. A contact from this source may already exist.

\r\n\t\t\t{{/if}}\r\n\r\n\t\t\t
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\r\n\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t
Has Email on Record:
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t{{#if Emails.IsAvailable}}{{else}}{{/if}}\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t
Has Phone on Record:
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t{{#if Phones.IsAvailable}}{{else}}{{/if}}\r\n\t\t\t\t\t\t\t
\r\n\r\n\t\t\t\t\t{{#if Keywords}}\r\n\t\t\t\t\t
Skills:
\r\n\t\t\t\t\t{{#each Keywords}}\r\n\t\t\t\t\t{{#if Keyword}}\r\n\t\t\t\t\t
{{Keyword}}
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t{{/each}}\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\r\n\t\t\t\t\t{{#if YearsOfExperience}}\r\n\t\t\t\t\t
Years Of Experience: {{YearsOfExperience}}
\r\n\t\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t\t{{#if ResumeLastModified}}\r\n\t\t\t\t\t
Date Resume Last Updated
\r\n\t\t\t\t\t
{{formatDate ResumeLastModified}}
\r\n\t\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t\t{{#if Location}}\r\n\t\t\t\t\t
Locations
\r\n\t\t\t\t\t
{{Location.City}}, {{Location.StateCode}} {{Location.CountryCode}}
\r\n\t\t\t\t\t{{#if Location.ZipCode}}\r\n\t\t\t\t\t
Zip: {{Location.ZipCode}}
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t\t{{#ifgreaterthanzero Employments.length}}\r\n\t\t\t\t\t
Experience
\r\n\t\t\t\t\t{{#each Employments}}\r\n\t\t\t\t\t{{#if Position}}
{{Position}}
{{/if}}\r\n\t\t\t\t\t{{#if Employer}}
{{Employer}}
{{/if}}\r\n\t\t\t\t\t
{{DateFrom.UtcMonth}} {{DateFrom.UtcYear}} - {{#if DateTo}}{{DateTo.UtcMonth}} {{DateTo.UtcYear}}{{else}} Present {{/if}}
\r\n\t\t\t\t\t{{#if Description}}
{{Description}}
{{/if}}\r\n\t\t\t\t\t{{/each}}\r\n\t\t\t\t\t{{/ifgreaterthanzero}}\r\n\r\n\t\t\t\t\t{{#ifgreaterthanzero Educations.length}}\r\n\t\t\t\t\t
Education
\r\n\t\t\t\t\t{{#each Educations}}\r\n\t\t\t\t\t{{#if DegreeLevel}}
{{DegreeLevel}}
{{/if}}\r\n\t\t\t\t\t{{#if Title}}
{{Title}}
{{/if}}\r\n\t\t\t\t\t{{#if Institution}}
{{Institution}}
{{/if}}\r\n\t\t\t\t\t{{#if DateGraduated}}
{{DateGraduated.Month}} {{DateGraduated.Year}}
{{/if}}\r\n\t\t\t\t\t{{/each}}\r\n\t\t\t\t\t{{/ifgreaterthanzero}}\r\n\r\n\t\t\t\t
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","
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\r\n\t\t\t\tThe login ID is {{email}}, enter a new valid email address below to change it. \r\n\t\t\t\t\r\n\t\t\t

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\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t{{!Prevent Upscope user from viewing contents}}\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t{{!Prevent Upscope user from viewing contents}}\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t{{!Prevent Upscope user from viewing contents}}\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
Current Password
New Password
Show New Password
Password Complexity Rating
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\r\n\t\t\tRegarding:\r\n\t\t
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\r\n\t\t\t{{JobName}}\r\n\t\t
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\r\n\t\t\tWho:\r\n\t\t
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\r\n\t\t\t{{CreatedByName}}\r\n\t\t
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\r\n\t\t\tWhen:\r\n\t\t
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\r\n\t\t\t{{ModifiedOn}}\r\n\t\t
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\r\n\t{{#if hasRating}}\r\n\t
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\r\n\t\t\tRating: \r\n\t\t
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\r\n\t{{/if}}\r\n\r\n\t{{#if hasDisposition}}\r\n\t
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\r\n\t\t\tDisposition: \r\n\t\t
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\r\n\t\tNote: \r\n\t
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\r\n
\r\n","{{#unless canBrand}}\r\n
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\r\n\t\t\t{{{upsellPopup}}}\r\n\t\t
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\r\n{{/unless}}\r\n\r\n{{#if canBrand}}\r\n{{#unless defaultsettings}}\r\n
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Click here to
    enable customization
for this portal
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\r\n\t\t\tAppearance:\r\n\t\t
\r\n\r\n\t\t\r\n\r\n\t\t\t{{#unless defaultsettings}}\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t{{/unless}}\r\n\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\r\n\t\t\t\r\n\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\r\n\t\t
\r\n\t\t\t\t\tTitle\r\n\t\t\t\t\r\n\t\t\t\t\t
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\r\n\t\t\t\t\tLogo\r\n\t\t\t\t\r\n\t\t\t\t\t
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\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\tRemove Logo\r\n\t\t\t\t\t\t\t\tRemove this logo image
(The portal title will be shown in the header)
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\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\treset\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\tReset the header background color

\r\n\t\t\t\t\t\t\t\t\tNote: this will attempt to match the background
\r\n\t\t\t\t\t\t\t\t\tcolor to your logo image if one has been provided.\r\n\t\t\t\t\t\t\t\t
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\r\n\t\t\t\t\tHeader\r\n\t\t\t\t\r\n\t\t\t\t\tAdd custom header...\r\n\t\t\t\t\t
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\r\n\t\t\t\t\tWelcome Message\r\n\t\t\t\t\r\n\t\t\t\t\tAdd welcome message...\r\n\t\t\t\t\t
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\r\n\t\t\t\t\tFooter\r\n\t\t\t\t\r\n\t\t\t\t\tAdd custom footer...\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t
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\r\n\t\t\t\t\tHome Page\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\tconfigure...\r\n\t\t\t\t\t
\r\n\t\t\t\t\t
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\r\n\t\t\t\t\t\tconfigure...\r\n\t\t\t\t\t
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\r\n\t\t\t\t\tJob Page\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t
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\r\n\t\t\t\t\t\tconfigure...\r\n\t\t\t\t\t
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\r\n\t\t\t\t\t\tconfigure...\r\n\t\t\t\t\t
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\r\n\t\t\t\t\t\tConfigure the \"Candidates\" table...\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\tJob Page\r\n\t\t\t\t\t
\r\n\t\t\t\t\tStrategy Tab Visibility\r\n\t\t\t\t
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\r\n\t\t\t\t\tReports\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t
\r\n\t\t\t\t\tconfigure...\r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t\t\tShow Recruiters\r\n\t\t\t\t\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\tRecruiter Relationship Type\r\n\t\t\t\t\r\n\t\t\t\t\t
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\r\n\t\t\tBehavior:\r\n\t\t
\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
Client Feedback\r\n\r\n\t\t\t\t\t
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stage
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stage
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Default Documents\r\n\t\t\t\t\tNone\r\n\t\t\t\t
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\r\n\t\t\tSecurity:\r\n\t\t
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\r\n\t\t\t\r\n\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t
\r\n\t\t\t\t\t\t{{_Contacts}} Fields\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tSelect which {{_contact}} fields to expose on the client portal\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\tHistory\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\tShared Links\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t
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days
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clicks
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\tStage and Activity Name Mapping\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
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\r\n\t
\r\n\r\n\r\n
","
\r\n\r\n\r\n\r\n\t
Select which counts to show:
\r\n\t
\r\n\t\t{{#Items}}\r\n\r\n\t\t
\r\n\t\t\t{{#unless Disable}}\r\n\t\t\t
\r\n\r\n\t\t\t
{{{Description}}}
\r\n\t\t\t{{/unless}}\r\n\r\n\r\n\t\t
\r\n\r\n\r\n\t\t{{/Items}}\r\n\t
\r\n\r\n\r\n\t
Other options:
\r\n\r\n\t
\r\n\t \r\n
\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n","
\r\n\t
Select which stages to show:
\r\n\t
\r\n\t\t{{#Stages}}\r\n\t\t
\r\n\t\t\t\r\n\t\t
\r\n\t\t{{/Stages}}\r\n\t
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Other options:
\r\n\t
\r\n\t\r\n\t\r\n
","
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
Access Level
Jobs
\r\n
\r\n\r\n","\r\n\r\n
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","
\r\n\t\r\n\t
\r\n\t\t{{Content}}\r\n\t
\r\n\t\r\n\t
\r\n\t\t
\r\n\t\t\tYes\r\n\t\t
\r\n
\r\n\t\t\tNo\r\n\t\t
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\r\n
","
\r\n\t
Form Details
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Form Name
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Color
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t{{#ifequals FormTypeId \"3909fa47-fb43-4170-ac45-a82200c2f683\"}}\r\n\t\t\t
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Available On
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\r\n\t\t\t
\r\n\t\t\t{{/ifequals}}\r\n\t\t\t
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\r\n\t\t\t\t\tDocument Name Prefix (optional) \r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tCompleted forms will have this prefix added to the beginning\r\n\t\t\t\t\t\t\tof the document file name. This is particularly useful if you\r\n\t\t\t\t\t\t\twill be sending these forms to clients as email attachments.\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t
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\r\n\r\n\t{{#if (MS_CheckAccess 70)}}\r\n\t{{#ifequals FormTypeId \"3909fa47-fb43-4170-ac45-a82200c2f682\"}}\r\n\t
\r\n\t\t

Do not include demographic or protected class questions in Applications.

\r\n\t\t

Please use EEOC features of Crelate under Compliance Settings instead.

\r\n\t
\r\n\t{{/ifequals}}\r\n\t{{/if}}\r\n
\r\n
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Form Template
\r\n\t
\r\n\t\t New Section\r\n\t\t New Question\r\n\t\t Add Existing Question\r\n\t
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Question Details
\r\n\t
\r\n\t\t
\r\n\t\t\t\r\n\t\t
\r\n\t\tNothing selected.
Please select a question to edit its details.\r\n\t
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Question Type
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\r\n\t\t\t\t\tPicklist Set *\r\n\t\t\t\t\t \r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tChoose the set of picklist options to use for
\r\n\t\t\t\t\t\t\tthis question. Picklist sets can be created and
\r\n\t\t\t\t\t\t\tedited on the Custom Picklists settings page.\r\n\t\t\t\t\t\t
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Document Type
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Help Text
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\r\n\t\t\t\t\tCategory \r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tCategory can be used to group questions into broad categories that\r\n\t\t\t\t\t\t\tyou would consider when evaluating a candidate. For example: \"Leadership abilities\", \"Technical Skills\", \"Communication Skills\"\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\tCategories can be edited on the Question Categories settings page.\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t
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\r\n\t\t\t\t \r\n\t\t\t\t\t\r\n\t\t\t\t\t\tMake this field required. The form cannot
\r\n\t\t\t\t\t\tbe submitted without filling out this field.\r\n\t\t\t\t\t
\r\n\t\t\t\t
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\r\n\t\t\t\t \r\n\t\t\t\t\t\r\n\t\t\t\t\t\tIn addition to providing a response for this question,
\r\n\t\t\t\t\t\tthe user is also asked to provide a rating of 1 to 5 stars.\r\n\t\t\t\t\t
\r\n\t\t\t\t
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\r\n\t\t\t\tAdvanced\r\n\t\t\t
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\r\n\t\t\t\t\tTag With? \r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tFor \"yes or no\" questions - If the answer provided is Yes then the\r\n\t\t\t\t\t\t\trelated {{_contact}} record will be automatically given the selected tag(s).\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t
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\r\n\t\t\t\t\tQuestion Tags \r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tTag this question to make it easier to find and re-use
\r\n\t\t\t\t\t\t\tthe question on multiple forms. Tags do not have any
\r\n\t\t\t\t\t\t\teffect on the behavior of the form.\r\n\t\t\t\t\t\t
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(No tags)
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\r\n\t\t\t\t\tField Mappings \r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tConfigure the ability to copy responses to records in your database.\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t
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Question*
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\r\n\t\r\n\t
\r\n\t\t Warning! This will update the question text on all forms that have used this question.
\r\n\t\tYou will lose the original text that was provided when these forms were originally filled out.
\r\n\t\tYou should take special care to not change the meaning of the question too much.\r\n\t
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Question Type*
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\r\n\t\t\tPicklist Set*\r\n\r\n\t\t\t \r\n\t\t\t\t\r\n\t\t\t\t\tChoose the set of picklist options to use for
\r\n\t\t\t\t\tthis question. Picklist sets can be created and
\r\n\t\t\t\t\tedited on the Custom Picklists settings page.\r\n\t\t\t\t
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Document Type
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Help Text
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\r\n\t\t\tCategory\r\n\t\t\t \r\n\t\t\t\t\r\n\t\t\t\t\tCategory can be used to group questions into broad categories that\r\n\t\t\t\t\tyou would consider when evaluating a candidate. For example: \"Leadership abilities\", \"Technical Skills\", \"Communication Skills\"\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tCategories can be edited on the Question Categories settings page.\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
\r\n\t\t
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\r\n\t\t \r\n\t\t\t\r\n\t\t\t\tMake this field required. The form cannot
\r\n\t\t\t\tbe submitted without filling out this field.\r\n\t\t\t
\r\n\t\t
\r\n\r\n\t
\r\n\t
\r\n\t\t
\r\n\t\t \r\n\t\t\t\r\n\t\t\t\tIn addition to providing a response for this question,
\r\n\t\t\t\tthe user is also asked to provide a rating of 1 to 5 stars.\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\tAdvanced\r\n\t
\r\n\t
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\r\n\t\t\tTag With?\r\n\t\t\t \r\n\t\t\t\t\r\n\t\t\t\t\tFor \"yes or no\" questions - If the answer provided is Yes then the\r\n\t\t\t\t\trelated {{_contact}} record will be automatically given the selected tag(s).\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
\r\n\t\t
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\r\n\t\t\tQuestion Tags \r\n\t\t\t\t\r\n\t\t\t\t\tTag this question to make it easier to find and re-use
\r\n\t\t\t\t\tthe question on multiple forms. Tags do not have any
\r\n\t\t\t\t\teffect on the behavior of the form.\r\n\t\t\t\t
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\r\n\tQuestion Usage\r\n\t
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\r\n
","{{#ifgreaterthanzero this.length}}\r\n
\r\n\t
Select stages from the list below to include/exclude from the report
\r\n\r\n\t
Deselect All
\r\n\r\n\t
\r\n\t\t{{#each this}}\r\n\t\t
\r\n\t\t\t{{Name}}\r\n\t\t\t
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\r\n\t\t{{/each}}\r\n\t
\r\n
\r\n{{else}}\r\n{{/ifgreaterthanzero}}","
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\r\n\t\tLogin\r\n\t\t
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\r\n\t\t\tTotal Slots\r\n\t\t
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Profile Details
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\r\n\t\t\t{{#if firstName}}\r\n\t\t\t

{{firstName}} {{lastName}}


\r\n\t\t\t{{else}}\r\n\t\t\t

{{fullName}}


\r\n\t\t\t{{/if}}\r\n\r\n\t\t\t{{#if currentJobTitle}}\r\n\t\t\t

{{currentJobTitle}} {{#if currentCompany}}, {{currentCompany}} {{/if}}

\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t{{else if experience.current}}\r\n\t\t\t

{{experience.current.title}}, {{experience.current.org}}

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\r\n\t\t\t{{/if}}\r\n\r\n\t\t\t{{#if possibleDuplicate}}\r\n\t\t\t
Warning - Duplicate detected in Crelate. A contact from this source may already exist.

\r\n\t\t\t{{/if}}\r\n\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t
Has Email on Record:
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t{{#if hasEmail}}{{else}}{{/if}}\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t
Has Phone on Record:
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t{{#if hasPhone}}{{else}}{{/if}}\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t
Has Veteran Status:
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t{{#if hasVeteranStatus}}{{else}}{{/if}}\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t
Is Third Party:
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t{{#if isThirdParty}}{{else}}{{/if}}\r\n\t\t\t\t\t\t\t
\r\n\r\n\t\t\t\t\t{{#ifgreaterthanzero skills.length}}\r\n\t\t\t\t\t
Skills
\r\n\t\t\t\t\t{{#each skills}}\r\n\t\t\t\t\t{{#if skill}}\r\n\t\t\t\t\t
{{skill}}
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t{{/each}}\r\n\t\t\t\t\t{{/ifgreaterthanzero}}\r\n\r\n\t\t\t\t\t{{#if workPermitDocuments}}\r\n\t\t\t\t\t
Work Permit Documents
\r\n\t\t\t\t\t
{{workPermitDocuments}}
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t{{#if dateLastActive}}\r\n\t\t\t\t\t
Date Last Active
\r\n\t\t\t\t\t
{{formatDate dateLastActive}}
\r\n\t\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t\t{{#if dateResumeLastUpdated}}\r\n\t\t\t\t\t
Date Resume Last Updated
\r\n\t\t\t\t\t
{{formatDate dateResumeLastUpdated}}
\r\n\t\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t\t{{#ifgreaterthanzero locations.length}}\r\n\t\t\t\t\t
Locations
\r\n\t\t\t\t\t{{#each locations}}\r\n\t\t\t\t\t{{#if city}}\r\n\t\t\t\t\t
{{city}}, {{region}} {{countryCode}}
\r\n\t\t\t\t\t{{else if region}}\r\n\t\t\t\t\t
{{region}} {{countryCode}}
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t{{/each}}\r\n\t\t\t\t\t{{/ifgreaterthanzero}}\r\n\r\n\t\t\t\t\t{{#if experience}}\r\n\t\t\t\t\t
Experience
\r\n\t\t\t\t\t{{#ifgreaterthanzero experience.history.length}}\r\n\t\t\t\t\t{{#each experience.history}}\r\n\t\t\t\t\t{{#if title}}\r\n\t\t\t\t\t
{{title}}
\r\n\t\t\t\t\t
{{org}}
\r\n\t\t\t\t\t
{{periodStart.month}} {{periodStart.year}} {{#if periodEnd}} - {{periodEnd.month}} {{periodEnd.year}}{{/if}}
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t{{/each}}\r\n\t\t\t\t\t{{/ifgreaterthanzero}}\r\n\t\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t\t{{#ifgreaterthanzero education.length}}\r\n\t\t\t\t\t
Education
\r\n\t\t\t\t\t{{#each education}}\r\n\t\t\t\t\t
{{degree}}
\r\n\t\t\t\t\t
{{org}}
\r\n\t\t\t\t\t
{{location}}
\r\n\t\t\t\t\t
{{description}}
\r\n\t\t\t\t\t{{/each}}\r\n\t\t\t\t\t{{/ifgreaterthanzero}}\r\n\r\n\t\t\t\t\t{{#if bio}}\r\n\t\t\t\t\t
Bio
\r\n\t\t\t\t\t
{{bio}}
\r\n\t\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t\t{{#ifgreaterthanzero workPermitLocations.length}}\r\n\t\t\t\t\t
Work Permit Locations
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t{{#each workPermitLocations}}\r\n\t\t\t\t\t\t{{this}}\r\n\t\t\t\t\t\t{{/each}}\r\n\t\t\t\t\t
\r\n\t\t\t\t\t{{/ifgreaterthanzero}}\r\n\r\n\t\t\t\t\t{{#ifgreaterthanzero securityAllowance.length}}\r\n\t\t\t\t\t
Security Allowance
\r\n\t\t\t\t\t{{#each securityAllowance}}\r\n\t\t\t\t\t{{#if value}}\r\n\t\t\t\t\t
{{value}}
\r\n\t\t\t\t\t{{#if status}}\r\n\t\t\t\t\t
Status: {{status}}
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t
{{issuingAgency}}
\r\n\t\t\t\t\t
{{polygraph}}
\r\n\t\t\t\t\t
{{notes}}
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t{{/each}}\r\n\t\t\t\t\t{{/ifgreaterthanzero}}\r\n\r\n\t\t\t\t\t{{#if desiredJobTitles}}\r\n\t\t\t\t\t
Desired Job Titles
\r\n\t\t\t\t\t
{{desiredJobTitles}}
\r\n\t\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t\t{{#ifgreaterthanzero languages.length}}\r\n\t\t\t\t\t
Languages
\r\n\t\t\t\t\t{{#each languages}}\r\n\t\t\t\t\t{{#if name}}\r\n\t\t\t\t\t
{{name}}
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t{{/each}}\r\n\t\t\t\t\t{{/ifgreaterthanzero}}\r\n\r\n\t\t\t\t\t{{#ifgreaterthanzero interests.length}}\r\n\t\t\t\t\t
Interests
\r\n\t\t\t\t\t{{#each interests}}\r\n\t\t\t\t\t
{{this}}
\r\n\t\t\t\t\t{{/each}}\r\n\t\t\t\t\t{{/ifgreaterthanzero}}\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n
","
\r\n\t
Other actions
\r\n\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n
","
\r\n\t
Other actions
\r\n\t
\r\n\t\t{{#if newRecord}}\r\n\t\t{{#if canImportResumes}}\r\n\t\t\t
\r\n\t\t\t\t Import from vCard\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t Import from resume\r\n\t\t\t
\r\n\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t{{/if}}\r\n\t\t{{/if}}\r\n\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n
","
\r\n\t
Other actions
\r\n\t
\r\n\t\t{{#if newRecord}}\r\n\t\t\t
\r\n\t\t\t\t Copy from existing Job\r\n\t\t\t
\r\n\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t{{/if}}\r\n\t
\r\n
","
\r\n\t{{#if education}}\r\n\t
\r\n\t
\r\n\t
\r\n\t
\r\n\r\n\t{{else}}\r\n\t
\r\n\t
\r\n\t
\r\n\t
\r\n\t{{/if}}\r\n\r\n\t
\r\n\r\n\t{{#if isNew}}\r\n\t
\r\n\t\t \r\n\t
\r\n\r\n\t{{/if}}\r\n
\r\n","
\r\n\r\n\t
\r\n\t\t
Customize the look and feel of your portal
\r\n\t\t
Appearance:
\r\n\t\t
\r\n\t\t\tHeader Type\r\n\t\t\t
\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\t
Title
\r\n\t\t\t
\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t
Logo
\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
No company logo provided yet
\r\n\t\t\t\t\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n
\r\n\r\n\r\n\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n
\r\n\t\t\tWelcome Message\r\n\t\t\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t\t\tPortal Colors\r\n\t\t\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t\t\treset\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tReset the header background color

\r\n\t\t\t\t\t\t\tNote: this will attempt to match the background
\r\n\t\t\t\t\t\t\tcolor to your logo image if one has been provided.\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\r\n
\r\n\t
\r\n\t\tSecurity:\r\n\t
\r\n\t
\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
\r\n\t\t\t\t\tShared Links\r\n\t\t\t\t\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
days
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
clicks
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t
\r\n
","{{#ifequals mode 1}}\r\n
\r\n\t
Use this dialog to choose which form responses to map to records
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t\t\t\t
    \r\n\t\t\t\t\t
  • Tap responses on the right to overwrite the value on the record on the left. You can undo this by tapping on the mapped field.
  • \r\n\t\t\t\t\t
  • After the mapping is complete, the values on the left will be saved and the values on the right will be viewable on the forms for this record
  • \r\n\t\t\t\t
\r\n\t\t\t
\r\n\r\n
\r\n
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t\t\t\t
Current record values (these values will be kept)
\r\n\t\t\t
\r\n\t\t\t\t
Form Responses to map
\r\n\t\t\t
\r\n
\r\n
\r\n\t
\r\n
\r\n{{else}}\r\n
\r\n\t
The {{entityDispName}} on the right will be merged into the {{entityDispName}} on the left.
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t\t\t\t
    \r\n\t\t\t\t\t
  • Tap fields on the right to add them to the merged {{entityDispName}} on the left.
  • \r\n\t\t\t\t\t
  • After the merge is complete, the {{entityDispName}} on the right will be deleted.
  • \r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
    \r\n\t\t\t\t\t
  • All notes, activities, and documents from the right {{entityDispName}} will automatically be copied to the merged {{entityDispName}}.
  • \r\n\t\t\t\t
\r\n\t\t\t
\r\n\r\n
\r\n
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t\t\t\t
Merged {{entityDispName}} (this record will be kept)
\r\n\t\t\t
\r\n\t\t\t\t
This {{entityDispName}} will be removed
\r\n\t\t\t
\r\n
\r\n
\r\n\t
\r\n
\r\n{{/ifequals}}","\r\n\t\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\t\r\n\t{{#attrs}}\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\r\n\t{{/attrs}}\r\n
{{Type}}:\r\n\t\t\t{{Title}}\r\n\t\t
{{DisplayName}}:  \r\n\t\t\t
\r\n\t\t
","
\r\n\t{{#if image}}\r\n\t
\r\n\t\t{{{image}}}\r\n\t
\r\n\t{{/if}}\r\n\r\n\t
\r\n\t\t{{{Content}}}\r\n\t
\r\n\r\n\r\n\t
\r\n\t\t{{#if Details}}\r\n\t\t
\r\n\t\t\tShow Details\r\n\t\t
\r\n\t\t{{/if}}\r\n\t\t
\r\n\t\t\tOk\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t{{{Details}}}\r\n\t
\r\n\r\n
","
\r\n\t
\r\n\t\t
\r\n\t\t\t
Note: Crelate will attempt to request a number within the desired area code. Depending on availability, we cannot guarantee area codes.
\r\n\t\t\t
\r\n\t\t\t
Desired Area Code:
\r\n\t\t\t
\r\n\t\t\t
Invalid Area Code, please try another
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
\r\n\t\t\t
Confirmation
\r\n\t\t\t
\r\n\t\t\t
Organization Phone Number:
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\tYou are purchasing a plan including: \r\n\t\t\t\t
\r\n\t\t\t\t phone number(s) with messages @ \r\n\t\t\t\t
\r\n\t\t\t\tAdditional message will be available at per message\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t
SMS is now enabled
\r\n\t\t\t
Your organization phone number is :
\r\n\t\t\t
You will be billed immediately for this subscription period.
\r\n\t\t
\r\n\t
\r\n
","
\r\n\t
\r\n\t\t
\r\n\t\t\tShowing:
\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\t
Search
\r\n\t\t
\r\n\t\t\r\n\t
\r\n\t
\r\n\t\t
\r\n\t
\r\n
","\r\n
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\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
\r\n\t\t\tAvailable Fields\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\tPlease note that custom field management has moved to its own section on the Core Record Settings page.\r\n\t\t\t\r\n\t\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n
\r\n
","
\r\n\t \r\n\t
\r\n\t\tYou can use any combination of the following in the formula:\r\n\t\t
    \r\n\t\t\t
  • \r\n\t\t\t\tAny other numeric field: {{{Fields}}}\r\n\t\t\t
  • \r\n\t\t\t
  • \r\n\t\t\t\tBasic arithmetic, such as addition (+), subtraction (-), \r\n\t\t\t\tmultiplication (*), or division (/), as well as parentheses to denote order of operations.\r\n\t\t\t
  • \r\n\t\t\t
  • \r\n\t\t\t\tSpecial functions: \r\n\t\t\t\tabs(),\r\n\t\t\t\tceil(),\r\n\t\t\t\tfloor(),\r\n\t\t\t\tmax(),\r\n\t\t\t\tmin(),\r\n\t\t\t\tpow(),\r\n\t\t\t\tround(),\r\n\t\t\t\tsign(), or\r\n\t\t\t\tsqrt() \r\n\t\t\t
  • \r\n\t\t\t{{#if defaultFormula}}\r\n\t\t\t
  • \r\n\t\t\t\tThe default formula for {{attDispName}} is {{defaultFormula}}\r\n\t\t\t
  • \r\n\t\t\t{{/if}}\r\n\t\t
\r\n\t\t

\r\n\t\t\tNote: updating this formula will not modify existing records already in Crelate. \r\n\t\t

\r\n\t
\r\n\r\n\t
\r\n\t\t
Edit Formula for {{attDispName}}:
\r\n\t\t
\r\n\r\n\t\t
\r\n\t
\r\n\t \r\n
","
\r\n\r\n\t
\r\n\t\tImport Options for \r\n\t
\r\n\r\n\t{{! ---Lookup Options--- }}\r\n\t{{#if show.lookup}}\r\n\t
\r\n\r\n\t\r\n\t\t\r\n\t\t\r\n\t\t\tPlease format Full Name as 'First-Name Last-Name'\r\n\t\t\r\n\t\r\n\r\n\t\r\n\t\t\r\n\t\t\r\n\t\t\tPlease format Name as 'Last-Name, First-Name'\r\n\t\t\r\n\t\r\n\r\n\t{{#if show.autocreate}}\r\n\t
\r\n\t\t
\r\n\t\t\t\r\n\t\t
\r\n\t
\r\n\t{{/if}}\r\n\t{{/if}}\r\n\r\n\t{{! ---Generic options--- }}\r\n\t
\r\n\t\t
\r\n\t
\r\n\r\n\t{{! ---Data cleanup--- }}\r\n\t{{#if show.convertcaps}}\r\n\t
\r\n\t\t
\r\n\t
\r\n\t{{/if}}\r\n\r\n\t{{#if show.companynames}}\r\n\t
\r\n\t\t
\r\n\t
\r\n\t{{/if}}\r\n\r\n\t{{#ifOrCheck show.tags show.multiPicklist}}\r\n\r\n\t{{#if show.tags}}\r\n\t{{! ---Tag Options--- }}\r\n\t
\r\n\t\tTag Options:\r\n\t
\r\n\t{{else}}\r\n\t{{! ---MultiPicklist Options--- }}\r\n\t
\r\n\t\tPicklist Options:\r\n\t
\r\n\t{{/if}}\r\n\r\n\t\r\n\t\t{{#if show.isAdmin}}\r\n\t\t{{#if show.tags}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{/if}}\r\n\t\t{{/if}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t\t\t\tTag Category:\r\n\t\t\t\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\tImport Yes/True values as:\r\n\t\t\t\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t
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 \r\n\r\n\t\t\t
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\r\n\t\t\t\t\tBusinessPremium resume parser is available for Business subscriptions or higher\r\n\t\t\t\t\tSelect Parser\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tThe new Crelate Premium Resume Parser expands upon our existing parser by adding additional capabilities such as\r\n\t\t\t\t\t\t\timproved accuracy, better handling on non-US resumes, complete education and employment history parsing and better\r\n\t\t\t\t\t\t\ttaxonomy cleanup. The new parser is available for all customers on Business and higher subscriptions.\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\tThe premium parser is limited to parsed resumes per month for your organization.\r\n\t\t\t\t\t\t\t\tYou currently have parses remaining this month.\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tThe standard parser continues to allow unlimited parsing.\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t
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\r\n\t\t\t\t\t premium parses remaining\r\n\t\t\t\t
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Add them directly to a job?
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Note where they came from?
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Who owns these contacts?
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What type of contacts are these?
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Categorize these with the following tags?
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\r\n\tSome of the contacts that were imported have been marked as duplicates. To view and manage these contacts, they are located in Settings > Manage Duplicates\r\n
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  • \r\n\t\t\t\r\n\t\t\t\r\n\t\t\tImported\r\n\t\t
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\r\n Please enter the email associated with your Indeed account\r\n
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Thank you for sponsoring your job on Indeed.

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PLEASE NOTE: Sponsored Job campaigns will not go live without a payment method\r\n\t\t\tconnected to your Indeed account. You will receive an email from Indeed within a few\r\n\t\t\thours with instructions for setting this up for the first time. If you do not receive this\r\n\t\t\temail, please visit https://billing.indeed.com/ to verify or complete your account setup.

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Indeed is committed to the success of your advertising campaign. Please help us connect with you by sharing your phone number.

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A member of Indeed's sales team will contact you to discuss your ad's performance and offer suggestions for optimization.

\r\n\t\t**By providing my phone number and clicking the button below I confirm that I am the subscriber to the telephone number entered and I hereby consent to receive autodialed calls and texts from Indeed for marketing and informational purposes at the telephone number provided above, including if this number is a wireless (cell phone) number. Agreement to the above is not a condition of purchase of any Indeed product. I agree that this information will be dealt with in accordance with Indeed's Cookie and Privacy Policy and Terms of Service.\r\n\t\t
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If you have an Indeed advertiser account currently set up with a valid credit card, your ad should be live on Indeed within 3-8 hours.* You can check the status of your job in your Indeed account by visiting indeed.com/hire. 

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If you do not have a current account on Indeed, you will receive an email from ads-noreply@Indeed.com to help you set up the account so your job can be sponsored on Indeed.

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Please contact sjisupport@indeed.com with any additional technical questions or concerns. 

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*Indeed Terms, Conditions, and Quality Standards apply

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Please provide some details about the job (this information will appear on the portal and in job board postings)
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\r\n\t\t\t Warning: {{remainingSlots}} remaining slot(s) left for publishing jobs.\r\n\t\t
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\r\n\t\t\t\tTitle *\r\n\t\t\t\r\n\t\t\t\t
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\r\n\t\t\t\tEmployer Name \r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tMany job boards do not let companies post jobs on behalf of others.\r\n\t\t\t\t\t\tWe will use your Organization Display Name when this applies.\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t*\r\n\t\t\t\r\n\t\t\t\t
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\r\n\t\t\t\tRemote Type \r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tThis information is currently used by Indeed to determine how jobs show up in searches for remote employment.\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tTemporarily remote due to COVID-19 - The job is fully remote, but only for the duration of the COVID-19 pandemic, and will transition back\r\n\t\t\t\t\t\t\tto a non-remote job after the pandemic has ended.\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tHybrid remote - A job that involves a mix of on-site and remote days, typically within the same week. These may be set by the employer\r\n\t\t\t\t\t\t\tor at the employee's discretion.\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tFully remote - The job can be performed completely from home. This could be because there is no office to report to or because the\r\n\t\t\t\t\t\t\temployer is willing to consider remote candidates.\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\t
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\r\n\t\t\t\tLocation *\r\n\t\t\t\r\n\t\t\t\t
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\r\n\t\t\t\tDescription *\r\n\t\t\t\r\n\t\t\t\t
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Description must be at least 30 characters
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\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\tCopy Description\r\n\t\t\t\t\t\tCopies the description from the {{_job}}
record into the Portal description.
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Tip: Don't be a spammer!

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Job boards may remove job postings that look like spam.

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Make jobs unique, don't post the same job multiple times.

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Keep job descriptions simple with only minimal formatting such as bold, italics, or bullets.

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Please contact Crelate Support for inquires regarding your Vetted and Unvetted brands.

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\r\n\t\t\t\tSalary / Range{{#if salaryFieldRequired}} *{{/if}}\r\n\t\t\t\r\n\t\t\t\t
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\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t{{#if portalV2Enabled}}\r\n\t\t\t\t{{#if employeePortalEnabled}}\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t{{/if}}\r\n\t\t\t{{/if}}\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t{{#if portalV2Enabled}}\r\n\t\t\t{{#if showSEOForm}}\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t{{/if}}\r\n\t\t\t{{/if}}\r\n\t\t
Additional Publishing Options
\r\n\t\t\t\t\tIndustry \r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tCertain Job Boards like CareerBuilder or ZipRecruiter will place your posted jobs into industry categories to better help their search-ability.\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t
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\r\n\t\t\t\t\tTags \r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tTags can be used to help organize {{formatMetadata \"{_Jobs.DisplayNamePlural}\"}} on the portal.\r\n\t\t\t\t\t\t\tCandidates browsing the portal can filter {{formatMetadata \"{_Jobs.DisplayNamePlural}\"}} by tag.\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t
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\r\n\t\t\t\t\tPortal Visibility \r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tSelect how the {{formatMetadata \"{_Jobs.DisplayName}\"}} will be displayed on the portal:\r\n\t\t\t\t\t\t\tShown - Show it as a normal {{formatMetadata \"{_Jobs.DisplayName}\"}} (default).\r\n\t\t\t\t\t\t\tFeatured - Highlights the {{formatMetadata \"{_Jobs.DisplayName}\"}} on your portal, and brings it to the top of the list.\r\n\t\t\t\t\t\t\tHidden The {{formatMetadata \"{_Jobs.DisplayName}\"}} is not shown on the portal homepage and will not be sent to free job boards, but can still be accessed directly with a link.\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t
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\r\n\t\t\t\t\t\tPost To \r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\tSelect where the {{formatMetadata \"{_Jobs.DisplayName}\"}} will be published to:\r\n\t\t\t\t\t\t\t\tInternal - The {{formatMetadata \"{_Jobs.DisplayName}\"}} will be published to the Employee Portal only.\r\n\t\t\t\t\t\t\t\tPublic - The {{formatMetadata \"{_Jobs.DisplayName}\"}} will be published to your Job Portal only (default).\r\n\t\t\t\t\t\t\t\tBoth - The {{formatMetadata \"{_Jobs.DisplayName}\"}} will be published to both your Job Portal and the Employee Portal.\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t
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\r\n\t\t\t\t\tEEOC Job Category\r\n\t\t\t\t\r\n\t\t\t\t\t
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\r\n\t\t\t\t\tEEOC Job Classification\r\n\t\t\t\t\r\n\t\t\t\t\t
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Advanced SEO Options
\r\n\t\t\t\t\tPortal Url \r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tGiving the page for this {{_job}} a readable URL can help boost the visibility of your posted listing with some search engines.\r\n\t\t\t\t\t\t\tFor best results, keep the URL short and descriptive. Please only use letters and numbers. Underscores or dashes may be used to separate words.\r\n\t\t\t\t\t\t\tNOTE: Please keep in mind that the value entered here is appended to the url of the listing and is publicly visible.\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t
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jobs.crelate.com/portal/[orgname]/[jobcode]/
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\r\n\t\t\t\t\tCustom Title \r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tThis custom title affects this {{_job}}'s title on the browser tab and on search engine results.\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t
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\r\n\t\t\t\t\tDescription \r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tThis description will be displayed in the search engine result for this {{_job}}.\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t
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\r\n\t\t\t\t\tKeywords \r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tKeywords must be in a comma separated list of words and/or phrases. ex: xxx, xxx xxxxx, xxx\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t
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\r\n\t\t\t\t\tNoindex \r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tEnabling noindex helps to prevent search engines from indexing this {{_job}} and appearing on search results.\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t
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Finished!   This job is now published {{finishMessagePublishingLocation}}

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\r\n\t\t\t\t\tThe URL for this job on your Job Portal is: {{externalLink}}\r\n\t\t\t\t\tCopy URL\r\n\t\t\t\t
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More ways to promote this job:

\r\n\t\t\t\t{{#if jobBoardPostingAvailable}}\r\n\t\t\t\t
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\r\n\t\t\t\t\t\t\tPost this job to free job boards\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\tYou may have up to {{totalCount}} jobs published to these boards simultaneously for free.\r\n\t\t\t\t\t\t\t\t\tIf you already have {{totalCount}} jobs published then you can free up slots by closing old jobs or un-publishing them.\r\n\t\t\t\t\t\t\t\t\t (You currently have {{remainingCount}} slots available)\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t
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Crelate will publish to {{freeBoardCount}} different job boards for free
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\r\n\t\t\t\t\t\t{{#if postedToFreeBoards}}\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t Posted!\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t{{else}}\r\n\t\t\t\t\t\t
Post now
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Sponsor this job posting on premium job boards
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Sponsored posts can greatly increase the number of candidates who see your job
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Post now
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\r\n\t\t\t\t{{/if}}\r\n\t\t\t\t
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Share this job on social media
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Get the word out!
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\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\tFacebook\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\tTwitter\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\tLinkedIn\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\tEmail\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t
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\r\n\t\tLogicMelon account credentials saved successfully!\r\n\t

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\r\n\t\tFor more information see: Posting via LogicMelon...\r\n\t

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\r\n\t\tContact Monster for your Vendor ID.\r\n\r\n\t\t\r\n\r\n\t\t\t\r\n\t\t\t\t

You must contact your Monster Account representative to receive your Vendor ID.

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Select which company the client portal is for:
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To invite, please provide user details belowSelect from {{_contacts}}...
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\r\n\t\t\t\t\t\t\tInvite\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tName\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tEmail\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tAccess Level\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tJobs\r\n\t\t\t\t\t\t
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\r\n\t\t\t\t\t\t\t\tLead Name\r\n\t\t\t\t\t\t\t\t *\r\n\t\t\t\t\t\t\t
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\r\n\t\tOr you can start a new {{InstanceName}} for a New {{TargetEntityDisp}}.\r\n\t
\r\n {{/unless}}\r\n\t\r\n\t\t \r\n {{#unless rename}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n {{/unless}}\r\n\t\t\r\n\t\t\t\r\n \r\n\t\t\t\r\n\t\t\r\n\r\n\r\n\r\n\r\n\t
Select {{TargetEntityDisp}}:\r\n\t\t\t\t
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{{InstanceName}} Name:\r\n\t\t\t\t
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\r\n\t\t\t\t\t\tTotal: $0\r\n\t\t\t\t\t
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ZipRecruiter Daily Job Posting requires some additional information.
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Sponsorship Duration
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There was an error with your transaction.
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Name on Card:\r\n\t\t\t\t\t\t\t\t\t\t\t{{!Prevent Upscope user from viewing contents}}\r\n\t\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t
Card Number:\r\n\t\t\t\t\t\t\t\t\t\t\t{{!Prevent Upscope user from viewing contents}}\r\n\t\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t
Expiry Date:\r\n\t\t\t\t\t\t\t\t\t\t\t{{!Prevent Upscope user from viewing contents}}\r\n\t\t\t\t\t\t\t\t\t\t\t \\\r\n\t\t\t\t\t\t\t\t\t\t\t{{!Prevent Upscope user from viewing contents}}\r\n\t\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t
Card Zip:\r\n\t\t\t\t\t\t\t\t\t\t\t{{!Prevent Upscope user from viewing contents}}\r\n\t\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t
CVV Number:\r\n\t\t\t\t\t\t\t\t\t\t\t{{!Prevent Upscope user from viewing contents}}\r\n\t\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t
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  • Visa
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  • MasterCard
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  • American Express
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I agree to Crelate's terms and conditions
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Success!

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Your job was posted to the following job boards:

\r\n\t\t\r\n\t\t\t{{#each boards}}\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t{{/each}}\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\r\n\t\t
Duration: {{this.description}}{{this.cost}}
Total Spent:{{total}}
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Note: It may take up to 24 hours for the posting to show up on the job boards.


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Thank you for sponsoring​ your job on​​ Indeed.

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You're one step closer to your next great hire!

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If you have an Indeed advertiser account currently set up with​ a valid credit card, your ad should be live on Indeed within 3-8 hours.* You can check the status of your job in your Indeed account by visiting indeed.com/hire​. 

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If you do not have a current account on Indeed, you will receive an email from ads-noreply@Indeed.com to help you set up the account so your job can be sponsored on Indeed.

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Please contact alliancessupport@indeed.com with any additional technical questions or concerns. 

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Submittal Email
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{{Name}}{{#if SubTitle}} - {{SubTitle}}{{/if}}
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Attached:{{#ifequals Attachments.length \"0\"}} 0 documents{{/ifequals}}

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  • \r\n\t\t\t\t\tdata-title=\"{{Attachment.FileName}}\"\r\n\t\t\t\t{{else}}\r\n\t\t\t\t\t\r\n\t\t\t\t\tdata-title=\"{{Attachment.CompletedFormName}}\"\r\n\t\t\t\t{{/ifequals}}>\r\n\t\t\t\t Remove\r\n\t\t\t\t View\r\n\t\t\t\t{{FileName}}\r\n\t\t\t
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\r\n\t\t{{#if mobile}}\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\tChoose a different document\r\n\t\t\t\r\n\t\t{{else}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\tChoose a different document\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\tRemove this document\r\n\t\t\t\t\t\r\n\t\t\t\t
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\r\n\t\t\t\tFrom:\r\n\t\t\t\r\n\t\t\t\t {{From}}\r\n\t\t\t
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\r\n\t\t\t\tCC:\r\n\t\t\t\r\n\t\t\t\t {{CC}}\r\n\t\t\t
\r\n\t\t\t\tBCC:\r\n\t\t\t\r\n\t\t\t\t {{BCC}}\r\n\t\t\t
\r\n\t\t\t\tSubject:\r\n\t\t\t\r\n\t\t\t\t {{Subject}}\r\n\t\t\t
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    • \r\n\t\t\t\t\t{{Name}}: {{#if Attachments.length}} {{Attachments.length}} {{else}} None {{/if}}\r\n\t\t\t\t\t
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Created On:
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Add Group
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Item Details
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Please select an item to view its details.\r\n\t\t\t\t
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\r\n\t\t\t\t\t\t\tTitle *\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\tPlease note: When inheriting checklist items from templates set on {{_Jobs}} or {{_Accounts}}, items within groups with the same name will be consolidated into a single group.\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t
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All groups in this template must have unique titles.
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Due On
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\r\n\t\t\t\t\t\t\t\tScorecard\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\tThe scorecard form that each interviewer will be
asked to fill out after the interview.
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Form is required when assigned to a {{_contact}} to be completed in the employee portal.
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E-Signature template is required.
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\r\n\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\tAutomatically create and send e-signature\r\n\t\t\t\t\t\t\t\t\t\tThe e-signature document will be created and be available for the {{_contact}} to sign\r\n\t\t\t\t\t\t\t\t\t\twhen the checklist is created (or when this item becomes available if sequential ordering is required).\r\n\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\tNote: In some cases it may not be possible to create the e-signature automatically. For example: if the e-signature template\r\n\t\t\t\t\t\t\t\t\t\t\tincludes signers or data that doesn't exist on the selected {{_contact}} or {{_job}}. In these cases the e-signature request must still\r\n\t\t\t\t\t\t\t\t\t\t\tbe sent manually from the checklist.\r\n\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t
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\r\n\t\t\t\t\t\t\t\tNotes for All Attendees\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\tThese instructions will be sent to all attendees,
including the interviewee and all interviewers.
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\r\n\t\t\t\t\t\t\t\tNotes for Interviewers\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\tThese instructions will be sent to only the interviewer(s).\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t
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\r\n\t\t\t\t\t\t\t\tDocument Types\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\tSelect which types of documents should be available to interviewers.\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t
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\r\n\t\t\t\t\t\t\t\tDocuments\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\tAttach documents to share with interviewers only.\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t
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Instructions are required for manual actions that are assigned to a {{_contact}} to be completed in the employee portal
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Default Activity Form
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\r\n\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\tAuto Complete\r\n\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\tAllows this checklist item to complete automatically if there is already a {{processRecordTypeName}} on the {{_contact}}\r\n\t\t\t\t\t\t\t\t\t\t\trecord that meets the requirements of the checklist action.\r\n\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t
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\r\n\t\t\t\t\t\t\t\tIf completed within last\r\n\t\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\tdays\r\n\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\r\n\r\n\r\n\t\t\t\t\t\t\t\t\t\tThe checklist item will only auto-complete if there is a {{processRecordTypeName}} on the {{_contact}}\r\n\t\t\t\t\t\t\t\t\t\trecord that was completed in the last N days. Records that are older than this will not be considered\r\n\t\t\t\t\t\t\t\t\t\twhen auto-completing.\r\n\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\tIf this field is left blank then any record that meets the checklist item requirements can be used,\r\n\t\t\t\t\t\t\t\t\t\t\tregardless of how old it is.\r\n\t\t\t\t\t\t\t\t\t\t\r\n\r\n\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t
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Last Updated
Last Updated By
Created On
Created By
Signed On
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Verified On
Verified By
Revoked On
Revoked By
Filename
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Last Activity Date
Last Engagement Date\r\n\t\t\t\t
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Email Hashtag
{{emailHashtag}}
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Additional techie details...
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Source
External Primary key
Signer IP Address
Signer User Agent
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Integrations
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Sync job: {{SyncJobName}} {{Direction}} {{Details}}
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Please confirm the candidates you want to remove from the client portal.
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\r\n","\r\n\t{{#if IsBulkEmail}}\r\n\t\r\n\t\t\r\n\t\r\n\t{{/if}}\r\n\t{{#if IsEmailCampaign}}\r\n\t\r\n\t\t\r\n\t\r\n\t{{/if}}\r\n\t{{#if RegardingId}}\r\n\t{{#if RegardingId.Title}}\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\t{{/if}}\r\n\t{{/if}}\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\t{{#if CC}}\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\t{{/if}}\r\n\t{{#if BCC}}\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\t{{/if}}\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\t{{#if Tags}}\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\t{{/if}}\r\n\t{{#if EmailAttachmentIds}}\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\t{{/if}}\r\n\t\r\n\t\t\r\n\t\r\n\t\r\n\t\t\r\n\t\r\n
This email was sent with the following template:
This campaign was sent with the following template:
Regarding\r\n\t\t\t
{{RegardingId.Title}}
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From\r\n\t\t\t{{#if CredentialId}}\r\n\t\t\t
{{CredentialId.Title}}
\r\n\t\t\t{{else}}\r\n\t\t\t
{{From}}
\r\n\t\t\t{{/if}}\r\n\t\t
To\r\n\t\t\t
{{To}}
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Cc\r\n\t\t\t
{{CC}}
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Bcc\r\n\t\t\t
{{BCC}}
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Subject\r\n\t\t\t
{{{Subject}}}
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Mentions\r\n\t\t\t
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Attachments\r\n\t\t\t{{#each EmailAttachmentIds.Lookups}}\r\n\t\t\t{{Title}}\r\n\t\t\t{{/each}}\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t{{{Html}}}\r\n\t\t\t
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You are setting a password for {{template.Name}}.
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Password
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Strength:
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\r\n\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{#if IsSharedLinkSubmittal}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{/if}}\r\n\t
\r\n\t\t\t\tFrom:\r\n\t\t\t\r\n\t\t\t\t{{EmailFrom}}\r\n\t\t\t
\r\n\t\t\t\tSent:\r\n\t\t\t\r\n\t\t\t\t{{CreatedOn}}\r\n\t\t\t
\r\n\t\t\t\tTo:\r\n\t\t\t\r\n\t\t\t\t{{EmailTo}}\r\n\t\t\t
\r\n\t\t\t\tCC:\r\n\t\t\t\r\n\t\t\t\t{{EmailCC}}\r\n\t\t\t
\r\n\t\t\t\tBCC:\r\n\t\t\t\r\n\t\t\t\t{{EmailBCC}}\r\n\t\t\t
\r\n\t\t\t\tSubject:\r\n\t\t\t\r\n\t\t\t\t{{EmailSubject}}\r\n\t\t\t
\r\n\t\t\t\tAttachments:\r\n\t\t\t\r\n\t\t\t\t
    \r\n\t\t\t\t\t{{#AttachmentIds.Lookups}}\r\n\t\t\t\t\t
  • {{Title}}
  • \r\n\t\t\t\t\t{{/AttachmentIds.Lookups}}\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\tViewed:\r\n\t\t\t\r\n\t\t\t\t{{{SubmittalViewedOn}}}\r\n\t\t\t
\r\n\r\n\t
\r\n\t\t{{{EmailBody}}}\r\n\t
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","
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
Merge {{md.DisplayName}}:   With {{md.DisplayName}}:
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   \r\n\t\t\t\t
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\r\n\t\tThe {{lowercase md.DisplayName}} on the right will be deleted and all data related to it will be merged into the record on the left.\r\n\t
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Desired Area Code:
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Unable to locate a phone number in this area code, please try again.
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Please Confirm
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\r\n\t\t\t\tYou are adding \r\n\t\t\t
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","
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\r\n\t\tSparkHire account credentials saved successfully!\r\n\t

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","","
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t{{#if submittal}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{/if}}\r\n\r\n\t\t{{#if emailMode}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\r\n\t\t\t\r\n\t\t\t\r\n\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{/if}}\r\n\t\t{{#if showTags}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{/if}}\r\n\t\t{{#if emailMode}}\r\n\t\t{{#if showAttachments}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{/if}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{/if}}\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{#if emailMode}}\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{/if}}\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t
Template Name *\r\n\t\t\t\t\r\n\t\t\t
Template Type\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\tFrom\r\n\t\t\t\t{{#if showBulkEmailHelp}}\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tSending multiple emails does not allow for a unique From address on each email, so the email set here will be used instead of the template's From email.\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t{{/if}}\r\n\t\t\t\r\n\t\t\t\t
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\r\n\t\t\t\tCC\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\t
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To\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\t
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\r\n\t\t\t\tBCC\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\t
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\r\n\t\t\t\tSubject\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\t
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\r\n\t\t\t\tTags\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t
\r\n\t\t\t\tAttachments\r\n\t\t\t\r\n\t\t\t\t
Configure Submittal Attachments...
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Generate PDF Package\r\n\t\t\t\t\t\t\t
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Attachments:
Attachments:
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\r\n\t\t\t\t\t\r\n\t\t\t\t\tShare this template with other users in your organization?\r\n\t\t\t\t\t
\t\r\n\t\t\t\t
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\r\n\t\t\t\tDid you copy/paste this email template into Crelate?\r\n\t\t\t\tIf so, we recommend sending a test email to yourself before using this template.\r\n\t\t\t
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NOTE: The template is currently 0KB in size. Messages larger than 256KB may negatively impact deliverability; especially to mobile devices.
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NOTE: You've attached file(s) that are greater than the 1MB. Following Microsoft guidelines for bulk mail operations and to prevent your account from being throttled, effective October 1st, Crelate will no longer allow large attachments on Bulk Mails. Please consider reducing the file size, or sending a link to the large file instead.
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","
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\r\n\t\t\tInstall your preferred Authenticator app on your mobile device.\r\n\t\t\t

\r\n\t\t\t\tGoogle Authenticator for Android or iOS\r\n\t\t\t\t
Authy (Available for Android, iOS, macOS and Windows)\r\n\t\t\t\t
Microsoft Authenticator (Available for Android and iOS)\r\n\t\t\t\t
Follow the steps below to secure your account.\r\n\t\t\t\t
\r\n\t\t\t\tScan the above QR code in the app, or enter this key into your device:\r\n\t\t\t\t
\r\n\t\t\t
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Enter the code provided by your Authentication app below.\r\n\t\t\t\r\n\t\t

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","
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Use for Two-Factor?

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\r\n\t\tTwo-Factor Provider has been verified!\r\n\t
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\r\n\t\tTwo-Factor Authentication has been set up for your account. The next time you log in,\r\n\t\tyou will be asked for an additional verification code before logging into your Crelate Account.\r\n\t

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\r\n\t\t\t\tPlease enter a phone number to use for Two Factor Authentication.\r\n\t\t\t\t\r\n\t\t\t\tNumbers outside of the US should start with a \"+\" and country code.
\r\n\t\t\t\t\r\n\t\t\t\t\tExample: +44 20 7946 0473\r\n\t\t\t\t\r\n\t\t\t

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\r\n\t\t\t\tWe sent a confirmation code to \r\n\t\t\t\t
Please enter the code below.\r\n\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t

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","
\t\r\n\t
\r\n\t\t\r\n\t\t{{#rules}}\r\n\t\t\t{{#if level}}\r\n\t\t
\r\n\t\t\t{{#ifequals controlType 'checkbox'}}\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t
\r\n\t\t\t{{else}}\r\n\t\t\t{{#ifequals controlType 'threewayslider'}}\r\n\t\t\t
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{{display}}
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\r\n\t\t\t{{else}}\r\n\t\t\t
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{{display}}
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\r\n\t\t\t{{/ifequals}}\r\n\t\t\t{{/ifequals}}\r\n\t\t\t{{#if warning}}\r\n\t\t\t\r\n\t\t\t{{/if}}\r\n\t\t
\r\n\t\t\t{{else}}\r\n\t\t\t\t
\r\n\t\t\t\t\t{{display}}\r\n\t\t\t\t
\r\n\t\t\t{{/if}}\t\t\r\n\t\t\r\n\t\t{{/rules}}\t\r\n\t
\t\r\n\t \r\n\t
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Configure Stage Rules
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Configure the rules and requirements for this stage.

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You can set up actions that will be triggered whenever {{anitem}} is moved into this stage, such as automatically creating an activity or sending an email.

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You can also set up actions that will cause {{anitem}} to be moved into this stage, or define requirements that must be met before {{anitem}} can be moved into the stage.

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Create a new Activity
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A new activity will be created whenever {{anitem}} is moved into this stage. The activity will show up in the {{item}}'s activity stream.

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Create Activity Type
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Select which type of activity to create.

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If this option is left blank, then it will just create a \"Moved to stage {{stageName}}\" activity.

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Prompt user for activity notes and details
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\r\n\t\t\t\tIf this is checked, then the user who is moving the {{item}} into this stage will be prompted to fill out\r\n\t\t\t\tthe full notes and details of the activity.\r\n\t\t\t

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\r\n\t\t\t\tIf this is not checked, then the activity will be created automatically without any input from the user.\r\n\t\t\t\tThe activity will be saved but no notes will be recorded on the activity record.\r\n\t\t\t

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Activity is optional
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If this is checked, then the user can cancel the creation of the activity and the {{item}} will still be moved into this stage.

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If this is not checked, then the activity must be created in order to move the {{item}} into this stage.

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Also, if it's not optional, and the user does not have permission to create the specified activity-type, then the user will not be able to move the {{item}} to this stage.

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Submit candidates
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When candidates are moved into this stage, the user will be prompted to submit the moved candidates.

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Submittal is optional
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If this is checked, the user can cancel the submittal and candidates will still be moved into this stage.

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If this is not checked, then the submittal must be created in order to move candidates into this stage.

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Send an email message
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Automatically send an email message whenever {{anitem}} is moved into this stage.

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Note: if multiple {{items}} are moved at the same time, then a separate email will be sent for each {{item}}.

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Select Email Template
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Select the email template that should be used to generate the email message.

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Attach candidate's resume
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Include the resume of the candidate as an attachment on the email.

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Journal Email
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If checked, this email will be journaled when sent, and will appear on the contact's activity stream.

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Allow user to edit email before sending
\r\n\t\t\t

If this is checked, then the user who is moving the {{item}} into this stage will be prompted to edit the email before it is sent.

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If this is not checked, then the email will be sent automatically without any input from the user.

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Email is optional
\r\n\t\t\t

If this is checked, the user can cancel the email and {{items}} will still be moved into this stage.

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If this is not checked, then the email must be sent in order to move {{items}} into this stage.

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Create a new lead
\r\n\t\t\t

If checked, then moving {{items}} into this stage will prompt the user to create a new lead.

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Create a new checklist
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If checked, then moving {{items}} into this stage will prompt the user to create a new checklist for each {{item}}.

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Select Checklist Option
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\r\n\t\t\t\tDefault Onboarding Checklist for this job - Moving {{items}} into this stage will create a checklist based on the onboarding checklist configured for this job.\r\n\t\t\t

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\r\n\t\t\t\tSpecific Checklist - Only the specified checklist template should be used to create a checklist when moving {{items}} into this stage.\r\n\t\t\t

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Checklist template
\r\n\t\t\t

Select which checklist template to use. If no template is selected then the user can select the template when creating the checklist.

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Set Probability
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When an opportunity is moved into this stage, automatically set its probability to the specified value.

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Select Probability
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When an opportunity is moved into this stage, automatically set its probability to the specified value.

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Ask to enter a Lost Reason
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When an opportunity is moved into this stage, prompt the user to enter a reason why the opportunity was lost.

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When a new activity is created
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Whenever a new activity (of the selected activity types) is created on a {{item}}, automatically move that item into the \"{{stageName}}\" stage.

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Select the activity type that when created, will automatically move the item into this stage.

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When the candidate is submitted
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{{items}} cannot be moved into this stage unless the specified fields are all filled in first.

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If this document was recently uploaded, we are still generating a PDF preview. Please press the Refresh button in a moment.

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If this document was not recently uploaded, we were unable to create a PDF preview. There may be a number of reasons for this:

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To remedy preview errors, please try the following methods:

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Refresh
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\r\n\t\t0 Recipients\r\n\t\t\r\n\t\t\t\r\n\t\t\t\tThe Recipient Count is the combined total of unique email addresses from sources and exclusions. The maximum recipients for a single campaign is {{RecipientAllotment}}\r\n\t\t\t\r\n\t\t\r\n\t
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Previous recipients that have had sent emails bounce or have unsubscribed will not receive emails. View flagged emails
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Email Campaigns

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Features

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  • Send Emails to lists of contacts, saved views, and saved searches
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  • View campaign details to track the engagement with your campaign emails
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  • Start campaigns from selecting multiple contacts in lists, searches, and workflow stages
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  • Manage your sending campaigns in the Outbox Queue
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  • Use the Email Campaign search filter to find contacts with specific engagement statuses
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Your organization is missing an active Email Campaign Domain. For more information and to configure Email Campaigns

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Setup Now

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Click here for more information about Email Campaign purchasing options

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Your organization is missing an active Email Campaign Domain.

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Contact your Crelate system administrator for more information.

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{{Campaign.Name}}

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Details

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Created by:{{Campaign.CreatedById.Title}}
Sent from:{{Campaign.From}}
Started on:{{Campaign.SentTime}}
Completed on:{{Campaign.SentTime}}
Template used:
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Filters

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Recipients

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Sample Recipients \r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tSelect a sample recipient from the list below to preview how an email will display after mail merging. This list consists of the first 10 recipients found for the campaign.

\r\n\t\t\t\t\t\tTo preview a specific contact use the Send Test button to find the contact and send a mail merged test email.\r\n\t\t\t\t\t
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Instructions
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  • Use the \"Insert Data\" button to insert contact info into the template.
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  • Click on any of the recipients on the left to preview each email.
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Don't be a spammer - Tips:
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  • Personalize the email as much as possible; This helps lower your email's spam score.
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  • Have a high ratio of text to links; Too many links look like spam.
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GO
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\r\n\t\t\t\t\t \r\n\t\t\t\t\tStart Over\r\n\t\t\t\t
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Welcome to Tasks!

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Click Next to continue with a quick Walkthrough or Skip if you want to explore it on your own. Remember, help is just a click away at the bottom of the screen!

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Welcome to {{areaTitle}}!

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Click Next to continue with a quick Walkthrough or Skip if you want to explore it on your own. Remember, help is just a click away at the bottom of the screen!

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Welcome to Crelate
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Thanks for choosing Crelate!

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When viewing part of the app for the first time, you'll be greeted with a little welcome message at the top of the screen. You can skip them at any time by hitting the x in the upper right corner or by pressing the escape button on your keyboard. To continue with a short video about the core of Crelate, click the next button!

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\r\n\t\t\tWelcome to {{areaTitle}}!\r\n\t\t\t
\r\n\t\t\tWould you like to take a quick walkthrough?\r\n\t\t\t
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Available on client portal:
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\r\n\t Clients\r\n
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\r\n\t\t{{#if CanInvite}}\r\n\t\tInvite User\r\n\t\t{{/if}}\r\n\t
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\r\n\t\tThese clients have access to view this {{_contact}} on the client portal.\r\n\t
\r\n\r\n\t{{#ifgreaterthanzero Users.length}}\r\n\t{{#Users}}\r\n
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{{FullName}}
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No users have been invited to this client portal yet
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  Executive Summary
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Application form for {{CurrentJobName}}:
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Other application forms:
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\r\n\t\t\t{{groupbyDisp}} \r\n\t\t\t\t \r\n\t\t
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\r\n\t{{/if}}\r\n
","\r\n\t\r\n\r\n\t\t\r\n\r\n{{#attributes}}\r\n\t\r\n\t\t{{#if Sortable}}\r\n\t\t\r\n\t\t{{else}}\r\n\t\t\r\n\t\t{{/if}}\r\n\t\r\n{{/attributes}}\r\n{{#items}}\r\n\t\r\n\t\t\r\n\t\t{{{Eval ../getAttribute this}}}\r\n\r\n\t\r\n{{/items}}\r\n
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\r\n\t\t\r\n\t\t\t {{Name}}\r\n\t\t\t \r\n\t\t{{#unless ../readOnly}}\r\n\t\t{{#if showAddButton}}   {{/if}}\r\n\t\t{{/unless}}\r\n \r\n\t
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\r\n\r\n\t\t{{#if relatedGroup}}\r\n\t\t\t
({{formatMetadata \"{_Contacts.DisplayNamePlural} that have not been added to this {_Jobs.DisplayName} but do have activity that is regarding the {_Jobs.DisplayName}.\"}})
\r\n\t\t{{/if}}\r\n\r\n\t\t\r\n\t\t\t \r\n\t\t\t{{#items}}\r\n\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t{{{Eval ../../getAttribute this}}}\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t{{/items}}\r\n\r\n\t\t
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\r\n\t\t\r\n\t\t\t {{Name}}\r\n\t\t\t \r\n\t\t{{#unless ../readOnly}}\r\n\t\t\t{{#if showAddButton}}\r\n\t\t\t  \r\n\t\t {{/if}}\r\n\t\t{{/unless}}\r\n\t
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\r\n\r\n\t\t{{#if relatedGroup}}\r\n\t\t
({{formatMetadata \"{_Contacts.DisplayNamePlural} that have not been added to this {_Jobs.DisplayName} but do have activity that is regarding the {_Jobs.DisplayName}.\"}})
\r\n\t\t{{/if}}\r\n\r\n\t\t{{#items}}\r\n\r\n\t\t
\r\n\t\t\t\r\n\t\t\t{{#if attributes.TaskCount}}\r\n\t\t\t
{{attributes.TaskCount}}
\r\n\t\t\t{{/if}}\r\n\r\n {{#if attributes.Target2IdName}}\r\n\t\t\t {{attributes.Target2IdName}}\r\n {{else}}\r\n\t\t\t {{attributes.TargetIdName}}\r\n {{/if}}\r\n\t\t\r\n\t\t{{{Eval ../../getAttribute this}}}\r\n\t\t\t \r\n\t\t
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\r\n\t\t\r\n\t\t\t\r\n\t\t\t\tThis will include all activities that you have permission to read filtered by the below options.\r\n\t\t\t\r\n\t\t\r\n\t
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\r\n\t{{Name}}\r\n
\r\n{{/if}} ","
\r\n\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t{{!\r\n\t\t\t\r\n\t\t\t\r\n\t\t}}\r\n\r\n\t
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Name:
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Icon:
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Options:
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\r\n\t\t\t\tEdit Custom Filter...\r\n\t\t\t
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Options:
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\r\n\t\t\t\t\"Recent\" is any record with activity in the last \r\n\t\t\t\t
days.\r\n\t\t\t
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Options:
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\r\n","{{! used in the Quick-filter tile dialog master-detail list }}\r\n\r\n\t\r\n\t{{num}}\r\n\r\n{{name}}","
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\r\n\t\tQuick-filter tiles appear at the top of the dashboard and let you quickly toggle different filters on and off.\r\n\t\tYou can customize which quick-filter tiles will be available on this view.\r\n\t
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\r\n","
\r\n
\r\n\t\r\n\tShow {{contacts.length}} other related {{contactsDisp}}...\r\n\t\r\n\t\r\n\t\t{{contacts.length}} other related {{contactsDisp}}\r\n\t\r\n\r\n\t\r\n\t\tThese {{contactsDisp}} have not been added to this Job but do have activity that is regarding the Job.\r\n\t\r\n\r\n
\r\n\r\n\t\r\n\t\t\r\n\t\t\r\n\t\t\r\n\t\t\r\n\t\t\r\n\t\t\r\n\t\r\n\t{{#contacts}}\r\n\t\r\n\t\t\r\n\t\t\r\n\t\t\r\n\t\t\r\n\t\t\r\n\t\t\r\n\t\r\n\t{{/contacts}}\r\n
\r\n\t\t\tName\r\n\t\t\r\n\t\t\tPosition\r\n\t\t\r\n\t\t\tCompany\r\n\t\t\r\n\t\t\tRelated Activity\r\n\t\t
\r\n\t\t\t{{Name}}\r\n\t\t\r\n\t\t\t{{WhatValue}}\r\n\t\t\r\n\t\t\t{{WhereId_Title}}\r\n\t\t\r\n\t\t\t{{{RelatedVerb}}}\r\n\t\t\r\n\t\t\t{{RelatedWhen}}\r\n\t\t\r\n\t\t\t{{{RelatedNote}}}\r\n\t\t
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","
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\r\n\t\tFeedback Requested: Review Resume View Request Details Due Tomorrow\r\n\t
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\r\n\t\tProvide feedback on this {{formatMetadata \"{_Contacts.DisplayName}\" true}}:\r\n\t
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Submit Feedback
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 Approve
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 Disapprove
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\r\n\t\t\t \r\n\t\t \r\n\t\r\n
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","\r\n\t\r\n\t\t\r\n\t\t\r\n\t\t \r\n\t\r\n\t\t\r\n\t\t\r\n\t\t \r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n
Contact\r\n\t \r\n\t\t\t
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Sales Contact\r\n\t \r\n\t\t\t
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Potential Value\r\n\t\t\t
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Actual Value:\r\n\t\t\t
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Estimated Close\r\n\t\t\t
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Probability\r\n\t\t\t
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Priority\r\n\t\t\t
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","
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{{formatMetadata \"Select a {_Jobs.DisplayName} to view its details\"}}
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Candidate Sources
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Stages
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tags
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owners
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Description:
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more...
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Application Actions
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Approve
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Reject
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Block
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","\r\n
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\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tThe first activities have been loaded for filtering. More activities will load as you scroll down.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
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","
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\r\n\t\t\tActions available for these selected items\r\n\t\t
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Complete all items
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Assign to...
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Schedule
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Add to list
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Remove from \"\" list
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Delete all items
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\r\n\t\t\tEdit this \r\n\t\t
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\r\n\t\t\t\tCreate a new \r\n\t\t\t\t\t Task \r\n\t\t\t\t\r\n\t\t\t
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\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
Assigned to
Scheduled for
On
Regarding
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Attach Document...
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\r\n\t\t\tMore actions available for this \r\n\t\t
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Complete this
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Convert into {{formatMetadata \"{_Contacts.DisplayName}\" true}}...
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Follow-up...
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Delete this
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Add to list
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Remove from \"\" list
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\r\n\t\t\tContact Details\r\n\t\t
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","
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\r\n\t\tVisualization Type: {{VisModeName}}\r\n\t
\r\n\r\n\t{{#ifequals VisMode \"gradient\"}}\r\n\t
\r\n\t\tChanges the colors of all items on the board depending on the value of the \"{{AttributeName}}\" field. All items will be colored\r\n\t\tbased on where the value falls within the specified range.\r\n\t
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\r\n\t\tValue Range:\r\n\t\t
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to
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\r\n\t\t{{#if UnitName}}{{UnitName}}{{/if}}\r\n\t\t
Reset
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Invert
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\r\n\r\n\t{{else}}\r\n\r\n\t{{#ifequals VisMode \"colors\"}}\r\n\t
\r\n\t\tChanges the colors of some items on the board depending on the value of the \"{{AttributeName}}\" field. Only items which have the specified values will be affected.\r\n\t
\r\n\t
\r\n\t\tSelect which values should be colorized:\r\n\t\t\r\n\t\t\tReset\r\n\t\t\tClear\r\n\t\t\r\n\t
\r\n\r\n\t{{/ifequals}}\r\n\t{{#ifequals VisMode \"opacity\"}}\r\n\t
\r\n\t\tShows some items as semi-transparent depending on the value of the {{AttributeName}} field.\r\n\t
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\r\n\t\tSelect which values should be faded out:\r\n\t\t\r\n\t\t\tClear\r\n\t\t\r\n\t
\r\n\t{{/ifequals}}\r\n\r\n\t
\r\n\t\t{{#each Items}}\r\n\t\t
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{{this}}
\r\n\t\t\t{{#ifequals ../VisType \"Lookup\"}}\r\n\t\t\t
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\r\n\t\t\t{{/ifequals}}\r\n\t\t\t{{#ifequals ../VisType \"Boolean\"}}\r\n\t\t\t
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\r\n\t\t\t{{/ifequals}}\r\n\t\t\t{{#ifequals ../VisType \"Number\"}}\r\n\t\t\t
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to
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\r\n\t\t\t{{/ifequals}}\r\n\t\t\t{{#ifequals ../VisType \"Date\"}}\r\n\t\t\t
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to
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{{../../UnitName}}
\r\n\t\t\t{{/ifequals}}\r\n\r\n\t\t\t{{#ifequals ../VisMode \"colors\"}}\r\n\t\t\t
=
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\r\n\t\t\t{{/ifequals}}\r\n\t\t
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\r\n\t{{/ifequals}}\r\n\r\n\t{{#if showOptionsPicker}}\r\n\t
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{{OptionPickerLabel}}:
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{{{OptionPickerText}}}
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","{{#unless readOnly}}\r\n\t{{#if welcome}}\r\n\t\t
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<--
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Get Started!
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Click here to
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add your first {{formatMetadata \"{_Jobs.DisplayName}\" true}}.
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\r\n\t{{else}}\r\n\t\t{{#if nogroups}}\r\n\t\t\t
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\r\n\t\t{{/if}}\r\n\t{{/if}}\r\n{{/unless}}\r\n\r\n{{#groups}}\r\n\r\n\t{{#if groupName}} \r\n\t
\r\n\t\t{{groupName}}\r\n\r\n\t\t{{#unless ../../readOnly}}\r\n\t\t\t{{#if groupId}}\r\n\t\t\t\t\r\n\t\t{{/if}}\r\n\t\t{{/unless}}\r\n\t
\r\n{{/if}}\r\n\r\n\t{{#workflows}}\r\n\r\n\t
\r\n\t\t\r\n\t\t{{#if UserTaskCount}}\r\n\t\t\t
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{{UserTaskCount}}
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\r\n\t\t{{/if}}\r\n\r\n\t\t{{#if OnPortal}}\r\n\t\t
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\r\n\t\t{{/if}}\r\n\r\n\t\t{{#if PaidPosting}}\r\n\t\t
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\r\n\t\t{{/if}}\r\n\t\t\r\n\t\t\r\n\t\t
\r\n\t\t\t\r\n\r\n\t\t{{#if Chart}}\r\n\t\t
\r\n\t\t\t{{{Chart}}}\r\n\t\t
\r\n\t\t\t{{/if}}\r\n\t\t{{#if MicroTiles}}\r\n\t\t
\r\n\t\t\t{{{MicroTiles}}}\r\n\t\t
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{{Name}} {{#if JobNum}}({{JobNum}}){{/if}}
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\r\n\t\t\t\t\t{{StatusId_Title}}  -  {{Total}} {{ItemName}} {{#if ApplicationCount}} -  {{ApplicationCount}} pending {{appTitle}}{{/if}}\r\n\t\t\t\t
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\r\n\t\t\t\t\t{{{OwnersHtml}}}\r\n\t\t\t\t
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\r\n\t\t\t\t\t{{#if LastActRel}}\r\n\t\t\t\t{{LastActRel.relative}}\r\n\t\t\t\t\t{{else}}No Activity{{/if}}\r\n\t\t\t\t
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\r\n\t{{/workflows}}\r\n\r\n{{/groups}}","
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Configure the {{viewName}} view
\r\n\t\t{{#if showSystemViewWarning}}\r\n\t\t\r\n\t\t\tThis is a system view. Saving changes will update this view for all users.\r\n\t\t\r\n\t\t{{/if}}\r\n\t
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{{#if isListMode}}Columns:{{else}}Fields:{{/if}}
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\r\n\t\t\t\t\t \r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\r\n\t\t\t\t{{#if isListMode}}\r\n\t\t\t\tConfigure which columns are shown in this list\r\n\t\t\t\t{{else}}\r\n\t\t\t\tConfigure which fields are shown on each tile\r\n\t\t\t\t{{/if}}\r\n\r\n\t\t\t
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Options for \"\" field:
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\r\n\t\t\tColumn Width:
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Choose which activity types to show
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Name order:
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Date format:
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Filters:
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\r\n\t\t\t\t\t \r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\r\n\t\t\t\tFilter the items shown on this view\r\n\t\t\t
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\r\n\t\t\t\t Configure quick-filter tiles...\r\n\t\t\t
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Limit # of items shown in each group
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\r\n\t\t\t\t\t(Hide opportunities that were closed over 30 days ago )\r\n\t\t\t\t
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Visualizations:
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\r\n\t\t\t\t\t \r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\r\n\t\t\t\tSet the color or style of tiles based on data values\r\n\t\t\t
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Charts:
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\r\n\t\t\t\t\t \r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\r\n\t\t\t\tConfigure which charts are available in the Summary window\r\n\r\n\t\t\t
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Show items as:
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Tile Size:
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Sort by:
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Group by:
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Group by Stage:
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","
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Selected:
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Cancel
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OK
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Clear Selection
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Notifications
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You do not have any notifications at this time
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{{currentFilter}}
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\r\n\t\t\t{{#if showPrintButton}}\r\n\t\t\t{{#unless mobile}}\r\n\t\t\t\t
\r\n\t\t\t{{/unless}}\r\n\t\t\t{{/if}}\r\n\t\t\t{{#if showNewTaskButton}}\r\n\t\t\t\t
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\r\n\t\t\tClick here to view all Tasks\r\n\t\t
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You can't save an activity without a name!
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Activity Name
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Past Tense
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Abbreviated
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Activity Mode
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Icon
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Available On
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Reach Out
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Engagement
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Client Portal
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Attachments
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Doc type:
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Default Activity Form
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Follow-up
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Follow-up activity type:
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\r\n\t\t\t\t\t{{! Only custom activities or Tasks }}\r\n\t\t\t
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\r\n\t\tAdvanced Settings\r\n\t
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\r\n\t\tSettings for Approval feedback, etc:\r\n\t
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Email Campaign Domain Setup
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1. Add your domain
Domain added
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\r\n\t\t\t{{#if credentialDetails.EmailDomain}}\r\n\t\t\t
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Domain successfully added.

\r\n\t\t\t\t{{credentialDetails.EmailDomain}}\r\n\t\t\t
\r\n\t\t\t{{#unless credentialDetails.IsAuthenticated}}\r\n\t\t\t

Click here to send an email to authenticate your domain. If you've already sent this email, please be sure that verify@crelate.net is not blocked.

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Enter your domain. This is usually formatted like “example.com”.

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Add Domain
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Click here to send an email to authenticate your domain. If you've already sent this email, please be sure that verify@crelate.net is not blocked.

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2. Log into your DNS provider
I'm there
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Your DNS (domain name server) provider is the service that hosts your domain. This is typically the provider you used to purchase your domain name (ie. where you bought www.yourdomain.com). Common examples include: Wix, HostGator, GoDaddy, etc.

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You’ll likely need a username and password as well as admin privileges. If you are the only one with access, you are likely the admin.

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3. Go to your DNS settings
I found it
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This will be different for each provider, but you will want to access the area where you can edit your text entries. This is commonly under Advanced sections or areas where you can Manage the domain.

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4. Add SPF record
I added it
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First we’ll add an SPF record, which is a generic TXT record. If your domain already has an SPF record, we’ll add information to the record that is already there.

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If you already have an SPF record like: “v=spf1 include:outlook.com - all”. We’ll modify it to look like “v=spf1 include:outlook.com include:mailgun.org - all\".

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Name
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{{credentialDetails.EmailDomainSpfIdHostName}}
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Copy
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Value
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{{credentialDetails.EmailDomainSpfId}}
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Copy
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Show me how
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5. Add DKIM record
I entered it
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Next we’ll add a DKIM record. This is another generic TXT record with two values.

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Name
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{{credentialDetails.EmailDomainDkimIdHostName}}
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Copy
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Value
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{{credentialDetails.EmailDomainDkimId}}
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Copy
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Show me how
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6. Add CNAME record
I input it
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Finally, we’ll add the CNAME record. This will usually be its own type of record also with two values.

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Name
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{{credentialDetails.EmailDomainTrackingCName}}
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Copy
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Value
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{{credentialDetails.EmailDomainTrackingCNameValue}}
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Copy
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Show me how
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7. Verify values
Verified
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Depending on your DNS provider, it may take up to up to 48 hours for records to be updated.

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Verify Domain
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Domain successfully verified!

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You can view domain details and status under \"Email Campaign Domains\"

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Checkout some of our knowledge base articles for getting started with Email Campaigns

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Creating Email Templates

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How to send Email Campaigns

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Finished
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\r\n\t\t\t{{AdvFindDispName displayName}}\r\n\t\t
\r\n\t\t\r\n\t\t{{! Note: Need to have a DIV around these items because we're using the last-child css selector to hide the 'tinyOr' in the last item }}\r\n\t\t
\r\n\t\t\t{{#items}}\r\n\t\t\t
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-- OR --
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\r\n\t\tAdd additional fields to this filter...\r\n\t
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","
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{#if ValueIdsEntity}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{/if}}\r\n\r\n\t\t{{#unless Current}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{/unless}}\r\n\r\n\t
{{WhatLabel}}:\r\n\t\t\t\r\n\t\t\t\t
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{{WhereLabel}}:\r\n\t\t\t\r\n\t\t\t\t
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Between:\r\n\t\t\t\r\n\t\t\t\t
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and\r\n\t\t\t\r\n\t\t\t\t
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\r\n\tShow only {{formatMetadata \"{_Contacts.DisplayNamePlural}\" true}} with...\r\n\r\n\t
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Related to...
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{{formatMetadata \"{_Accounts.DisplayNamePlural}: \"}}\r\n\t\t\t\t\t
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{{formatMetadata \"{_Jobs.DisplayNamePlural}: \"}}\r\n\t\t\t\t\t
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Job Titles: \r\n\t\t\t\t\t
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Since: \r\n\t\t\t\t
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\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
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Name
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Plural Name
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Color
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Icon
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Clear Icon\r\n\t\t\t
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\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t{{#if template.hasAdvancedArtifactTypes}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{/if}}\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
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Name
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Plural Name
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Category
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Color
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Icon
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Available On
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\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{#if template.hasAdvancedArtifactTypes}}\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{/if}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
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Advanced Type Settings
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Promote to Advanced Type
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This Artifact Type is being used on one or more Artifacts, advanced settings cannot be adjusted while in use.
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Fields:
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\r\n\t\t\t\t\tCustomize Fields...\r\n\t\t\t\t
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Artifacts require verification
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Artifacts can expire
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Artifacts are saved in restricted storage
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{{TotalContactsSelected}} contacts selected
{{ContactsToRemoveCount}} on Portal Remove Contacts
{{ContactsToAddCount}} not on Portal Add Contacts
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\r\n\r\n
","
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t\t\t\t
Email Address
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t
@
\r\n\t\t\t
\r\n\t\t\t\t
Email Display Name
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
Users with access
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
Roles with access
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n
","\r\n
Email Campaign Domains
\r\n\r\n
\r\n{{#ifgreaterthanzero BulkEmailDetails.length}}\r\n{{#each BulkEmailDetails}}\r\n
\r\n\t{{#unless IsAuthenticated}}\r\n\t
\r\n\t{{else}}\r\n\t{{#ifequals this.Status \"red\"}}\r\n\t
\r\n\t{{/ifequals}}\r\n\t{{#ifequals this.Status \"yellow\"}}\r\n\t
\r\n\t{{/ifequals}}\r\n\t{{#ifequals this.Status \"green\"}}\r\n\t
\r\n\t{{/ifequals}}\r\n\t{{/unless}}\r\n\t
{{this.EmailDomain}}
\r\n\t
View Details
\r\n
\r\n
\r\n\t{{#if IsAuthenticated}}\r\n\t
Domain details:
\r\n\t
\r\n\t\t{{#if this.EmailDomainSpfIdAppearsValid }}\r\n\t\t
\r\n\t\t{{else}}\r\n\t\t
\r\n\t\t{{/if}}\r\n\t\t
\r\n\t\t\tSPF Record: \r\n\t\t\t

\r\n\t\t\t\tName: {{this.EmailDomainSpfIdHostName}}
\r\n\t\t\t\tValue: {{this.EmailDomainSpfId}} \r\n\t\t\t

\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t{{#if this.EmailDomainDkimIdAppearsValid}}\r\n\t\t
\r\n\t\t{{else}}\r\n\t\t
\r\n\t\t{{/if}}\r\n\t\t
\r\n\t\t\tDKIM Record: \r\n\t\t\t

\r\n\t\t\t\tName: {{this.EmailDomainDkimIdHostName}}
\r\n\t\t\t\tValue: {{this.EmailDomainDkimId}} \r\n\t\t\t

\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t{{#if this.EmailDomainTrackingCNameAppearsValid}}\r\n\t\t
\r\n\t\t{{else}}\r\n\t\t
\r\n\t\t{{/if}}\r\n\t\t
\r\n\t\t\tCNAME Record: \r\n\t\t\t

\r\n\t\t\t\tName: {{this.EmailDomainTrackingCName}}
\r\n\t\t\t\tValue: {{this.EmailDomainTrackingCNameValue}} \r\n\t\t\t

\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
{{#ifequals this.Status \"green\"}}Re-{{/ifequals}}Verify Domain
{{#if this.EmailDomainLastVerifiedOn}}Last checked: {{{FormatRelativeDate this.EmailDomainLastVerifiedOn false}}}{{/if}}
\r\n\t\t{{#ifequals this.Status \"red\"}}\r\n\t\t
View Setup

\r\n\t\t{{/ifequals}}\r\n\t\t
Delete
\r\n\t
\r\n\t{{else}}\r\n\t
View Setup

\r\n\t
Delete
\r\n\t{{/if}}\r\n
\r\n{{/each}}\r\n{{else}}\r\n
\r\n\r\n\t
Status: Inactive
\r\n\t
\r\n\t\tWhen enabled and configured, Crelate allows users to send emails directly from the system\r\n\t\tas if they were sent from the user's own email accounts. This feature, which is only\r\n\t\tavailable with Business and higher plans, requires special configuration within your company's Domain Name Services (DNS) provider.\r\n\t
\r\n
\r\n{{/ifgreaterthanzero}}\r\n\r\n\r\n","
\r\n\t
\r\n\t\t{{#if HasContactRead}}\r\n\t\t\t{{#ifequals EntityName \"_Jobs\"}}\r\n\t\t\t\t{{#if Portal.IsActive}}\r\n\t\t\t\t\t
This {{_job}} is currently available on the {{Portal.Name}} client portal
\r\n\t\t\t\t{{else}}\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\tThis {{_job}} is on the {{Portal.Name}} client portal,
which is currently Disabled
\r\n\t\t\t\t\t
\r\n\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t{{#if Portal.IsActive}}\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t View this {{_job}} on the client portal\r\n\t\t\t\t\t
\r\n\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t
\r\n\t\t\t\t\t Manage the \"{{Portal.Name}}\" client portal\r\n\t\t\t\t
\r\n\r\n\t\t\t\t{{#if CanEditPortal}}\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t Remove this {{_job}} from the client portal\r\n\t\t\t\t\t
\r\n\r\n\t\t\t\t\t{{#unless Portal.IsActive}}\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t Re-enable the \"{{Portal.Name}}\" client portal\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t{{/unless}}\r\n\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t
\r\n\t\t\t{{/ifequals}}\r\n\r\n\t\t\t{{#ifequals EntityName \"_Accounts\"}}\r\n\t\t\t\t
\r\n\r\n\t\t\t\t\t{{#if Portal.IsActive}}\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t This {{_account}} has an active client portal\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t{{else}}\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t The {{Portal.Name}} Client Portal is Disabled\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t\t{{#if Portal.IsActive}}\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t View the client portal\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t\t{{#if CanEditPortal}}\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t Manage the \"{{Portal.Name}}\" client portal\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t{{#if Portal.IsActive}}\r\n\t\t\t\t\t\t\t\t Disable this client portal\r\n\t\t\t\t\t\t\t{{else}}\r\n\t\t\t\t\t\t\t\t Re-enable this client portal\r\n\t\t\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t{{/ifequals}}\r\n\t\t{{else}}\r\n\t\t\t
\r\n\t\t\t\t Managing Client Portals requires Read access or higher on Contact records.\r\n\t\t\t
\r\n\t\t{{/if}}\r\n\r\n\t\t{{#ifequals EntityName \"_Contacts\"}}\r\n\t\t\t{{#if ShowJobPicker}}\r\n\t\t\t\t
\r\n\t\t\t\t\t This {{_contact}} is currently available on {{NumPortals}} Client {{plural NumPortals \"Portal\" \"s\"}}\r\n\t\t\t\t
\r\n\t\t\t\t
{{TargetName}} has been added to the client portal for the following {{_jobs}}:
\r\n\t\t\t\t
\r\n\t\t\t\t\t{{#Jobs}}\r\n\t\t\t\t\t\t
{{Name}}
\r\n\t\t\t\t\t{{/Jobs}}\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t{{/if}}\r\n\r\n\t\t\t{{#if NotOnPortalAndCanBeAdded}}\r\n\t\t\t\t
\r\n\t\t\t\t\tThis {{_contact}} is not currently available on any client portals\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t

\r\n\t\t\t\t\tTo share this candidate with your client, you'll need to add them to a client portal.\r\n\t\t\t\t

\r\n\t\t\t\t

Add candidate to the client portal now...

\r\n\t\t\t{{/if}}\r\n\r\n\t\t\t{{#if NotOnPortalAndCannotBeAdded}}\r\n\t\t\t\t
\r\n\t\t\t\t\tThis {{_contact}} is not currently available on any client portals\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t

\r\n\t\t\t\t\tTo share this candidate with your client, you'll need to add them to a {{_job}} that is on the client portal.\r\n\t\t\t\t

\r\n\t\t\t{{/if}}\r\n\t\t{{/ifequals}}\r\n\t
\r\n\r\n\r\n\t{{#if ShowWorkflowDetails}}\r\n\t\t
\r\n\t\t\t\r\n\t\t\tAvailable on client portal:\r\n\r\n\t\t\t{{#if OnClientPortal}}\r\n\t\t\t\t\r\n\t\t\t\t\t YES\r\n\t\t\t\t\r\n\t\t\t\t{{#if HasFullPortalPriv}}\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tRemove...\r\n\t\t\t\t\t\tRemove this candidate from the
\"{{Portal.Name}}\" client portal
\r\n\t\t\t\t\t
\r\n\t\t\t\t{{/if}}\r\n\t\t\t{{else}}\r\n\t\t\t\tNO\r\n\t\t\t\t{{#if HasFullPortalPriv}}\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tAdd To Portal...\r\n\t\t\t\t\t\tAdd this candidate to the
\"{{Portal.Name}}\" client portal
\r\n\t\t\t\t\t
\r\n\t\t\t\t{{/if}}\r\n\t\t\t{{/if}}\r\n\t\t
\r\n\t\t
\r\n\t\t\t{{#if OnClientPortal}}\r\n\t\t\t\t
    \r\n\t\t\t\t\t
  • \r\n\t\t\t\t\t\t{{ContactFirstName}} was added to the \"{{Portal.Name}}\" client portal on {{PortalAddedOn}} by {{PortalAddedUser}}.\r\n\t\t\t\t
\r\n\t\t\t{{else}}\r\n\r\n\t\t\t{{/if}}\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\t\r\n\t\t\t{{{ExecSumUpdateInfo}}}\r\n\t\t\t\r\n\t\t\t\tExecutive Summary\r\n\t\t\t\r\n\t\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t{{/if}}\r\n\r\n\t{{#if HasContactRead}}\r\n\t\t{{#if ShowDocuments}}\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\tDocuments available on portal\r\n\t\t\t\t{{#if CanEditPortal}}\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\tAdd Document\r\n\t\t\t\t\t\tShare additional documents on the client portal\r\n\t\t\t\t\t\r\n\t\t\t\t{{/if}}\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t{{/if}}\r\n\r\n\r\n\t\t{{#if ShowUsers}}\r\n\t\t\t{{#ifequals EntityName \"_Contacts\"}}\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t\t{{#if CanInvite}}\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\tInvite\r\n\t\t\t\t\t\tInvite someone to join the \"{{Portal.Name}}\" client portal\r\n\t\t\t\t\t\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t\tClients\r\n\t\t\t\t
\r\n\t\t\t{{else}}\r\n\t\t\t\t
\r\n\t\t\t\t{{#if CanInvite}}\r\n\t\t\t\t\tInvite\r\n\t\t\t\t{{/if}}\r\n\t\t\t\tClients\r\n\t\t\t\t
\r\n\t\t\t{{/ifequals}}\r\n\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t
These users can view all {{_jobs}} and candidates on this client portal.
\r\n\t\t\t\t
\r\n\t\t\t\t{{#ifequals EntityName \"_Jobs\"}}\r\n\t\t\t\t\t
You can invite up to {{RemainingUserLimit}} more {{RemainingUsersMessage}} to this portal. Users below have access to this {{formatMetadata \"{_Jobs.DisplayName}\" true}}.
\r\n\t\t\t\t{{/ifequals}}\r\n\r\n\t\t\t\t
\r\n\r\n\t\t\t\t\t{{#Users}}\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t
{{AccessLevelHtml}}
\r\n\t\t\t\t\t\t
{{FullName}}
\r\n\t\t\t\t\t\t
{{Email}}
\r\n\t\t\t\t\t\t
{{TitleAndCompany}}
\r\n\r\n\t\t\t\t\t
\r\n\t\t\t\t\t{{else}}\r\n\t\t\t\t\t
No clients have been invited to this client portal yet
\r\n\t\t\t\t\t{{/Users}}\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t{{/if}}\r\n\t{{/if}}\r\n\r\n
","{{!-- Forms and Applications have now been refactored into artifacts, but they should still be displayed in the same previous grouping to the user --}}\r\n\r\n{{!-- TODO(bryant): should we display pending documents/forms (ex. form requests, background checks, esignatures?) near the top of the list --}}\r\n\r\n{{!-- Attachments list displays artifacts that have a binary --}}\r\n{{#records.Attachments}}\r\n\r\n{{> DocumentBrowserArtifactTile renderMenu=../renderMenu hoverStyle=../hoverStyle readOnly=../readOnly renderViewButton=../renderViewButton currentPrimaryDocumentId=../currentPrimaryDocumentId}}\r\n\r\n{{/records.Attachments}}\r\n\r\n{{!-- Forms list displays artifacts that have a form directly linked to them --}}\r\n{{#records.Forms}}\r\n
\r\n\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t\r\n\r\n\t\t\t\t{{#ifequals currentPrimaryDocumentId Id}}\r\n\t\t\t\t\r\n\t\t\t\t{{/ifequals}}\r\n\r\n\t\t\t\t{{#ifequals currentPrimaryIconId Id}}\r\n\t\t\t\t\r\n\t\t\t\t{{/ifequals}}\r\n\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t{{#if Type}}\r\n\t\t\t\t\t\t{{Type.Title}}\r\n\t\t\t\t\t\t{{else}}\r\n\t\t\t\t\t\tNone\r\n\t\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\r\n\t\t
\r\n\t\t
\r\n\t\t\t\r\n\t\t\t\t{{#if TypeCode}}\r\n\t\t\t\t{{Name}}\r\n\t\t\t\t{{else}}\r\n\t\t\t\t{{Title}}\r\n\t\t\t\t{{/if}}\r\n\t\t\t\r\n\t\t
\r\n\t\t
\r\n\t\t\t{{#if AdditionalInfo}}\r\n\t\t\t{{#if AdditionalInfo.RegardingId}}\r\n\t\t\tRe: {{AdditionalInfo.RegardingId.Title}}\r\n\t\t\t
\r\n\t\t\t{{/if}}\r\n\t\t\t{{/if}}\r\n\t\t\tUpdated: {{formatDate ModifiedOn}}\r\n\t\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t{{{artifactStatus StatusId.Id}}}\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n
\r\n\r\n{{/records.Forms}}\r\n\r\n{{!-- Applications list is for artifacts that have an application directly linked to them --}}\r\n{{#records.Applications}}\r\n
\r\n\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t{{#if Type}}\r\n\t\t\t\t\t\t{{Type.Title}}\r\n\t\t\t\t\t\t{{else}}\r\n\t\t\t\t\t\tApplication\r\n\t\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\r\n\t\t
\r\n\t\t
\r\n\t\t\t{{Title}}\r\n\t\t
\r\n\t\t
\r\n\t\t\tApplied: {{formatDate CreatedOn}}\r\n\t\t
\r\n\t\t
\r\n\t
\r\n
\r\n\r\n{{/records.Applications}}\r\n\r\n{{#ifequals totalCount 0}}\r\n
\r\n\t{{emptyMessage}}\r\n
\r\n{{/ifequals}}\r\n","
\r\n\t
\r\n\t\t
\r\n\t\t\t\r\n\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
\r\n\t\t\t{{#if renderMenu}}\r\n\r\n\t\t\t
\r\n\t\t\t\t{{#ifequals currentPrimaryDocumentId Id}}\r\n\t\t\t\t\r\n\t\t\t\t{{else}}\r\n\t\t\t\t\r\n\t\t\t\t{{/ifequals}}\r\n\r\n\t\t\t\t{{#ifequals currentPrimaryIconId Id}}\r\n\t\t\t\t\r\n\t\t\t\t{{/ifequals}}\r\n\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t{{#if Type}}\r\n\t\t\t\t\t\t{{Type.Title}}\r\n\t\t\t\t\t\t{{else}}\r\n\t\t\t\t\t\tNone\r\n\t\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\r\n\t\t\t{{/if}}\r\n\t\t
\r\n\t\t
\r\n\t\t\t{{Name}}\r\n\t\t
\r\n\t\t
\r\n\t\t\tUpdated: {{formatDate ModifiedOn}} {{#if FileSize}} | {{kFromBytes FileSize}} {{/if}}\r\n\t\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t{{{artifactStatus StatusId.Id}}}\r\n\t\t\t\t{{#if EVerify}}\r\n\t\t\t\t{{#if Status}}\r\n\t\t\t\t({{Status}})\r\n\t\t\t\t{{/if}}\r\n\t\t\t\t{{/if}}\r\n\t\t\t
\r\n\t\t\t{{#if BeingEditedByUser}}\r\n\t\t\t
Currently being edited
by {{BeingEditedByUser}}
\r\n\t\t\t{{/if}}\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
\r\n\t\t\t{{#compareDate '<=' ExpiresOn '+30d'}}\r\n\t\t\t\r\n\t\t\t{{/compareDate}}\r\n\t\t\t{{#isAdvancedDocType Type}}\r\n\t\t\t\r\n\t\t\t{{/isAdvancedDocType}}\r\n\t\t
\r\n\t\t
\r\n\t\t\t{{#if Icon}}\r\n\t\t\t
\r\n\t\t\t{{/if}}\r\n\t\t
\r\n\t
\r\n
","
\r\n\t
\r\n\t\t\r\n\t
\r\n
\r\n\r\n
\r\n\r\n{{#if showMessage}}\r\n{{#ifnotequals generalMessage \"\"}}\r\n
\r\n\t{{{generalMessage}}}\r\n
\r\n{{/ifnotequals}}\r\n{{/if}}\r\n\r\n\r\n{{#if showViewOptions}}\r\n
\r\n\t
\r\n
\r\n{{/if}}\r\n\r\n{{#ifequals mode \"icons\"}}\r\n
Photos:
\r\n{{/ifequals}}\r\n\r\n{{#ifequals mode \"primarydocs\"}}\r\n
Documents:
\r\n{{/ifequals}}\r\n\r\n{{#unless hideDocumentList}}\r\n
\r\n\t
Loading...
\r\n\t
\r\n\t
\r\n
\r\n{{/unless}}\r\n\r\n
","{{#entities}}\r\n
\r\n\r\n\t
\r\n\t\t
\r\n\r\n\t\t{{DisplayNamePlural}}\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\r\n\t\t
\r\n\t\t\tMatch on\r\n\t\t\t\r\n\t\t\t\tany\r\n\t\t\t of these fields:\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\t\r\n\t\t\t
\r\n\t\t
\r\n\r\n\r\n\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\t{{#ifequals Name \"_Contacts\"}}\r\n\t
\r\n\t\t
\r\n\t
\r\n\t{{/ifequals}}\r\n\r\n
\r\n{{/entities}}","
\r\n\t
\r\n\t\tActions available for List {{viewName}}\r\n\t
\r\n\t{{#ifnotequals entityName \"_Experiences\"}}\r\n\t
Add items to this List
\r\n\t{{/ifnotequals}}\r\n\t
Rename List
\r\n\t
Delete List
\r\n\t
Additional Details
\r\n\r\n\t{{#if isShared}}\r\n\t
\r\n\t\t Unshare this List\r\n\t
\r\n\r\n\t{{else}}\r\n\t
\r\n\t\t Share this List\r\n\t
\r\n\t{{/if}}\r\n
","\r\n\r\n
\r\n\r\n\t
How Crelate Tracks Email
\r\n\r\n\t
\r\n\t\tEmail that you send to will automatically be tracked in Crelate.\r\n\t\t
    \r\n\t\t\t
  • If you send an email with an attached resume, then the resume will automatically be imported into Crelate as a new {{_contact}}.
  • \r\n\t\t\t
  • If you forward an email that you've received from a {{_contact}}, then the email will be added to the activity stream for that {{_contact}}
  • \r\n\t\t
\r\n\t
\r\n\r\n\t
Please note: Crelate will only accept email coming from a Crelate user (it must be sent from the same email address you use to log in to Crelate). \r\n\t\tIf you want Crelate to also accept email coming from other addresses, then add the email address or domain to the Trusted Email Domains below.
\r\n\r\n
\r\n\r\n
\r\n\r\n\t
Trusted Email Domains
\r\n\r\n\t
\r\n\t\tTrust the following email addresses or domains:\r\n\t
\r\n\r\n\t
\r\n\r\n\t
\r\n\t\tExample: @crelate.com - This would trust any email from the \"crelate.com\" domain. Trusted emails are allowed \r\n\t\tto \"CC the system\" and use email to do more than just submit a resume to job email.\r\n\t
\r\n
\r\n\r\n\r\n","{{#if template.EmailCampaignsActivated}}\r\n
\r\n\r\n
\r\n\r\n
\r\n{{/if}}\r\n
\r\n\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\r\n\t\tCAN-SPAM Act Compliant Email Footer\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\r\n\t\t
\r\n\t\t\tInclude this footer at the bottom of all emails sent to multiple recipients\r\n\t\t
\r\n\r\n\t\t

Click here to unsubscribe from future emails

" }]\"\r\n\t\t\t data-attributename=\"Email_OutboundFooter_Text\">
\r\n\r\n\t\t
\r\n\t\t\t Important: The CAN-SPAM Act requires that you provide a link to unsubscribe when sending emails to multiple recipients. Use the Insert HTML menu above to add this link to your custom footer.\r\n\t\t
\r\n\t
\r\n
","\r\n
Email Campaign Domain Integration
\r\n{{#ifgreaterthanzero BulkEmailDetails.length}}\r\n\tEmail Campaign Domain integration is currently enabled.\r\n\tFor everything to work, the following settings must be added to your Domain Name Service (DNS). This must \r\n\tbe done by an individual with access to your DNS records. Please contact support if you have questions. \r\n

\r\n{{#each BulkEmailDetails}}\r\n
\r\n\t
Domain: {{this.EmailDomain}}
\r\n\r\n\t{{#ifequals this.EmailDomainSpfIdAppearsValid true}}\r\n\t
SPF Id
\r\n\t{{else}}\r\n\t
SPF Id
\r\n\t{{/ifequals}}\r\n\t
\r\n\t\t\r\n\t\t\tName: @\r\n\t\t\t
\r\n\t\t\tValue: {{this.EmailDomainSpfId}}\r\n\t\t
\r\n\t
\r\n\t
\r\n\r\n\t{{#ifequals this.EmailDomainDkimIdAppearsValid true}}\r\n\t
DKIM Id
\r\n\t{{else}}\r\n\t
DKIM Id
\r\n\t{{/ifequals}}\r\n\t
\r\n\t\t\r\n\t\t\tName: {{this.EmailDomainDkimIdHostName}}
\r\n\t\t\tValue: {{this.EmailDomainDkimId}}\r\n\t\t
\r\n\t
\r\n\t
\r\n\r\n\t{{#ifequals this.EmailDomainTrackingCNameAppearsValid true}}\r\n\t
CNAME
\r\n\t{{else}}\r\n\t
CNAME
\r\n\t{{/ifequals}}\r\n\t
\r\n\t\t\r\n\t\t\tName: {{this.EmailDomainTrackingCName}}
\r\n\t\t\tValue: {{this.EmailDomainTrackingCNameValue}}\r\n\t\t
\r\n\t
\r\n
\r\n
\r\n\r\n
\r\n\t
\r\n\t\tVerify DNS Records Now\r\n\t
 \r\n\t\r\n\t\t{{#if this.EmailDomainLastVerifiedOn}}\r\n\t\tLast checked: {{{FormatRelativeDate this.EmailDomainLastVerifiedOn false}}}\r\n\t\t{{/if}}\r\n\t\r\n
\r\n
\r\n{{/each}}\r\n\r\n\r\n{{else}}\r\n
\r\n\r\n\t
Status: Inactive
\r\n\t
\r\n\t\tWhen enabled and configured, Crelate allows users to send emails directly from the system\r\n\t\tas if they were sent from the user's own email accounts. This feature, which is only\r\n\t\tavailable with Pro and higher plans, requires special configuration from both Crelate\r\n\t\tSupport and within your company's Domain Name Services (DNS) provider.\r\n\t
\r\n\tPlease contact support for assistance with this feature.\r\n
\r\n{{/ifgreaterthanzero}}\r\n\r\n\r\n","
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t{{#unless IsPlacement}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{/unless}}\r\n\t
\r\n\t\t\t\t
Name
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\tMeaning\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tWhile you can give your statuses any name you want, all statuses must have a general \"Meaning\" of either {{MeaningSafeString}}. Crelate will automatically prioritize active records over inactive records when using Search. You may have multiple statuses with the same meaning.\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\tParent Status\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tIf you set a \"parent status\" then this status will be marked as a \"sub-status\" of its parent. You can also toggle whether a status is a sub-status by clicking the button above the status list.\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
Color
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\tStyle Option\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tAllows you to customize how records with this status will appear in Crelate.\r\n\t\t\t\t\t\t\t

\r\n\t\t\t\t\t\t\tNone - Records with this status will appear as they normally do.\r\n\t\t\t\t\t\t\t

\r\n\t\t\t\t\t\t\tApply Color - Records with this status will feature a form header that matches the color selected for this status.\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\tVisibility Option\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tAllows you to customize the visibility of records in Crelate.\r\n\t\t\t\t\t\t\t

\r\n\t\t\t\t\t\t\tHide - Records with this status will be hidden by default and will not appear throughout the app (grids, lists, forms, search, lookups, etc). The only way to find records with this status will be to filter specifically by this status.\r\n\t\t\t\t\t\t\t

\r\n\t\t\t\t\t\t\tShow - Records with this status will be visible throughout the app in all areas.\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\tAllow Communication\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tAllows you to customize what level of communication users can have with records with this status.\r\n\t\t\t\t\t\t\t

\r\n\t\t\t\t\t\t\tNo - Disable all communication (email, phone, sms) from Crelate, including bulk communication.\r\n\t\t\t\t\t\t\t

\r\n\t\t\t\t\t\t\tYes - Enable all communication (email, phone, sms) from Crelate, including bulk communication.\r\n\t\t\t\t\t\t\t

\r\n\t\t\t\t\t\t\tLimited - Disable bulk communication from Crelate, but only warn if communicating directly.\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t \t
\r\n\t\t\t\t \r\n\t\t\t\t Note: You have selected a meaning of Do Not Use, but allow communication. This may be confusing to users.\r\n\t\t\t\t
\r\n\t\t\t
\r\n
","
\r\n\t
\r\n\r\n\t\t
\r\n\t\t\t\r\n\t\t\t\r\n\t\t
\r\n\r\n\t\tCustomize the status groups available on the job board:\r\n\t
\r\n\r\n\t
\r\n\t\t{{#models}}\r\n\r\n\t\t\t
{{attributes.Name}}
\r\n\r\n\t\t{{/models}}\r\n\t
\r\n\r\n\t
\r\n\t\tSelect a status from the above list to modify its settings.\r\n\t
\r\n\r\n\t
\r\n\t\t\r\n\t\t\r\n\r\n\t
\r\n\r\n
\r\n","
\r\n\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t{{!-- 30000 = Sequencing_Core --}}\r\n\t\t{{#if (MS_CheckAccess 30000)}}\r\n\t\t\r\n\t\t{{#ifequals template.WorkflowTypeId \"f6ef012f-998d-4132-b38b-a17a00b2b958\"}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{/ifequals}}\r\n\t\t{{/if}}\r\n\t
\r\n\t\t\t\t
Stage Name
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
Type
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
Parent
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
Color
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
Description
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
Tracked Activities
\r\n\t\t\t
\r\n\t\t\t\tConfigure...\r\n\r\n\t\t\t
\r\n\t\t\t\t
Rules
\r\n\t\t\t
\r\n\t\t\t\tConfigure Rules for this stage...\r\n\t\t\t
\r\n\t\t\t\t
Sequence
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n
\r\n","
\r\n\r\n\t
\r\n\t\t
Shared Links Settings
\r\n\t\t
\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t
\r\n\t\t\t\t\t\tPage Logo\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\treset\r\n\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\tReset the header background color

\r\n\t\t\t\t\t\t\t\t\t\t\tNote: this will attempt to match the background
\r\n\t\t\t\t\t\t\t\t\t\t\tcolor to your logo image if one has been provided.\r\n\t\t\t\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\tShared Links\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t
days
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t
clicks
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t
\r\n\t
\r\n\r\n
","
\r\n\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t{{!-- 15000 = Deliver_Core --}}\r\n\t\t{{#if (MS_CheckAccess 15000)}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{/if}}\r\n\r\n\t\t{{#if (MS_CheckAccess 17020)}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{/if}}\r\n\r\n\t\t{{!-- 16000 = Timekeeping_Core --}}\r\n\t\t{{#if (MS_CheckAccess 16000)}}\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t{{/if}}\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t
\r\n\t\t\t\t
Name
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
Plural Name
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
Icon & Color
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
Description
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
Active
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
Type
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
Submittal Template
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
Recruiting Type
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
Auto Create Billable Item on Placement
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
Time Types
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
Expense Types
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
Placement Status
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
Collection
\r\n\t\t\t
\r\n\r\n\t\t\t\t
\r\n\r\n\t\t\t
\r\n\t\t\t\t
Forms
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\tCustomize the main form\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
Value calculation
\r\n\t\t\t
\r\n\r\n\t\t\t\t
\r\n\r\n\t\t\t\t{{#if allowCustomValueForm}}\r\n\t\t\t\tCustomize...\r\n\t\t\t\t{{/if}}\r\n\t\t\t
\r\n\t\t\t\t
Value calculation
\r\n\t\t\t
\r\n\t\t\t\tSum of all values.\r\n\t\t\t
\r\n\t\t\t\t
Placement form
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Placement form:
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Lead form
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Search Engine Optimization
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Premium Job Board Integrations
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\r\n\t\t\t\t\tPlease contact sales@crelate.com to have access to this feature.\r\n\t\t\t\t
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Share Disposition Data with Indeed
Increased chance of highest quality applicants.
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Match Application Form to Indeed Screener
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\r\n\t\t\t\t\t Important:\r\n\t\t\t\t\tPublishing jobs to Indeed requires having an Indeed account, and Visibility\r\n\t\t\t\t\tin search results is subject to Indeed's quality review and rules.\r\n\t\t\t\t\tThis setting simply controls whether or not your jobs are made available to Indeed.\r\n\t\t\t\t
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Customize the look and feel of your portal
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Title
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Logo
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\r\n\t\t\tPublished {{publishTitle}} on\r\n\t\t\t{{#if isExpired}}\r\n\t\t\t\r\n\t\t\t\t{{lastPostedOn}} - Expired\r\n\t\t\t\t\tIf it has been more than 90 days since the job was first\r\n\t\t\t\t\tpublished to the portal (or since it was published to job boards) then the job is Expired and will no longer be included in listings shared with job boards.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t{{else}}\r\n\t\t\t{{lastPostedOn}}\r\n\t\t\t{{/if}}\r\n\t\t
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\r\n\t\t\t\r\n\t\t\tEdit details...\r\n\t\t
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Job Boards
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\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tPublished to \r\n\t\t\t\t\t\t{{NumFreeBoards}} job boards \r\n\t\t\t\t\t\t\tThis job was published to the following {{NumFreeBoards}} job boards on {{freeBoardsPostDate}}\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\tNote: Each job board governs how and when they publish jobs based on their policies and business model. To guarantee job\r\n\t\t\t\t\t\t\t\tposting, we recommend having a direct sponsored account with that vendor.\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t{{{freeBoardLogos}}}\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t for free\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\tRemove\r\n\t\t\t
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\r\n\t\t\t\t{{/if}}\r\n\t\t\t\t{{#if renew}}\r\n\t\t\t\tRenew\r\n\t\t\t\t{{/if}}\r\n\t\t\t\t{{#if remove}}\r\n\t\t\t\tRemove\r\n\t\t\t\t{{/if}}\r\n\t\t\t\t{{#if reactivate}}\r\n\t\t\t\tReactivate\r\n\t\t\t\t{{/if}}\r\n\t\t\t\t{{#if update}}\r\n\t\t\t\tUpdate\r\n\t\t\t\t{{/if}}\r\n\t\t\t
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Reach more candidates
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Post this job to {{NumFreeBoards}} job boards
\r\n\t\t\t\tPost to all {{NumFreeBoards}} boards for free\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tYou may have up to {{totalCount}} jobs published to these {{NumFreeBoards}} boards simultaneously for free.\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tIf you already have {{totalCount}} jobs published then you can free\r\n\t\t\t\t\t\t\tup slots by closing old jobs or un-publishing them.\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t (You currently have {{remainingCount}} slots available)\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t{{{freeBoardLogos}}}\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tNote: Each job board governs how and when they publish jobs based on their policies and business model. To guarantee job\r\n\t\t\t\t\t\t\tposting, we recommend having a direct sponsored account with that vendor.\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t
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Sponsor this job post on premium job boards
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Sponsored posts can greatly increase the number of candidates who see your job
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Post now
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\r\n\t\t{{/if}}\r\n\r\n\t\t{{! Button to post to Logic Melon }}\r\n\t\t{{#if showLogicMelonPostButton}}\r\n\t\t
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Post via
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Post to thousands of job boards using your
Logic Melon account
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Post now
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\r\n\t\t{{/if}}\r\n\r\n\t\t{{! Buttons to share on social media }}\r\n\t\t
\r\n\t\t\tShare this job on social media\r\n\t\t\t
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Reset
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Refresh
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\r\n\t\t\tLast posted on\r\n\t\t\t\r\n\t\t\t\t{{#if isExpired}}\r\n\t\t\t\t{{lastPostedOn}} - Expired\r\n\t\t\t\t{{else}}\r\n\t\t\t\t{{lastPostedOn}}\r\n\t\t\t\t{{/if}}\r\n\t\t\t \r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tRefresh: \r\n\t\t\t\t\tIf it has been 14 days since you posted this job or last refreshed, you can Refresh\r\n\t\t\t\t\tthe Job which will update the date that it was last posted.\r\n\t\t\t\t\tThis will update the date that the job was posted.\r\n\t\t\t\t\t

\r\n\t\t\t\t\tReset: \r\n\t\t\t\t\tIf it has been 45 days since you posted this job or last reset, you can Reset the Job which\r\n\t\t\t\t\twill assign a new job code to it. This may make it appear as a \"new\" job and more likely\r\n\t\t\t\t\tto appear near the top of lists. (This is up to the discretion of each individual job board)\r\n\t\t\t\t\t

\r\n\t\t\t\t\tIf this job is currently posted to a paid job board or LogicMelon, these options\r\n\t\t\t\t\twill be disabled until that posting is expired.\r\n\t\t\t\t
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\r\n\t\t\tExternal email address \r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tResumes that are emailed to this address will be converted into contacts and added to the Job Dashboard in the New stage\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tClick this button to copy the external email address.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t
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\r\n\t\t\tExternal link for this job \r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tThis link can be used in job board postings, emails and more to send potential candidates to your job portal.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tCopy this link to your clipboard\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t
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\r\n\t\t\tExternal link with no description listed \r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tThis link is similar to above, but shows only the application form for this job, without the full job details.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tCopy this link to your clipboard\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t
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\r\n\t\t\tLink directly to the application form \r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tThis link goes directly to the application form for this job, skipping the page that shows the job details.\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\tCopy this link to your clipboard\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t
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All Activity

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Other Charts

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\r\n\r\n\t\t\t{{#if title}}\r\n\t\t\t\t{{title}}{{#if infoText}} {{/if}}\r\n\t\t\t{{else}}\r\n\t\t\t\t{{entityDispNamePlural}}{{#if infoText}} {{/if}}\r\n\t\t\t{{/if}}\r\n\t\t
\r\n\r\n\t\t{{#if summaryText}}\r\n\t\t
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\r\n\t\t\t{{#each items}}\r\n\t\t\t\t{{#if this.IsShared}}\r\n\t\t\t\t\t
{{getAttributeByKey this ../displayAttributeName}} This template is shared with all other users in your org, but it can only be edited by you
\r\n\t\t\t\t{{else}}\r\n\t\t\t\t\t{{#if ../hasTemplate}}\r\n\t\t\t\t\t\t
{{{Eval ../displayTemplate this}}}
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{{getAttributeByKey this ../displayAttributeName}}
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User
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Call Forwarding
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Voice Message
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Forwarding Number
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\r\n\t\t\t Important: The Submittals Portal will be deprecated with a future Crelate release. \r\n\t\t\tIf you wish to continue using an online portal experience for submitting and reviewing candidates, please select the checkbox for 'Submit via the Client Portal' when submitting candidates.\r\n\t\t
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Submittal Settings
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Allow submittal recipients to view candidates online\r\n\t\t\t\t\t
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\r\n\t\t\t\tView submittal access history\r\n\t\t\t
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\r\n\t\t\t\t\t\t{{_Contact}} Fields\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tSelect which {{_contact}} fields submittal recipients can view\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\tCustomize\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tMicro experience settings\r\n\t\t\t\t\t
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\r\n\t\tSelect or add a new category above to configure the name, color and availability of that category.\r\n\r\n\t\t

\r\n\r\n\t\tYou can manage the tags of the currently selected category below.\r\n\t
\r\n\r\n\t{{else}}\r\n\t\t{{#if attributes.isPortalTags }}\r\n\t\t\t
\r\n\t\t\t\tThese are the tags used for the Portal.\r\n\t\t\t\t

\r\n\t\t\t\tWhen a {{_job}} is published to the portal, you can optionally add tags\r\n\t\t\t\tto the {{_job}} posting to help candidates find similar {{_jobs}}.\r\n\t\t\t
\r\n\t\t{{else if attributes.isEmailTemplateTags }}\r\n\t\t{{else if attributes.isCustomFormTags }}\r\n\t\t\t
\r\n\t\t\t\tThese are tags used for Custom Form Questions.\r\n\t\t\t\t

\r\n\t\t\t\tCustom Form questions can be tagged to help add questions to a form in bulk.\r\n\t\t\t
\r\n\t\t{{else}}\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
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Name:
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Color:
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Available On:
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First Name
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Initials
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Employee Id
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Color
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License Type
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Login Type
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Resend Invite
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Role
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Additional Roles
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Linked Contact
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Two Factor Status
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User's Password
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Set Password
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Clear Two Factor
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Clear Phone 2FA
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Clear Auth 2FA
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Clear Two Factor
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\r\n\t\t\r\n\t\tCaution: You are editing a system view. Saving any changes made to the columns will change the columns for all users.\r\n\t

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To sort columns
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    \r\n\t\t
  • \r\n\t\t\tTap on a column header to sort by that column. An arrow will appear to indicate the direction of sorting. Some columns cannot be sorted.\r\n\t\t
  • \r\n\t
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To resize columns
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    \r\n\t\t
  • \r\n\t\t\tMove the cursor to the right edge of a column header until it changes to a resize cursor. Click and drag to change the width of any column.\r\n\t\t
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To add/remove columns
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  • \r\n\t\t\tTap on the three dots on the right side of a column header. Within the menu that appears, an option for columns will appear. Inside that list is a list of all columns available in alphabetical order\r\n\t\t
  • \r\n\t
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{{Name}} Workflows
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\r\n\t\t\t{{Description}}\r\n\t\t
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{{Name}} workflow set up and customization
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    \r\n\t\t\t\t
  • Configure {{InstanceName}} Board Stages
  • \r\n\t\t\t\t
  • Configure {{InstanceName}} Statuses
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    \r\n {{#each targetEntities}}\r\n
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Name *
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A {{processTypeName}} already exists with this name.
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Due On
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Apply due date to all items
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Owner
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Regarding *
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\r\n\t\t\tThese settings only take effect if you have Disabled Inheritance or are enabling these settings:\r\n\t\t
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\r\n\r\n\t\t{{#if allowSequentialOrderSetting}}\r\n\t\t
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sequentially <span class='tooltip icon-information'><span class='tooltip-content'><span style='display:block; margin-bottom: 5px; font-weight:600'>Groups must be completed sequentially</span><span>When checked, the groups of items in this checklist must be completed in sequential order. All items in the first group must be completed before any item in group 2 can be completed.</span></span></span>\">
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\r\n\t\t\tPlease fill out all fields from the template to finish creating a {{processTypeName}}\r\n\t\t
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Please select a template to begin a new {{processTypeName}}
","
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\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t{{#if includeRecord}}\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t{{/if}}\r\n\t\t\t{{#if showRegarding}}\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t{{/if}}\r\n\t\t\t{{#if onEmployeePortal}}\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t{{/if}}\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
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{{processTitle}}
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(ongoing)\r\n\t\t\t\t\t\t\tAn ongoing checklist is one that continues monitoring \r\n\t\t\t\t\t\t\tchecklist requirements even after the checklist is completed. If the requirements for an \r\n\t\t\t\t\t\t\titem are no longer valid then the item (and the checklist) will revert back to a \r\n\t\t\t\t\t\t\tnon-completed status.
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\r\n\t\t\t\t\t\t{{_Contact}} \r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t{{process.ParentId.Title}}\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t
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Regarding
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\r\n\t\t\t\t\tAvailable for {{portalAssigneeName}} in the Employee Portal {{{contactPortalStatus}}} \r\n\t\t\t\t\t
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Due
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{{{FormatDate process.DueOn}}}
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\r\n\t\t\t\t\t{{#if ownerDisplay}}\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\tOwner {{{ownerDisplay}}} {{ownerName}}\r\n\t\t\t\t\t
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t
\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
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\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tComplete\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\tCancel\r\n\t\t\t\t\t\t
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\r\n\t\t\t\t\t\t \r\n\t\t\t\t\t
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\r\n
","
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\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t{{#ifequals StatusName \"notStarted\"}}\r\n\t\t\t\t\t\t\t\t{{Name}}\r\n\t\t\t\t\t\t\t\t{{/ifequals}}\r\n\r\n\t\t\t\t\t\t\t\t{{#ifequals StatusName \"inProgress\"}}\r\n\t\t\t\t\t\t\t\t{{Name}}\r\n\t\t\t\t\t\t\t\t{{/ifequals}}\r\n\r\n\t\t\t\t\t\t\t\t{{#ifequals StatusName \"completed\"}}\r\n\t\t\t\t\t\t\t\t{{Name}}\r\n\t\t\t\t\t\t\t\t{{/ifequals}}\r\n\r\n\t\t\t\t\t\t\t\t{{#ifequals StatusName \"cancelled\"}}\r\n\t\t\t\t\t\t\t\t{{Name}}\r\n\t\t\t\t\t\t\t\t{{/ifequals}}\r\n\r\n\t\t\t\t\t\t\t\t{{#ifequals StatusName \"skipped\"}}\r\n\t\t\t\t\t\t\t\t{{Name}}\r\n\t\t\t\t\t\t\t\t{{/ifequals}}\r\n\t\t\t\t\t\t\t
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\r\n\t\t\t\t{{#if DueOn}}\r\n\t\t\t\t\t
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Due {{{FormatDate DueOn}}}
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\r\n\t\t\t\t{{/if}}\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\r\n\t{{#ifgreaterthanzero allChildren.length}}\r\n\t
\r\n\t\t{{#each allChildren}}\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t
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\r\n\t\t\t\t\t\t\t\t{{#ifequals StatusName \"notStarted\"}}\r\n\t\t\t\t\t\t\t\t{{Name}}\r\n\t\t\t\t\t\t\t\t{{/ifequals}}\r\n\r\n\t\t\t\t\t\t\t\t{{#ifequals StatusName \"inProgress\"}}\r\n\t\t\t\t\t\t\t\t{{Name}}\r\n\t\t\t\t\t\t\t\t{{/ifequals}}\r\n\r\n\t\t\t\t\t\t\t\t{{#ifequals StatusName \"completed\"}}\r\n\t\t\t\t\t\t\t\t{{Name}}\r\n\t\t\t\t\t\t\t\t{{/ifequals}}\r\n\r\n\t\t\t\t\t\t\t\t{{#ifequals StatusName \"cancelled\"}}\r\n\t\t\t\t\t\t\t\t{{Name}}\r\n\t\t\t\t\t\t\t\t{{/ifequals}}\r\n\r\n\t\t\t\t\t\t\t\t{{#ifequals StatusName \"skipped\"}}\r\n\t\t\t\t\t\t\t\t{{Name}}\r\n\t\t\t\t\t\t\t\t{{/ifequals}}\r\n\r\n\t\t\t\t\t\t\t\t{{#if IsRequired}}\r\n\t\t\t\t\t\t\t\t*\r\n\t\t\t\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t{{{ActionButton}}}\r\n\t\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t{{#ifequals Action 5}}\r\n\t\t\t\t\t\t\t{{#if InterviewRating}}\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t{{{InterviewRating}}}\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t\t\t\t{{#if InterviewWhen}}\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t Scheduled: {{InterviewWhen}}\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t{{#if NotScheduled}}\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t Not scheduled yet\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t\t{{/ifequals}}\r\n\r\n\t\t\t\t\t\t{{#if StatusDetails}}\r\n\t\t\t\t\t\t\t
{{{StatusDetails}}}
\r\n\t\t\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t\t\t{{#if DueOn}}\r\n\t\t\t\t\t\t\t
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Due {{{FormatDate DueOn}}}
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\r\n\t\t\t\t\t\t{{#ifequals Action 5 }}\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t{{{Interviewers}}}\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t{{else}}\r\n\t\t\t\t\t\t\t{{#if OwnerDisplay}}\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t{{{OwnerDisplay}}}\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t\t{{/ifequals}}\r\n\t\t\t\t\t
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\r\n\t\t{{/each}}\r\n\t
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\r\n","
\r\n\t
\r\n\t\t{{Name}}\r\n\t
\r\n\t{{#if nextBestActionText}}\r\n\t
\r\n\t\t{{nextBestActionText}}\r\n\t
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\r\n\t{{/if}}\r\n\r\n\t{{#ifequals Action \"5\"}} {{! Interview }}\r\n\t{{! Don't show anything here for interviews }}\r\n\t{{else}}\r\n\t
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Instructions:
\r\n\t\t
\r\n\t\t\t{{{InternalDetails}}}\r\n\t\t
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\r\n\t{{/ifequals}}\r\n\r\n\t
\r\n\t\t{{PortalDetails}}\r\n\t
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\r\n\t\t\t{{#if showCompleteButton}}\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\tComplete\r\n\t\t\t
\r\n\t\t\t{{/if}}\r\n\t\t\t{{#ifequals Action \"1\"}} {{! eSignature }}\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\tE-Signature\r\n\t\t\t
\r\n\t\t\t{{/ifequals}}\r\n\t\t\t{{#ifequals Action \"2\"}} {{! artifact }}\r\n\t\t\t{{#if TargetEntityId.Id}}\r\n\t\t\t
\r\n\t\t\t\t{{#if attachmentDetails.Icon}}\r\n\t\t\t\t\r\n\t\t\t\t{{else}}\r\n\t\t\t\t{{#if verifiedArtifact}}\r\n\t\t\t\t\r\n\t\t\t\t{{else}}\r\n\t\t\t\t\r\n\t\t\t\t{{/if}}\r\n\t\t\t\t{{/if}}\r\n\t\t\t\tView {{attachmentDetails.Name}}\r\n\t\t\t
\r\n\t\t\t{{else}}\r\n\t\t\t{{#if allowEdits}}\r\n\t\t\t
\r\n\t\t\t\t{{#if attachmentDetails.Icon}}\r\n\t\t\t\t\r\n\t\t\t\t{{else}}\r\n\t\t\t\t\r\n\t\t\t\t{{/if}}\r\n\t\t\t\tCreate {{attachmentDetails.Name}}\r\n\t\t\t
\r\n\t\t\t{{/if}}\r\n\t\t\t{{/if}}\r\n\t\t\t{{/ifequals}}\r\n\t\t\t{{#ifequals Action \"3\"}} {{! activity }}\r\n\t\t\t{{#if TargetEntityId.Id}}\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t{{verbDetails.Name}}\r\n\t\t\t
\r\n\t\t\t{{else}}\r\n\t\t\t{{#if allowEdits}}\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t{{verbDetails.Name}}\r\n\t\t\t
\r\n\t\t\t{{/if}}\r\n\t\t\t{{/if}}\r\n\t\t\t{{/ifequals}}\r\n\t\t\t{{#ifequals Action \"5\"}} {{! Interview }}\r\n\t\t\t{{#if TargetEntityId.Id}}\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t{{verbDetails.Name}}\r\n\t\t\t
\r\n\t\t\t{{else}}\r\n\t\t\t{{#if allowEdits}}\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t{{verbDetails.Name}}\r\n\t\t\t
\r\n\t\t\t{{/if}}\r\n\t\t\t{{/if}}\r\n\t\t\t{{/ifequals}}\r\n\r\n\t\t\t{{#ifequals Action \"6\"}} {{! sendformrequest }}\r\n\t\t\t{{#if TargetEntityId.Id}}\r\n\t\t\t
\r\n\t\t\t\t{{#if attachmentDetails.Icon}}\r\n\t\t\t\t\r\n\t\t\t\t{{else}}\r\n\t\t\t\t{{#if verifiedArtifact}}\r\n\t\t\t\t\r\n\t\t\t\t{{else}}\r\n\t\t\t\t\r\n\t\t\t\t{{/if}}\r\n\t\t\t\t{{/if}}\r\n\t\t\t\tView Form Request\r\n\t\t\t
\r\n\t\t\t{{else}}\r\n\t\t\t{{#if allowEdits}}\r\n\t\t\t
\r\n\t\t\t\t{{#if attachmentDetails.Icon}}\r\n\t\t\t\t\r\n\t\t\t\t{{else}}\r\n\t\t\t\t\r\n\t\t\t\t{{/if}}\r\n\t\t\t\tSend Form Request\r\n\t\t\t
\r\n\t\t\t{{/if}}\r\n\t\t\t{{/if}}\r\n\t\t\t{{/ifequals}}\r\n\r\n\t\t\t{{#ifequals Action \"102\"}} {{! sendbackgroundcheck }}\r\n\t\t\t{{#if TargetEntityId.Id}}\r\n\t\t\t
\r\n\t\t\t\t{{#if attachmentDetails.Icon}}\r\n\t\t\t\t\r\n\t\t\t\t{{else}}\r\n\t\t\t\t{{#if verifiedArtifact}}\r\n\t\t\t\t\r\n\t\t\t\t{{else}}\r\n\t\t\t\t\r\n\t\t\t\t{{/if}}\r\n\t\t\t\t{{/if}}\r\n\t\t\t\tView Background Check\r\n\t\t\t
\r\n\t\t\t{{else}}\r\n\t\t\t{{#if allowEdits}}\r\n\t\t \t{{#if allowedToOrderBackgroundChecks}}\r\n\t\t\t
\r\n\t\t\t\t{{#if attachmentDetails.Icon}}\r\n\t\t\t\t\r\n\t\t\t\t{{else}}\r\n\t\t\t\t\r\n\t\t\t\t{{/if}}\r\n\t\t\t\tSend Background Check\r\n\t\t\t
\r\n\t\t \t{{/if}}\r\n\t\t\t{{/if}}\r\n\t\t\t{{/if}}\r\n\t\t\t{{/ifequals}}\r\n\r\n\t\t\t{{#ifequals Action \"103\"}} {{! Form I-9 }}\r\n\t\t\t{{#unless nextActionInfo.hasNextAction}}\r\n\t\t\t
\r\n\t\t\t\t{{#if attachmentDetails.Icon}}\r\n\t\t\t\t\r\n\t\t\t\t{{else}}\r\n\t\t\t\t{{#if verifiedArtifact}}\r\n\t\t\t\t\r\n\t\t\t\t{{else}}\r\n\t\t\t\t\r\n\t\t\t\t{{/if}}\r\n\t\t\t\t{{/if}}\r\n\t\t\t\tView Form I-9\r\n\t\t\t
\r\n\t\t\t{{else}}\r\n\t\t\t{{#if allowEdits}}\r\n\t\t\t{{#if nextActionInfo.currentUserAllowed}}\r\n\t\t\t{{#unless NextActionIsExternal}}\r\n\t\t\t
\r\n\t\t\t\t{{#if attachmentDetails.Icon}}\r\n\t\t\t\t\r\n\t\t\t\t{{else}}\r\n\t\t\t\t\r\n\t\t\t\t{{/if}}\r\n\t\t\t\tComplete Form I-9\r\n\t\t\t
\r\n\t\t\t{{/unless}}\r\n\t\t\t{{/if}}\r\n\t\t\t{{/if}}\r\n\t\t\t{{/unless}}\r\n\t\t\t{{/ifequals}}\r\n\r\n\t\t\t{{#ifequals Action \"104\"}} {{! formi9supplementb }}\r\n\t\t\t{{#if TargetEntityId.Id}}\r\n\t\t\t
\r\n\t\t\t\t{{#if attachmentDetails.Icon}}\r\n\t\t\t\t\r\n\t\t\t\t{{else}}\r\n\t\t\t\t{{#if verifiedArtifact}}\r\n\t\t\t\t\r\n\t\t\t\t{{else}}\r\n\t\t\t\t\r\n\t\t\t\t{{/if}}\r\n\t\t\t\t{{/if}}\r\n\t\t\t\tView Form I-9 Supplement B\r\n\t\t\t
\r\n\t\t\t{{else}}\r\n\t\t\t{{#if allowEdits}}\r\n\t\t\t
\r\n\t\t\t\t{{#if attachmentDetails.Icon}}\r\n\t\t\t\t\r\n\t\t\t\t{{else}}\r\n\t\t\t\t\r\n\t\t\t\t{{/if}}\r\n\t\t\t\tComplete Form I-9 Supplement B\r\n\t\t\t
\r\n\t\t\t{{/if}}\r\n\t\t\t{{/if}}\r\n\t\t\t{{/ifequals}}\r\n\r\n\t\t\t{{#if allowNoteCreation}}\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\tNote\r\n\t\t\t
\r\n\t\t\t{{/if}}\r\n\t\t
\r\n\t\t{{#ifequals Action \"5\"}} {{! Interview }}\r\n\t\t
\r\n\r\n\t\t\t{{#if showReadonlyMessage}}\r\n\t\t\t
\r\n\t\t\t\tNote: An interview has already been scheduled. To make changes to these details you must edit the interview activity.\r\n\t\t\t
\r\n\t\t\t{{/if}}\r\n\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\tInterviewer(s)\r\n\t\t\t\t
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\r\n\t\t\t\t\tScorecard  \r\n\t\t\t\t\t\r\n\t\t\t\t\t\tThe scorecard form that each interviewer will be
asked to fill out after the interview.
\r\n\t\t\t\t\t
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\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t{{#unless isReadOnly}}\r\n\t\t\t\t\t
\r\n\t\t\t\t\t{{/unless}}\r\n\t\t\t\t
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\r\n\t\t\t\t
\r\n\t\t\t\t\tNotes for All Attendees  \r\n\t\t\t\t\t\r\n\t\t\t\t\t\tThese instructions will be sent to all attendees,
including the interviewee and all interviewers.
\r\n\t\t\t\t\t
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\r\n\t\t\t\t\tNotes for Interviewers  \r\n\t\t\t\t\t\r\n\t\t\t\t\t\tThese instructions will be sent to only the interviewer(s).\r\n\t\t\t\t\t\r\n\t\t\t\t
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\r\n\t\t\t\t\tDocuments  \r\n\t\t\t\t\t\r\n\t\t\t\t\t\tAttach documents to share with interviewers only.\r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t\t
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\r\n\r\n\r\n\t\t
\r\n\t\t{{else}}\r\n\t\t
\r\n\t\t\t{{#if includeTarget}}\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\tRecord\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t{{recordTitle}}\r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t
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\r\n\t\t\t\t\tChecklist\r\n\t\t\t\t
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\r\n\t\t\t\t\t
{{ParentProcessId.Title}}
\r\n\t\t\t\t
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\r\n\t\t\t{{/if}}\r\n\t\t\t
\r\n\t\t\t\t{{#if allowEdits}}\r\n\t\t\t\t
\r\n\t\t\t\t\tDue\r\n\t\t\t\t
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\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t{{else}}\r\n\t\t\t\t
\r\n\t\t\t\t\tDue\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t{{/if}}\r\n\t\t\t
\r\n\t\t\t{{#if allowOwner}}\r\n\t\t\t
\r\n\t\t\t\t{{#if allowEdits}}\r\n\t\t\t\t
\r\n\t\t\t\t\tAssigned To\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t{{else}}\r\n\t\t\t\t{{#if Owner.Id}}\r\n\t\t\t\t
\r\n\t\t\t\t\tOwner\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t{{/if}}\r\n\t\t\t\t{{/if}}\r\n\t\t\t
\r\n\t\t\t{{/if}}\r\n\t\t
\r\n\t\t{{/ifequals}}\r\n\t\t
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Additional Details
\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\r\n\t\t\t\t{{#if CreatedBy.Id}}\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\r\n\t\t\t\t{{#if CompletedBy.Id}}\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\r\n\t\t\t\t{{#if SkippedBy.Id}}\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t{{#if skipReason}}\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t{{#if CancelledBy.Id}}\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t{{#if cancelledReason}}\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\r\n\t\t\t\t{{#if RecalledBy.Id}}\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t
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Created On
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Created By
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Completed On
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Completed By
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Was Force Completed
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Was Auto Completed
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Skipped On
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Skipped By
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Skipped Reason
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Skipped Reason Notes
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Cancelled On
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Cancelled By
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Cancelled Reason
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Cancelled Reason Notes
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Recalled On
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Recalled By
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Recalled Reason
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Recalled Reason Description Notes
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Verified By:
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Verified On
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","\r\n\r\n{{#each groups}}\r\n\t{{#ifgreaterthanzero items.length}}\r\n\r\n\t
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{{name}}
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\r\n\r\n\t{{#each items}}\r\n\r\n\t
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({{ParentProcessItemId.Title}})
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\r\n\t\t\t\t\t\t{{#ifequals StatusName \"notStarted\"}}\r\n\t\t\t\t\t\t{{Name}}\r\n\t\t\t\t\t\t{{/ifequals}}\r\n\r\n\t\t\t\t\t\t{{#ifequals StatusName \"inProgress\"}}\r\n\t\t\t\t\t\t{{Name}}\r\n\t\t\t\t\t\t{{/ifequals}}\r\n\r\n\t\t\t\t\t\t{{#ifequals StatusName \"completed\"}}\r\n\t\t\t\t\t\t{{Name}}\r\n\t\t\t\t\t\t{{/ifequals}}\r\n\r\n\t\t\t\t\t\t{{#ifequals StatusName \"cancelled\"}}\r\n\t\t\t\t\t\t{{Name}}\r\n\t\t\t\t\t\t{{/ifequals}}\r\n\r\n\t\t\t\t\t\t{{#ifequals StatusName \"skipped\"}}\r\n\t\t\t\t\t\t{{Name}}\r\n\t\t\t\t\t\t{{/ifequals}}\r\n\r\n\t\t\t\t\t\t{{#if IsRequired}}\r\n\t\t\t\t\t\t*\r\n\t\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t
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\r\n\t\t\t\t\t{{{ActionButton}}}\r\n\t\t\t\t
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\r\n\t\t\t\t{{#ifequals Action 5}}\r\n\t\t\t\t\t{{#if InterviewRating}}\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t{{{InterviewRating}}}\r\n\t\t\t\t\t
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\r\n\t\t\t\t\t\t Scheduled: {{InterviewWhen}}\r\n\t\t\t\t\t
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t\r\n\t\t\t\t\t{{#if NotScheduled}}\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t Not scheduled yet\r\n\t\t\t\t\t
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t{{/ifequals}}\r\n\r\n\t\t\t\t{{#if DueOn}}\r\n\t\t\t\t\t
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Due {{{FormatDate DueOn}}}
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\r\n\t\t\t\t{{#ifequals Action 5 }}\r\n\t\t\t\t
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\r\n\t\t\t\t{{else}}\r\n\t\t\t\t\t{{#if Owner}}\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t{{{OwnerDisplay}}}\r\n\t\t\t\t\t
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\r\n\r\n\t{{/each}}\r\n\t{{/ifgreaterthanzero}}\r\n{{/each}}","
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\r\n {{Name}}\r\n
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\r\n {{#if AllowEdits}}\r\n
\r\n Owner\r\n
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\r\n {{else}}\r\n {{#if Owner.Id}}\r\n
\r\n Owner\r\n
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\r\n {{/if}}\r\n {{/if}}\r\n
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Additional Details
\r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n\r\n {{#if CreatedBy.Id}}\r\n \r\n \r\n \r\n \r\n {{/if}}\r\n\r\n \r\n \r\n \r\n \r\n\r\n {{#if CompletedBy.Id}}\r\n \r\n \r\n \r\n \r\n {{/if}}\r\n\r\n \r\n \r\n \r\n \r\n {{#if CancelledBy.Id}}\r\n \r\n \r\n \r\n \r\n {{/if}}\r\n\r\n {{#if template.cancelledReason}}\r\n \r\n \r\n \r\n \r\n {{/if}}\r\n\r\n \r\n \r\n \r\n \r\n\r\n {{#if WasAutoCompleted}}\r\n \r\n \r\n \r\n \r\n {{/if}}\r\n\r\n
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Created On
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Created By
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Completed On
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Completed By
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Cancelled On
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Cancelled By
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Cancelled Reason
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\r\n {{template.cancelledReason}}\r\n
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Cancelled Reason Notes
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Was Auto Completed
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","
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\r\n\t\t\t\t\t\t\t\tOwner Required\r\n\t\t\t\t\t\t\t
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\r\n\r\n\t\t{{#if allowEdits}}\r\n\t\t
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","\r\n
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\r\n\t\t\t\t\t\tDue Date Required\r\n\t\t\t\t\t
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\r\n\r\n\t\t{{#if allowEdits}}\r\n\t\t
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\r\n\t\t{{/if}}\r\n\r\n\t
\r\n
","
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\r\n\t\t\t\r\n\t\t\t
\r\n\t\t\t\t{{promptMsg}}\r\n\t\t\t
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\r\n\t\t{{#ifequals promptReason \"skipped\"}}\r\n\t\t
\r\n\t\t{{/ifequals}}\r\n\r\n\t\t{{#ifequals promptReason \"cancelled\"}}\r\n\t\t
\r\n\t\t{{/ifequals}}\r\n\t
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","
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\r\n\t\tPlease select which {{_job}} this {{_contact}} is being onboarded to.\r\n\t
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\r\n\t\tA checklist template is required when onboarding without a selected {{_job}}. Please select a template.\r\n\t
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\r\n\t\t\tSelect {{_job}}\r\n\t\t
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Select checklist template
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\r\n\t\tCreate a checklist based on the default checklist template plus any onboarding items required for the selected {{_job}}.\r\n\t
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","
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Overview
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Activities
\r\n\t{{#hasEntityPriv \"_Contacts\" \"R\"}}
Candidates
{{/hasEntityPriv}}\r\n\t{{#hasEntityPriv \"_Jobs\" \"R\"}}
{{formatMetadata \"{_Jobs.DisplayNamePlural}\"}}
{{/hasEntityPriv}}\r\n\t{{#canReadPlacements}}
{{formatMetadata \"{_Placements.DisplayNamePlural}\"}}
{{/canReadPlacements}}\r\n\r\n\t{{#if canViewAuditLogs}}
Audit Log
{{/if}}\r\n\r\n\t
\r\n\t\t
\r\n\t\t\t{{#hasEntityPriv \"_Accounts\" \"R\"}}
by {{formatMetadata \"{_Accounts.DisplayName}\"}}
{{/hasEntityPriv}}\r\n\t\t\t{{#hasEntityPriv \"_Jobs\" \"R\"}}
by {{formatMetadata \"{_Jobs.DisplayName}\"}}
{{/hasEntityPriv}}\r\n\t\t\t
by User
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by Stream
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\r\n\t\t\t{{#hasEntityPriv \"_Contacts\" \"R\"}}
Overview
{{/hasEntityPriv}}\r\n\t\t\t{{#hasEntityPriv \"_Contacts\" \"R\"}}{{#hasEntityPriv \"_Jobs\" \"R\"}}
by Stage
{{/hasEntityPriv}}{{/hasEntityPriv}}\r\n\t\t\t{{#hasEntityPriv \"_Contacts\" \"R\"}}{{#hasEntityPriv \"_Jobs\" \"R\"}}
by {{formatMetadata \"{_Jobs.DisplayName}\"}}
{{/hasEntityPriv}}{{/hasEntityPriv}}\r\n\t\t\t
\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\t{{#hasEntityPriv \"_Jobs\" \"R\"}}
Overview
{{/hasEntityPriv}}\r\n\t\t\t
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\r\n\t\t\r\n\t\t
\r\n\t\t\t{{#canReadPlacements}}
Overview
{{/canReadPlacements}}\r\n\t\t\t{{#hasEntityPriv \"_Accounts\" \"R\"}}
by {{formatMetadata \"{_Accounts.DisplayName}\"}}
{{/hasEntityPriv}}\r\n\t\t\t{{#hasEntityPriv \"_Jobs\" \"R\"}}
by {{formatMetadata \"{_Jobs.DisplayName}\"}}
{{/hasEntityPriv}}\r\n\t\t\t{{#canReadPlacements}}
by User
{{/canReadPlacements}}\r\n\t\t\t
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","
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Available Charts and Tables
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Preview
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Date
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Trailing
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Custom
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90 Days
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30 Days
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7 Days
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24 Hours
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Segment
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All
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Companies
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Jobs
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Contacts
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Events
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Settings
\r\n\t\t
\r\n\t\t{{#if PayrollEnabled}}\r\n\t\t
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Payroll
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Paystubs
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Benefits
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Deductions
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\r\n\t\t{{/if}}\r\n\t
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Action
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All
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Create
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Update
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Delete
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User
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","
\r\n\r\n\t{{#if showChartDataSection}}\r\n\t
Chart Data:
\r\n\r\n\t{{#if showMeasure}}\r\n\t
\r\n\t\t
{{MeaureFieldLabel}}:
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t{{MeasureText}} \r\n\t\t\t
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\r\n\t{{/if}}\r\n\r\n\t{{#if showRatio}}\r\n\r\n\t
The activity ratio chart compares the quantity of two different activity types
\r\n\r\n\t
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Ratio of:
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To:
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\r\n\t{{/if}}\r\n\r\n\r\n\r\n\t{{#if showSpecialChartInfo}}\r\n\t
\r\n\t\t
Type:
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t{{specialChartTitle}}\r\n\t\t\t
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\r\n\r\n\t{{/if}}\r\n\r\n\t{{#if showDimensions}}\r\n\t
\r\n\t\t
By:
\r\n\t\t
\r\n\t\t\t
{{{Dimension1Html}}}
\r\n\t\t\t
{{{Dimension2Html}}}
\r\n\t\t
\r\n\t\t{{#if showSwapButton}}\r\n\t\t
\r\n\t\t{{/if}}\r\n\t
\r\n\t{{/if}}\r\n\r\n\r\n\t{{#if showInterval}}\r\n\t
\r\n\t\t
Interval:
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t{{{IntervalText}}}\r\n\t\t\t\t\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\t{{/if}}\r\n\r\n\t{{#if showPivotGridDimensions}}\r\n\t
\r\n\t\t
Rows:
\r\n\t\t
\r\n\t\t\t
{{{Row1Html}}}
\r\n\t\t\t
{{{Row2Html}}}
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Columns:
\r\n\t\t
\r\n\t\t\t
{{{Column1Html}}}
\r\n\t\t\t
{{{Column2Html}}}
\r\n\t\t
\r\n\t
\r\n\t{{/if}}\r\n\r\n\t{{#if configWarning}}\r\n\t
{{configWarning}}
\r\n\t{{/if}}\r\n\r\n\t{{#if showTableColumns}}\r\n\t
\r\n\t\t
Columns:
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t{{{ColumnsHtml}}} \r\n\t\t\t
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\r\n\r\n\t
\r\n\t\t
Group By:
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t{{{GroupByHtml}}} \r\n\t\t\t
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\r\n\t{{/if}}\r\n\t{{/if}}\r\n\r\n\t
Presentation:
\r\n\t{{#if showType}}\r\n\t
\r\n\t\t
Type:
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t{{TypeText}} \r\n\t\t\t
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\r\n\t{{/if}}\r\n\r\n\t
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Title:
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Size:
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\r\n\r\n\t
Other Options:
\r\n\r\n\t
\r\n\t\t\r\n\t\t\t Delete this chart\r\n\t\t\r\n\t
\r\n\t{{#if exportModes}}\r\n\t
\r\n\t\t\r\n\t\t\t Export chart... ({{exportModes}})\r\n\t\t\r\n\t
\r\n\t{{/if}}\r\n\r\n\t
\r\n\t\t\r\n\t\t\t Duplicate\r\n\t\t\r\n\t
\r\n\r\n\t{{#if showDuplicateTo}}\r\n\t
\r\n\t\t\r\n\t\t\t Duplicate To\r\n\t\t\r\n\t
\r\n\t{{/if}}\r\n\r\n\t
\r\n\t\t\r\n\t\t\t Move Up\r\n\t\t\r\n\t
\r\n\r\n\t
\r\n\t\t\r\n\t\t\t Move Down\r\n\t\t\r\n\t
\r\n\r\n
","
\r\n\t
Options for the {{reportName}} report
\r\n\r\n\t
\r\n\t\t\r\n\t\t\t Save a copy of report as...\r\n\t\t\r\n\t
\r\n\r\n\t
\r\n\t\t\r\n\t\t\t Delete this report\r\n\t\t\r\n\t
\r\n\r\n\t
\r\n\t\t\r\n\t\t\t Rename report\r\n\t\t\r\n\t
\r\n\r\n\t{{#if isFavorite}}\r\n\t
\r\n\t\t\r\n\t\t\t Remove from Favorites\r\n\t\t\r\n\t
\r\n\t{{else}}\r\n\t
\r\n\t\t\r\n\t\t\t Add to Favorites\r\n\t\t\r\n\t
\r\n\t{{/if}}\r\n\r\n\t
\r\n\t\t\r\n\t\t\t Move Left\r\n\t\t\r\n\t
\r\n\r\n\t
\r\n\t\t\r\n\t\t\t Move Right\r\n\t\t\r\n\t
\r\n\r\n
","\r\n
\r\n\t
Options for the {{pageName}} page
\r\n\r\n\t
\r\n\t\t\r\n\t\t\t Add charts or tables to this page...\r\n\t\t\r\n\t
\r\n\r\n\t
\r\n\t\t\r\n\t\t\t Delete this page\r\n\t\t\r\n\t
\r\n\r\n\t
\r\n\t\t\r\n\t\t\t Rename page\r\n\t\t\r\n\t
\r\n\r\n\t
\r\n\t\t\r\n\t\t\t Move Left\r\n\t\t\r\n\t
\r\n\r\n\t
\r\n\t\t\r\n\t\t\t Move Right\r\n\t\t\r\n\t
\r\n\r\n\t{{#if isAdminAndNotEeoc}}\r\n\t
\r\n\t\t\r\n\t\t\t User Role Access...\r\n\t\t\r\n\t\t
\r\n\t
\r\n\t{{/if}}\r\n\r\n\t
\r\n\t\t\r\n\t\t\t Configure Scheduled Email...\r\n\t\t\r\n\t
\r\n\r\n\t
\r\n\t\t\r\n\t\t\t Quick Filters...\r\n\t\t\r\n\t
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","
\r\n\r\n\t
\r\n\t\tQuick Filters - Shows a filter bar at the top of this report page that allows quickly filtering all charts and tables on the page by user or date.\r\n\t
\r\n\r\n\t{{#if Warning}}\r\n\t
\r\n\t\t{{Warning}}\r\n\t
\r\n\t{{/if}}\r\n\r\n\t
\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\r\n\t\t
Select users (Leave blank for \"All Users\")
\r\n\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\r\n\t\t{{#each UserFieldMap}}\r\n\t\t
\r\n\t\t\tFilter {{EntityDisp}} charts by the \r\n\t\t\t{{DisplayName}} \r\n\t\t\tfield\r\n\t\t
\r\n\t\t{{/each}}\r\n\r\n\t\t
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\r\n\r\n\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t\t \r\n\t\t
\r\n\t\t\t
\r\n\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tWhen this option is enabled the quick-filter bar will be locked to the current user.\r\n\t\t\t\t\t\tEach user will only see their own data and will not be able to select a different user.\r\n\t\t\t\t\t\tUsers will not be able to change the quick-filter configuration.\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tAdministrators will still be able to select different users.\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tNote: This does not entirely prevent users from viewing data owned by other users. Users may still\r\n\t\t\t\t\t\tbe able to construct their own charts and reports that are not filtered by user, or may be able to access that data outside of Reports.\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
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\r\n\r\n\t\t\r\n\t\t
\r\n\t\t\tSelect date periods \r\n\t\t\t{{DatePeriodName}} \r\n\t\t
\r\n\r\n\t\t{{#each DateFieldMap}}\r\n\t\t
\r\n\t\t\tFilter {{MetadataFromEntity EntityName \"DisplayName\"}} charts by the \r\n\t\t\t{{DisplayName}} \r\n\t\t\tfield\r\n\t\t
\r\n\t\t{{/each}}\r\n\r\n\t
\r\n\r\n
","
\r\n\t{{#each reportViews}}\r\n\r\n\t
\r\n\t\t{{Name}}\r\n\t\t
\r\n\t\t\t{{Name}}{{#if IsFavorite}} {{/if}}\r\n\t\t
\r\n\t
\r\n\r\n\t{{/each}}\r\n\t
\r\n\t\t{{selectedReportViewName}}\r\n\t\t
\r\n\t\t\t{{selectedReportViewName}}\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t\r\n\t
\r\n\r\n\t{{#if allowAddingNewReports}}\r\n\t
\r\n\t\t\r\n\t
\r\n\t{{/if}}\r\n
\r\n
\r\n\t{{#each pages}}\r\n\r\n\t
\r\n\t\t{{Name}}\r\n\t
\r\n\r\n\t{{/each}}\r\n\r\n\t
\r\n\t\t{{selectedPageName}}\r\n\t
\r\n\r\n\t
\r\n\t\tMore \r\n\t
\r\n\r\n\t{{#if allowAddingPages}}\r\n\t
\r\n\t\t\r\n\t
\r\n\t{{/if}}\r\n
\r\n","
\r\n\tSearching through...\r\n\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t
\r\n\t
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","
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\r\n\r\n\t\tFilter Name: \r\n\t\t
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\r\n\t\tFilter Conditions:\r\n\t\t\r\n\t\t
\r\n\t\t\tAdd filter condition \r\n\t\t
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","
\r\n\tSearching through...\r\n\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t
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\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t
\r\n\t
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","
\r\n\tSearch through...\r\n\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t\t\t\t{{#hasEntityPriv \"_Contacts\" \"R\"}}\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t\t{{/hasEntityPriv}}\r\n\r\n\t\t\t\t{{#hasEntityPriv \"_Accounts\" \"R\"}}\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t\t{{/hasEntityPriv}}\r\n\r\n\t\t\t\t{{#hasEntityPriv \"_Jobs\" \"R\"}}\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t\t{{/hasEntityPriv}}\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t\t (+)\r\n\t\t\t\t
\r\n\r\n\t\t\t\t{{#if DocumentsLabel}}\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t\t {{#if ShowMoreDocs}} (+){{/if}}\r\n\t\t\t\t
\r\n\t\t\t\t{{/if}}\r\n\t\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\tActivity types...\r\n\t\t{{#verbs}}\r\n\t\t
\r\n\t\t\t\r\n\t\t\t\r\n\t\t
\r\n\t\t{{/verbs}}\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\tDocument Types...\r\n\t\t
\r\n\t\t\t{{!--This area will be rendered using EntityDocTypeCheckboxes.html--}}\r\n\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\r\n
","{{!--List of checkbox items to render in the UI--}}\r\n{{#attachTypes}}\r\n
\r\n\t\r\n\t\r\n
\r\n{{/attachTypes}}","
\r\n\r\n\t{{#if warning}}\r\n\t
Note: only the first 10,000 search results can be exported.
\r\n\t{{/if}}\r\n\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{#if hasSelectedRecords}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{/if}}\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t\t\t\tExport Format\r\n\t\t\t\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\tExport Only Selected Records\r\n\t\t\t\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\tExport Columns
\r\n\t\t\t\tSelect All\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t{{#columns}}\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t
\r\n\t\t\t\t\t{{/columns}}\r\n\t\t\t\t
\r\n\t\t\t
\r\n
","
\r\n\tSearching through...\r\n\t \r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t
\r\n\t
\r\n
","
\r\n\t
\r\n\t\t\r\n\t\t\tType Name\r\n\t\t\t *\r\n\t\t\r\n\t\t
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\r\n\t\t\t\t
\r\n\t\t\t\t\t{{label}}\r\n\t\t\t\t
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\r\n\t\t\r\n\t\t\tRelated Record\r\n\t\t\t *\r\n\t\t\r\n\t\t
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\r\n
","
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\r\n\t\t\t\t\r\n\t\t\t\t
GO
\r\n\t\t\t\t\r\n\t\t\t\t
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No results found!
\r\n\t
Please enter at least 3 characters to search
\r\n\t
\r\n\t\t
\r\n\t
\r\n
","
\r\n
\r\n \r\n\t \r\n\t Search job titles that are similar to:\r\n
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\r\n Try these related search terms\r\n
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\r\n","
\r\n\t
General Settings for Activities
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t{{#if clientPortalAvailable}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{/if}}\r\n\r\n\t
@ Mentions\r\n\t\t\t\t
\r\n\t\t\t
Allow reach-out/engagement on notes\r\n\t\t\t\t
\r\n\t\t\t
Ask to make Notes visible on Client Portal\r\n\t\t\t\t
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\r\n
","\r\n
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Security Level
\r\n\t\t{{{featurebadge \"biz\" \"Security Level\"}}}\r\n\t
\r\n\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
Two Factor Authentication\r\n\t\t\t\t{{#if twoFactorEnabled}}\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t{{else}}\r\n\t\t\t\t
\r\n\t\t\t\t\tAvailable for Crelate Business Subscriptions or higher\r\n\t\t\t\t
\r\n\t\t\t\t{{/if}}\r\n\t\t\t
Force Strong Password\r\n\t\t\t\t{{#if passwordPolicyAllowed}}\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t{{else}}\r\n\t\t\t\t
\r\n\t\t\t\t\tAvailable for Crelate Enterprise Subscriptions\r\n\t\t\t\t
\r\n\t\t\t\t{{/if}}\r\n\t\t\t
\r\n
\r\n\r\n
\r\n\t
\r\n\t\t
Auditing
\r\n\t\t{{{featurebadge \"biz\" \"Auditing\"}}}\r\n\t
\r\n\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t\t\t\t{{#if auditingAllowed}}\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t{{else}}\r\n\t\t\t\t
\r\n\t\t\t\t\tAvailable for Crelate Business Subscriptions or higher\r\n\t\t\t\t
\r\n\t\t\t\t{{/if}}\r\n\t\t\t
\r\n\t
\r\n\t\t
Note: Audit of system settings and key user interactions only with 90 days of retention.
\r\n\t\t
Note: Most actions in the system are audited with 30 days of retention.
\r\n\t
\r\n
\r\n\r\n
\r\n\t
\r\n\t\t
IP Access Controls
\r\n\t\t{{{featurebadge \"ent\" \"IP Access Control\"}}}\r\n\t
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t
Enforce IP Access Rules\r\n\t\t\t\t
\r\n\t\t\t\t\t{{#if ipBlockingAllowed}}\r\n\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t{{else}}\r\n\t\t\t\t\tAvailable for Crelate Enterprise Subscriptions\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t{{#if ipBlockingAllowed}}\r\n\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t \r\n\t\t\t\tWarning: There are currently no accepted Ip Addresses. Having an empty list will block everyone except admins from using Crelate\r\n\t\t\t
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\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t

Note: Your current IP Address is {{currentIp}}

\r\n\t\t\t\t

Important: IP Restrictions do not apply to users with the administrator role.

\r\n\t\t\t
\r\n\t\t
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\r\n\t{{/if}}\r\n
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\r\n\t
Document Security
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
Remove scripts from PDF documents\r\n\t\t\t\t
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\r\n\t\t\t
Limit file types uploaded from external sources\r\n\t\t\t\t{{#if customAllowList}}\r\n\t\t\t\t
This organization is using a custom file type list ({{customAllowList}}). Please contact Crelate support to change this setting.
\r\n\t\t\t\t{{else}}\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t{{/if}}\r\n\t\t\t
\r\n
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\r\n\t
\r\n\t\t
Crelate Support
\r\n\t
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
Allow Crelate Support to access your organization
By enabling, you agree to our Terms and Conditions.
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","
\r\n\t
\r\n\t\tThe following advanced security features are available when you upgrade to a Crelate Business or Crelate Enterprise license:\r\n\t
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
Security FeaturesCrelate BusinessCrelate Enterprise
Custom User Roles
Two-Factor Authentication
Auditing
Strong Password Enforcement
IP Access Controls
\r\n
","\r\n
{{displayName}}
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Clear Ownership Rule
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\r\n\r\n\t
\r\n\t\tAutomatically clear contact owners if the\r\n\t\t
\r\n\r\n\t\tdate is over
days ago.\r\n\t
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\r\n\t\t\r\n\t\tView History\r\n\t\tRun Now\r\n\t
\r\n
","
\r\n
\r\n\t
\r\n\t Enable Checkr Background Checks\r\n\t
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\r\n
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\r\n\t Enable First Advantage Background Checks\r\n\t
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\r\n
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\r\n\t
\r\n\t First Advantage Account Id\r\n\t
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\r\n
","
\r\n\r\n\r\n\t
\r\n\t\tName: \r\n\t\t
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Jobs
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\r\n\t \r\n\t
Candidates
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\r\n
","\r\n
\r\n\r\n\t
\r\n\t\tEnable Client Portal\r\n\t
\r\n\t
\r\n\r\n
\r\n\r\n
\r\n\r\n\t
\r\n\t\t
\r\n\t\t\tUsage Limits\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\t{{{usage}}}\r\n\t\t
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\r\n\r\n\r\n\t
\r\n\t\t
Portals
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\r\n\r\n\r\n\t
\r\n\t\t
Default Client Portal Settings
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","
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\r\n\t\t\t\t
{{FullName}}
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\r\n\t\t\t
\r\n\t\t\t\tStatus\r\n\t\t\t\t{{{Status}}}\r\n\t\t\t
\r\n\t\t\t{{#if CanEdit}}\r\n\t\t
\r\n\t\t\tAccess Level\r\n\t\t\t{{AccessLevel}}\r\n\t\t\t\r\n\t\t\t\t Deactivate User\r\n\t\t\t\tDeactivate this user.
The user will no longer be able to access this client portal, but all of their history will be preserved.
\r\n\t\t\t
\r\n\t\t\t\r\n\t\t\t\t Re-Activate User\r\n\t\t\t\tRe-Activate this user.
The user will be able to access the client portal again.
\r\n\t\t\t
\r\n\t\t\t{{#if CanDeleteUsers}}\r\n\t\t\t\r\n\t\t\t\t Delete User\r\n\t\t\t\tPermanently delete this user from the portal.\r\n\t\t\t\r\n\t\t\t{{/if}}\r\n\t\t
\r\n\t\t\t{{/if}}\r\n\t\t
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\r\n","
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\r\n\t
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\r\n
","
\r\n\t
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\r\n\t\t\tApplication EEOC Survey\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\tApplication OFCCP Survey\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\tApplication VEVRAA Survey\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\t{{#if HireEnabled}}\r\n\t
\r\n\t\t
\r\n\t\t\tChecklist EEOC Survey\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\tChecklist OFCCP Survey\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\tChecklist VEVRAA Survey\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\t{{/if}}\r\n\r\n\t
\r\n\t\tConsent Status Options\r\n\t\t
\r\n\t\t
\r\n\t\t
\r\n\t\t\tShow Consent Status on Contacts\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\tDefault Permissions Email Template: \r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\tApplication Email Options\r\n\t\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\tInclude Opt-Out Link\r\n\t\t\t
\r\n\t\t
\r\n\t\t
\r\n\t\t
\r\n\t\t\tSend Privacy Request Emails To \r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\t{{#if PortalV1}}\r\n\t
\r\n\t\tPortal Options\r\n\t\t
\r\n\t\t
\r\n\t\t
\r\n\t\t\tShow Link to Privacy Page on Portal\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t\t
\r\n\t\t
\r\n\t\t\tShow Consent Check-box on Portal\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\t{{/if}}\r\n
\r\n\r\n","
\r\n\t
Company Settings
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\r\n\t\t
Display Name
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Plural Name
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Primary Document Type
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Fields
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Customize Fields...
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\r\n
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\r\n\t
Record Statuses
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\r\n\t\t
Record Statuses
\r\n\t\t
Configure Record Statuses...
\r\n\t
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\r\n\t\t
Default Record Status
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","
\r\n\t
Contact Settings
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Display Name
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Plural Name
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Primary Document Type
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Resume
\r\n\t
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\r\n\t\t
Auto Numbering
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\r\n\t\t\t
\r\n\t\t\t
Reset Next Number...
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\r\n\t\t
Fields
\r\n\t\t
Customize Fields...
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\r\n
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\r\n\t
Record Statuses
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\r\n\t\t
Record Statuses
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Configure Record Statuses...
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Default Record Status
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\r\n
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Timeline
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\r\n\t\t
Enable Timeline
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Lead Settings
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\r\n\t \r\n\t
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\r\n
\r\n ","
\r\n\t
Losses
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Display Name
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Plural Name
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\r\n\t\t
Form
\r\n\t\t
Customize Losses Form...
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\r\n
","\r\n
\r\n\t
Opportunity Settings
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Auto Numbering
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\r\n\t\t
Reset Next Number...
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Primary Document Type
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Job Created Notification
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Probability Scale
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Job Settings
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\r\n\t\t
Opportunity Types
\r\n\t\t{{{featurebadge \"biz\" \"Opportunity Types\"}}}\r\n\t
\r\n\t
\r\n\t\t
Allow multiple types of opportunities
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","
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Placement Settings
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Display Name
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Plural Name
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Primary Document Type
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Auto Numbering
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Reset Next Number...
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Record Statuses
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Record Statuses
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Configure Record Statuses...
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Default Record Status
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","\r\n
\r\n
\r\n {{#if stageMappingAvailable}}\r\n {{#recruitingStages}}\r\n
\r\n
{{Name}}
\r\n
\r\n
\r\n {{/recruitingStages}}\r\n {{else}}\r\n
Stage and Activity Name Mapping is unavailable at this license level
\r\n {{/if}}\r\n
\r\n
\r\n {{#if stageMappingAvailable}}\r\n {{#salesStages}}\r\n
\r\n
{{Name}}
\r\n
\r\n
\r\n {{/salesStages}}\r\n {{else}}\r\n
Stage and Activity Name Mapping is unavailable at this license level
\r\n {{/if}}\r\n
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\r\n {{#if verbMappingAvailable}}\r\n {{#activities}}\r\n
\r\n
{{Name}}
\r\n
\r\n
\r\n {{/activities}}\r\n {{else}}\r\n
Stage and Activity Name Mapping is unavailable at this license level
\r\n {{/if}}\r\n
\r\n
","
\r\n\t
\"Dice
\r\n\r\n\t
\r\n\t\tThere was an error with your credentials, please try again. \r\n\t
\r\n\t
\r\n\t\tUsername\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\tPassword\r\n\t\t
\r\n\t
\r\n
\r\n","
\r\n\t
\"Dice
\r\n\t
Please enter your Dice Company Details below
\r\n\t
\r\n\t
\r\n\t\tClientId\r\n\t\t\r\n\t\t\t\r\n\t\t\t\tThis identifies your company to Dice. If you are unsure about where to obtain this, please contact your dice representative.\r\n\t\t\t\r\n\t\t\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\tSecret Key\r\n\t\t\r\n\t\t\t\r\n\t\t\t\tThis identifies your company to Dice. If you are unsure about where to obtain this, please contact your dice representative.\r\n\t\t\t\r\n\t\t\r\n\t\t
\r\n\t
\r\n
\r\n","
\r\n\t
Email Address *
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\r\n\r\n\t
Password *
\r\n\t
\r\n\r\n\t
Show Advanced Fields
\r\n\r\n\t
\r\n\t\t
Server Url *
\r\n\t\t
\r\n\t
\r\n\r\n
","
\r\n\t{{#if edit}}\r\n\t\tPlease continue authentication in the pop up window.\r\n\t{{else}}\r\n\t\tPlease continue authentication in the pop up window. When complete, refresh your browser to see the changes.\r\n\t{{/if}}\r\n\t

\r\n\tIf you do not see a pop up window, please ensure that popups are not blocked for https://*.crelate.com.\r\n
","
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\r\n\t\t
Username
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\r\n\t\t
Password
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\r\n\t\t
API Key (optional) \r\n \r\n \r\n If you created an account with LogicMelon and they supplied you with an API Key, you can add it here. Otherwise if you signed up for LogicMelon by using the form within Crelate then you do not need to add an API Key. \r\n \r\n \r\n
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t
By signing in, you will be able to post to LogicMelon with your Crelate job information. If you do not have a LogicMelon account, click here to get in contact with a representative...
\r\n\r\n
\r\n","
\r\n\t{{#if edit}}\r\n\t\tPlease continue authentication in the pop up window.\r\n\t{{else}}\r\n\t\tPlease continue authentication in the pop up window. When complete, refresh your browser to see the changes.\r\n\t{{/if}}\r\n\t

\r\n\tIf you do not see a pop up window, please ensure that popups are not blocked for https://*.crelate.com.\r\n
","
\r\n\t{{#if edit}}\r\n\t\tPlease continue authentication in the pop up window.\r\n\t{{else}}\r\n\t\tPlease continue authentication in the pop up window. When complete, refresh your browser to see the changes.\r\n\t{{/if}}\r\n\t

\r\n\tIf you do not see a pop up window, please ensure that popups are not blocked for https://*.crelate.com.\r\n
","
\r\n\t
Email Address *
\r\n\t
\r\n\r\n\t
Password *
\r\n\t
\r\n\r\n\t
NOTE: Crelate only allows connecting with SMTP servers that are secured with TLS 1.1 or TLS 1.2.
\r\n\r\n\t
Show Advanced Fields
\r\n\r\n\t
\r\n\t\t
SMTP Server Url *
\r\n\t\t
\r\n\r\n\t\t
SMTP Server Port *
\r\n\t\t
\r\n\r\n\r\n\t\t
NOTE: The following fields can usually be left blank. If your email server requires additional server credentials, please enter them below.
\r\n\r\n\t\t
SMTP Server Username
\r\n\t\t
\r\n\r\n\t\t
SMTP Server Password
\r\n\t\t
\r\n\t
\r\n\r\n
","
\r\n\t
\r\n\t\t
\r\n\t\t\tAPI Key\r\n\t\t
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t
\r\n\t\t

You can find your SparkHire Api Key here.

\r\n\t\t

By signing in, you will be able to send Video Interviews to your candidates with Spark Hire. If you do not have a Spark Hire account, click here to get in contact with a representative...

\r\n\t
\r\n
","
\r\n\t{{#each this}}\r\n\t
\r\n\t\t
\r\n\t\t\t\r\n\t\t\t
\r\n\t\t\t{{#if ContentTooltip}}\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t

\r\n\t\t\t\t\t\t\t{{ContentTooltip}}\r\n\t\t\t\t\t\t

\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t{{/if}}\r\n\t\t\t{{#if Description}}\r\n\t\t\t\t{{{Description}}}\r\n\t\t\t{{else}}\r\n\t\t\t\t{{Name}}\r\n\t\t\t{{/if}}\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\t{{/each}}\r\n
","
\r\n\t{{#if attributes.isNullItem }}\r\n\r\n\t
\r\n\t\tSelect or add a new picklist set above to change the name of that picklist set.\r\n\r\n\t\t

\r\n\r\n\t\tYou can manage the picklist items of the currently selected set below.\r\n\t
\r\n\r\n\t{{else}}\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\t\t\t\t
Name:
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t{{/if}}\r\n
","\r\n\r\n
{{displayName}}
","
\r\n\t
Office Online
\r\n\t
\r\n\t\t
View and edit documents in Office Online
\r\n\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n
","
\r\n\t
\r\n
"," {{Name}} ","
\r\n\t
\r\n\t
\r\n
","
\r\n\t
\r\n\t\t\r\n\t\t\t\r\n\t\t\t\tLoading\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n\r\n\r\n\r\n\t
\r\n\t\t{{#if IsDiceAvailable}}\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\tDice Search\r\n\t\t\t\t{{{featurebadge \"biz\" \"Dice Search\"}}}\r\n\t\t\t
\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t{{#if HasDiceCredentials}}\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t{{else}}\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t\r\n\t\t\t\t\t{{#if HasDiceCredentials}}\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t\r\n\t\t\t
\"Dice\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t
Enter Dice Company Data
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t
\r\n\t\t{{/if}}\r\n\r\n\t\t{{#if IsCareerBuilderAvailable}}\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\tCareerBuilder Search\r\n\t\t\t\t{{{featurebadge \"biz\" \"CareerBuilder Search\"}}}\r\n\t\t\t
\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t{{#if IsCareerBuilderSearchActivated}}\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t\r\n\t\t\t
\"CareerBuilder\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t
\r\n\t\t
\r\n\t\t{{/if}}\r\n\r\n\r\n\t\t
\r\n\t\t\tResume-Library Search\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t
\"Resume-Library\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t
\r\n\t
\r\n
","
\r\n\t{{#if NameAlwaysShown}}\r\n\t
Note: First and Last Name will be always visible.
\r\n\t{{/if}}\r\n\r\n
{{displayTitle}}:
\r\n\t
\r\n\t\t{{#attributes}}\r\n\t\t
\r\n\r\n\t\t\t
\r\n\r\n\t\t
\r\n\t\t{{/attributes}}\r\n\t
\r\n\r\n\t
\r\n\t\t
\r\n\t
\r\n\r\n
","
\r\n\t
\r\n\t
\r\n\t\t
\r\n\t\tDefault Application Form\r\n\t\t
\r\n\t
\r\n
\r\n \r\n \r\n
\r\n\t
\r\n
\r\n \r\n\r\n
\r\n\t
\r\n
\r\n\r\n ","\r\n
{{displayName}}
\r\n\r\n\r\n\r\n\t","\r\n
\r\n\r\n\t
Getting Started / Basic Set Up
\r\n\t
\r\n\t\tIf you're new to Crelate, we recommend completing just the three steps below. It will only take a few minutes.\r\n\t\t
\r\n\t\tOnce you're comfortable using crelate, come back later to explore some of the more advanced customizations.\r\n\t
\r\n\r\n\t
\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
\r\n\t\t\t\t\t
1 Invite your co-workers
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t
Invite other people in your organization to join your Crelate account.
\r\n\t\t\t\t
\r\n\t\t\t\t\t
2 Set up your Crelate Portal
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\tThe portal is your website where candidates can go to apply for jobs and submit their resumes. Once your portal is set up you can start posting jobs to job boards such as Indeed.com, Monster.com, and more.\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t
3 Finish signing up for Crelate
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t{{#if hasBillingInfo}}\r\n\t\t\t\t\t\tYou're all set, thank you for signing up!
If you need to make changes to your subscription please visit the Crelate subscription portal.\r\n\t\t\t\t\t\t{{#if freetrial}}
{{freetrial}}{{/if}}\r\n\t\t\t\t\t\t{{else}}\r\n\t\t\t\t\t\tTo continue using Crelate you should complete the sign-up process by selecting your plan and providing payment info.\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\tYou will not be charged until the trial period is over.\r\n\t\t\t\t\t\t{{#if freetrial}}
{{freetrial}}{{/if}}\r\n\t\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t{{#if usersCompleted}}\r\n\t\t\t\t\t
Done!
\r\n\t\t\t\t\t{{else}}\r\n\t\t\t\t\t
Not Completed
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t
\r\n\t\t\t\t\t{{#if portalCompleted}}\r\n\t\t\t\t\t
Done!
\r\n\t\t\t\t\t{{else}}\r\n\t\t\t\t\t
Not Completed
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t
\r\n\t\t\t\t\t{{#if hasBillingInfo}}\r\n\t\t\t\t\t
Done!
\r\n\t\t\t\t\t{{else}}\r\n\t\t\t\t\t
Not Completed
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t
\r\n\t
\r\n\r\n\r\n\r\n
\r\n","
\r\n\t
Activities
\r\n\t

\r\n\t\tActivities are used to track all of your interactions with contacts and candidates, such as phone calls, meetings, interviews, or anything else you would wish to keep track of.\r\n\t

\r\n\t

\r\n\t\tCrelate provides some basic activities that are always available, such as Notes and Tasks. In addition, you may also add up to {{getOrgValue \"CustomActivityLimit\"}} of your own custom activity types.\r\n\t

\r\n\t\r\n\t

\r\n\t\tFor more information:
\r\n\t\t  -  \r\n\t\tManaging Activity Types\r\n\t

\r\n
\r\n\r\n
\r\n\t
Activity Name
\r\n\t

\r\n\t\tChange the name of the activity.\r\n\t

\r\n\t\r\n\t

If you don't need to use some of the default activity types, feel free to just rename them.

\r\n
\r\n\r\n
\r\n\t
Activity Icon
\r\n\t

\r\n\t\tChange the icon used to represent this activity.
\r\n\t\tYou can also choose a color for the icon.\r\n\t

\r\n\t

Note: These icons are usually displayed on a white background, so it's best to avoid using light colors.

\r\n
\r\n\r\n
\r\n\t
Activity Mode
\r\n\t

Configure how this activity behaves

\r\n\t\r\n
\r\n\r\n
\r\n\t
Available On
\r\n\t

Choose which types of records can be associated with this activity type.

\r\n
\r\n\r\n
\r\n\t
Attachments
\r\n\t

Choose whether documents can be attached to this activity type.

\r\n
\r\n\r\n
\r\n\t
Attachment Document Type
\r\n\t

If you select a document type here, then documents will be limited to only the selected document type.

\r\n\t

Leave this blank if you want to be able to attach any type of document.

\r\n
\r\n\r\n
\r\n\t
Document is Required
\r\n\t

If documents are required, then every activity of this type must have a document before it can be saved.

\r\n
\r\n\r\n
\r\n\t
Default Activity Template
\r\n\t

Choose an Activity Template to be the default Activity Template to render when creating an activity of this type. The Activity Template must be available for this activity type to be chosen.

\r\n\t

If there are no Activity Templates to choose from, head over to Settings > Custom Forms to create one or make one available for this activity type.

\r\n
\r\n\r\n
\r\n\t
Completed Activity Form is Required
\r\n\t

If a Default Activity Form is set, you can optionally mark it as required with this checkbox. If the Activity Form is required, the user creating the activity must complete every required field on the form. If there are no required fields on the form at least one question must be answered to save the form.

\r\n
\r\n\r\n{{!
}}\r\n\r\n
\r\n\t
@ Mentions
\r\n\t

@ Mentions can be used to associate an activity with any {{_contact}}, {{_account}}, {{_job}}, or user.

\r\n\t

\r\n\t\tJust type the \"@\" character followed by the name of the record you want to mention.\r\n\t

\r\n\t

\r\n\t\tWhen a {{_contact}}, {{_account}}, or {{_job}} record is mentioned, the activity will appear in that record's activity stream.\r\n\t

\r\n\t

\r\n\t\tWhen a user is mentioned, that user will receive an in-app notification that they were mentioned.\r\n\t

\r\n\t \r\n\t

\r\n\t\tFor more information:
\r\n\t\t•   See how @ Mentions are used\r\n\t

\r\n
\r\n\r\n\r\n
\r\n\t
Engagement
\r\n\t

Configure whether this activity type should count as \"Engagement\" with a candidate.

\r\n\t

Whenever any activity that counts as engagement is completed, the candidate's \"Last Engagement Date\" field will be updated. This makes it easier to quickly \r\n\tsee if a candidate has been engaged with recently, or to find {{_contacts}} that haven't been engaged with recently.

\r\n\t

We recomment only setting this for activities where you actually have real engagement with the {{_contact}}. For something like leaving a voicemail, it should be tracked as a \"reached out\" activity instead.

\r\n\t

\r\n\t\tThere are 4 available options for this setting:\r\n\t

\r\n\t\r\n
\r\n\r\n
\r\n\t
Reach Out
\r\n\t

Configure whether this activity type should count as \"reaching out\" to a candidate.

\r\n\t

\r\n\t\tWhenever any activity that counts as a \"reach out\" is completed, the candidate's \"Last Reach Out Date\" field will be updated. This makes it easier to quickly\r\n\t\tsee if a candidate has been reached out to recently, or to find {{_contacts}} that haven't been reached out to recently.\r\n\t

\r\n\t

We recomment setting this for activities where you reached out to a candidate but didn't necessarily engage with them. For example: you sent them a text message or left them a voicemail.

\r\n\t

\r\n\t\tThere are 4 available options for this setting:\r\n\t

\r\n\t\r\n
\r\n\r\n\r\n
\r\n\t
Client Portal
\r\n\t

Configure whether or not this activity type shows up on the client portal.

\r\n\t\r\n
\r\n\r\n\r\n
\r\n\t
Follow-up
\r\n\t

Enables quickly scheduling a follow-up activity when saving a completed activity.

\r\n\t

\r\n\t\tYou can specify the activity-type of the follow-up activity. If the activity-type is left blank then the follow-up activity will be the\r\n\t\tsame type as the completed activity.\r\n\t

\r\n
\r\n\r\n\r\n\r\n
\r\n\t
Allows the generic Note activities to be tracked as a \"reach out\" or \"engagement\" activity.
\r\n\t

\r\n\t\tWhen this is enabled, any time you create a new note on a {{_contact}} you can check a box to indicate that the note\r\n\t\tshould be counted as a \"reach out\" to the candidate or that it should count as \"engagement\" with the {{_contact}}.\r\n\t

\r\n\t

Whenever these boxes are checked the \"Last Reach out\" date or \"Last Engagement\" date on the {{_contact}} record will also get updated.

\r\n
\r\n\r\n\r\n
\r\n\t

\r\n\t\tThe number of custom activities you may create is determined by your Crelate subscription level.\r\n\t

\r\n\t
\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
Startup10 custom activity types
Business20 custom activity types
Business Plus or Enterprise30 custom activity types
\r\n\t
\r\n\t

\r\n\t\tIf you need more custom activity types, please consider upgrading your subscription.\r\n\t

\r\n
\r\n","
\r\n\t
Two Factor Authentication
\r\n\tOff - Disable any user from using two factor authentication.
\r\n\tEnabled - Users are able to turn two factor authentication on or off independently.
\r\n\tRequired - All users are required to use two factor authentication upon login.
\r\n
\r\n\r\n
\r\n\t
Force Strong Password
\r\n\tOff - Users must have a password strength of at least 'Medium'
\r\n\tRequired - Users must have a password strength of 'Strong'

\r\n\t

Note: These changes will be enforced when users change their passwords or new users create their accounts.

\r\n
\r\n\r\n
\r\n\t
Auditing
\r\n\t

\r\n\t\tAuditing allows you to track user interactions within Crelate for security and analytical\r\n\t\tpurposes. User Name, IP Address, Date and Operation are captured.\r\n\t

\r\n\t\r\n\r\n\t
Audit Log Retention
\r\n\t

\r\n\t\tAll audit logs will be retained for at least 30 days, but may be longer depending on your Crelate\r\n\t\tsubscription plan, and which kind of auditing you have selected:\r\n\t

\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
Basic AuditingStandard AuditingAdvanced Auditing
Crelate Business90 days30 daysN/A
Business Plus1 year180 days90 days
Crelate Enterprise1 year180 days90 days
\r\n
\r\n\r\n
\r\n\t
IP Access Controls
\r\n\t

\r\n\t\tControl what networks are able to access your Crelate data. Please note that enabling IP access rules will disable mobile and API users, unless you explicitly define what IP addresses those users will be coming from.
\r\n\t

\r\n\r\n
\r\n\r\n
\r\n\t
IP Rules
\r\n\r\n\t

\r\n\t\tIP rules can be in the following formats:
\r\n\t\tExact Address:\t192.168.1.1
\r\n\t\tWildcard:\t\t192.168.1.*
\r\n\t\tMask:\t\t192.186.1.0/32
\r\n\t\t
\r\n\t\tIP Subnet Masks details\r\n\t

\r\n\t

\r\n\t\tNote: Restricting access to your Crelate instance by IP may break 3rd party integrations. Be sure to\r\n\t\tinclude 3rd party IP addresses when enabling this feature.\r\n\t

\r\n\r\n
\r\n\r\n
\r\n\t
Remove scripts from PDF documents
\r\n\t

\r\n\t\tAttempt to detect and remove potentially dangerous embedded scripts in PDF documents that are uploaded to Crelate.\r\n\t

\r\n\t

\r\n\t\tThis applies to all PDF documents, including documents uploaded by Crelate users and documents uploaded by candidates in the job portal.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Limit file types uploaded from external sources
\r\n\t

\r\n\t\tControl the file types that can be uploaded from external sources. This includes files uploaded through the job portal,\r\n\t\tform requests, and email attachments sent from untrusted senders (see trusted email settings).\r\n\t

\r\n\t

\r\n\t\tDefault - Most common file types accepted:
\r\n\t\tImages: jpg/jpeg, jpeg, gif, png, tif
\r\n\t\tDocuments: doc, docx, pdf, rtf, txt
\r\n\t\tOffice: xls, xlsx, ppt, pptx, vsd, vsdx, pps, ppsx, csv
\r\n\t\tEmail: eml, msg, vcf
\r\n\t\tAudio: mp3, mpeg3, wav
\r\n\t\tArchives: zip, rar, 7z
\r\n\t\tHtml: html, htm
\r\n\t

\r\n\t

\r\n\t\tReduced - Fewer file types accepted:
\r\n\t\tImages: jpg/jpeg, jpeg, gif, png
\r\n\t\tDocuments: doc, docx, pdf, rtf, txt
\r\n\t

\r\n\t

\r\n\t\tMinimal - Only Word and PDFs accepted:
\r\n\t doc, docx, pdf
\r\n\t

\r\n
\r\n\r\n\r\n
\r\n\t
Crelate support organization access
\r\n\tWhen enabled, Crelate Support can access your Crelate Organization, including offshore resources. This feature may be requested by Crelate Support to temporarily address and resolve your support requests. By enabling this, you are agreeing to our Terms and Conditions. Access is granted for 45 days.\r\n
\r\n\r\n\r\n{{! These are used when showing the 'upgrade to business' message if user is on PRO}}\r\n\r\n\r\n\r\n
\r\n\t
Custom User Roles
\r\n\t

\r\n\t\tAllows you to define custom user-roles so that different groups of users have different permission levels within Crelate. See User Role Settings.\r\n\t

\r\n
\r\n\r\n\r\n
\r\n\t
Two Factor Authentication
\r\n\t

\r\n\t\tTwo Factor Authentication adds extra security to Crelate user accounts. When Two Factor Authentication is enabled, an extra verification step is added when logging into Crelate.\r\n\t\tA security code will be sent to the user's verified email address or phone number. Two Factor authentication can be configured as either optional for users, or required for all user accounts.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Auditing
\r\n\t

\r\n\t\tAuditing allows you to track user interactions within Crelate for security and analytical\r\n\t\tpurposes. User Name, IP Address, Date and Operation are captured.\r\n\t

\r\n\t

There are two different levels of auditing that have be enabled:

\r\n\t\r\n
\r\n\r\n
\r\n\t
Strong Password Enforcement
\r\n\t

\r\n\t\tForce all users to use strong passwords for their Crelate logins.\r\n\t

\r\n\t

When this feature is enabled, all passwords must be at least 12 characters long, must have both upper and lower-case characters, and must have at least one number and one special character.

\r\n
\r\n\r\n
\r\n\t
IP Access Controls
\r\n\t

\r\n\t\tControl which networks and IP addresses are able to access your Crelate data. Please note that enabling IP access rules will disable mobile and API users,\r\n\t\tunless you explicitly define what IP addresses those users will be coming from.
\r\n\r\n\t

\r\n
\r\n","
\r\n\t
Crelate API Access
\r\n\t

Manage users who have turned on API Access.

\r\n\t

Click on a user to view their API Key and the webhooks that are subscribed to the user.

\r\n\t

Note: To enable API access for your own account, enable it in your user setting.

\r\n\t

For for more information about using the Crelate API, please visit our full API Documentation.

\r\n
\r\n\r\n
\r\n\t
Clear API Key
\r\n\t

Turn Off API Access for this user. Doing so will cause any request made with that API Key to fail.

\r\n
\r\n\r\n
\r\n\t
Webhooks List
\r\n\t

Displays any webhook subscribed to the user.

\r\n\tEntity - The Entity for which the webhook is triggered on.
\r\n\tOperationType - The type of operation for which the webhook is triggered on.
\r\n\tStatus - The status of the webhook, webhooks that are off do not send any information out on trigger.

\r\n\tUrl - The Url where we are sending information to.
\r\n\t

Click on Configure to toggle a webhook on or off.

\r\n
","
\r\n\t
Application Forms
\r\n\t

Application Forms let you create a custom questionnaire for candidates to fill out when they are applying for a {{_job}} on the Job Portal. In addition to providing a resume and basic information, candidates will be asked to answer whatever additional questions you would like.

\r\n\t

You can create multiple application forms, and each {{_job}} published to the portal can use a different form.

\r\n\t

\r\n\t\t  •   Click to create a new application form.
\r\n\t\t  •   Click to delete a form.
\r\n\t\t  •   Double-click on any form to edit it.
\r\n\t

\r\n\t

\r\n\t\tFor more information:
\r\n\t\t  •  \r\n\t\t\r\n\t\t\tHow to Manage Application Forms\r\n\t\t\r\n\t

\r\n
\r\n\r\n
\r\n\t
Default Application Form
\r\n\t

Set the default Application Form to use for all new {{_jobs}}. The user creating the {{_job}} can always override the default and use a different Application Form.

\r\n\t

Also, any applicant who submits their resume for general consideration (i.e., they just submit their resume but not for a specific {{_job}}) will be presented the Application Form selected here.

\r\n
\r\n\r\n
\r\n\t
Activity Forms
\r\n\t

\r\n\t\tActivity Forms can be used in conjunction with Activities to provide a way for users to provide structured information. Activities that are created with a\r\n\t\tform will also create a PDF document that can be downloaded, printed, or emailed right from Crelate!\r\n\t

\r\n\t

In the future, responses to activity forms can be searched allowing you to quickly find records that match specific responses.

\r\n\t

Your subscription allows for up to {{getOrgValue \"ActivityTemplateLimit\"}} Activity Forms

\r\n\t

\r\n\t\t  •   Click to create a new activity template.
\r\n\t\t  •   Click to delete a template.
\r\n\t\t  •   Double-click on any template to edit it.

\r\n\t

\r\n\t

\r\n\t\tFor more information:
\r\n\t\t  •  \r\n\t\t\r\n\t\t\tHow to Manage Activity Forms\r\n\t\t\r\n\t

\r\n
\r\n\r\n
\r\n\t
Form Questions
\r\n\t

Form Questions can be used on any number of forms. Use this area to easily define multiple questions and curate your question bank.

\r\n\t

If you make future edits to the question then those changes will be reflected on all forms that have included it.

\r\n
\r\n\r\n\r\n\r\n\r\n\r\n\r\n
\r\n\t
\r\n\t\tThe number of activity forms you may create is determined by your Crelate subscription level.\r\n\t
\r\n\t
\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
Startup5 Activity Forms
Business20 Activity Forms
Business Plus or Enterprise50 Activity Forms
\r\n\t
\r\n\t

\r\n\t\tIf you need more activity forms, please consider upgrading your subscription.\r\n\t

\r\n
\r\n","
\r\n\t
Title
\r\n\t

\r\n\t\tCustomize the title of the Approval Center.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Logo
\r\n\t

\r\n\t\tCustomize the logo image shown in the header of the Approval Center. You can also change the background color of the portal header. The logo will override the Title option.\r\n\t

\r\n\t

\r\n\t\tNote: Optimal image size is 100 pixels tall\r\n\t

\r\n
\r\n\r\n
\r\n\t
Header
\r\n\t

\r\n\t\tUtilize custom HTML to personalize the header that your approvers see. This content will replace the default header on all Approval Portal pages. The header will override the Title and Logo options.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Footer
\r\n\t

\r\n\t\tAdd custom footer content. This content will appear at the bottom of every page.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Welcome Message
\r\n\t

\r\n\t\tAdd a welcome message. This content will appear below the header on the homepage of the Approval Portal.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Shared Links
\r\n\t

\r\n\t\tWhen a user receives an invitation to join the Approval Center,\r\n\t\tor a notification that they have items to approve,\r\n\t\tthe email will contain a shared link that allows the user to quickly log into the Approval Center without typing in a password.\r\n\t

\r\n\t

\r\n\t\tEach shared link is unique and tied to a specific user account. For added security, these settings can be used to\r\n\t\tcontrol how long a link lasts before it expires and how many times a link can be used.\r\n\t

\r\n
","
\r\n\t
Clear Ownership Rule
\r\n\t

\r\n\t\tAllows you to configure a rule that will automatically clear the Owners field on any contact that hasn't had any recent activity.\r\n\t

\r\n\t

\r\n\t\tRecruiters will lose ownership of contacts that they're not maintaining a relationship with.\r\n\t\tAfter a certain period of not logging any activity on the contact the owner field will get cleared out and the contact can\r\n\t\tthen be \"claimed\" by other recruiters.\r\n\t

\r\n\t

\r\n\t\tPlease note before enabling this rule:\r\n\t

\r\n\t\r\n
","
\r\n
Checkr
\r\n

\r\n\tEnable Checkr as a provider to order background checks through.\r\n

\r\n

\r\n\tNote: Checkr also requires connecting your Checkr user account with your account in Crelate, this in your personal Integrations.\r\n

\r\n

\r\n\t\r\n\tBy default, users will not have the ability to order background checks. Please go to User Roles to grant users access to initiate background checks\r\n

\r\n
\r\n\r\n
\r\n
First Advantage
\r\n

\r\n\tEnable First Advantage as a provider to order background checks through. (Currently this feature is managed by Crelate)\r\n

\r\n

\r\n\tNote: Before this provider can be used for back ground checks, you must first receive an account Id from First Advantage and apply it here.\r\n

\r\n\r\n

\r\n\t\r\n\tBy default, users will not have the ability to order background checks. Please go to User Roles to grant users access to initiate background checks\r\n

\r\n
\r\n\r\n
\r\n
Document Type
\r\n

This determines the default document type of created background checks.

\r\n
","
\r\n\t

\r\n\t\tBenefits\r\n\t

\r\n\t

\r\n\t\tBenefits are deductions that get subtracted from the gross pay of Paystubs. Benefits can be added to this list at any time and can then be granted to Employees in the HR Center.\r\n\t

\r\n\t{{#unless (MS_CheckAccess 31002)}} {{!This section is for manual payroll}}\r\n\t

\r\n\t\tPlease Note: Once a Benefit exists on a Paystub in Crelate it can no longer be deleted.\r\n\t

\r\n\t{{/unless}}\r\n
","
\r\n\t
Billing Profile Templates
\r\n\t

Use this grid to manage your billing profile templates to make setting up billing profiles easier.

\r\n\t

This table lists all of the billing profile templates in the Crelate organization.

\r\n\t\r\n
\r\n\r\n
\r\n\t
Name
\r\n\t

The name of your Billing Profile Template

\r\n
\r\n\r\n
\r\n\t
Terms
\r\n\t

The terms that you give customers on when their invoices are due. e.g. Net15 means their invoice is due 15 days after it has been sent.

\r\n
\r\n\r\n
\r\n\t
Invoice Mapping
\r\n\t

Choose the account you want time keeping billable items mapped to.

\r\n
\r\n\r\n
\r\n\t
Expense Mapping
\r\n\t

Choose the account you want expense related billable items mapped to.

\r\n
\r\n\r\n
\r\n\t
Payment Mapping
\r\n\t

Choose the account you want invoice payments mapped to.

\r\n
\r\n\r\n
\r\n\t
Discount Mapping
\r\n\t

Choose the account you want discounts mapped to.

\r\n
\r\n\r\n
\r\n\t
Credit Mapping
\r\n\t

Choose the account you want discounts mapped to.

\r\n
\r\n\r\n
\r\n\t
Write Off Mapping
\r\n\t

Choose the account you want write offs mapped to.

\r\n
","
\r\n\t
Blocked {{_Contacts}}
\r\n\t

Manage the blocked {{_Contacts}} in Crelate by merging, deleting, or unblocking.

\r\n\t\r\n
","
\r\n\t
Client Portals
\r\n\t

\r\n\t\tSet up client portal websites for each of your clients.\r\n\t\t

\r\n\t

\r\n\t

Review our: Comprehensive Client Portal Guide

\r\n
\r\n\r\n
\r\n\t
Usage Limits
\r\n\t

\r\n\t\tShows how many open jobs you currently have shared on all client portals.\r\n\t

\r\n\t

\r\n\t\tThe total number of jobs that can be shared is limited based on your license level. If you've reached the limit then you can either\r\n\t\tremove some jobs from client portals or upgrade to a higher license level.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Portals
\r\n\t

\r\n\t\tThis is a list of all client portals that have been created. Each company/client will have its own portal. Double-click on a portal for more details.\r\n\t

\r\n\t

\r\n\t\tNote: If your Organization has a subscription higher than Crelate Business then each portal can be individually customized.\r\n\t\tAny portal that has not been individually customized will just use the Default Client Portal Settings configured below.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Default Client Portal Settings
\r\n\t

\r\n\t\tThese are the default settings that will be used for all client portals by default.\r\n\t

\r\n\t

\r\n\t\tIf your Organization has a subscription higher than Crelate Business then these settings can also be customized for each individual client portal.\r\n\t

\r\n
\r\n\r\n\r\n
\r\n\t
Logo
\r\n\t

\r\n\t\tCustomize the logo image shown in the header of the client portal. You can also change the background color of the portal header. The logo will override the Title option.\r\n\t

\r\n\t

\r\n\t\tNote: Optimal image size is 100 pixels tall\r\n\t

\r\n
\r\n\r\n
\r\n\t
Header
\r\n\t

\r\n\t\tAdd custom header content. This content will replace the default header on all client portal pages. The header will override the Title and Logo options.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Footer
\r\n\t

\r\n\t\tAdd custom footer content. This content will appear at the bottom of every page.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Welcome Message
\r\n\t

\r\n\t\tAdd a welcome message. This content will appear below the header on the homepage of the client portal.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Home Page
\r\n\t

\r\n\t\tCustomize which features to show on the main home page of the client portal.
\r\n\t

\r\n
\r\n\r\n
\r\n\t
Home Page
\r\n\t

\r\n\t\tCustomize which features to show on the main home page of the client portal.
\r\n\t

\r\n\t

\r\n\t\tShow \"Last 7 days\" activity summary
\r\n\t\tWhen this is checked, there will be a small summary of your recruiting activity shown at the top of the page.\r\n\t\tThis can include the number of new prospective candidates you've added to jobs, how many reach-out activities you've logged, and how many\r\n\t\tcandidates you've actually talked to. Note: these counts will only include jobs you've shared on the client portal, but they may count\r\n\t\tall candidates and activities on those jobs (not limited to only candidates on the portal).\r\n\t

\r\n
\r\n\r\n
\r\n\t
Home Page
\r\n\t

\r\n\t\tCustomize which features to show on the main home page of the client portal.
\r\n\t

\r\n\t

\r\n\t\tShow Recruiting Workflow Stages
\r\n\t\tWhen this is checked, there will be a small summary showing how many candidates are in each recruiting stage.\r\n\t\tThis will only count candidates that are on jobs that have been shared on the client portal.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Job Page
\r\n\t

\r\n\t\tCustomize which features to show on the page for each job.
\r\n\t

\r\n
\r\n\r\n
\r\n\t
Job Page
\r\n\t

\r\n\t\tCustomize which features to show on the page for each job.
\r\n\t

\r\n\t

\r\n\t\tShow \"Last 7 days\" activity summary
\r\n\t\tWhen this is checked, there will be a small summary of your recruiting activity shown at the top of the page.\r\n\t\tThis can include the number of new prospective candidates you've added to the job, how many reach-out activities you've logged, etc.\r\n\t\tNote: The summary may count all candidates and activities on the job (not limited to only candidates shared on the portal).\r\n\t

\r\n
\r\n\r\n
\r\n\t
Job Page
\r\n\t

\r\n\t\tCustomize which features to show on the page for each job.
\r\n\t

\r\n\t

\r\n\t\tShow Recruiting Workflow Stages
\r\n\t\tWhen this is checked, there will be a small summary showing how many candidates are in each recruiting stage for this job.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Job Page
\r\n\t

\r\n\t\tCustomize which features to show on the page for each job.
\r\n\t

\r\n\t

\r\n\t\tConfigure the \"Candidates\" table
\r\n\t\tCustomize which columns are displayed on the table of potential candidates. You can also customize how the table is sorted.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Job Page
\r\n\t

\r\n\t\tCustomize which features to show on the page for each job.
\r\n\t

\r\n\t

\r\n\t\tClient Portal Strategy Content
\r\n\t\tControls strategy content visibility on the client portal\r\n\t\t

\r\n\t

\r\n
\r\n\r\n
\r\n\t
Job Page
\r\n\t

\r\n\t\tCustomize which features to show on the page for each job.
\r\n\t

\r\n\t

\r\n\t\tShow the \"Strategy\" control toggles
\r\n\t\tCustomize whether the \"Strategy\" control toggles are visible on the strategy tab in the jobs core record. These control which information to display on the client portal job page.\r\n\t

\r\n
\r\n\r\n\r\n\r\n
\r\n\t
Reports
\r\n\t

\r\n\t\tAllow clients to see a \"weekly progress report\", listing all the recent candidates and activities that have been shared on the client portal.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Client Feedback
\r\n\t

\r\n\t\tConfigure if and how clients can provide feedback on candidates.\r\n\t

\r\n\t

\r\n\t\tAsk clients to give a 1 to 5 star rating - clients will be prompted to give a rating on each candidate.\r\n\t

\r\n\t

\r\n\t\tAsk clients to set approve/disapprove disposition - clients will be prompted to either approve or disapprove of each candidate.\r\n\t\tYou can also optionally configure the approval or disapproval of a candidate to automatically move that candidate to a specific workflow stage.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Default Documents
\r\n\t

\r\n\t\tWhen a candidate is first added to the client portal, Crelate will also automatically share some of the candidate's documents on the portal.\r\n\t

\r\n\t

\r\n\t\tThis setting lets you control which types of documents should automatically be shared on the portal.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Show History Tab
\r\n\t

\r\n\t\tWhen this is checked, a history tab will appear on the candidate's portal on the client portal. The history tab will show a log of any feedback that has been given on the candidate by the client or any activities about the candidate that are chosen to be surfaced to the client portal.\r\n\t

\r\n
\r\n\r\n
\r\n\t
{{_Contact}} Fields
\r\n\t

\r\n\t\tControl which {{_contact}} fields are visible to clients on the portal.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Shared Links
\r\n\t

\r\n\t\tWhen a user receives an invitation to join the client portal,\r\n\t\tor a notification that portal content has been updated,\r\n\t\tthe email will contain a shared link that allows the user to quickly log into the portal without typing in a password.\r\n\t

\r\n\t

\r\n\t\tEach shared link is unique and tied to a specific user account. For added security, these settings can be used to\r\n\t\tcontrol how long a link lasts before it expires and how many times a link can be used.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Stage and Activity Name Mapping
\r\n\t

\r\n\t\tThese settings allow you to use a different name for your workflow stages or activities when viewed in the Client Portal.\r\n\t

\r\n\t

\r\n\t\tFor example, you may not want to share too much of your recruiting process details with your clients, so instead of\r\n\t\trevealing the full name of a candidate's recruiting stage you can have the client portal just show a simpler or more generic\r\n\t\tname such as \"in progress\".\r\n\t

\r\n\t

\r\n\t\tNote: you can map multiple stages to the same name, and the client portal will treat them as if they're really just one stage.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Show Recruiters
\r\n\t

Show the owner or a relationship-based recruiter.

\r\n\t

\r\n\t\tOff - Will not show owner or recruiter.\r\n\t

\r\n\t

\r\n\t\tOn - Will show owner if no relationship is selected.\r\n\t

\r\n\t

\r\n\t\tOn with Recruiter Relationship Type - Will show recruiter based on the selected relationship.\r\n

\r\n\r\n
\r\n\r\n
\r\n\t
\r\n\t\tRecruiter Relationship\r\n\t
\r\n\t

Empty - Will show owner.

\r\n\t

\r\n\t\tSelected Relationship Type - Will show recruiter or recruiters based on the relationship or relationships selected.\r\n\t

\r\n
\r\n\r\n\r\n\r\n\r\n\r\n\r\n","
\r\n\t
Compliance Tracking
\r\n\t

Crelate offers tools to help you in your EEOC, OFCCP, and VEVRAA compliance tracking. This creates a pre-made EEO Report and allows your to customize reports according to EEO metrics.

\r\n\t

'Application' surveys through the job portal will save results as 'Pre-Hire' survey responses, while surveys created ad-hoc or through a 'Checklist' will save results as 'Post-Hire'.

\r\n\t

By choosing to turn EEOC on, applicants applying through the portal, or onboarding via checklists, will be asked if they would like to fill our the EEOC forms.

\r\n\t

This also grants your organization an EEO User role that can be assigned to a user so that they have all the required permissions to view, edit and report on EEO metrics. All admins will have the ability to view/edit EEO data on a contact as well as view the report. For non-admins, this can be adjusted in the User Roles settings.

\r\n\t

In addition, a new pass reason is tracked on each candidate who is passed on. These reasons will be tracked for EEO reporting but will not be attached to the candidate profile.

\r\n\t

For more detailed walkthrough on EEO, visit our help page: EEOC and OFCCP Compliance Tracking.

\r\n
\r\n\r\n
\r\n\t
EEO
\r\n\t

When an applicant applies via the portal, they will be presented with a Pre-Hire Voluntary Self-Identification of Equal Employment Opportunity form.

\r\n
\r\n\r\n
\r\n\t
OFCCP
\r\n\t

When an applicant applies via the portal, they will be presented with a Pre-Hire Voluntary Self-Identification of Disability form.

\r\n
\r\n\r\n
\r\n\t
VEVRAA
\r\n\t

When an applicant applies via the portal, they will be presented with a Pre-Hire Voluntary Self-Identification of Veterans form.

\r\n
\r\n\r\n
\r\n\t
EEO
\r\n\t

When a worker is onboarded via a checklist, they will be presented with a Post-Hire Voluntary Self-Identification of Equal Employment Opportunity form.

\r\n
\r\n\r\n
\r\n\t
OFCCP
\r\n\t

When a worker is onboarded via a checklist, they will be presented with a Post-Hire Voluntary Self-Identification of Disability form.

\r\n
\r\n\r\n
\r\n\t
VEVRAA
\r\n\t

When a worker is onboarded via a checklist, they will be presented with a Post-Hire Voluntary Self-Identification of Veterans form.

\r\n
\r\n\r\n
\r\n\t
Show Consent Check on Contacts
\r\n\t

If enabled, when visiting a contact record, users will be able to quickly see if this record has provided consent or not. A green check mark will appear next to the record type if there is consent on file for the record, a red X mark will show if the record has asked to be removed and a yellow ! symbol will indicate records who have no consent activities on file. Users can click on the badges on a contact record to see the consent history and send a request for consent.

\r\n
\r\n\r\n
\r\n\t
Opt Out Link
\r\n\t

If enabled, a link to opt out will be appended to the end of emails sent to applicants after they apply.

\r\n
\r\n\r\n
\r\n\t
Data Protection Officer Email
\r\n\t

If provided, this email will be appended to the end of emails sent to applicants after they apply and provided when contacts are accepting consent or making privacy requests. This email should be for where or who contacts should contact should they have questions or concerns about their privacy.

\r\n
\r\n\r\n
\r\n\t
Show link to Privacy Page on Portal
\r\n\t

For compliance, Crelate provides a way for candidates to freely reach your organization and send requests related to gdpr. These requests can be viewed in the Compliance Tab under Data Quality in Settings. To access this page, jobs.crelate.com/portal/{your orgname}/privacy. This page will always be accessible if going directly to the page. Enabling this option would provide a link a the bottom of all your portal pages for applicants to submit a privacy inquiry.

\r\n
\r\n\r\n
\r\n\t
Show Consent Checkbox on Portal
\r\n\t

If enabled, a required checkbox will appear with your consent message.

\r\n
\r\n\r\n
\r\n\t
Default Permissions Email Template:
\r\n\t

Assign an email template to automatically show up when selecting \"Send Consent Request\" buttons throughout the app. Ideally, this email template will have an email slug for a consent link as generated by Crelate. To utilize this, when creating an email template, click Insert Data > Insert Hyperlink To... > Consent Link

\r\n
\r\n","
\r\n\t
Manage Privacy Requests
\r\n\t
New Requests
\r\n\t

This view shows uncompleted requests either from the /privacy link from the portal or Opt-Out Requests from contacts who have applied in the past. Click on a row to see more details and mark the request for completion once it has been finished.

\r\n\t
Completed Requests
\r\n\t

This shows a record of all requests that have been completed, ordered by completion date.

\r\n\t
Contacts with Consent
\r\n\t

A list of all contacts who have given explict consent.

\r\n\t
Contacts without Consent
\r\n\t

A list of all contacts who do not have any consent on record. Click \"Send Request\" to email the primary email a request for consent.

\r\n
","
\r\n\t
{{_Account}} Settings
\r\n\t

Customize various features of Crelate's main {{_account}} record types

\r\n\t

\r\n\t\tFor more information:
\r\n\t\t•   Adding a Custom Field\r\n\t

\r\n
\r\n\r\n{{!Companies}}\r\n
\r\n\t
Display and Plural Name
\r\n\t

Change the display names used for companies throughout Crelate.

\r\n\t

The default is \"Companies\", but you may change it to something else, (for example: \"customers\", \"clients\", \"organizations\").

\r\n\tPlease note: Text encapsulated by '< >' will be removed.\r\n
\r\n\r\n
\r\n\t
Primary Document Type
\r\n\t

Select which document type should be the primary document type for {{_accounts}}.

\r\n\tPlease note: Advanced document types cannot be set as primary at this time.\r\n
\r\n\r\n
\r\n\t
Company Record Statuses
\r\n\t

Edit the different Record Statuses that a {{_account}} may have.

\r\n
\r\n\r\n
\r\n\t
Default Record Status
\r\n\t

Choose the default Record Status set on a {{_accounts}} on creation if a specific Record Status is not set. This includes records created by imports or external integrations.

\r\n
\r\n\r\n
\r\n\t
Company Fields
\r\n\t

Customize which fields appear on the {{_account}} form. You may add or remove fields from the form and also rearrange the order of the fields.

\r\n
\r\n\r\n
\r\n\t
Custom Fields
\r\n\t

Personalize extra fields for {{_accounts}}. Please verify if Crelate already offers the field before adding it here.

\r\n\t
\r\n\t\t
    \r\n\t\t\t
  • \r\n\t\t\t\tDisplay Name - How the field will be displayed to users throughout Crelate.\r\n\t\t\t
  • \r\n\t\t\t
  • \r\n\t\t\t\tLogical Name - How this field is represented to programmers via the API – this must be unique per {{EntityMetadata \"_Accounts\" \"DisplayName\" false}} Record and only supports alpha-numeric values and underscores.\r\n\t\t\t
  • \r\n\t\t\t
  • \r\n\t\t\t\tType - Defines what type of data will be stored in the field (Text, Numbers (Integers), Numbers (Decimal), Numbers (Money), etc.).\r\n\t\t\t
  • \r\n\t\t\t
  • \r\n\t\t\t\tPicklist Set - If you select a Custom Picklist, you must specify which Picklist to use.\r\n\t\t\t
  • \r\n\t\t
\r\n\t
\r\n
","
\r\n\t
{{_Contact}} Settings
\r\n\t

Customize various features of Crelate's main {{_contact}} record types

\r\n\t

\r\n\t\tFor more information:
\r\n\t\t•   Adding a Custom Field\r\n\t

\r\n
\r\n\r\n{{!Contacts}}\r\n
\r\n\t
Display and Plural Name
\r\n\t

Change the display names used for contacts throughout Crelate.

\r\n\t

The default is \"Contacts\", but you may change it to \"people\", \"candidates\", \"recruits\", or something else.

\r\n\tPlease note: Text encapsulated by '< >' will be removed.\r\n
\r\n\r\n
\r\n\t
Primary Document Type
\r\n\t

The primary document type for {{_contacts}} is always Resume. This setting can not be changed.

\r\n
\r\n\r\n\r\n
\r\n\t
Auto Numbering
\r\n\t

When auto-numbering is enabled then all {{_contacts}} created will automatically be assigned a unique ID number. Each new ID number is incremented by one from the last ID number, but you can change the starting number by clicking Reset Next Number

\r\n
\r\n\r\n
\r\n\t
Enable Timeline
\r\n\t

The timeline enables you to track the history of a {{_contact}}'s past employment and education.

\r\n\t

If timeline is On then you will see a timeline tab on the {{_contact}} record. Click it to view a timeline of the {{_contact}}'s job and education history. Any time you update a {{_contact}}'s Current Position, their old position will automatically get moved into the timeline history.

\r\n\t

If timeline is Off then each {{_contact}} will still have a Current Position and Education field, but the employment and education history will not be tracked.

\r\n
\r\n\r\n
\r\n\t
Automatically set dates when changing the Current Position
\r\n\t

When new position is entered on a {{_contact}}'s record, if the Timeline is enabled, the previous position will be saved on the timeline. If this option is checked, the previous position will have an end date set to the current month and year and the new position will have a start date set to the current month and year.

\r\n
\r\n\r\n
\r\n\t
Show company tags on the timeline
\r\n\t

Shows the tags for each company that appears in a {{_contact}}'s work history.

\r\n
\r\n\r\n
\r\n\t
Contact Record Statuses
\r\n\t

Edit the different Record Statuses that a {{_contact}} may have.

\r\n
\r\n\r\n
\r\n\t
Default Record Status
\r\n\t

Choose the default Record Status set on a {{_contacts}} on creation if a specific Record Status is not set. This includes records created by imports or external integrations.

\r\n
\r\n\r\n
\r\n\t
Contact Fields
\r\n\t

Customize which fields appear on the {{_contact}} form. You may add or remove fields from the form and also rearrange the order of the fields.

\r\n
\r\n\r\n
\r\n\t
Custom Fields
\r\n\t

Personalize extra fields for {{_contacts}}. Please verify if Crelate already offers the field before adding it here.

\r\n\t
\r\n\t\t
    \r\n\t\t\t
  • \r\n\t\t\t\tDisplay Name - How the field will be displayed to users throughout Crelate.\r\n\t\t\t
  • \r\n\t\t\t
  • \r\n\t\t\t\tLogical Name - How this field is represented to programmers via the API – this must be unique per {{EntityMetadata \"_Contacts\" \"DisplayName\" false}} Record and only supports alpha-numeric values and underscores.\r\n\t\t\t
  • \r\n\t\t\t
  • \r\n\t\t\t\tType - Defines what type of data will be stored in the field (Text, Numbers (Integers), Numbers (Decimal), Numbers (Money), etc.).\r\n\t\t\t
  • \r\n\t\t\t
  • \r\n\t\t\t\tPicklist Set - If you select a Custom Picklist, you must specify which Picklist to use.\r\n\t\t\t
  • \r\n\t\t
\r\n\t
\r\n
","
\r\n\t
Loss Record Settings
\r\n\t

Customize various features of Crelate's \"Loss\" record types

\r\n\t

\r\n\t\tLoss records are created when an opportunity is lost. They are used to track details\r\n\t\tof the loss such as a Loss Reason, the competitor the opportunity was lost to,\r\n\t\tor any other details you may wish to track.\r\n\t

\r\n
\r\n\r\n{{!Losses}}\r\n\r\n
\r\n\t
Display and Plural Name
\r\n\t

Change the display names used for loss records throughout Crelate.

\r\n\tPlease note: Text encapsulated by '< >' will be removed.\r\n
\r\n\r\n
\r\n\t
Loss Fields
\r\n\t

Customize which fields appear on the Loss form. You may add or remove fields from the form and also rearrange the order of the fields.

\r\n
\r\n\r\n
\r\n\t
Custom Fields
\r\n\t

Personalize extra fields for Losses. Please verify if Crelate already offers the field before adding it here.

\r\n\t
\r\n\t\t
    \r\n\t\t\t
  • \r\n\t\t\t\tDisplay Name - How the field will be displayed to users throughout Crelate.\r\n\t\t\t
  • \r\n\t\t\t
  • \r\n\t\t\t\tLogical Name - How this field is represented to programmers via the API – this must be unique per Loss Record and only supports alpha-numeric values and underscores.\r\n\t\t\t
  • \r\n\t\t\t
  • \r\n\t\t\t\tType - Defines what type of data will be stored in the field (Text, Numbers (Integers), Numbers (Decimal), Numbers (Money), etc.).\r\n\t\t\t
  • \r\n\t\t\t
  • \r\n\t\t\t\tPicklist Set - If you select a Custom Picklist, you must specify which Picklist to use.\r\n\t\t\t
  • \r\n\t\t
\r\n\t
\r\n
","
\r\n\t
{{EntityMetadata \"_Placements\" \"DisplayName\" false}} Settings
\r\n\t

Customize various features of Crelate's {{EntityMetadata \"_Placements\" \"DisplayName\" false}} record types

\r\n\t

\r\n\t\t{{EntityMetadata \"_Placements\" \"DisplayName\" false}} records are created whenever a candidate is placed in a new position, and are used to track\r\n\t\tdata such as who was placed, where they were placed, start date, salary or wage details.\r\n\t\tEach {{EntityMetadata \"_Placements\" \"DisplayName\" true}} also has a dollar \"value\", to track how much the {{EntityMetadata \"_Placements\" \"DisplayName\" true}} affects your bottom line.\r\n\t

\r\n\r\n
\r\n\r\n{{!Placements}}\r\n
\r\n\t
Display and Plural Name
\r\n\t

Change the display names used for placements throughout Crelate.

\r\n\t

The default is \"Placements\", but you may change it to \"assignments\", \"positions\", \"roles\", or something else.

\r\n\tPlease note: Text encapsulated by '< >' will be removed.\r\n
\r\n\r\n
\r\n\t
Primary Document Type
\r\n\t

Select which document type should be the primary document type for {{EntityMetadata \"_Placements\" \"DisplayName\" true}}.

\r\n\tPlease note: Advanced document types cannot be set as primary at this time.\r\n
\r\n\r\n
\r\n\t
Auto Numbering
\r\n\t

When auto-numbering is enabled then all {{EntityMetadata \"_Placements\" \"DisplayName\" true}} created will automatically be assigned a unique ID number. Each new ID number is incremented by one from the last ID number, but you can change the starting number by clicking Reset Next Number

\r\n
\r\n\r\n
\r\n\t
Draft Status
\r\n\t

When the draft status is enabled, this allows you to set the status of a {{EntityMetadata \"_Placements\" \"DisplayName\" true}} to draft.

\r\n
\r\n\r\n
\r\n\t
Placement Record Statuses
\r\n\t

Edit the different statuses that a {{EntityMetadata \"_Placements\" \"DisplayName\" true}} may have.

\r\n
\r\n\r\n
\r\n\t
Default Record Status
\r\n\t

Choose the default Record Status set on a {{_placements}} on creation if a specific Record Status is not set.

\r\n
\r\n\r\n
\r\n\t
{{EntityMetadata \"_Placements\" \"DisplayName\" false}} Forms
\r\n\t

Create, edit and delete {{EntityMetadata \"_Placements\" \"DisplayName\" false}} forms

\r\n\t

\r\n\t\tWhich form is used when creating a new {{EntityMetadata \"_Placements\" \"DisplayName\" true}} will depend on the\r\n\t\ttype of job or opportunity the {{EntityMetadata \"_Placements\" \"DisplayName\" true}} is regarding (this is configurable in the\r\n\t\tJob & Opportunity settings).\r\n\t

\r\n\t

Three forms are available by default:

\r\n\t\r\n\t

\r\n\t\tCustomization of {{EntityMetadata \"_Placements\" \"DisplayName\" true}} forms is available for Crelate Business subscribers.\r\n\t\tDouble-click on any of these {{EntityMetadata \"_Placements\" \"DisplayName\" true}} forms to customize them. Or click to create a new custom {{EntityMetadata \"_Placements\" \"DisplayName\" true}} form.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Custom Fields
\r\n\t

Personalize extra fields for {{_placements}}. Please verify if Crelate already offers the field before adding it here.

\r\n\t
\r\n\t\t
    \r\n\t\t\t
  • \r\n\t\t\t\tDisplay Name - How the field will be displayed to users throughout Crelate.\r\n\t\t\t
  • \r\n\t\t\t
  • \r\n\t\t\t\tLogical Name - How this field is represented to programmers via the API – this must be unique per {{EntityMetadata \"_Placements\" \"DisplayName\" false}} Record and only supports alpha-numeric values and underscores.\r\n\t\t\t
  • \r\n\t\t\t
  • \r\n\t\t\t\tType - Defines what type of data will be stored in the field (Text, Numbers (Integers), Numbers (Decimal), Numbers (Money), etc.).\r\n\t\t\t
  • \r\n\t\t\t
  • \r\n\t\t\t\tPicklist Set - If you select a Custom Picklist, you must specify which Picklist to use.\r\n\t\t\t
  • \r\n\t\t
\r\n\t
\r\n
","
\r\n\t
Manage Custom Picklists
\r\n\t

Manage the available values for custom picklist fields used on custom application forms and activity templates.

\r\n\t\r\n
","
\r\n\t
Manage Picklists
\r\n\t

Manage the available values for various picklist fields such as job titles, contact sources, or job types.

\r\n\t\r\n
","
\r\n\t
Document Categories
\r\n\t

Document Categories can be used to organize collections of Document Types within Crelate.

\r\n\t

\r\n\t\tBy default, there is only one Document Category: Document, but you can have up to {{MS_GetSetting 20}} custom Document Categories. A Document Category is a higher level grouping of similar Document Types and is used for organizational purposes and filtering. For example: you might have a Document Category called \"Certifications\", with multiple Document Types underneath such as \"Nursing Certification\" and \"Developer Certification\".\r\n\t

\r\n\t

Note: Document Categories are entirely optional, but they improve the user experience when dealing with a large number of Document Types. Categories do not enforce security and are not a replacement for specificing a Document Type.

\r\n\t\r\n
\r\n
\r\n\t
Name and Plural Name
\r\n\t

Since Document is a special Document Category in Crelate, you cannot change its name.

\r\n\t

Change the name used to refer to this category, and the plural name used to refer to multiple documents in this category.

\r\n
\r\n
\r\n\t
Color
\r\n\t

Change the color associated with this Document Category.

\r\n
\r\n
\r\n\t
Icon
\r\n\t

Change the icon associated with this Document Category.

\r\n
\r\n ","
\r\n\t
Document Types
\r\n\t

Document Types can be used to organize documents that are uploaded and attached to Crelate records.

\r\n\t

By default, there is only one Document Type: Resume, but you can have up to {{MS_GetSetting 16}} different Document Types. A Document Type can be any kind of grouping that helps you organize your documents. For example: you might have a Document Type called \"Cover Letters\", and another called \"References\".

\r\n\t

Note: Document Types are entirely optional. You can always upload a document that doesn't have a Document Type specified.

\r\n\t\r\n\t

\r\n\t\tFor more information:
\r\n\t\t  •  \r\n\t\t\r\n\t\t\tManaging Document Types\r\n\t\t\r\n\t

\r\n
\r\n\r\n
\r\n\t
Name and Plural Name
\r\n\t

Since Resume is a special Document Type in Crelate, you cannot change its name.

\r\n\t

Change the name used to refer to a single document, and the plural name used to refer to multiple documents of this type.

\r\n
\r\n\r\n\r\n
\r\n\t
Category
\r\n\t

Change the category used to group this Document Type. Think of these as high-level buckets like \"Certifications\" and \"Licenses\". This is also used to build the tree view in the type selector.

\r\n
\r\n\r\n
\r\n\t
Color
\r\n\t

Change the color associated with this Document Type.

\r\n
\r\n\r\n
\r\n\t
Icon
\r\n\t

Change the icon associated with this Document Type. Use this if thumbnails do not exist or are not relevant to this Document Type.

\r\n
\r\n\r\n
\r\n\t
Available On
\r\n\t

Since Resume is a special Document Type in Crelate, it is only available on {{_contacts}}.

\r\n\t

Select which types of records this Document Type will be available on.

\r\n
\r\n\r\n
\r\n\t
View and edit documents in Office Online
\r\n\t

Allows you to view and edit Microsoft Word documents using Microsoft Office Online directly from inside the Crelate application.

\r\n\t

\r\n\t\tNote: To edit documents you will need a Microsoft Office 365 subscription. You will be asked to provide your Office 365 login password when you click the 'Edit' button.\r\n\t\tClick here to sign up for Office 365\r\n\t

\r\n\t

\r\n\t\tLearn more about how to Edit Word Online Documents within Crelate.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Advanced Type
\r\n\t

Promoting an Artifact Type to an Advanced Type allows Crelate to track extra metadata and fields on the associated Artifact.

\r\n
\r\n\r\n
\r\n\t
Has Fields
\r\n\t

Advanced Artifact Types can be associated with a customized form. This form will render on create and edit.

\r\n
\r\n\r\n
\r\n\t
Has Verification
\r\n\t

The associated artifacts need to be verified. This will keep track of when and who verified the associated artifact.

\r\n
\r\n\r\n
\r\n\t
Has Expiration
\r\n\t

The associated artifacts will have an expiration date associated to them. Artifact expiration is tracked.

\r\n
\r\n\r\n
\r\n\t
Requires Restrictive Storage
\r\n\t

\r\n\t\tThe associated artifacts contain sensitive data and should be kept in an separate data storage location separate from other artifacts. Artifacts that require restrictive storage are not included by default in a full database backup and cannot be full-text searched on.\r\n\t

\r\n
\r\n\r\n\r\n
\r\n\t

\r\n\t\tThe number of Document Types you may create is determined by your Crelate subscription level.\r\n\t

\r\n\t
\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t \r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
Startup10 Document Types
Business20 Document Types
Business Plus or Enterprise30 Document Types
\r\n\t
\r\n\t

\r\n\t\tIf you need more Document types, please consider upgrading your subscription.\r\n\t

\r\n
\r\n","
\r\n\t
Duplicate Detection
\r\n\t

Duplicate detection can be enabled on the core record types in Crelate to help duplicate records from cluttering up your database.

\r\n\t

If duplicate detection is enabled, then any time someone tries to create or import a new record, Crelate will automatically compare it to all other records already in the system. If a duplicate is found you are given the option to merge the duplicate records or override the duplicate detection and save the record anyway.

\r\n\t

You can configure whether duplicate detection is enabled on each record type, and also specify which fields are used to determine duplicate matches. You can also set whether users are allowed to override the duplicate detection.

\r\n\t

\r\n\t\tFor more information:
\r\n\t\t  •  \r\n\t\t\r\n\t\t\tHow to use Duplicate Detection\r\n\t\t\r\n\t

\r\n
\r\n\r\n
\r\n\t
Detect Duplicate {{_Contacts}}
\r\n\t

Basic: Crelate has some basic duplicate detection when handling externally sourced candidates, but {{_Contacts}} created and updated within the app will not be compared to other Contacts.

\r\n\t

Custom: When set to Custom, you can define what fields on a Contact to compare to determine if a new {{_Contact}} or an updated {{_Contact}} contains duplicate information.

\r\n\t

\r\n\t\tFor more information:
\r\n\t\t  •  \r\n\t\t\r\n\t\t\tHow to use Duplicate Detection\r\n\t\t\r\n\t

\r\n
\r\n\r\n
\r\n\t
Detect Duplicate {{_Jobs}}
\r\n\t

If duplicate detection is on, then any time someone tries to create or import a new {{_job}}, Crelate will automatically compare it to all other {{_jobs}} already in the system. If a duplicate is found you are given the option to merge the duplicate {{_jobs}} or override the duplicate detection and save the record anyway.

\r\n\t

You can configure whether duplicate detection is enabled on each record type, and also specify which fields are used to determine duplicate matches. You can also set whether users are allowed to override the duplicate detection.

\r\n\t

\r\n\t\tFor more information:
\r\n\t\t  •  \r\n\t\t\r\n\t\t\tHow to use Duplicate Detection\r\n\t\t\r\n\t

\r\n
\r\n\r\n
\r\n\t
Detect Duplicate {{_Accounts}}
\r\n\t

If duplicate detection is on, then any time someone tries to create or import a new {{_account}}, Crelate will automatically compare it to all other {{_accounts}} already in the system. If a duplicate is found you are given the option to merge the duplicate {{_accounts}} or override the duplicate detection and save the record anyway.

\r\n\t

You can configure whether duplicate detection is enabled on each record type, and also specify which fields are used to determine duplicate matches. You can also set whether users are allowed to override the duplicate detection.

\r\n\t

\r\n\t\tFor more information:
\r\n\t\t  •  \r\n\t\t\r\n\t\t\tHow to use Duplicate Detection\r\n\t\t\r\n\t

\r\n
\r\n\r\n
\r\n\t
Match on Fields
\r\n\t

Specify which fields should be used to determine if records are duplicates.

\r\n\t

We recommend matching on either Name, Email (when available), or a combination of the two.

\r\n
\r\n\r\n
\r\n\t
Allow Saving Anyway
\r\n\t

When this is On, users will be given the option to ignore a \"duplicate detected\" message and save the record anyway, overriding the duplicate detection.

\r\n
\r\n\r\n
\r\n\t
Show Duplicate Records
\r\n\t

When this is On, users will be able to see Duplicate Contacts throughout Crelate and interact with them as any other Contact. When Off, Duplicate Contacts will only appear in Settings > Data Quality > Manage Duplicates.

\r\n
","
\r\n\t
Email Settings
\r\n\t

This page contains various settings that control how Crelate handles integration with email.

\r\n
\r\n\r\n
\r\n\t
Trusted Email Domains
\r\n\t

By default Crelate will only accept email coming from a Crelate user (it must be sent from the same email address you use to log in to Crelate). If you want Crelate to also accept email coming from other email addresses, you should add them to this list of trusted email domains.

\r\n\t

You can either add a single email address (example@crelate.com) or an entire domain name (@example.com).

\r\n
\r\n \r\n","
\r\n\t
Email Campaign
\r\n\t

Provides full integration with your email domain so that you can send email campaigns to {{_contacts}} through the Crelate application.

\r\n\t

This feature, which is only available with Business and higher plans requires special configuration from both Crelate Support and within your company's Domain Name Services (DNS) provider.

\r\n\t

Review our: Email Campaign Set Up Guide

\r\n
\r\n\r\n
\r\n\t
Email Domain Setup
\r\n\t

This step by step wizard will help get your domain provider connected with our mail service provider.

\r\n\t

Email domains are required to be verified to be able send and receive emails sent through Crelate.

\r\n\t

Depending on the provider it can take up to 48 hours for our mail service to recognize changes regarding domain verification.

\r\n\t

If everything looks correct on your end and it's been longer than 48 hours, please contact Crelate Support at support@crelate.com for assistance with this feature.

\r\n
\r\n\r\n
\r\n\t
Manage Email Campaign Sender Email Addresses
\r\n\t

Create, update, and delete email campaign sender email addresses. These email addresses can be set on the FROM line on bulk emails and email campaigns.

\r\n\t

Manage access to email addresses by giving access to specific users and roles inside your organization.

\r\n
\r\n\r\n
\r\n\t
CAN-SPAM Act Compliant Email Footer
\r\n\t

When sending emails to multiple recipients, Crelate will automatically add an \"unsubscribe from future emails\" link at the bottom of the email message (The CAN-SPAM act requires that you provide a means to unsubscribe from emails sent to multiple recipients). Any recipient who clicks this link will automatically be excluded from future emails sent to multiple recipients sent from Crelate.

\r\n\t

Enable this feature if you would like to provide your own email footer and unsubscribe link instead of the default one provided by Crelate.

\r\n\t

Click the Insert button above the text field to insert the standard \"unsubscribe\" link into your footer.

\r\n
","
\r\n\t
Automated Journal Email Integration
\r\n\t

This feature requires a Crelate Business or higher subscription to use.

\r\n\t

Email journaling is an advanced server-to-server configuration that will automatically track and log emails back and forth from your email client onto your contact and candidate records in Crelate. As long as an email is listed in Crelate you can send emails from your email provider and have that log in Crelate automatically.

\r\n\t

\r\n\t\tIMPORTANT:\r\n\t

\r\n\t

When configuring email journaling, it is important to understand the scope of messages that are sent to Crelate for processing. You are in control of what messages are sent to Crelate for processing. For example, if you do not want HR emails logged, it is important that you set up journaling rules on your mail server to filter such messages out, before they are sent to Crelate for processing.

\r\n\t

Learn more about Email Journaling here

\r\n\t

\r\n\t\tSet up for Office 365 here
\r\n\t\tSet up for Office 365 Exchange here
\r\n\t\tSet up for Office G Suite here
\r\n\t\t(Traditional and basic SMTP/IMAPI/POP only servers do not support this feature.)\r\n\t

\r\n
\r\n\r\n
\r\n\t
Enabled Domains
\r\n\t

Once your Email Journaling status is marked Available, you can begin by adding domains simply by typing it in here. The maximum allowable domains is dependent on your Crelate subscription type.

\r\n\t

\r\n\t\tExample: testdomain.com
\r\n\t

\r\n
\r\n \r\n
\r\n\t
Ignore Emails
\r\n\t

Configure Automated Journal Email Integration to ignore all emails that have a specified sensitivity level.

\r\n\t\r\n
\r\n\r\n
\r\n\t
Spam Filtering Level
\r\n\t

Crelate will attempt to block spam email from making its way into your data.

\r\n\t

You can adjust the spam tolerance level; set it to high to have more aggressive spam blocking or set it to low to have more lenient spam blocking.

\r\n
\r\n\r\n
\r\n\t
Include Limit Attachments
\r\n\t

\r\n\t\tNone - Attachments in journaled emails will not be recorded.
\r\n\t\tDocument - Only attachment files that have the following extensions will be recorded: .docx, .doc, .pdf, txt, .rtf.
\r\n\t\tAll - All attachments in journaled emails (up to 10MB per file) will be journaled.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Email Exclusion List
\r\n\t

By adding an email address to the Email Exclusion List, Crelate will review incoming messages To, From, CC with that email address and block it from showing up on a Contact’s record.

\r\n\t\r\n\t

Important: Note that Crelate will still receive the message. As a best practice, configure the rules directly from your email server so that the email is filtered out and never passed over to Crelate.

\r\n
\r\n\r\n
\r\n\t
Excluded Email Address
\r\n\t

Add the email address you would like to exclude from Journaling. Use a valid email format with the domain name (example@crelate.com).

\r\n
","
\r\n\t
Organization Email Templates
\r\n\t

These are email templates that can be used by all users in your Crelate organization.

\r\n\t

\r\n\t\t  •   Click to create a new template.
\r\n\t\t  •   Click to delete a template.
\r\n\t\t  •   Double-click on any template to edit it.
\r\n\t

\r\n\t \r\n\tTypes of email templates that can be edited here:\r\n\t\r\n\t \r\n\r\n\t

To view your own personal email templates, please see My Templates.

\r\n\r\n\r\n\t

\r\n\t\tFor more information:
\r\n\t\t  •  \r\n\t\t\r\n\t\t\tManaging Your Email Templates\r\n\t\t\r\n\t

\r\n
\r\n","
\r\n\t
Employee Portals
\r\n\t

\r\n\t\tSet up employee portal websites.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Header Type
\r\n\t

Select what type of header to display at the top of your Employee Portal home page.

\r\n\t\r\n
\r\n\r\n
\r\n\t
Welcome Message
\r\n\t

\r\n\t\tAdd a welcome message. This content will appear below the header on the homepage of the Employee Portal.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Shared Links
\r\n\t

\r\n\t\tWhen a contact receives an invitation to complete checklist items on the Employee Portal,\r\n\t\tthe email will contain a shared link that allows the user to quickly log into the portal without typing in a password.\r\n\t

\r\n\t

\r\n\t\tEach shared link is unique and tied to a specific user. For added security, these settings can be used to\r\n\t\tcontrol how long a link lasts before it expires and how many times a link can be used.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Portal Colors
\r\n\t

\r\n\t\tCustomize the colors used on the Portal.\r\n\t

\r\n
","
\r\n\t
E-Verify Client Company ID
\r\n\t

Enter your E-Verify Client Company ID that will be used by your team to create E-Verify cases. This should be a number like \"123456\".

\r\n
","
\r\n\t
Expense Categories
\r\n\t

Expense Categories are used to define the different types of expenses Time Recorders can enter. There are two types of expense categories:

\r\n\t\r\n
","
\r\n

\r\n Expense Types
\r\n Expense Types are used to define the different types of expenses Time Recorders can enter. There are two types of expense types:\r\n

\r\n \r\n \r\n
","
\r\n\t
External Resume Search
\r\n\t

\r\n\t\tThe External Resume feature allows you to search through integrated job board accounts pro actively source resumes into Crelate. For a comprehensive overview,\r\n\t\treview our External Resume Search guide.\r\n\t

\r\n\t

\r\n\t\tResumes are made available through the normal Crelate search experience. Click on the\r\n\t\tExternal, Dice, or CareerBuilder tabs in Search to find external resumes matching your search criteria.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Dice Search
\r\n\t

Have access to Dice's Talent Search ? Enable this feature to allow users to connect their Dice Talent Search credentials to search Dice and import candidates directly into Crelate.

\r\n\tOn - Users can add Dice credentials and use Dice Talent Search in searches.
\r\n\tOff - Users cannot use Dice Search within Crelate.\r\n
\r\n\r\n
\r\n\t
CareerBuilder Search
\r\n\t

Have access to CareerBuilder's Recruitment Edge? Enable this feature to allow users to connect their CareerBuilder's Recruitment Edge credentials to search CareerBuilder and import candidates directly into Crelate.

\r\n\tOn - Users can add CareerBuilder credentials and use CareerBuilder's Recruitment Edge in searches.
\r\n\tOff - Users cannot user CareerBuilder search within Crelate.\r\n
\r\n\r\n
\r\n\t
Resume-Library Search
\r\n\t

Have access to Resume-Library's resume search where you can view unlimited resumes and find qualified candidates quickly.

\r\n\tOff - Users cannot view or use External Resume search features.
\r\n\tOn - Users can use Resume-Library resume search features and unlock resumes if they have connected a Resume-Library account on the Integrations page.
\r\n
\r\n\r\n
\r\n\t
Unlock Usage
\r\n\t

\r\n\t\tTracks current usage of external resume search unlocks.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Automatically Recharge
\r\n\t

\r\n\t\tTurn on automatic recharge to automatically purchase a new package when your supply is exhausted.\r\n\t

\r\n
\r\n\r\n","
\r\n\t
Flagged Emails
\r\n\t

\r\n\t\tEmail Addresses can become flagged when a recipient unsubscribes or if the email cannot be delivered.\r\n\t\tCrelate will either warn or block sending when attempting to send emails to a flagged email address.\r\n\t

\r\n\t

\r\n\t\tThere are four types of flags:\r\n\t\t

\r\n\t

\r\n
\r\n","
\r\n
Form Questions
\r\n

\r\n Form Questions can be used on any number of forms, including scorecards. Use this page to easily define multiple questions and curate your question bank.\r\n

\r\n
\r\n
Manage Form Questions
\r\n \r\n
\r\n
Questions Grid
\r\n

\r\n View or edit your already created Form Questions.\r\n

\r\n

\r\n If you make future edits to the question, then those changes will be refelected on all forms that have included it.\r\n

\r\n
","
\r\n\t
Invoice Starting Number
\r\n\t

Choose a number you want your invoices to start on. Once chosen, you cannot change it.

\r\n
\r\n\r\n
\r\n\t
Remit To
\r\n\t

Who the invoice payments should be sent to.

\r\n
\r\n\r\n
\r\n\t
Logo
\r\n\t

Upload a logo to have on your invoices. This will be the default logo used for invoicing.

\r\n
\r\n\r\n
\r\n\t
Instructions
\r\n\t

List any instructions you want Invoice recipients to see regarding how to pay their invoice.

\r\n
","
\r\n\t
Regional Settings
\r\n\t

Customize settings here to better match how you view data in your region. After changing an option, an example will be displayed on the right.

\r\n\t

To implement the changes, be sure to save and then refresh your page!

\r\n
","
\r\n\t
My Imports
\r\n\t

You can import data into Crelate from Microsoft Excel spreadsheets.

\r\n\t

Click \"New Import\" to start a new data import. You will be asked to upload an Excel file and then configure how the columns in your spreadsheet should map to fields in Crelate.

\r\n\t

Your previous imports are displayed in the table to the left. Since large imports can often take a while to complete, you can start an import and then come back to this page later to view its status, see the imported records, or undo/revert it if necessary.

\r\n\t

\r\n\t\tFor more information:
\r\n\t\t  •  \r\n\t\t\r\n\t\t\tHow to import data from a spreadsheet\r\n\t\t\r\n\t

\r\n
\r\n","
\r\n\t
Export Data
\r\n\t

Your data export, which includes all records within your Crelate instance, will generate a series of CSV files that will be grouped together into multiple compressed archives, each less than 2 GB. If attachment file options are selected, all the binary documents related to exported data will be included as well. Regardless of the selected attachment file options, metadata regarding artifacts will be exported as standard CSV files.

\r\n\t

Depending on your instance's data size and the number of export requests in the queue, the process may require a few hours to complete. You will receive an e-mail notification once the export is finished and the files are ready to download.

\r\n
\r\n
\r\n\t
Export Type
\r\n\t\r\n
\r\n
\r\n\t
Include Attachment Files
\r\n\t

Include all binary files for standard or advanced artifacts that are stored in Standard Storage.
Note: selecting this may significantly increase the wait time.

\r\n
\r\n
\r\n\t
Include Restricted Attachments
\r\n\t

Also include all binary files for advanced artifacts that are stored in Restricted Storage.
Note: selecting this may significantly increase the wait time.

\r\n
\r\n
\r\n\t
Import Data
\r\n\t

You can also import data into Crelate from an Excel Spreadsheet (xlsx document). Click \"start a new excel data import\" link to begin a new import. You will be asked to upload an Excel file and then configure how the columns in your spreadsheet should map to fields in Crelate.

\r\n\t

You can also start a new import from the menu in the top left corner of the window, or from the My Imports page.

\r\n
","\r\n
\r\n\t
Applicant Intake Settings
\r\n\t

These settings control how Crelate processes new candidates that are being imported into Crelate.

\r\n
\r\n\r\n\r\n
\r\n\t
Automatic Email Replies
\r\n\t

When this is On Crelate will automatically send an email reply from \"noreply@crelate.net\" to anyone who applies for a Job through the Crelate portal or by sending an email to a Job's External Email Address.

\r\n\t

You can provide your own template message for the reply email, or if you don't assign a template, then a generic \"Thank you for applying\" message will be used.

\r\n
\r\n\r\n
\r\n\t
Selected Job Application Response Template
\r\n\t

The Application Response template that is selected here will be the one used for all Job Application email responses. Click the template name to edit the form in use. Use the button to add a new template.

\r\n
\r\n\r\n
\r\n\t
Selected General Application Response Template
\r\n\t

The Application Response template that selected here will be the one used for all General Application (Applications that are not to a specific job) email responses. Click the template name to edit the form in use. Use the button to add a new template.

\r\n
\r\n\r\n
\r\n\t
Send Failed Application msg to
\r\n\t

If there is a problem with the applicant email or portal submission, Crelate will send an alert the following email addresses entered here.

\r\n
\r\n\r\n \r\n\r\n\r\n
\r\n\t
Auto-Approve Applications
\r\n\t

\r\n\t\tWhen new applications come into the system, they are only visible in Intake or on the Job Dashboard for the job that the candidate applied to.\r\n\t\tThey are not listed as a {{_contact}} in Crelate until you either Approve or Reject the application (which can be done in either Intake or the Job Dashboard).\r\n\t\t

\r\n\t\tEnabling Auto-Approve Applications will automatically convert all new applications into {{_contacts}}, making them visible throughout Crelate.\r\n\t

\r\n\t

\r\n\t\tNOTE: When Auto-Approval is enabled there will be no indicator on the Job Dashboard of new applications.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Assign Ownership On Approval
\r\n\t

When an application is Approved and converted into a new {{_contact}} record, automatically set the owner of the {{_contact}} to the user who approved them.

\r\n\t

Note: This only applies when the application is approved. Rejecting or blocking the application will not assign ownership.

\r\n
","
\r\n
Interview Loop Templates
\r\n

Interview Loop Templates are the framework used to create interview loops on a {{_job}} or {{_contact}} record. Here, you build out the necessary items that need to be completed that define an interview cycle.

\r\n

After your template is complete, you can easily launch the interview loop from the {{_job}} or {{_contact}} record. Items on the interview loop can be easily launched, completed, and exported from within Crelate!

\r\n

Interview Loops are easily managed through the Hiring Center.

\r\n

\r\n   •   Click to create a new interview loop template.
\r\n   •   Click to delete a interview loop template.
\r\n   •   Double-click on any template to edit it.
\r\n

\r\n
","
\r\n\t
Invoice Email Template
\r\n\t

Configure an email template that will be sent to the Invoice recipient during invoicing. Emails can be sent individually or as a group.

\r\n
","
\r\n\t
Invoice Templates
\r\n\t

Add or modify invoice templates in your Crelate organization.

\r\n\t

This table lists all of the invoice templates in the Crelate organization.

\r\n\t\r\n
\r\n\r\n
\r\n\t
Name
\r\n\t

The name of your Invoice Template.

\r\n
\r\n\r\n
\r\n\t
Status
\r\n\t

If marked as Inactive, you will not be able to choose this template during Invoicing.

\r\n
\r\n\r\n
\r\n\t
Logo
\r\n\t

The logo for the invoice. If set, this will override the logo set via the global invoice settings.

\r\n
\r\n\r\n
\r\n\t
Is PO Required
\r\n\t

The template option to require PO in the invoice.

\r\n
\r\n\r\n
\r\n\t
Attach Receipts
\r\n\t

\tChoose if you want to require receipts submitted with expenses to show up on the invoice.

\r\n\t

NOTE: If the total size of attachments is over 10 megabytes, receipts will not be attached to the invoice if emailed.

\r\n
\r\n\r\n
\r\n\t
Attach Time Cards
\r\n\t

Choose if you want to include time card information with the invoice.

\r\n
\r\n\r\n
\r\n\t
Include Notes
\r\n\t

Choose if you want to include time card notes with the invoice.

\r\n
\r\n\r\n
\r\n\t
Charge Default Taxes
\r\n\t

Choose if you want to include a default tax rate when you create an invoice. When creating a new invoice a default tax rate will automatically be \r\n\tappended to the invoice.

\r\n
\r\n\r\n
\r\n\t
Default Tax Rate
\r\n\t

The tax line item that will automatically be appended to any new invoices.

\r\n\t

Note: This value is just a default and can be adjusted on the invoice if neccessary.

\r\n
","
\r\n\t
Ledgers
\r\n\t

Use this grid to mirror how your Accounting system is set up. This will help ensure that items are accounted for accurately.

\r\n\t

This table lists all of the ledgers in the Crelate organization.

\r\n\t\r\n
\r\n\r\n
\r\n\t
Name
\r\n\t

The name of ledger account.

\r\n
\r\n\r\n
\r\n\t
Code
\r\n\t

The code of the ledger account.

\r\n
\r\n\r\n
\r\n\t
Account Type
\r\n\t

The account type of the ledger account.

\r\n
\r\n\r\n
\r\n\t
Contra Account Type
\r\n\t

The contra account type of the ledger account.

\r\n
","
\r\n\t
Ledger Action Mappings
\r\n\t

Use this grid to mirror how your Accounting system is set up. This will help ensure that items are accounted for accurately.

\r\n\t

This table lists all of the ledger action mappings in the Crelate organization.

\r\n\t\r\n
\r\n\r\n
\r\n\t
Name
\r\n\t

The name of ledger action mapping.

\r\n
\r\n\r\n
\r\n\t
Action
\r\n\t

The action of ledger action mapping.

\r\n
\r\n\r\n
\r\n\t
Debit Account
\r\n\t

The debit account of ledger action mapping.

\r\n
\r\n\r\n
\r\n\t
Credit Account
\r\n\t

The credit account of ledger action mapping.

\r\n
\r\n\r\n
\r\n\t
Credit Account
\r\n\t

The credit account of ledger action mapping. The credit account for this mapping will be automatically determined.

\r\n
","
\r\n\t
Lists
\r\n\t

Manage all Lists in Crelate

\r\n\t\r\n
","
\r\n\t
Manage Duplicates
\r\n\t

This table contains {{_contacts}} that have been flagged as potential duplicate records. These {{_contacts}} will remain hidden from the rest of Crelate until you decide what to do with them.

\r\n\t

Select a {{_contact}} and then choose one of the following actions:

\r\n\t\r\n\t

\r\n\t\tFor more information:
\r\n\t\t  •  \r\n\t\t\r\n\t\t\tHow to use duplicate detection\r\n\t\t\r\n\t

\r\n
\r\n","
\r\n\t
Micro Experience Settings
\r\n\t

To implement the changes, be sure to save and then refresh your page!

\r\n
","
\r\n\t
Organization Display Name
\r\n\t

The full name of your organization.

\r\n\t

Note: This does not affect the name.crelate.com URL you use to access Crelate.

\r\n
\r\n\r\n
\r\n\t
Default Time Zone
\r\n\t

Almost all dates and times in Crelate will be displayed in your current local time zone (i.e., whatever time zone your computer is set to).

\r\n\t

This time zone setting is only used when we send out email notifications for activities and appointments and the user's current time zone cannot be determined. We recommend just setting this to whatever time zone fits most of your users.

\r\n\t

Also, this time zone is only used if a user has not specified a time zone in their own user profile.

\r\n
\r\n\r\n
\r\n\t
Custom Research Urls
\r\n\t

When viewing a {{_contact}} record, you can click This {{_Contact}} then Research Using to quickly search for the {{_contact}}'s name on various search engines or social media websites such as Google, Facebook, Twitter, or LinkedIn. This is just a simple and convenient way to quickly find more information about a {{_contact}} without having to copy and paste the name into the other website.

\r\n\t

You can also configure up to five custom search providers to add to the \"Search Using...\" menu. Just enter in a name and a search URL in the fields to the left.

\r\n\t

\r\n\t\tNote: in the URL, you should include {name} as a placeholder for the {{_contact}}'s name. Crelate will automatically replace {name} with the {{_contact}}'s real name when you use the \"research\" feature.\r\n\t\t
\r\n\t\tFor example: http://www.google.com/search?q={name}\r\n\t

\r\n\t

\r\n\t\tFor more information:
\r\n\t\t  •  \r\n\t\t\r\n\t\t\tHow to setup custom Search Using Links\r\n\t\t\r\n\t

\r\n
\r\n ","
\r\n\t
My Emails
\r\n\t

This grid displays the email activities that you have saved/sent. You can create new email activities directly from here and also take bulk action by selecting one or multiple rows in the grid.

\r\n\t

\r\n\t\tPlease Note:\r\n\t\t

\r\n\t

\r\n
","
\r\n\t
Naming Rules
\r\n\t

\r\n\t\tNaming rules can be used to keep names of companies consistent throughout your database and reduce duplicate records.\r\n\t\t

\r\n\t\tAnytime a contact is imported with a company name that matches a variation it will automatically be converted to the preferred name.\r\n\t\t

\r\n\t\tYou can enter multiple company names that you want converted in the Variations section. \r\n\t\tTo enter a variation, tap on the add icon, type in the Company name you wish to converted, tap on the add icon below your company name, then type in your variation and hit enter or tab after each variation.\r\n\t\t

\r\n\t\tEx. If the Primary Company name you want shown in Crelate is Microsoft,\r\n\t\tthen you could add MSFT, Microsoft Corporation and Microsoft Corp in the Variations section, then anytime a contact is imported with MSFT on their resume,\r\n\t\tit will autocorrect in Crelate to read Microsoft.\r\n\t\t

\r\n\t\tWildcards Rules\r\n\t\t
If you wish to enter in rules with a single asterisk(*) you may do so. This means any company names updated that follow this asterisk rule will be updated.\r\n\t\t
\r\n\t\tEx. If the Primary Company name you want shown in Crelate is Starbucks,\r\n\t\tthen you could add Star* in the Variations section, then anytime a contact is imported with a company name that starts with Star\r\n\t\tit will automatically be converted in Crelate to read Starbucks.\r\n\r\n\t

\r\n
\r\n\r\n
\r\n\t
Company Name
\r\n\t

This is the Company Name that will be shown throughout Crelate

\r\n
\r\n\r\n
\r\n\t
Company Name Variations
\r\n\t

These are variations of the Company name that you want converted anytime a contact is imported

\r\n
\r\n\r\n
\r\n\t
Enforce on Resume Parsing
\r\n\t

\r\n\t\tIf Enforce on Resume Parsing is Yes, then anytime someone tries to create or import a new Resume,\r\n\t\tCrelate will automatically compare Company Names in the resume to any existing Naming Rules and update them to use the preferred company name.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Enforce on Excel Import
\r\n\t

\r\n\t\tIf Enforce on Excel Import is Yes, then anytime someone imports an excel document,\r\n\t\tCrelate will automatically compare Company Names in the document to any existing Naming Rules and update them to use the preferred company name.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Enforce on Lookups
\r\n\t

\r\n\t\tIf Enforce on Lookups is Yes, anytime someone updates a Contact Company Name,\r\n\t\tCrelate will automatically compare Company Names to any existing Naming Rules and update them to use the preferred company name.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Enforce on Chrome Extension
\r\n\t

\r\n\t\tIf Enforce on Chrome Extension is Yes, then anytime someone tries to import a contact using the Crelate Chrome extension,\r\n\t\tCrelate will automatically compare Company Names in the resume to any existing Naming Rules and update them to use the preferred company name.\r\n\t

\r\n\r\n
\r\n\r\n
\r\n\t
Company Name Cleanup
\r\n\t

Clean up company names for more uniform data. This will remove suffixes like inc, co, corp, from company names.

\r\n\t

For example: Microsoft Corp will become Microsoft.

\r\n
","
\r\n\t
{{_Job}} and Opportunity Settings
\r\n\t

Customize various features of Crelate's main {{_Job}} and opportunity record types

\r\n\r\n
\r\n\r\n
\r\n\t
General Settings
\r\n\t

These settings apply to jobs and all other types of opportunities

\r\n
\r\n\r\n
\r\n\t
Opportunity Display Name and Plural Name
\r\n\t

Change the display name used for opportunities throughout crelate.

\r\n
\r\n\r\n\r\n
\r\n\t
Auto Numbering
\r\n\t

\r\n\t\tWhen auto-numbering is enabled then all {{_jobs}} (and other types of opportunities) created will automatically be assigned a unique ID number.\r\n\t\tEach new ID number is incremented by one from the last ID number, but you can change the starting number by clicking Reset Next Number\r\n\t

\r\n
\r\n\r\n
\r\n\t
Primary Document Type
\r\n\t

Select which document type should be the primary document type for {{_jobs}}.

\r\n\tPlease note: Advanced document types cannot be set as primary at this time.\r\n
\r\n\r\n
\r\n\t
Job Created Notification
\r\n\t

Configure Crelate to automatically send an email whenever a new {{_job}} record is created. This can be used to notify your team that a new {{_job}} is open and ready to be worked.

\r\n
\r\n\r\n
\r\n\t
Probability Scale
\r\n\t

Configures the probability scale used in Crelate.

\r\n\t\r\n
\r\n\r\n
\r\n\t
Default Placement Entity Status
\r\n\t

Determines which placement status to use by default when a placement is made.

\r\n\t

You can still modify this selection at the time the placement is made.

\r\n
\r\n\r\n
\r\n\t
Allow multiple types of opportunities
\r\n\t

\r\n\t\tBy default the only type of opportunity available is the Job opportunity. Set this to Enabled to be able to use different types\r\n\t\tof opportunities such as Projects and Employment Searches, or to create your own custom opportunity types.\r\n\t

\r\n\t

If this is Disabled then the only type of opportunity available is Jobs.

\r\n
\r\n\r\n
\r\n\t
Opportunity Types
\r\n\r\n\t

Crelate has three main types of opportunities:

\r\n\t\r\n\r\n\t

\r\n\t\tFor more information:
\r\n\t\t•   Creating a Custom Opportunity Type\r\n\t

\r\n
\r\n\r\n
\r\n\t
Name
\r\n\t

The name of the opportunity type

\r\n\tPlease note: Text encapsulated by '< >' will be removed.\r\n
\r\n\r\n
\r\n\t
Plural Name
\r\n\t

The plural name of the opportunity type

\r\n\tPlease note: Text encapsulated by '< >' will be removed.\r\n
\r\n\r\n
\r\n\t
Description
\r\n\t

A short description of the opportunity type

\r\n
\r\n\r\n
\r\n\t
Active
\r\n\t

\r\n\t\tToggle whether opportunities are enabled in Crelate.\r\n\t\tUsers will not be able to create \r\n\t\topportunities of inactive opportunity types.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Type
\r\n\t

\r\n\t\tRecruiting - Opportunities of this type can be used to manage a recruiting process (just like Job opportunities).\r\n\t\tThe opportunity will have its own \"Job Board\" where you can add candidates and move them through the recruiting workflow.\r\n\t

\r\n\t

\r\n\t\tSales Only - Opportunities that are \"Sales Only\" will not have a Job board, and cannot have any related candidates.\r\n\t\tThey also will not show up on the \"recruiting\" tab on the home page.\r\n\t

\r\n\t

\r\n\t\tBusiness Development - These opportunities will use the Business Development workflow.\r\n\t\tThe Business Development workflow is used to manage the outreach and acquisition of new prospects and ultimately\r\n\t\tconverting them into sales-qualified leads that are then managed by the Sales workflow.\r\n\t

\r\n\t

Note: The Type can only be set when creating a new opportunity-type.

\r\n
\r\n\r\n
\r\n\t
Default Submittal Template
\r\n\t

\r\n\t\tSelect the submittal template to be pre-populated when creating opportunities of this type.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Placement Status
\r\n\t

Determines which placement status to use by default for placements made on a job with this opportunity type.

\r\n\t

You can modify this selection at time of placement.

\r\n
\r\n\r\n
\r\n\t
Recruiting Type
\r\n\t

\r\n\t\tCustom - Custom recruiting types can be fully configured to support any type of hiring you do. Please note, this recruiting type is not compatible with the Deliver module features.\r\n\t

\r\n\t

\r\n\t\tDirect Hire - The Direct Hire recruiting type supports fee based job opportunities and placements. Use this type to calculate placement fees and when you recruit for positions that are permanently placed.\r\n\t

\r\n\t

\r\n\t\tTemp/Temp to Hire - The Temp recruiting type supports hourly based job opportunities and placements. Use this type to unlock additional required fields necessary when employing temporary workers whose assignments you manage and features like timekeeping if you purchase the Deliver module.\r\n\t

\r\n\t

Note: The Recruiting Type dictates what information is needed to be captured for the Opportunity and the Placement. For example, the Direct Hire recruiting type is built for Fee based placements, where the Temp recruiting type is built for hourly based processes such as timekeeping and invoicing. It can only be set when creating a new opportunity-type.

\r\n\t

To create a temp hire opportunity you must first setup your organization's timekeeping settings.

\r\n
\r\n\r\n
\r\n\t
Time Types
\r\n\t

\r\n\t\tChoose time types to be available by default when a new opportunity is created. Time Recorders will automatically get access to these types to enter their time when they are placed on the opportunity. Don’t worry, you can remove these or add additional time types to the opportunity as needed.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Expense Types
\r\n\t

\r\n\t\tChoose expense types to be available by default when a new opportunity is created. Time Recorders will automatically get access to these types to enter their expenses when they are placed on the opportunity. Don’t worry, you can remove these or add additional expense types to the opportunity as needed.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Default Time Entry Format
\r\n\t

\r\n\t\tSelecting a Default Time Entry Format will pre-populate this value on the New Opportunity Form for opportunities of this type. Don’t worry, you can still update this value on the New Opportunity Form before saving.\r\n\t\tTime recorders will then submit their time using the Time Entry Format listed on the opportunity.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Collection
\r\n\t

\r\n\t\tMake the \"\" type be a collection of other opportunities\r\n\t\t(for example: A \"Project\" is a collection of multiple \"Job\" opportunities).\r\n\t

\r\n\t

\r\n\t\tAny opportunity configured as a collection will behave similar to a \"Project\" opportunity.\r\n\t\tYou will not be able to add candidates directly to the opportunity, instead it will act as a\r\n\t\tgrouping container for other opportunities.\r\n\t

\r\n
\r\n\r\n\r\n
\r\n\t
Value calculation
\r\n\t

\r\n\t\tCrelate has many useful reports and charts that report on the value of your open or completed opportunities. For example, a\r\n\t\tchart on the sales board shows the total expected value of all opportunities in your sales pipeline.\r\n\t

\r\n\t

\r\n\t\tThis setting determines how that Value is calculated for \"\" opportunities.\r\n\t\tThe available options are:\r\n\t

\r\n\t\r\n
\r\n\r\n
\r\n\t
Placement Form
\r\n\t

\r\n\t\tSelect which form to use when a new Placement record is created regarding an opportunity of this type.\r\n\t

\r\n\t

\r\n\t\tThere are three predefined placement forms available...\r\n\t

\r\n\t\r\n\t

\r\n\t\tCrelate Business subscribers can customize placement forms or create new placement forms.\r\n\t

\r\n
\r\n\r\n\r\n
\r\n\t
Value calculation
\r\n\t

\r\n\t\tCrelate has many useful reports and charts that report on the value of your open or completed opportunities. For example, a\r\n\t\tchart on the sales board shows the total expected value of all opportunities in your sales pipeline.\r\n\t

\r\n\t

\r\n\t\tFor opportunity types configured as collections, the value is always a roll-up of all the other opportunities in the collection.\r\n\t\tFor example, the value of a Project opportunity is the sum of all the Job opportunities belonging to that project.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Form
\r\n\t

\r\n\t\tCustomize the form used for \"\" opportunities.\r\n\t

\r\n\t

\r\n\t\tNote: All opportunity types share the same custom fields, but you can configure which custom fields\r\n\t\tare made available on each opportunity type's form.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Lead Form
\r\n\t

\r\n\t\tConfigure the form that is used when a new Lead for a \"\" opportunity is created.\r\n\t

\r\n\t

\r\n\t\tBy default, the Basic Lead Form is used whenever a new lead is being created. However, you can select Custom Lead Form to customize a different form\r\n\t\tthat will only be used when creating new leads for \"\" opportunities.\r\n\t

\r\n\t

\r\n\t\tNote: When creating a new lead using the \"New lead (without type)\" option, then the Basic Lead Form is always used.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Auto Create Billable Item on Placement
\r\n\t

\r\n\t\tWhen \"Yes\" is selected, a billable item will automatically be created on Direct Hire placements. Note: the amount of the billable item will pull from the “Fee” field.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Custom Fields
\r\n\t

Personalize extra fields for {{_jobs}}. Please verify if Crelate already offers the field before adding it here.

\r\n\t
\r\n\t\t
    \r\n\t\t\t
  • \r\n\t\t\t\tDisplay Name - How the field will be displayed to users throughout Crelate.\r\n\t\t\t
  • \r\n\t\t\t
  • \r\n\t\t\t\tLogical Name - How this field is represented to programmers via the API – this must be unique per {{EntityMetadata \"_Jobs\" \"DisplayName\" false}} Record and only supports alpha-numeric values and underscores.\r\n\t\t\t
  • \r\n\t\t\t
  • \r\n\t\t\t\tType - Defines what type of data will be stored in the field (Text, Numbers (Integers), Numbers (Decimal), Numbers (Money), etc.).\r\n\t\t\t
  • \r\n\t\t\t
  • \r\n\t\t\t\tPicklist Set - If you select a Custom Picklist, you must specify which Picklist to use.\r\n\t\t\t
  • \r\n\t\t
\r\n\t
\r\n
","\r\n
\r\n\t
Resume Parser Settings
\r\n\t

Control how uploaded resumes are converted into {{_contact}} records.

\r\n
\r\n\r\n\r\n\r\n
\r\n\t
Parse Current Employer
\r\n\t

\r\n\t\tWhen importing a resume, Crelate will automatically attempt to determine the company where the person is currently working.\r\n\t\tSome customers may want to disable this feature in order to have more control over which company records get created.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Parse Current Job Title
\r\n\t

\r\n\t\tWhen importing a resume, Crelate will automatically attempt to determine the candidates current job title.\r\n\t

\r\n
\r\n\r\n\r\n
\r\n\t
Premium Resume Parsing
\r\n\t

\r\n\t\tThe Crelate Premium Resume Parser expands upon our standard parser by adding improved accuracy, better handling on non-US resumes,\r\n\t\tcomplete education and employment history parsing, and better taxonomy cleanup.\r\n\t

\r\n\t

\r\n\t\tThe premium parser is available to all Business and higher customers.\r\n\t

\r\n\t

\r\n\t\tUsage of the premium parser is limited based on your subscription level and your number of user licenses:\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
Standard ParsesPremium Parses
ProfessionalUnlimitedN/A
BusinessUnlimited200 parses per user per month
EnterpriseUnlimited350 parses per user per month
\r\n\t

\r\n
\r\n\r\n
\r\n\t
Visibility
\r\n\t

\r\n\t\tControls whether the premium parser is enabled, and whether it is ON by default.\r\n\t

\r\n\t

\r\n\t\tOff - The premium resume parser is disabled\r\n\t

\r\n\t

\r\n\t\tOptional - The premium resume parser is available but the Standard parser is still used by default\r\n\t

\r\n\t

\r\n\t\tOn - The premium resume parser is available and selected by default\r\n\t

\r\n
\r\n\r\n
\r\n\t
Parse Contact Resumes via Email
\r\n\t

\r\n\t\tControls whether the Premium Resume Parser will parse resumes that are imported via an email when a Crelate user sends an email to this organization.\r\n\t

\r\n\t

\r\n\t\tStandard - The Parser will parse resumes using Crelate settings found in the Resume Parsing section above.\r\n\t

\r\n\t

\r\n\t\tPremium - The Parser will parse resumes according to settings within this section, Premium Resume Parsing.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Full Employment History
\r\n\t

\r\n\t\tParse the full employment history of the {{_contact}}. Each employer will be added to the {{_contact}}'s timeline.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Education History
\r\n\t

\r\n\t\tParse the full education history of the {{_contact}}. Each school or institution will be added to the {{_contact}}'s timeline.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Normalize Company Names
\r\n\t

\r\n\t\tAttempt to normalize names of companies in the employment history, to reduce duplicate company records.\r\n\t

\r\n\t

Note: This normalization is applied in addition to the \"Company Name Cleanup\" setting.

\r\n
\r\n\r\n
\r\n\t
Normalize School Names
\r\n\t

\r\n\t\tAttempt to normalize names of schools and educational institutions.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Normalize Job Titles
\r\n\t

\r\n\t\tAttempt to normalize names of job titles to a standard format. Job titles will be converted to lower case.\r\n\t

\r\n\t

For example: Jr. Software Engineer II will become junior software developer

\r\n
\r\n\r\n
\r\n\t
Normalize Degrees
\r\n\t

\r\n\t\tAttempt to normalize names of degrees and accreditations in the education history.\r\n\t

\r\n\t

For example: Doctor of Philosophy-PhD will become Doctor of Philosophy

\r\n
\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n
\r\n\t
Company Name Cleanup
\r\n\t

Clean up company names for more uniform data. This will remove suffixes like inc, co, corp, from company names.

\r\n\t

For example: Microsoft Corp will become Microsoft.

\r\n
\r\n\r\n
\r\n\t
Chrome Parser Resume Prefix
\r\n\t

\r\n\t\tWhen generating a PDF from our chrome parser tool,\r\n\t\tchoose the prefix to prepend to the document name.\r\n\t

\r\n\t

Please keep custom titles under 20 characters

\r\n\t

By default Crelate_Resume will be prepended to the document name.

\r\n
\r\n","
\r\n
Enable Pay Plans
\r\n

\r\n Toggle if Pay Plans should be enabled in the Organization. You must set up Timekeeping before you can use this feature.\r\n

\r\n
\r\n\r\n
\r\n
Default Pay Plan
\r\n

\r\n Organization-wide Pay Plan that will be used by default on all Placements unless a different Pay Plan is selected on the Deliver tab of the Placement record. \r\n A Pay Plan must be saved before it can be set as the Default Pay Plan.\r\n

\r\n
\r\n\r\n
\r\n
Pay Plans
\r\n

\r\n A Pay Plan is a set of Pay Rules that can be used to assess differing Bill/Pay Rates that are then applied to time logged on Time Cards at specific day/hour thresholds. \r\n These rates will be reflected on the Billable and Payable Items that are generated when finalizing Pay Period Sheets.\r\n

\r\n \r\n

\r\n For more information: Pay Rules - Master Guide\r\n

\r\n
\r\n\r\n
\r\n
Pay Plan Name
\r\n

\r\n Please provide a unique name for each Pay Plan.\r\n

\r\n
\r\n\r\n
\r\n
Pay Plan Description
\r\n

\r\n Optionally, provide a short description of how the plan should be used.\r\n

\r\n
\r\n\r\n
\r\n
Pay Rules
\r\n

\r\n Pay Rules are used when Pay Period Sheets are finalized to determine the Bill/Pay rates that should be used when generating the Billable and Payable Items. \r\n Pay Rules will operate in priority order and each rule will only evaluate the remaining time that has not already been evaluated by a higher priority rule. \r\n Rules can be updated at any time, however any changes made will not impact any of the Billable/Payable Items that were previously generated using this rule. \r\n Any hours not influenced by a Pay Rule will use the standard Bill/Pay Rates set on the Placement.\r\n

\r\n \r\n

\r\n For more information: Pay Rules - Master Guide\r\n

\r\n
","
\r\n\t
Paystubs
\r\n\t

\r\n\t\tCustomize the fields available for Paystubs in Crelate.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Custom Fields
\r\n\t

Personalize extra fields for Paystubs. Please verify if Crelate already offers the field before adding it here.

\r\n\t
\r\n\t\t
    \r\n\t\t\t
  • \r\n\t\t\t\tDisplay Name - How the field will be displayed to users throughout Crelate.\r\n\t\t\t
  • \r\n\t\t\t
  • \r\n\t\t\t\tLogical Name - How this field is represented to programmers via the API – this must be unique per {{EntityMetadata \"_PayrollItems\" \"DisplayName\" false}} Record and only supports alpha-numeric values and underscores.\r\n\t\t\t
  • \r\n\t\t\t
  • \r\n\t\t\t\tType - Defines what type of data will be stored in the field (Text, Numbers (Integers), Numbers (Decimal), Numbers (Money), etc.).\r\n\t\t\t
  • \r\n\t\t\t
  • \r\n\t\t\t\tPicklist Set - If you select a Custom Picklist, you must specify which Picklist to use.\r\n\t\t\t
  • \r\n\t\t
\r\n\t
\r\n
","
\r\n\t
Payroll Runs
\r\n\t

\r\n\t\tView and manage how Payroll Runs in Crelate operate.\r\n\t

\r\n\r\n\t
Payroll Start Date
\r\n\t

\r\n\t\tThis is the date that you would like to run your first payroll on.\r\n\t

\r\n\t

Note: This date needs to be at least 3 weeks out and is subject to migration timelines decided on by our payroll provider. If this date is not feasible, we will reach out to discuss other options.

\r\n
\r\n
\r\n\t
Display and Plural Name
\r\n\t

\r\n\t\tChange the display names used for Payroll Runs throughout Crelate.\r\n\t

\r\n\t

\r\n\t\tThe default is \"Payroll Runs\", but you may change it to \"payroll\" or something else.\r\n\t

\r\n\t

\r\n\t\tPlease Note: Text encapsulated by '<>' will be removed.\r\n\t

\r\n
\r\n
\r\n\t
Auto-Numbering
\r\n\t

\r\n\t\tWhen auto-numbering is enabled then all Payroll Runs created will automatically be assigned a unique ID number. Each new ID number is incremented by one from the last ID number, but you can change the starting number by clicking Reset Next Number\r\n\t

\r\n
","
\r\n\t
Pay Schedules
\r\n\t

\r\n\t\tPay Schedules are used to define Pay Periods (date ranges in which an Employee will be paid) as well as the Payday for those Pay Periods.\r\n\t\tThey are required in order to create scheduled Payroll Runs and determine which Payable Items are pulled into those scheduled Payroll Runs.\r\n\t\tOff-Cycle Payroll Runs can always be created for times that you need to process Payroll outside of your scheduled cadence.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Default Pay Schedule
\r\n\t

\r\n\t\tThe Pay Schedule that all newly created Employee Users will be assigned to by default.\r\n\t\tThe Pay Schedule for the Employee can be changed at any time in the HR Center or by selecting the Pay Schedule in the Pay Schedules grid on this settings page and adding/removing Employees.\r\n\t

\r\n\t

\r\n\t\tA Default Pay Schedule is required in order to enable Pay Rules.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Pay Schedules
\r\n\t

\r\n\t\tPay Schedules are used to define Pay Periods (date ranges in which an Employee will be paid) as well as the Payday for those Pay Periods.\r\n\t\tThey are required in order to create scheduled Payroll Runs and determine which Payable Items are pulled into those scheduled Payroll Runs.\r\n\t\tOff-Cycle Payroll Runs can always be created for times that you need to process Payroll outside of your scheduled cadence.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Name
\r\n\t

\r\n\t\tThe unique identifier of the Pay Schedule.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Pay Period Cadence
\r\n\t

\r\n\t\tThe frequency in which you want to create Payroll Runs.\r\n\t

\r\n
\r\n\r\n
\r\n\t
First Pay Period End Date
\r\n\t

\r\n\t\tThe day that you would like to begin creating Pay Periods.\r\n\t

\r\n
\r\n\r\n
\r\n\t
First Pay Month
\r\n\t

\r\n\t\tThe month that you would lie to begin creating Pay Periods.\r\n\t

\r\n\t

\r\n\t\tMonthly and Semi-Monthly Pay Schedules will begin on the 1st day of the selected month with the first pay period ending on the 15th of the same month.\r\n\t

\r\n
\r\n\r\n
\r\n\t
First Payday
\r\n\t

\r\n\t\tThe date that you will pay your employees on this Pay Schedule for the first time.\r\n\t

\r\n\t

\r\n\t\tThis date must be after the last date of the First Pay Period. \r\n\t\tAdditionally, if cadence is set to Twice Monthly, the Second Payday field must be populated in order to update this field.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Second Payday
\r\n\t

\r\n\t\tThe payday date of the the second payroll the company will run on this pay schedule. \r\n\t\tThis field specifies custom paydays besides the 15th and last day of the month.\r\n\t

\r\n\t\r\n
\r\n\r\n
\r\n\t
Employees
\r\n\t

The employees that are assigned to the selected pay Schedule. Please note that an Employee can only be assigned to one Pay Schedule at a time.

\r\n
","
\r\n\t
Portal Settings
\r\n\t

The Crelate Portal is a website located at where candidates can view and apply for jobs you have elected to publish to the portal.

\r\n\t

Once you have enabled the portal you can start publishing jobs to it. Anyone visiting the portal website can browse the available jobs and submit a resume to apply to a job.

\r\n\t

Also, jobs that are published to your portal can automatically be posted to various job boards such as Indeed, Monster, and more.

\r\n\t

\r\n\t\tFor more information:
\r\n\t\t•  \r\n\t\t\r\n\t\t\tConfiguring your Crelate Portal\r\n\t\t\r\n

\r\n\r\n
\r\n\t
Job Board Publishing
\r\n\t

Once Job Board Publishing is enabled, Crelate will automatically provide each of your published jobs to the following job boards. Candidates searching for jobs on these websites will be able to find your jobs, and will be linked back to your Crelate Portal where they can apply and submit a resume.

\r\n\t

Before publishing, please take a look at some additional information as well as tips and tricks to get the most out of your postings here.

\r\n\t
\r\n\t\tJobs will be published to all of the following boards:\r\n\t\t
\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t
\r\n\t\tIf you want to pick and choose which jobs to publish to please click Select individual job boards\r\n\t
\r\n
\r\n\r\n
\r\n\t
Select Individual Job Boards
\r\n\t

Select which individual job boards you want to publish to.

\r\n
\r\n\r\n
\r\n\t
Indeed Board Posting
\r\n\t

When the Indeed toggle is active, any published Jobs will be posted to the Free Indeed Job Board regardless of the settings on the individual Job.

\r\n\r\n\t

Please Note: Toggling the Indeed Job Board here will only affect free job postings to Indeed. Any sponsored Indeed job postings must be managed on the individual Job.

\r\n
\r\n\r\n
\r\n\t
Indeed Disposition Sharing
\r\n\t

Sending disposition data to Indeed can help you get more quality applicants for your jobs.

\r\n\t

For more information:

\r\n\t\r\n
\r\n\r\n
\r\n\t
Match Application Form to Indeed Screener
\r\n\t\r\n
\r\n\r\n
\r\n\t
ZipRecruiter Hiring Signals
\r\n\t

This permits Crelate to report hiring-related events regarding applications ZipRecruiter has forwarded to us.

\r\n
\r\n\r\n
\r\n\t
Header Type
\r\n\t

Select which type of header to display at the top of your portal home page.

\r\n\t\r\n
\r\n
\r\n\t
Title
\r\n\t

Provide a title for your portal website. The title will be displayed at the top of each portal page.

\r\n
\r\n
\r\n\t

Upload a logo or graphic for your portal website. This image will be displayed at the top of each portal page.

\r\n\t

For best results, choose an image that is 64px tall

\r\n
\r\n
\r\n\t

\r\n\t\tProvide a custom header to display at the top of each page on the portal.\r\n\t\t
\r\n\t\tClick the </> button if you want to edit the raw HTML directly.\r\n\t

\r\n
\r\n
\r\n\t
Portal Colors
\r\n\t
Customize the colors used on the Portal.
\r\n\t
Note: The 'Tile' setting is only applicable when displaying jobs in either List or Tile mode.
\r\n\t
\r\n\t
\r\n\t\tPortal Color Preview:\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t
Title / Logo here
\r\n\t\t\t\t
Link
\r\n\t\t\t\t
header text shows here
\r\n\t\t\t\t
\r\n\t\t\t\t\t
Job title here
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\tThe job description would appear here.\r\n\t\t\t\t\t\tOnce upon a midnight dreary, while I pondered, weak and weary,\r\n\t\t\t\t\t\tOver many a quaint and curious volume of forgotten lore —\r\n\t\t\t\t\t\tWhile I nodded, nearly napping, suddenly there came a tapping,\r\n\t\t\t\t\t\tAs of some one gently rapping, rapping at my chamber door.\r\n\t\t\t\t\t\t\"'Tis some visitor,\" I muttered, \"tapping at my chamber door —\r\n\t\t\t\t\t\tOnly this and nothing more.\"\r\n\t\t\t\t\t
\r\n\r\n\t\t\t\t\t
Share bar
\r\n\t\t\t\t
\r\n\t\t\t\t
Footer text shows here
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n
\r\n\r\n","
\r\n\t
Advanced Portal Settings
\r\n\t

The Crelate Portal is a website located at where candidates can view and apply for jobs you have elected to publish to the portal.

\r\n\t

Once you have enabled the portal you can start publishing jobs to it. Anyone visiting the portal website can browse the available jobs and submit a resume to apply to a job.

\r\n\t

Also, jobs that are published to your portal can automatically be posted to various job boards such as Indeed, Monster, and more.

\r\n\t

\r\n\t\tFor more information:
\r\n\t\t•  \r\n\t\t\r\n\t\t\tConfiguring your Crelate Portal\r\n\t\t\r\n

\r\n\r\n\r\n
\r\n\t
Search Engine Optimization
\r\n\t

Search Engine Optimization, or SEO, makes it more likely for your posted jobs to appear higher in a search engine's search results.

\r\n\t

Please select which Search Engines you would like your job postings to be optimized for. Disabling SEO will make it less likely for your jobs to appear in search results.

\r\n
\r\n\r\n
\r\n\t
Google - Search Engine Optimization
\r\n\t

Search Engine Optimization, or SEO, makes it more likely for your posted jobs to appear higher in Google's search results.

\r\n\t

Disabling SEO for Google will make it less likely for your jobs to appear in their search results.

\r\n
\r\n\r\n
\r\n\t
Bing - Search Engine Optimization
\r\n\t

Search Engine Optimization, or SEO, makes it more likely for your posted jobs to appear higher in Bing's search results.

\r\n\t

Disabling SEO for Bing will make it less likely for your jobs to appear in their search results.

\r\n
\r\n\r\n
\r\n\t
Google Jobs
\r\n\t

Google Jobs is an enhanced search feature aimed at making job searches easier for candidates. Your jobs will be included in a dedicated space at the top of google search results.

\r\n\t

Jobs that aren't visible on your portal will not be discoverable by Google.

\r\n
\r\n\r\n\r\n
\r\n\t
Description
\r\n\t

Provide a description paragraph for the portal page. This will be displayed on the home page of the portal, below the header but above the list of published jobs.

\r\n\t

Note: This is a description of your company or organization, not a job description.

\r\n
\r\n\r\n
\r\n\t
Link to company homepage
\r\n\t

Provide a link back to your company's main home page. This link will go on the top-right corner of the portal.

\r\n
\r\n\r\n
\r\n\t
Require a job submission
\r\n\t

Require that all applications submitted through the portal must be for a specific job. Select No to allow candidates to submit a resume for general consideration. Select Yes to remove the Submit your resume for general consideration button.

\r\n
\r\n\r\n\r\n
\r\n\t
Application Required Fields
\r\n\t

Configure which fields are required when submitting an application on the portal.

\r\n\t\r\n
\r\n\r\n
\r\n\t
Require resume attachment
\r\n\t

Whether applicants are required to upload a resume when applying for a job on the portal

\r\n
\r\n\r\n
\r\n\t
Recruiter Profiles
\r\n\t

Shows a \"Position Contact\" on each job page. Details about the primary owner of the job will be displayed, including name, phone number, and profile bio. The details for your profile can be edited on the My Profile page.

\r\n
\r\n\r\n
\r\n\t
Social Sharing Bar
\r\n\t

Shows a small bar of social media links at the bottom of each job page. Visitors can click these links to share the job posting on Twitter, Facebook, or LinkedIn.

\r\n
\r\n\r\n
\r\n\t
Show Posting Date
\r\n\t

Toggle whether or not to show the job's posted on date on the portal.

\r\n
\r\n\r\n
\r\n\t
Show Jobs as
\r\n\t

Customize how the main list of jobs on the portal should be displayed.

\r\n\t\r\n
\r\n\r\n
\r\n\t
Show Tags
\r\n\t

Shows tags on the job board. Tags can be used to help organized jobs on the board, and visitors can filter jobs by tag.

\r\n\t

Note: These tags are specified when you click Publish on a job. The tags used on the portal are kept separate from the tags you may use on jobs in Crelate.

\r\n
\r\n\r\n
\r\n\t
Allow Search in Portal
\r\n\t

Allows visitors to search your portal job listings for keywords.

\r\n
\r\n\r\n
\r\n\t
Allow Location Filters
\r\n\t

Show visitors how many jobs are available in certain cities and be able to filter their view to those cities.

\r\n
\r\n\r\n
\r\n\t
Footer
\r\n\t

Provide a custom footer that will be displayed at the bottom of each portal page. The max length is 2000.
Click the </> button if you want to edit the raw HTML directly. This footer will show for all your portal pages unless configured further with Analytics and Custom Css settings.

\r\n\t

Note: Please DO NOT add tracking pixels or scripts here. Please use Analytics and Custom CSS for tracking pixels and adding scripts.

\r\n
\r\n\r\n
\r\n\t
Send email when someone applies
\r\n\t

Send out an email notifying you whenever someone applies to a job through the portal.

\r\n\t

You can have the emails sent to the owner of the job that was applied to, or have them sent to a specific email address.

\r\n
\r\n\r\n
\r\n\t
Send Email to
\r\n\t

Provide a list of email addresses that should receive emails whenever someone applies to any job.

\r\n
\r\n\r\n
\r\n\t
Email Job Owners
\r\n\t

Email the owners of a job whenever someone applies to that job.

\r\n
\r\n\r\n
\r\n\t
Include Applicant's Resume
\r\n\t

Select whether the email sent should include an attached copy of the applicant's resume.

\r\n
\r\n\r\n
\r\n\t
Analytics, Tracking Pixels, Custom CSS/JS
\r\n\t

Provide Tracking Pixels, Custom CSS and scripts to style the portal pages.

\r\n\t

Also, you may provide your own tracking IDs for Google Analytics or Indeed conversion tracking

\r\n
\r\n\r\n
\r\n\t
Require Salary / Range Field
\r\n\t

Toggle whether the 'Salary / Range' field is required when publishing jobs to your portal.

\r\n
\r\n\r\n
\r\n\t
Paid Job Board Posting
\r\n\t

Enable users to post to \"sponsored\" job boards.

\r\n\t

On any published job, you can provide payment information to post a job to a sponsored job board for a specified duration.

\r\n
\r\n","
\r\n\t
Portal Integrations
\r\n\t

You can post open jobs to some premium job boards from within Crelate using your own job board account. For example: if you already have an account at Indeed then you can post jobs to Indeed.com using that account. Just provide your account information to connect Crelate to your account.\r\n

\r\n\r\n\r\n
\r\n\t
Paid Job Board Posting
\r\n\t

Enable users to post to \"sponsored\" job boards.

\r\n\t

On any published job, you can provide payment information to post a job to a sponsored job board for a specified duration.

\r\n
\r\n\r\n
\r\n\t
Dice Membership
\r\n\t

If you have a Dice.com account, provide your account information here to be able to post jobs to Dice.com from Crelate using your account.

\r\n
\r\n\r\n
\r\n\t
CareerBuilder
\r\n\t

If you have a CareerBuilder account, provide your account information here to be able to post jobs to CareerBuilder from Crelate using your account.

\r\n
\r\n\r\n
\r\n\t
Monster
\r\n\t

If you have a Monster.com account, provide your account information here to be able to post jobs to Monster.com from Crelate using your account.

\r\n
\r\n\r\n
\r\n\t
Indeed
\r\n\t

If you have an Indeed account, provide your account information here to be able to post jobs to Indeed.com from Crelate using your account.

\r\n
\r\n\r\n
\r\n\t
Facebook
\r\n\t

If you have a Facebook account, enter your account information here to be able to post jobs to Facebook.

\r\n\t

Find your Facebook ID.

\r\n
","{{!-- basic settings help text --}}\r\n
\r\n\t
Portal Widget Settings
\r\n\t

The Crelate Portal is a website located at where candidates can view and apply for jobs you have elected to publish to the portal.

\r\n\t

Once you have enabled the portal you can start publishing jobs to it. Anyone visiting the portal website can browse the available jobs and submit a resume to apply to a job.

\r\n\t

Also, jobs that are published to your portal can automatically be posted to various job boards such as Indeed, Monster, and more.

\r\n\t

\r\n\t\tFor more information:
\r\n\t\t•  \r\n\t\t\r\n\t\t\tConfiguring your Crelate Portal\r\n\t\t\r\n

\r\n\r\n{{!-- widget settings --}}\r\n\r\n
\r\n\t
Show only
\r\n\t

Customize what jobs will be displayed on the widget's main list.

\r\n\t\r\n\t

\r\n\t\tFor more information:
\r\n\t\t•  \r\n\t\t\r\n\t\t\tWhat are Portal Tags?\r\n\t\t

\r\n
\r\n\r\n
\r\n\t
Show Jobs as
\r\n\t

Customize how the main list of jobs on the portal should be displayed on the widget.

\r\n\t\r\n
\r\n\r\n
\r\n\t
Group Jobs by
\r\n\t

Customize how the main list of jobs on the portal should be grouped by on the widget.

\r\n\t\r\n
\r\n\r\n
\r\n\t
Show Location Filters
\r\n\t

Toggle whether or not to show the location filters on the widget's main list.

\r\n
\r\n\r\n
\r\n\t
Show Tag Filters
\r\n\t

Toggle whether or not to show the tag filters on the widget's main list. This query is only available if Show only \"All\" or \"Featured\" is selected.

\r\n
\r\n\r\n
\r\n\t
Hyperlinks Open in
\r\n\t

Customize how the job hyperlinks in the widget should open in the browser.

\r\n\t\r\n
\r\n\r\n
\r\n\t
Generate Widget Code
\r\n\t

This is the customized code for your widget that you can embed onto your website to display your portal jobs.

\r\n
","{{!-- basic settings help text --}}\r\n
\r\n\t
Portal Settings
\r\n\t

The Crelate Portal is a website located at where candidates can view and apply for jobs you have elected to publish to the portal.

\r\n\t

Once you have enabled the portal you can start publishing jobs to it. Anyone visiting the portal website can browse the available jobs and submit a resume to apply to a job.

\r\n\t

Also, jobs that are published to your portal can automatically be posted to various job boards such as Indeed, Monster, and more.

\r\n\t

\r\n\t\tFor more information:
\r\n\t\t•  \r\n\t\t\r\n\t\t\tConfiguring your Crelate Portal\r\n\t\t\r\n

\r\n\r\n
\r\n\t
Header Type
\r\n\t

Select which type of header to display at the top of your portal home page.

\r\n\t\r\n
\r\n
\r\n\t
Title
\r\n\t

Provide a title for your portal website. The title will be displayed at the top of each portal page.

\r\n
\r\n
\r\n\t

Upload a logo or graphic for your portal website. This image will be displayed at the top of each portal page.

\r\n\t

For best results, choose an image that is 64px tall

\r\n
\r\n
\r\n\t

\r\n\t\tProvide a custom header to display at the top of each page on the portal.\r\n\t\t
\r\n\t\tClick the </> button if you want to edit the raw HTML directly.\r\n\t

\r\n
\r\n
\r\n\t
Portal Colors
\r\n\t
Customize the colors used on the Portal.
\r\n\t
Note: The 'Tile' setting is only applicable when displaying jobs in either List or Tile mode.
\r\n\t
\r\n\t
\r\n\t\tPortal Color Preview:\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t
Title / Logo here
\r\n\t\t\t\t
Link
\r\n\t\t\t\t
header text shows here
\r\n\t\t\t\t
\r\n\t\t\t\t\t
Job title here
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\tThe job description would appear here.\r\n\t\t\t\t\t\tOnce upon a midnight dreary, while I pondered, weak and weary,\r\n\t\t\t\t\t\tOver many a quaint and curious volume of forgotten lore —\r\n\t\t\t\t\t\tWhile I nodded, nearly napping, suddenly there came a tapping,\r\n\t\t\t\t\t\tAs of some one gently rapping, rapping at my chamber door.\r\n\t\t\t\t\t\t\"'Tis some visitor,\" I muttered, \"tapping at my chamber door —\r\n\t\t\t\t\t\tOnly this and nothing more.\"\r\n\t\t\t\t\t
\r\n\r\n\t\t\t\t\t
Share bar
\r\n\t\t\t\t
\r\n\t\t\t\t
Footer text shows here
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n
\r\n\r\n{{!-- advanced settings help text --}}\r\n\r\n
\r\n\t
Advanced Portal Settings
\r\n\t

The Crelate Portal is a website located at where candidates can view and apply for jobs you have elected to publish to the portal.

\r\n\t

Once you have enabled the portal you can start publishing jobs to it. Anyone visiting the portal website can browse the available jobs and submit a resume to apply to a job.

\r\n\t

Also, jobs that are published to your portal can automatically be posted to various job boards such as Indeed, Monster, and more.

\r\n\t

\r\n\t\tFor more information:
\r\n\t\t•  \r\n\t\t\r\n\t\t\tConfiguring your Crelate Portal\r\n\t\t\r\n

\r\n\r\n
\r\n\t
Search Engine Optimization
\r\n\t

Search Engine Optimization, or SEO, makes it more likely for your posted jobs to appear higher in a search engine's search results.

\r\n\t

Please select which Search Engines you would like your job postings to be optimized for. Disabling SEO will make it less likely for your jobs to appear in search results.

\r\n
\r\n\r\n
\r\n\t
Google - Search Engine Optimization
\r\n\t

Search Engine Optimization, or SEO, makes it more likely for your posted jobs to appear higher in Google's search results.

\r\n\t

Disabling SEO for Google will make it less likely for your jobs to appear in their search results.

\r\n
\r\n\r\n
\r\n\t
Bing - Search Engine Optimization
\r\n\t

Search Engine Optimization, or SEO, makes it more likely for your posted jobs to appear higher in Bing's search results.

\r\n\t

Disabling SEO for Bing will make it less likely for your jobs to appear in their search results.

\r\n
\r\n\r\n
\r\n\t
Google Jobs
\r\n\t

Google Jobs is an enhanced search feature aimed at making job searches easier for candidates. Your jobs will be included in a dedicated space at the top of google search results.

\r\n\t

Jobs that aren't visible on your portal will not be discoverable by Google.

\r\n
\r\n\r\n\r\n
\r\n\t
Description
\r\n\t

Provide a description paragraph for the portal page. This will be displayed on the home page of the portal, below the header but above the list of published jobs.

\r\n\t

Note: This is a description of your company or organization, not a job description.

\r\n
\r\n\r\n
\r\n\t
Link to company homepage
\r\n\t

Provide a link back to your company's main home page. This link will go on the top-right corner of the portal.

\r\n
\r\n\r\n
\r\n\t
Require a job submission
\r\n\t

Require that all applications submitted through the portal must be for a specific job. Select No to allow candidates to submit a resume for general consideration. Select Yes to remove the Submit your resume for general consideration button.

\r\n
\r\n\r\n\r\n
\r\n\t
Application Required Fields
\r\n\t

Configure which fields are required when submitting an application on the portal.

\r\n\t\r\n
\r\n\r\n
\r\n\t
Require resume attachment
\r\n\t

Whether applicants are required to upload a resume when applying for a job on the portal

\r\n
\r\n\r\n
\r\n\t
Recruiter Profiles
\r\n\t

Shows a \"Position Contact\" on each job page. Details about the primary owner of the job will be displayed, including name, phone number, and profile bio. The details for your profile can be edited on the My Profile page.

\r\n
\r\n\r\n
\r\n\t
Social Sharing Bar
\r\n\t

Shows a small bar of social media links at the bottom of each job page. Visitors can click these links to share the job posting on Twitter, Facebook, or LinkedIn.

\r\n
\r\n\r\n
\r\n\t
Show Posting Date
\r\n\t

Toggle whether or not to show the job's posted on date on the portal.

\r\n
\r\n\r\n
\r\n\t
Show Jobs as
\r\n\t

Customize how the main list of jobs on the portal should be displayed.

\r\n\t\r\n
\r\n\r\n
\r\n\t
Group Jobs by
\r\n\t

Customize how the main list of jobs on the portal should be grouped by.

\r\n\t\r\n
\r\n\r\n
\r\n\t
Show Tags
\r\n\t

Shows tags on the job board. Tags can be used to help organized jobs on the board, and visitors can filter jobs by tag.

\r\n\t

Note: These tags are specified when you click Publish on a job. The tags used on the portal are kept separate from the tags you may use on jobs in Crelate.

\r\n
\r\n\r\n
\r\n\t
Allow Search in Portal
\r\n\t

Allows visitors to search your portal job listings for keywords.

\r\n
\r\n\r\n
\r\n\t
Allow Location Filters
\r\n\t

Show visitors how many jobs are available in certain cities and be able to filter their view to those cities.

\r\n
\r\n\r\n
\r\n\t
Footer
\r\n\t

Provide a custom footer that will be displayed at the bottom of each portal page. The max length is 2000.
Click the </> button if you want to edit the raw HTML directly. This footer will show for all your portal pages unless configured further with Analytics and Custom Css settings.

\r\n\t

Note: Please DO NOT add tracking pixels or scripts here. Please use Analytics and Custom CSS for tracking pixels and adding scripts.

\r\n
\r\n\r\n
\r\n\t
Send email when someone applies
\r\n\t

Send out an email notifying you whenever someone applies to a job through the portal.

\r\n\t

You can have the emails sent to the owner of the job that was applied to, or have them sent to a specific email address.

\r\n
\r\n\r\n
\r\n\t
Send Email to
\r\n\t

Provide a list of email addresses that should receive emails whenever someone applies to any job.

\r\n
\r\n\r\n
\r\n\t
Email Job Owners
\r\n\t

Email the owners of a job whenever someone applies to that job.

\r\n
\r\n\r\n
\r\n\t
Include Applicant's Resume
\r\n\t

Select whether the email sent should include an attached copy of the applicant's resume.

\r\n
\r\n\r\n
\r\n\t
Content Width
\r\n\t

Customize the display of the portal's width.

\r\n\t\r\n
\r\n\r\n
\r\n\t
Analytics, Tracking Pixels, Custom CSS/JS
\r\n\t

Provide Tracking Pixels, Custom CSS and scripts to style the portal pages.

\r\n\t

Also, you may provide your own tracking IDs for Google Analytics or Indeed conversion tracking

\r\n
\r\n\r\n
\r\n\t
Paid Job Board Posting
\r\n\t

Enable users to post to \"sponsored\" job boards.

\r\n\t

On any published job, you can provide payment information to post a job to a sponsored job board for a specified duration.

\r\n
\r\n\r\n
\r\n\t
Show Job Description
\r\n\t

Toggle whether or not to show the job's description on the main list.

\r\n
\r\n\r\n
\r\n\t
Require Salary / Range Field
\r\n\t

Toggle whether the 'Salary / Range' field is required when publishing jobs to your portal.

\r\n
\r\n\r\n{{!-- compliance settings --}}\r\n\r\n
\r\n\t
Show link to Privacy Page on Portal
\r\n\t

For compliance, Crelate provides a way for candidates to freely reach your organization and send requests related to gdpr. These requests can be viewed in the Compliance Tab under Data Quality in Settings. To access this page, jobs.crelate.com/portal/{your orgname}/privacy. This page will always be accessible if going directly to the page. Enabling this option would provide a link a the bottom of all your portal pages for applicants to submit a privacy inquiry.

\r\n\t

Note: Additional compliance settings can be found in the Compliance Settings page.

\r\n
\r\n\r\n
\r\n\t
Show Consent Checkbox on Portal
\r\n\t

If enabled, candidates will be required to agree to the consent terms before they can apply.

\r\n\t

Note: Additional compliance settings can be found in the Compliance Settings page.

\r\n
\r\n\r\n
\r\n\t
Consent Terms
\r\n\t

Content displayed for the consent terms.

\r\n
","
\r\n
Portal Settings
\r\n

The Crelate Portal is a website located at where candidates can view and apply for jobs you have elected to publish to the portal.

\r\n

Once you have enabled the portal you can start publishing jobs to it. Anyone visiting the portal website can browse the available jobs and submit a resume to apply to a job.

\r\n

Also, jobs that are published to your portal can automatically be posted to various job boards such as Indeed, Monster, and more.

\r\n

\r\n For more information:
\r\n •  \r\n \r\n Configuring your Crelate Portal\r\n \r\n

\r\n\r\n
\r\n
Job Board Publishing
\r\n

Once Job Board Publishing is enabled, Crelate will automatically provide each of your published jobs to the following job boards. Candidates searching for jobs on these websites will be able to find your jobs, and will be linked back to your Crelate Portal where they can apply and submit a resume.

\r\n

Before publishing, please take a look at some additional information as well as tips and tricks to get the most out of your postings here.

\r\n
\r\n Jobs will be published to all of the following boards:\r\n
\r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n
\r\n If you want to pick and choose which jobs to publish to please click Select individual job boards\r\n
\r\n
\r\n\r\n
\r\n
Select Individual Job Boards
\r\n

Select which individual job boards you want to publish to.

\r\n
\r\n\r\n
\r\n
Indeed Board Posting
\r\n

When the Indeed toggle is active, any published Jobs will be posted to the Free Indeed Job Board regardless of the settings on the individual Job.

\r\n\r\n

Please Note: Toggling the Indeed Job Board here will only affect free job postings to Indeed. Any sponsored Indeed job postings must be managed on the individual Job.

\r\n
\r\n\r\n
\r\n
Indeed Disposition Sharing
\r\n

Sending disposition data to Indeed can help you get more quality applicants for your jobs.

\r\n

For more information:

\r\n \r\n
\r\n\r\n
\r\n
Match Application Form to Indeed Screener
\r\n \r\n
\r\n\r\n
\r\n
ZipRecruiter Hiring Signals
\r\n

This permits Crelate to report hiring-related events regarding applications ZipRecruiter has forwarded to us.

\r\n
\r\n\r\n
\r\n
Header Type
\r\n

Select which type of header to display at the top of your portal home page.

\r\n \r\n
\r\n
\r\n
Title
\r\n

Provide a title for your portal website. The title will be displayed at the top of each portal page.

\r\n
\r\n
\r\n

Upload a logo or graphic for your portal website. This image will be displayed at the top of each portal page.

\r\n

For best results, choose an image that is 64px tall

\r\n
\r\n
\r\n

\r\n Provide a custom header to display at the top of each page on the portal.\r\n
\r\n Click the </> button if you want to edit the raw HTML directly.\r\n

\r\n
\r\n
\r\n
Portal Colors
\r\n
Customize the colors used on the Portal.
\r\n
Note: The 'Tile' setting is only applicable when displaying jobs in either List or Tile mode.
\r\n
\r\n
\r\n Portal Color Preview:\r\n
\r\n
\r\n
Title / Logo here
\r\n
Link
\r\n
header text shows here
\r\n
\r\n
Job title here
\r\n
\r\n The job description would appear here.\r\n Once upon a midnight dreary, while I pondered, weak and weary,\r\n Over many a quaint and curious volume of forgotten lore —\r\n While I nodded, nearly napping, suddenly there came a tapping,\r\n As of some one gently rapping, rapping at my chamber door.\r\n \"'Tis some visitor,\" I muttered, \"tapping at my chamber door —\r\n Only this and nothing more.\"\r\n
\r\n\r\n
Share bar
\r\n
\r\n
Footer text shows here
\r\n
\r\n
\r\n
\r\n
\r\n\r\n","
\r\n\t

\r\n\t\tPost-Tax Deductions\r\n\t

\r\n\t

\r\n\t\tPost-Tax Deductions are tax free deductions that get subtracted from the Gross Pay of Paystubs. Common examples include Child Support and Roth 401Ks. Post-Tax Deductions can be added to this list at any time and can then be used in the HR Center.\r\n\t

\r\n\t{{#unless (MS_CheckAccess 31002)}} {{!This section is for manual payroll}}\r\n\t

\r\n\t\tPlease Note: Once a Post-Tax Deduction exists on a Paystub in Crelate it can no longer be deleted.\r\n\t

\r\n\t{{/unless}}\r\n
","
\r\n\t
Default Onboarding Checklist Template
\r\n\t

\r\n\t\tChoose a default Onboarding Checklist Template to streamline new checklists.\r\n\t\tWhen you start a new Onboarding Checklist, the default template will automatically populate as your starting point.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Checklist Templates
\r\n\t

\r\n\t\tChecklists can be used to define a standard set of tasks that must be completed for a {{_contact}}.\r\n\t\tThese checklist templates define the set of tasks that should be completed and\r\n\t\twhat the criteria is for completing each task. Once a template is defined, you can start a checklist for\r\n\t\ta {{_contact}} from the Checklists tab on the {{_contact}} record, then begin completing the items on the checklist.\r\n\t\tThe \"Checklists\" tab on the home page shows checklists and checklist items for all {{_contacts}}.\r\n\t

\r\n\t

\r\n\t\t  •   Click to create a new checklist template.
\r\n\t\t  •   Click to delete a checklist template.
\r\n\t\t  •   Double-click on any template to edit it.
\r\n\t

\r\n
\r\n\r\n
\r\n\t
Onboarding Checklist Templates
\r\n\t

\r\n\t\tOnboarding Checklists can be used to define a standard set of tasks that must be completed to onboard a new employee or worker.\r\n\t\tThese checklist templates define the set of tasks that should be completed and\r\n\t\twhat the criteria is for completing each task. Once a template is defined, you can start a checklist for\r\n\t\ta {{_contact}} from the Hire - Onboarding tab on the {{_contact}} record, then begin completing the items on the checklist.\r\n\t\tThe \"Checklists\" tab on the home page shows checklists and checklist items for all {{_contacts}}.\r\n\t

\r\n\t

\r\n\t\t  •   Click to create a new checklist template.
\r\n\t\t  •   Click to delete a checklist template.
\r\n\t\t  •   Double-click on any template to edit it.
\r\n\t

\r\n
\r\n\r\n
\r\n\t
Offboarding Checklist Templates
\r\n\t

\r\n\t\tOffboarding Checklists can be used to define a standard set of tasks that must be completed to offboard an employee or worker.\r\n\t\tThese checklist templates define the set of tasks that should be completed and\r\n\t\twhat the criteria is for completing each task. Once a template is defined, you can start a checklist for\r\n\t\ta {{_contact}} from the Hire - Offboarding tab on the {{_contact}} record, then begin completing the items on the checklist.\r\n\t\tThe \"Checklists\" tab on the home page shows checklists and checklist items for all {{_contacts}}.\r\n\t

\r\n\t

\r\n\t\t  •   Click to create a new checklist template.
\r\n\t\t  •   Click to delete a checklist template.
\r\n\t\t  •   Double-click on any template to edit it.
\r\n\t

\r\n
","\r\n
\r\n\t
My Profile
\r\n\t

Configure your personal profile information.

\r\n
\r\n\r\n{{! User Details }}\r\n
\r\n\t
Initials
\r\n\t

Sometimes Crelate will display your initials instead of your full name. You only need to set this if you want your initials to be something other than just the first letters of your first and last name.

\r\n
\r\n\r\n
\r\n\t
Time Zone
\r\n\t

Almost all dates and times in Crelate will be displayed in your current local time zone (i.e., whatever time zone your computer is set to).

\r\n\t

This time zone setting is only used when we send you email notifications for activities and appointments. Set it to whatever time zone you spend most of your time in.

\r\n
\r\n\r\n
\r\n\t
Display Color
\r\n\t

Owners of records in Crelate are color-coded. Select a unique color so you can quickly see which records you own at a glance!

\r\n
\r\n\r\n{{! Job Portal Profile }}\r\n
\r\n\t
Job Portal Profile
\r\n\t

If Job Portal Profiles is enabled in the portal settings, then this information will be displayed next to the jobs that you have posted to the Job Portal.

\r\n\t
Client Portal Profile
\r\n\t

If \"show recruiter\" is enabled on a job that is on a client portal, then this phone number, image, and email address will be displayed.

\r\n
\r\n\r\n
\r\n\t
Email Signature
\r\n\t

Provide a default email signature to use whenever you send an email through Crelate

\r\n\t

If adding a URL that requires a trailing slash, you must end the address with \"#\"

\r\n\t

Ex: http://www.crelate.com/#

\r\n
","
\r\n\t
Default Page Metric
\r\n\t

Specifies which metric should be selected by default on the Purchase Orders tab of Opportunity records.

\r\n
\r\n
\r\n
Grid Columns
\r\n

\r\n Determines which columns will be displayed in the Purchase Orders grid.\r\n

\r\n
\r\n
\r\n
Monetary Threshold Notification
\r\n

Whether or not an email notification should be sent when a Purchase Order has eclipsed a specified monetary threshold.

\r\n
\r\n
\r\n
Monetary Threshold
\r\n

The threshold percentage used to determine if a monetary threshold notification should be sent.

\r\n
\r\n
\r\n
Monetary Notification Template
\r\n

\r\n The email template that will be used when sending a monetary threshold notification.\r\n

\r\n
\r\n
\r\n\t
Default Budget
\r\n\t

The default initial budget that will be pre-populated when creating a Purchase Order.

\r\n
\r\n
\r\n\t
Grid Columns
\r\n\t

\r\n\t\tDetermines which columns will be displayed in the Purchase Orders grid.\r\n\t

\r\n
\r\n
\r\n
Hours Threshold Notification
\r\n

Whether or not an email notification should be sent when a Purchase Order has eclipsed a specified hours threshold.

\r\n
\r\n
\r\n
Hours Threshold
\r\n

The threshold percentage used to determine if a hour threshold notification should be sent.

\r\n
\r\n
\r\n
Hours Notification Template
\r\n

\r\n The email template that will be used when sending a hour threshold notification.\r\n

\r\n
\r\n
\r\n\t
Default Budget
\r\n\t

The default initial budget that will be pre-populated when creating a Purchase Order.

\r\n
","
\r\n\t
Relationships
\r\n\t

\r\n\t\tRelationships can be used to define custom relationships between core records in Crelate.\r\n\t

\r\n\t

\r\n\t\tBusiness Plus and above users can define one or more groups of relationship types. Each group consists of:\r\n\t

\r\n\t\r\n\r\n\t

\r\n\t\tFor more information:
\r\n\t\t  -  \r\n\t\tConfiguring Relationships in Crelate\r\n\t

\r\n
\r\n\r\n
\r\n\t
Relationship Group Name
\r\n\t

\r\n\t\tBusiness Plus and above users can specify a unique name for the Relationship Group\r\n\t

\r\n
\r\n \r\n
\r\n\t
Available On
\r\n\t

\r\n\t\tBusiness Plus and above users can select which core records this relationship group will be available on.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Relationship Types
\r\n\t

\r\n\t\tRelationship Types define the type of Relationships that can be added within the given Relationship Group. Each Relationship Type consists of:\r\n\t

\r\n\t\r\n\r\n
\r\n\r\n
\r\n\t
Enable Splits
\r\n\t

\r\n\t\tSplits are used to capture information regarding who should receive what percentage/amount of a Placement fee. This setting is only available if the Relationship Group is available on Placement records.\r\n\t

\r\n\t

\r\n\t\tThis information can be included in exports by checking the box to 'Include Relationship Info' when exporting from the Placements grid. Users must have 'Read' or 'Full' access to Splits Data and also 'Read' or 'Full' access to the Relationship Group being exported in order to export this data.\r\n\t

\r\n\r\n\t

\r\n\t\tThe Amount field per Relationship will be calculated using the 'Value' field of the Placement record.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Enforce 100% Limit
\r\n\t

\r\n\t\tWhen enabled, the sum of all splits for a Placement must not exceed 100%.\r\n\t

\r\n
","
\r\n\t

Custom reports for Dev use only

\r\n
","\r\n
\r\n\t
Resume Toolbox Settings
\r\n\t

The Resume Toolbox feature allows you to quickly create a copy of a resume that has:

\r\n\t\r\n\t

\r\n\t\tNote: The resume toolbox only works on Microsoft Word documents (.doc, or .docx), and Adobe PDF (.pdf) documents,\r\n\t\tand it will always create a copy of the resume without altering the original.\r\n\t

\r\n
\r\n\r\n\r\n\r\n
\r\n\t
Redact Email Address and Phone Number
\r\n\t

\r\n\t\tControls whether email addresses and phone numbers should be stripped out of the resume.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Redact First Name
\r\n\t

\r\n\t\tControls whether the {{_contact}}'s first name should be stripped out of the resume.\r\n\t

\r\n\t

\r\n\t\tNote: In some cases the Resume Toolbox might not be able to identify all instances of\r\n\t\tthe first name in the resume (e.g., if the name in the resume is spelled or formatted different\r\n\t\tfrom the data on the {{_contact}} record). Users should review and verify results after running\r\n\t\tthe Resume Toolbox.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Redact Last Name
\r\n\t

\r\n\t\tControls whether the {{_contact}}'s last name should be stripped out of the resume.\r\n\t

\r\n\t

\r\n\t\tNote: In some cases the Resume Toolbox might not be able to identify all instances of\r\n\t\tthe last name in the resume (e.g., if the name in the resume is spelled or formatted different\r\n\t\tfrom the data on the {{_contact}} record). Users should review and verify results after running\r\n\t\tthe Resume Toolbox.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Redact Street Address
\r\n\t

\r\n\t\tControls whether the {{_contact}}'s street address should be stripped out of the resume.\r\n\t

\r\n\t

\r\n\t\tNote: In some cases the Resume Toolbox might not be able to identify all instances of\r\n\t\tthe street address in the resume (e.g., if the address in the resume is formatted different\r\n\t\tfrom the data on the {{_contact}} record). Users should review and verify results after running\r\n\t\tthe Resume Toolbox.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Replace with...
\r\n\t

\r\n\t\tSet the replacement text for each replaced email address or phone number.\r\n\t

\r\n\r\n\t

Note: PDF Documents will ignore this setting and use Adobe PDF Redact feature instead.

\r\n
\r\n\r\n
\r\n\t
Remove all metadata from resume
\r\n\t

\r\n\t\tControls whether document metadata (Author, company name, keywords, etc.) should be removed from the resume.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Overwrite Company Name
\r\n\t

\r\n\t\tAllows you to optionally set the \"Company\" (for Word) or \"Author\" (for PDF) metadata field(s) with your own company name.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Add custom branded header to resume
\r\n\t

\r\n\t\tWhen enabled, the toolbox will customize the basic header of the resume. This will not take effect on documents \r\n\t\tmarked as 'Different First Page' or 'Different Odd and Even Pages' in the header settings.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Custom header text
\r\n\t

\r\n\t\tThe text to include in the header.\r\n\t

\r\n\t

\r\n\t\tThis should be kept short, and limited to 2 or 3 lines.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Text alignment
\r\n\t

\r\n\t\tControls the placement of the text in the header.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Custom header image
\r\n\t

\r\n\t\tUpload your own logo or image to be included in the header.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Image alignment
\r\n\t

\r\n\t\tControls the placement of the image in the header.\r\n\t

\r\n\t

Note: The logo can only be placed in the Center if there is no custom header text.

\r\n
\r\n\r\n
\r\n\t
File name Format
\r\n\t

\r\n\t\tControls what file name to give the new cleaned-up copy of the resume.\r\n\t

\r\n\t

\r\n\t\tThe following placeholders can be used:\r\n\t

\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
[FirstName]Include the {{_contact}}'s first name in the file name.
[LastName]Include the {{_contact}}'s last name in the file name.
[Number]Include the {{_contact}}'s unique number in the file name. (Based on the auto-numbering setting in {{_Contact}} Settings)
[File]Include the original resume file name (without file extension).
\r\n\t

Examples:

\r\n\t

\r\n\t\tA format of \"[LastName]_[FirstName]_Resume\" could produce a file named \"Smith_John_Resume.docx\"\r\n\t

\r\n\t

\r\n\t\tA format of \"[File]_Branded\" with a resume named \"MyResume.doc\" will result in a file named \"MyResume_Branded.docx\"\r\n\t

\r\n
\r\n\r\n
\r\n\t
Document Type
\r\n\t

\r\n\t\tSpecify a document-type to set on the resume copy that is created.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Set as primary resume
\r\n\t

\r\n\t\tWhen this is enabled, then running the resume toolbox on a {{_contact}}'s primary resume will result\r\n\t\tin the new cleaned-up copy being set as the {{_contact}}'s new primary resume.\r\n\t

\r\n\t

\r\n\t\tNote: The document-type must be \"Resume\" for this setting to be enabled.\r\n\t

\r\n
\r\n","
\r\n\t
Scorecard Forms
\r\n\t

\r\n\t\tScorecard forms are tools to track questions to ask during an interview and then score the candidate based on their answer.\r\n\t

\r\n\t

\r\n\t\tThe interviewer fills out the scorecard to rate the candidate’s performance and gather feedback for decision makers.\r\n\t

\r\n\t
\r\n\t
Manage Scorecard Templates
\r\n\t\r\n\t
\r\n\t
Scorecard Grid
\r\n\t

\r\n\t\tView or edit your already created Scorecard Templates.\r\n\t

\r\n
","
\r\n\t
User Roles
\r\n\t

\r\n\t\tUser roles control the security permissions for Crelate users. They allow you to control who has access to different types of records,\r\n\t\tand control what users can do with those records.\r\n\t

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By default all users who are not administrators will be given the Recruiter role.

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Users who are Administrators will always have access to read, create, edit, and delete all records.

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\r\n\t\tNote: Creating additional user roles requires a Crelate Business subscription\r\n\t\t
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UPGRADE NOW
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Role Name
\r\n\tPlease provide a name for this user role.\r\n
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Human Resources (HR) Fields for {{_contacts}}
\r\n\tNone - Users with this role cannot access HR fields like legal identification or banking information on core records.
\r\n\tRead - Users with this role can view, but not modify, the HR fields on core records.
\r\n\tFull - Users with this role can view and modify the HR fields on core records.
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Note: Merging records with HR Fields requires Full access to HR Fields.

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Human Resources (HR) Fields for Documents
\r\n\tNone - Users with this role cannot access HR fields like legal identification or banking information on core records.
\r\n\tRead - Users with this role can view, but not modify, the HR fields on core records.
\r\n\tFull - Users with this role can view and modify the HR fields on core records.
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Note: Merging records with HR Fields requires Full access to HR Fields.

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View Unmasked Fields
\r\n\tNo - Users with this role cannot unmask masked fields.
\r\n\tYes - Users with this role can unmask masked fields.
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Note: Data entry into masked fields is possible without selecting Yes if setting a value for the first time.

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View Unmasked Fields via the Public API
\r\n\tNo - Users with this role cannot unmask masked fields via the Public API.
\r\n\tYes - Users with this role can unmask masked fields via the Public API.
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Note: Data entry into masked fields is possible without selecting Yes.

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View Decrypted Fields via Public API
\r\n\tNo - Users with this role cannot decrypt encrypted fields via the Public API.
\r\n\tYes - Users with this role can decrypt encrypted fields via the Public API.
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Note: If a Public API user does not have this privilege and requests encrypted fields, they will receive an error.

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Move Job Board Stage
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This permission controls whether the user can add a candidate to a job board, or change a candidate's stage on a job board.

\r\n\tNone - Users with this role can see a {{_contact}}'s status on a job board, but cannot add new {{_contacts}} to a job board, or change the {{_contact}}'s stage on a job board.
\r\n\tFull - Users with this role can add {{_contacts}} to a job board, change the {{_contact}}'s stage on a job board, and remove {{_contacts}} from a job board.
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Change Record Status
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This permission controls whether the user can change the status of {{_contacts}}. NOTE: Users in this role must also have at least Edit privileges for {{_contacts}}

\r\n\tNo - Users with this role can see the status of {{_contacts}} but they cannot alter it.
\r\n\tAllowed - Users with this role can read and update the status of {{_contacts}}\r\n
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Contact Data Enrichment
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This permission controls whether a user has access to the Contact Data Enrichment tool. Caution, allowing access to this feature gives permission to use purchased credits.

\r\n\tNo - Users will not see the option to Enrich {{_contacts}}
\r\n\tAllowed - Users with this setting can use Contact Enrichment in the web application and through the Chrome extension.\r\n\t
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Note: Contact Edit permissions or higher are required to use this feature.

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Change Record Status
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This permission controls whether the user can change the status of {{_accounts}}. NOTE: Users in this role must also have at least Edit privileges for {{_accounts}}

\r\n\tNo - Users with this role can see the status of {{_accounts}} but they cannot alter it.
\r\n\tAllowed - Users with this role can read and update the status of {{_accounts}}\r\n
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Change Naming Rules
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This permission controls whether the user can change the Naming Rules of {{_accounts}}. NOTE: Users in this role must also have at least Edit privileges for {{_accounts}}

\r\n\tNo - Users with this role can see the Naming Rules of {{_accounts}} but they cannot alter it.
\r\n\tAllowed - Users with this role can read and update the Naming Rules of {{_accounts}}\r\n
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Change Placement Status
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This permission controls whether the user can change the status of {{_placements}}. NOTE: Users in this role must also have at least Edit privileges for at least one placement mode activity type.

\r\n\tNo - Users with this role can see the status of {{_placements}} but they cannot alter it.
\r\n\tAllowed - Users with this role can read and update the status of {{_placements}}\r\n
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No Opportunity Type
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Configure the access level for leads that do not have an opportunity type set yet.

\r\n\tNone - Users with this role will not be able to view any leads that do not have an opportunity type.
\r\n\tRead - Users with this role can see leads that do not have an opportunity type, but cannot create or update them.
\r\n\tEdit - Users with this role can view, create, or modify leads that do not have an opportunity type, but cannot delete them.
\r\n\tFull - Users with this role can view, create, modify, or delete any leads that do not have an opportunity type.
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Export to Excel or CSV
\r\n\tNo - Users with this role are not allowed to use the Export to Excel feature.
\r\n\tAllowed - Users with this role are allowed to use the Export to Excel feature.\r\n
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Print
\r\n\tNo - Users with this role are not allowed to print.
\r\n\tAllowed - Users with this role are allowed to print.\r\n
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Assign Owners
\r\n\tNo - Users with this role cannot assign ownership of records.
\r\n\tAllowed - Users with this role are allowed to assign or reassign ownership of core records (contacts, jobs, companies, and placements) to different users.\r\n
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Submittals
\r\n\tNo - Users with this role can read existing submittal records but cannot create or send new submittals.
\r\n\tAllowed - Users with this role can create and send new submittals.\r\n
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API Access
\r\n\tNo - Users with this role cannot request for an API Key and cannot use the API.
\r\n\tAllowed - Users with this role are allowed to request an API Key to utilize the API.\r\n
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Report Permissions
\r\n\tNone - Users with this role cannot view the reports section.
\r\n\tRead - Users with this role can view all reports, but cannot create new reports or configure existing reports.
\r\n\tFull - Users with this role can view and configure all reports, and can create new reports.\r\n
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Report Access
\r\n\tLimited - Users with this setting can see reports pages they've been given access to from the admin.
\r\n\tAll - Users with this setting have access to all report pages.
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View Audit Log
\r\n\tNo - Users with this role cannot view any of the Audit Logs.
\r\n\tAllowed - Users with this role are allowed to view the Audit Logs under Reports or for an individual record under the \"This record\" menu when viewing the full record form\r\n
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Use Resume Toolbox
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The Resume Toolbox feature allows you to quickly create a copy of a resume that has:

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\r\n\t\tNo - Users with this role cannot use the Resume Toolbox feature.
\r\n\t\tAllowed - Users with this role are allowed to use the Resume Toolbox feature.\r\n\t

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Send Form Requests
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This permission controls both sending form and document requests.

\r\n\tNone - Users with this role cannot send or view form/document requests.
\r\n\tRead - Users with this role can view all form/document requests.
\r\n\tCreate - Users with this role can send and view all form/document requests.
\r\n\tFull - Users with this role can send, view and delete all form/document requests.
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View CRM / Sales Board
\r\n\tNo - Users with this role cannot access the Sales tab on the home page.
\r\n\tAllowed - Users with this role are allowed to access the Sales tab on the home page.\r\n
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View Placements Grid
\r\n\tNo - Users with this role cannot access the placements grid page.
\r\n\tAllowed - Users with this role can access the placements grid page.\r\n
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Splits Data
\r\n\tNone - Users with this role cannot see nor edit any splits data on relationships and placement exports.
\r\n\tRead - Users with this role can view splits data on all relationships and placement exports, but cannot make any edits.
\r\n\tFull - Users with this role can view and edit splits data on all core records and placement exports.\r\n
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Text Messaging
\r\n\tNone - Users with this role will have Text Messaging disabled.\r\n\tSelf Only - Users with this role only have access to their assigned phone number. If a phone number is\r\n\tnot assigned to the user, Text Messaging is disabled.
\r\n\tRead All - Users with this role can view Text Messages from any phone number\r\n\tbut can only send Text Messages from their assigned phone number.\r\n
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Sequences
\r\n\tNone - Users with this role will not have access to sequences.\r\n\tRead - Users with this role will be able to view sequences but cannot add or remove {{_contacts}} to/from the sequence.
\r\n\tUse - Users with this role can add {{_contacts}} to sequences, and can manage {{_contacts}} who are in a\r\n\tsequence (cancel, resume, etc.), but they cannot edit sequence steps and cannot create their own sequences.
\r\n\tFull - Users with this role can do all of the above, plus they can create their own sequences.

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\r\n\t\tNote: Users will only have access to view and use a sequence if
\r\n\t\t    a) The user is the owner of the sequence, or
\r\n\t\t    b) The user is an administrator, or
\r\n\t\t    c) The sequence is shared\r\n\t

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\r\n\t\tUsers will only have access to edit, share, delete, or change status of a sequence if
\r\n\t\t    a) The user is the owner of the sequence, or
\r\n\t\t    b) The user is an administrator.\r\n\t

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Generate Custom Reports
\r\n\tNo - Users with this role cannot generate Custom Reports and will not see the menu items for them.
\r\n\tAllowed - Users with this role are allowed to generate Custom Reports.\r\n
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Create Employee Users
\r\n\tNo - Users with this role cannot create employee users.
\r\n\tAllowed - Users with this role are allowed to create employee users.\r\n
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Employee Status Updates
\r\n\tNo - Users with this role cannot change the HR, Work Authorization or Work Eligibility status for an employee.
\r\n\tLimited - Users with this role can update employee statuses through onboarding checklists.
\r\n\tFull - Users with this role can update employee statuses through onboarding checklists and can also update an employee's HR Status on Contact records.\r\n
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Resume-Library Search
\r\n\tNo - Users with this role cannot search Resume-Library or unlock resumes.
\r\n\tAllowed - Users with this role are allowed to search Resume-Library and unlock resumes.

\r\n\tWARNING - Users with this permission will be able to consume the pre-paid Resume-Library search credits that have been purchased in the External Resume Search settings.\r\n
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Dice Search
\r\n\tNo - Users with this role cannot do Dice searches or enter Dice Search Credentials.
\r\n\tAllowed - Users with this role are allowed to do Dice Searches and consume resumes.

\r\n\tWARNING - Users with this permission will be able to consume Dice Talent Search credits that may have been purchased through Dice.\r\n
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Career Builder Search
\r\n\tNo - Users with this role cannot do CareerBuilder searches or enter CareerBuilder Search Credentials.
\r\n\tAllowed - Users with this role are allowed to do CareerBuilder Searches and consume resumes.

\r\n\tWARNING - Users with this permission will be able to consume CareerBuilder Recruitment Edge Search credits that may have been purchased through CareerBuilder.\r\n
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Use Find
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\r\n\t\tThe \"Find\" feature allows you to find records in Crelate, and create custom views of your {{_contacts}}, {{_accounts}}, and {{_jobs}}.\r\n\t

\r\n\tNone - Users with this role cannot use Find at all.
\r\n\tOwned Records - Users with this role can use Find, but it is limited to searching through only records that they are the owner of. All custom views created will have the same limitation.
\r\n\tFull - Users with this role can use Find to search through all records.\r\n
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Email Campaigns
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\r\n\t\tEmail Campaigns will allow you to send emails to lists of people in bulk as well as track their engagement.\r\n\t

\r\n\tNone - Users with this role cannot use Email Campaigns at all.
\r\n\tRead - Users with this role can use Email Campaigns, but it is limited to just viewing the campaigns. No edits can be made and the emails cannot be sent.
\r\n\tCreate - Users with this role can use Email Campaigns, including creating and editing the title, lists of people, and the email itself. Users with this role can also send the emails.
\r\n\tFull - Users with this role can use Email Campaigns fully, which includes the ability to delete Email Campaigns.\r\n
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View Email Campaigns on Contacts
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\r\n\t\tThis setting allows users to view Email Campaign activity on Contacts. NOTE: Users that have Create or higher privileges on Email Campaigns with automatically have this set to \"Yes\".\r\n\t

\r\n\tNo - Users with this role cannot view Email Campaigns on {{_contact}} records.
\r\n\tYes - Users with this role can view Email Campaigns on {{_contact}} records.\r\n
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Client Portals
\r\n\tNone - Users with this role cannot view any client portals.
\r\n\tView - Users with this role can view client portals but cannot make any changes to them. They cannot add {{_jobs}} or candidates to a client portal.
\r\n\tFull - Users with this role can create new Client Portals and control what is visible on the client portal. They can add or remove {{_jobs}} and candidates from the portal.\r\n
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Customize Client Portals
\r\n\tNone - Users with this role cannot change the appearance or behavior of client portals.
\r\n\tAllowed - Users with this role are allowed to change the appearance and behavior of client portals.\r\n
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Invite new 'Client' users to a Client Portal
\r\n\tNone - Users with this role cannot invite new clients to join a client portal. Note: Users can still send submittals and add submittal recipients if they are allowed to submit via portal.
\r\n\tAllowed - Users with this role can invite new clients to join a client portal.\r\n
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Submit Candidates using Client Portal
\r\n\tNone - Users with this role cannot send submittals to clients via the client portal.
\r\n\tAllowed - Users with this role can send submittals to clients via the client portal. Clients who receive submittals this way can click a link in the submittal email that\r\n\tgrants them temporary access to the client portal to view the submitted candidates, resumes, and other details.\r\n
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View the Compliance Center
\r\n\tNo - Users cannot access or view the Compliance Center.
\r\n\tAllowed - Users with this role can view the Compliance Center.\r\n
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Verify Artifact
\r\n\tNo - Users with this role cannot verify artifacts.
\r\n\tAllowed - Users with this role can verify and lock artifacts\r\n
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Revoke Artifact
\r\n\tNo - Users with this role cannot revoke artifacts.
\r\n\tAllowed - Users with this role can revoke and lock artifacts\r\n
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Checklists
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Determine whether users will have access to use generic checklists.

\r\n\tNone - Users with this role cannot view or use generic checklists.
\r\n\tRead - Users with this role can view generic checklists but cannot create or modify them.
\r\n\tFull - Users with this role view, create, and edit generic checklists.\r\n
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Onboarding Checklists
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Determine whether users will have access to use onboarding checklists.

\r\n\tNone - Users with this role cannot view or use onboarding checklists.
\r\n\tRead - Users with this role can view onboarding checklists but cannot create or modify them.
\r\n\tFull - Users with this role view, create, and edit onboarding checklists.\r\n
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Offboarding Checklists
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Determine whether users will have access to use offboarding checklists.

\r\n\tNone - Users with this role cannot view or use offboarding checklists.
\r\n\tRead - Users with this role can view offboarding checklists but cannot create or modify them.
\r\n\tFull - Users with this role view, create, and edit offboarding checklists.\r\n
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Checklist Templates
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Determine whether users will have access to create new generic checklist templates

\r\n\tNone - Users with this role cannot create new generic checklist templates.
\r\n\tFull - Users with this role can create new generic checklist templates.\r\n
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Onboarding Checklist Templates
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Determine whether users will have access to create new onboarding checklist templates

\r\n\tNone - Users with this role cannot create new onboarding checklist templates.
\r\n\tFull - Users with this role can create new onboarding checklist templates.\r\n
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Offboarding Checklist Templates
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Determine whether users will have access to create new offboarding checklist templates

\r\n\tNone - Users with this role cannot create new offboarding checklist templates.
\r\n\tFull - Users with this role can create new offboarding checklist templates.\r\n
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View the Checklists homepage tab
\r\n\tNo - Users cannot access the Checklists homepage tab.
\r\n\tAllowed - Users with this role can access the Checklists homepage tab.\r\n\t

Note: Users must also have read permission on at least one type of checklist.

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E-Signature
\r\n\tNone - Users with this role cannot view eSignatures.
\r\n\tRead - Users with this role can only view eSignatures.
\r\n\tEdit - Users with this role can view, create, and update eSignatures but not cancel or delete them.
\r\n\tFull - Users with this role can view, create, update, delete, and cancel eSignatures.\r\n
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Worksites
\r\n\tRead - Users with this role can only view worksites.
\r\n\tEdit - Users with this role can view, create, and update worksites but not delete them.
\r\n\tFull - Users with this role can view, create, update, and delete worksites.\r\n
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Order Background Checks
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Permission to view background checks is managed under Document Types.

\r\n\tNo - Users with this role cannot order background checks.
\r\n\tAllowed - Users with this role can order background checks.
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Checklists / Checklist Items
\r\n\tNone - Users with this role cannot view checklists and items.
\r\n\tRead - Users with this role can only view checklists and items.
\r\n\tFull - Users with this role can view, create, and update checklists and items.\r\n
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Checklist Templates
\r\n\tNone - Users with this role cannot view checklist templates.
\r\n\tRead - Users with this role can only view checklist templates.
\r\n\tFull - Users with this role can view, create, update, and delete checklist templates.\r\n
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Force Complete Checklist/Interview Loop Items
\r\n\tNo - Users with this role cannot force complete a checklist/interview loop item.
\r\n\tAllowed - Users with this role can force complete a checklist/interview loop item.
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Skip Checklist/Interview Loop Items
\r\n\tNo - Users with this role cannot skip a checklist/interview loop item.
\r\n\tAllowed - Users with this role can skip a checklist/interview loop item
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Scorecard Forms
\r\n\tRead - Users with this role can only view Scorecard Forms.
\r\n\tFull - Users with this role can view, create, update, and delete Scorecard Forms.\r\n
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Scorecard Questions
\r\n\tRead - Users with this role can only view Scorecard Questions.
\r\n\tFull - Users with this role can view, create, update, and delete Scorecard Questions.\r\n
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Interview Loops
\r\n\tNone - Users with this role cannot view interview loops and items.
\r\n\tRead - Users with this role can only view interview loops and items.
\r\n\tFull - Users with this role can view, create, and update interview loops and items.\r\n
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Interview Loop Templates
\r\n\tNone - Users with this role cannot view interview loop templates.
\r\n\tRead - Users with this role can only view interview loop templates.
\r\n\tFull - Users with this role can view, create, update, and delete interview loop templates.\r\n
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View Interviews in the Employee Center
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This permission must be combined with the appropriate activity permissions for users to see interview activities.

\r\n\tNo - Users with this role cannot access interviews in the Employee Center.
\r\n\tAllowed - Users with this role can access interviews in the Employee Center.\r\n
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View the Hiring Center (Interview Loops Nav Item)
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This permission must be combined with at least the Read role on interview loops.

\r\n\tNo - Users with this role cannot access the Hiring Center.
\r\n\tAllowed - Users with this role can access the Hiring Center.\r\n
\r\n\r\n{{!-- the next two roles are for the consolidated readonly timekeeping roles--}}\r\n
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View Time
\r\n\tNo - Users with this role cannot view Time.
\r\n\tAllowed - Users with this role can view Time.
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View Expenses
\r\n\tNo - Users with this role cannot view Expenses.
\r\n\tAllowed - Users with this role can view Expenses.
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Time Entries
\r\n\tNone - Users with this role cannot view Time Entries.
\r\n\tRead - Users with this role can only view Time Entries.
\r\n\tCreate - Users with this role can view and create Time Entries.
\r\n\tEdit - Users with this role can view, create and update Time Entries.
\r\n\tFull - Users with this role can view, create, update, and delete Time Entries.\r\n
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Time Cards
\r\n\tNone - Users with this role cannot view Time Cards.
\r\n\tRead - Users with this role can only view Time Cards.
\r\n\tCreate - Users with this role can view and create Time Cards.
\r\n\tEdit - Users with this role can view, create and update Time Cards.
\r\n\tFull - Users with this role can view, create, update, and delete Time Cards.\r\n
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Pay Schedules
\r\n\tNone - Users with this role cannot view Pay Schedules.
\r\n\tRead - Users with this role can only view Pay Schedules.
\r\n\tFull - Users with this role can view, create, update, and delete Pay Schedules.\r\n
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Pay Plans
\r\n\tNone - Users with this role cannot view Pay Plans.
\r\n\tRead - Users with this role can only view Pay Plans.
\r\n\tFull - Users with this role can view, create, update, and delete Pay Plans.\r\n
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Log Internal Time
\r\n\tAllowed - Users with this role are able to log internal time against Opportunities without requiring Placement records.
\r\n\tNo - Users with this role cannot log internal time against Opportunities.
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\r\n\t
Expense Entries
\r\n\tNone - Users with this role cannot view Expense Entries.
\r\n\tRead - Users with this role can only view Expense Entries.
\r\n\tCreate - Users with this role can view and create Expense Entries.
\r\n\tEdit - Users with this role can view, create and update Expense Entries.
\r\n\tFull - Users with this role can view, create, update, and delete Expense Entries.\r\n
\r\n\r\n
\r\n\t
Timesheets
\r\n\tNone - Users with this role cannot view Timesheets.
\r\n\tRead - Users with this role can only view Timesheets.
\r\n\tCreate - Users with this role can view and create Timesheets.
\r\n\tEdit - Users with this role can view, create and update Timesheets.
\r\n\tFull - Users with this role can view, create, update, and delete Timesheets.\r\n
\r\n\r\n
\r\n\t
Time Submission Periods
\r\n\tNone - Users with this role cannot view Time Submission Periods.
\r\n\tRead - Users with this role can only view Time Submission Periods.
\r\n\tCreate - Users with this role can view and create Time Submission Periods.
\r\n\tEdit - Users with this role can view, create and update Time Submission Periods.
\r\n\tFull - Users with this role can view, create, update, and delete Time Submission Periods.\r\n
\r\n\r\n
\r\n\t
Pay Periods
\r\n\tNone - Users with this role cannot view Pay Periods.
\r\n\tRead - Users with this role can only view Pay Periods.
\r\n\tCreate - Users with this role can view and create Pay Periods.
\r\n\tEdit - Users with this role can view, create and update Pay Periods.
\r\n\tFull - Users with this role can view, create, update, and delete Pay Periods.\r\n
\r\n\r\n
\r\n\t
Time Types
\r\n\tNone - Users with this role cannot view Time Types.
\r\n\tRead - Users with this role can only view Time Types.
\r\n\tCreate - Users with this role can view and create Time Types.
\r\n\tEdit - Users with this role can view, create and update Time Types.
\r\n\tFull - Users with this role can view, create, update, and delete Time Types.\r\n
\r\n\r\n
\r\n\t
Expense Types
\r\n\tNone - Users with this role cannot view Expense Types.
\r\n\tRead - Users with this role can only view Expense Types.
\r\n\tCreate - Users with this role can view and create Expense Types.
\r\n\tEdit - Users with this role can view, create and update Expense Types.
\r\n\tFull - Users with this role can view, create, update, and delete Expense Types.\r\n
\r\n\r\n
\r\n\t
View Time On Contact Record
\r\n\tNo - Users with this role cannot view time on a contact record.
\r\n\tAllowed - Users with this role can view time on a contact record.
\r\n
\r\n\r\n
\r\n\t
View Expenses On Contact Record
\r\n\tNo - Users with this role cannot view expenses on a contact record.
\r\n\tAllowed - Users with this role can view expenses on a contact record.
\r\n
\r\n\r\n
\r\n\t
View Timekeeping Center
\r\n\tNo - Users with this role cannot view the timekeeping, time card, and expense centers.
\r\n\tAllowed - Users with this role can view the timekeeping, time card, and expense centers.
\r\n
\r\n\r\n
\r\n\t
On Behalf Of
\r\n\tNo - Users with this role cannot edit, approve or reject time cards and expenses on behalf of another user.
\r\n\tAllowed - Users with this role can edit, approve or reject time cards and expenses on behalf of another user.
\r\n
\r\n\r\n
\r\n\t
Approve Time Cards
\r\n\tNo - Users with this role cannot approve time cards.
\r\n\tAllowed - Users with this role can approve time cards.
\r\n
\r\n\r\n
\r\n\t
Reject Time Cards
\r\n\tNo - Users with this role cannot reject time cards.
\r\n\tAllowed - Users with this role can reject time cards.
\r\n
\r\n\r\n
\r\n\t
Export Hours
\r\n\tNo - Users with this role cannot export hours.
\r\n\tAllowed - Users with this role can export hours.
\r\n
\r\n\r\n
\r\n\t
Export Hours
\r\n\tNo - Users with this role cannot export hours.
\r\n\tAllowed - Users with this role can export hours.
\r\n
\r\n\r\n
\r\n\t
Approve Expenses
\r\n\tNo - Users with this role cannot approve expenses.
\r\n\tAllowed - Users with this role can approve expenses.
\r\n
\r\n\r\n
\r\n\t
Reject Expenses
\r\n\tNo - Users with this role cannot reject expenses.
\r\n\tAllowed - Users with this role can reject expenses.
\r\n
\r\n\r\n
\r\n\t
View Expense Center
\r\n\tNo - Users with this role cannot view the expense center.
\r\n\tAllowed - Users with this role can view the expense center.
\r\n
\r\n
\r\n\r\n
\r\n\t
Invoices
\r\n\tNone - Users with this role cannot view Invoices.
\r\n\tRead - Users with this role can only view Invoices.\r\n
\r\n\r\n
\r\n\t
Invoice Voiding
\r\n\tNo - Users with this role cannot void Invoices.
\r\n\tAllowed - Users with this role can void Invoices.\r\n
\r\n\r\n
\r\n\t
Invoice Advanced Export
\r\n\tNo - Users with this role cannot export Invoices using Advanced Export.
\r\n\tAllowed - Users with this role can export Invoices using Advanced Export.\r\n
\r\n\r\n
\r\n\t
Billable Items
\r\n\tNone - Users with this role cannot view Billable Items.
\r\n\tRead - Users with this role can only view Billable Items.
\r\n\tFull - Users with this role can view, create, and update Billable Items.

\r\n\tNote: Users also require View Time and View Expenses to successfully view Billable Items\r\n
\r\n\r\n
\r\n\t
Billable Items Export
\r\n\tNo - Users with this role cannot export Billable Items.
\r\n\tAllowed - Users with this role can export Billable Items.

\r\n\tNote: Users also require Read on Invoices and Read on Ledger to successfully export Billable Items\r\n
\r\n\r\n
\r\n\t
Allow Completion of Billable Items during Advanced Export
\r\n\tNo - Users with this role cannot complete items while exporting them using Advanced Export.
\r\n\tAllowed - Users with this role can complete items while exporting them using Advanced Export.

\r\n\tNote: Users also require Full on Billable Items to successfully complete items during advanced export\r\n
\r\n\r\n
\r\n\t
Ledger
\r\n\tNone - Users with this role cannot view Ledger Items.
\r\n\tRead - Users with this role can only view Ledger Items.\r\n
\r\n\r\n
\r\n\t
Ledger Advanced Export
\r\n\tNo - Users with this role cannot export Ledger Items using Advanced Export.
\r\n\tAllowed - Users with this role can export Ledger Items using Advanced Export.\r\n
\r\n\r\n
\r\n\t
Invoice Payments
\r\n\tNone - Users with this role cannot view Invoice Payments.
\r\n\tRead - Users with this role can only view Invoice Payments.
\r\n\tFull - Users with this role can view and recognize Payments.

\r\n\tNote: Users also require Read on Invoices to successfully view Invoice Payments\r\n
\r\n\r\n
\r\n\t
Purchase Orders
\r\n\tNone - Users with this role cannot view Purchase Orders.
\r\n\tRead - Users with this role can view Purchase Orders, but cannot edit, create, or delete them.
\r\n\tFull - Users with this role can view, edit, create, or delete Purchase Orders.
\r\n
\r\n\r\n
\r\n\t
Payable Items
\r\n\tNone - Users with this role cannot view Payable Items.
\r\n\tRead - Users with this role can only view Payable Items.
\r\n
\r\n\r\n
\r\n\t
Payable Items Advanced Export
\r\n\tNo - Users with this role cannot export Payable Items using Advanced Export.
\r\n\tAllowed - Users with this role can export Payable Items using Advanced Export.\r\n
\r\n\r\n
\r\n\t
Allow Completion of Payable Items during Advanced Export
\r\n\tNo - Users with this role cannot complete items while exporting them using Advanced Export.
\r\n\tAllowed - Users with this role can complete items while exporting them using Advanced Export.\r\n
\r\n\r\n
\r\n\t
View the VMS Center
\r\n\tNo - Users cannot access or view the VMS Center.
\r\n\tAllowed - User with this role can view the VMS Center to manage VMS records (This will also grant a user the ability to edit and create Jobs).

\r\n\tNote: VMS emails which fail to parse correctly, or VMS registrations which are configured to require further interaction prior to creating job records are only accessible in the VMS Center.\r\n
\r\n\r\n
\r\n\t
Manage VMS Registrations
\r\n\tNo - Users cannot access or view VMS Registrations.
\r\n\tAllowed - User with this role can view the VMS Settings area to manage VMS Registrations.

\r\n
\r\n\r\n
\r\n\t
Emails
\r\n\tNone - Users with this role cannot see any trace of emails on a {{_contact}} record.
\r\n\t\r\n\tFull - Users with this role on the can see all emails and the email content on a {{_contact}} record. User can also Delete emails.\r\n
\r\n\r\n\r\n\r\n
\r\n\t
Manage E-Verify Cases
\r\n\tNo - Users cannot view, create, nor close E-Verify cases.
\r\n\tAllowed - Users can view, create, and close E-Verify cases.

\r\n
","
\r\n\t
Sequencing Users
\r\n\t

Select which users have access to sequencing.

\r\n\t\r\n\t

Additional sequencing user licenses can be purchased in the Manage Licenses settings page

\r\n
\r\n\r\n\r\n","
\r\n
Automatic Email Days
\r\n

The days of the week in which a sequencing automatic email will send.

\r\n
\r\n
\r\n
Automatic Email Times
\r\n

The time frame in which a sequencing automatic email will send.

\r\n
\r\n
\r\n
Timezones
\r\n

The timezone used for automatic sequencing time frames.

\r\n
\r\n
\r\n
Allow contacts to be on more than one sequence at a time
\r\n

\r\n This setting determines if a contact can be added to or active on more than once sequence at a time.
\r\n

\r\n \r\n
","
\r\n
Export Settings
\r\n

Initiates the download of a file containing the settings and configurations specific to this organization.

\r\n

Please be aware that this functionality differs from data backup/export. It exclusively exports settings, templates, forms, and other configuration items.

\r\n
\r\n
\r\n
Import Settings
\r\n

Allows importing settings from a settings export. This will only work when no data is present in the organization (contacts, jobs, activities, etc.).

\r\n
","
\r\n\t
Manage Text Messaging Phone Numbers
\r\n\r\n\t

\r\n\t\tTo add a number, click   \r\n\t

\r\n\t\r\n\t
\r\n\t

\r\n\r\n\t\tTo remove a number, select the number you would like to remove,\r\n\t\tthen click   \r\n\t\t
\r\n\t\tOnce a number is removed, it is released and unavailable for future use.\r\n\t

\r\n
\r\n
\r\n\t
Call Forwarding
\r\n\t

\r\n\t\tWhen Call Forwarding is disabled, incoming calls will be answered by reading the specified voice message to the caller.\r\n\t

\r\n\t

\r\n\t\tWhen Call Forwarding is enabled, incoming calls will be forwarded to the specified phone number. Per minute charges apply to\r\n\t\teach incoming phone call.\r\n\t

\r\n
\r\n","
\r\n\t
Submittal Templates
\r\n\t

A Submittal is an email you send to a customer that contains a list of candidates you've selected for a particular job or position. Crelate can automatically attach a bundle of each candidate's resume to the email, and the submittal will be tracked as a special activity on each submitted {{_contact}}.

\r\n\t

Note: These are submittal templates that can be used by all users in your Crelate organization. To view your own personal submittal templates, please see My Templates.

\r\n\t

\r\n\t\t  •   Click to create a new submittal template.
\r\n\t\t  •   Click to delete a template.
\r\n\t\t  •   Double-click on any template to edit it.
\r\n\t

\r\n\t

\r\n\t\tFor more information:
\r\n\t\t  •  \r\n\t\t\r\n\t\t\tHow To Send A Submittal Email\r\n\t\t\r\n\t

\r\n
\r\n\r\n\r\n\r\n
\r\n\t
Allow submittal recipients to view candidates online
\r\n\t

\r\n\t\tInstead of including resumes (and other documents) as attachments to the submittal email, you can include a link that will allow the\r\n\t\trecipient to view candidate details and resumes in an online portal.\r\n\t

\r\n\t

This also allows you to track which candidates have been viewed and when.

\r\n\r\n\t

\r\n\t\tFor more information:
\r\n\t\t  •  \r\n\t\t\r\n\t\t\tEnhanced Submittals\r\n\t\t\r\n\t

\r\n
\r\n\r\n\r\n
\r\n\t
Logo
\r\n\t

\r\n\t\tCustomize the logo image shown in the header of submittal web site.\r\n\t

\r\n\t

\r\n\t\tOptimal image size is 100 pixels tall\r\n\t

\r\n
\r\n\r\n\r\n
\r\n\t
{{_Contact}} Fields
\r\n\t

\r\n\t\tControl which {{_contact}} fields are visible to submittal recipients on the portal.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Shared Links
\r\n\t

\r\n\t\tAnyone who clicks on the link in the submittal email will be able to see the submitted candidate details.\r\n\t

\r\n\t

\r\n\t\tFor added security, these settings can be used to control how long a link lasts before it expires, and how many times a link can be used. \r\n\t

\r\n
\r\n\r\n\r\n
\r\n\t
Customize Micro Experience Settings
\r\n\t

\r\n\t\tYou can configure the appearance of the form completion page on the Micro Experience settings page\r\n\t

\r\n
","
\r\n\t
Subscription Details
\r\n\t

The current status of your Crelate subscription, including the license level and number of user licenses purchased.

\r\n
\r\n\r\n
\r\n\r\n ","
\r\n\t \r\n
\r\n\r\n
\r\n\t
Current Data Usage
\r\n\t

Shows the total size of all data you have stored in Crelate, and how close you are to the data limit for your license level.

\r\n\t

\r\n\t\tData limits depend on your current subscription plan:\r\n\t

\r\n\t
\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
Startup5 GB
Business15 GB
Business Plus50 GB
Enterprise100 GB
\r\n\t
\r\n
\r\n\r\n
\r\n\t
Current Record Counts
\r\n\t

Shows the total number of records you have created for each record type.

\t \r\n
","
\r\n\t
Data Sync Integration Jobs
\r\n\t

\r\n\t\tData Sync Integration Jobs enable Crelate to periodically synchronize data in your\r\n\t\tCrelate organization with data in another application. \r\n\t

\r\n\t

\r\n\t\tFor example: You may set up a job that synchronizes all Contact data between Crelate\r\n\t\tand Hubspot every 24 hours. \r\n\t

\r\n\t

\r\n\t\tPlease Note - While you may use this page to connect Crelate to another application, and\r\n\t you can monitor the status of existing sync jobs,\r\n\t\tit is expected that these integration jobs will be configured and maintained by \r\n\t\tCrelate's Professional Services team, who will work with you to make sure the integration \r\n\t\tmeets your needs. Please contact Crelate support to learn more.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Connections
\r\n\t

\r\n\t\tLists the application providers that Crelate can synchronize data with. \r\n\t\tThere must be an active connection for the a sync job to work.\r\n\t

\r\n\t

\r\n\t\tClick \"Connect\" to start the process of authorizing Crelate to connect to the desired provider. \r\n\t\tCrelate will then use this connection to retrieve, create, or update data in your instance of the provider's application.\r\n\t

\r\n\t\r\n
","
\r\n\t
Tags
\r\n\t

Tags are a very easy way organize records into groups in Crelate. A tag can be any kind of label or grouping you want to apply to one or multiple records. Each record in Crelate can have multiple tags, and Crelate makes it easy to find and search for records by tag.

\r\n\t
Tag Categories
\r\n\t

In addition to grouping records in Crelate by tag, you can also create groups of tags called Tag Categories. For example, if you find yourself using tags to list the industries that a {{_contact}} has experience in (e.g., high-tech, healthcare) then you might want to create a tag category called \"Industry\". Your industry tags would then be displayed in a separate group from your generic tags and would have a different color.

\r\n\t\r\n\t

\r\n\t\tFor more information:
\r\n\t\t  •  \r\n\t\t\r\n\t\t\tManaging Tags\r\n\t\t\r\n\t

\r\n
\r\n\r\n
\r\n\t
Category Name
\r\n\t

Change the name of this tag category.

\r\n
\r\n\r\n
\r\n\t
Category Color
\r\n\t

Change the color used when these tags are displayed.

\r\n
\r\n\r\n
\r\n\t
Available On
\r\n\t

Select which types of records this tag category will be available on.

\r\n
\r\n\r\n\r\n
\r\n\t
Tag List
\r\n\t

Displays all of your current tags.

\r\n\t

You can select a tag to rename it or delete it. You can also merge a tag with another tag or move a tag into a different tag category (select a tag and then click merge or move in the menu-bar).

\r\n
","
\r\n\t
Email Templates
\r\n\t

Configure email templates that can be used when sending emails in Crelate.

\r\n

Templates that have theicon are shared templates that are available for use by all other users in your organization.

\r\n\t

\r\n\t\tFor more information:
\r\n\t\t  •  \r\n\t\t\r\n\t\t\tManaging Your Email Templates\r\n\t\t\r\n\t

\r\n
\r\n\r\n
\r\n\t
My Email Templates
\r\n\t

Create email templates that can be used when sending emails to {{_contacts}} in Crelate.

\r\n\t

These are your own personal templates. Other users cannot use these templates unless they are shared. (If you are a Crelate administrator, you can create templates that can be used by all users in your organization in the advanced settings - Email section)

\r\n\t

\r\n\t\t  •   Click to create a new template.
\r\n\t\t  •   Click to delete a template.
\r\n\t\t  •   Double-click on any template to edit it.
\r\n   •   To Share a template, double-click to edit and use the share toggle.
\r\n\t

\r\n\t

\r\n\t\tFor more information:
\r\n\t\t  •  \r\n\t\t\r\n\t\t\tManaging Your Email Templates\r\n\t\t\r\n\t

\r\n
\r\n\r\n
\r\n\t
My Submittal Templates
\r\n\t

A Submittal is an email you send to a customer that contains a list of candidates you've selected that are qualified for a particular job or position. Crelate can automatically attach a bundle of each candidates resume to the email, and the submittal will be tracked as a special activity on each submitted {{_contact}}.

\r\n\t

These are your own personal templates. Other users cannot use these templates unless they are shared. (If you are a Crelate administrator, you can create submittal templates that can be used by all users in your organization in the advanced settings - Submittal Settings section)

\r\n\t

\r\n\t\t  •   Click to create a new submittal template.
\r\n\t\t  •   Click to delete a template.
\r\n\t\t  •   Double-click on any template to edit it.
\r\n\t

\r\n\t

\r\n\t\tFor more information:\r\n\t

\r\n\t\r\n
\r\n\r\n
\r\n\t
My Text Message Templates
\r\n\t

Text message templates allow you to pull in mail merge fields to capture fields such as Candidate's First Name automatically into a text you are sending. Templates can be used for both individual text messages and bulk text messages, making it easier for you to customize.

\r\n\t

Note that you'll have the option to make a template for your personal use or share with your organization.

\r\n\t

\r\n\t\t  •   Click to create a new text message template.
\r\n\t\t  •   Click to delete a template.
\r\n\t\t  •   Double-click on any template to edit it.
\r\n\t

\r\n\t

\r\n\t\tFor more information:\r\n\t

\r\n\t\r\n
\r\n\r\n","
\r\n\t
Time Card Settings
\r\n\t

Customize various aspects of Crelate's time cards.

\r\n
\r\n
\r\n\t
Time Cards Due On
\r\n\t

Use this to indicate what day of the pay period your time cards are due on.

\r\n
\r\n\r\n
\r\n\t
Time Cards Due On Time
\r\n\t

Use this to indicate what time of day your time cards are due on.

\r\n
\r\n\r\n
\r\n\t
Available Time Entry Formats
\r\n\t

Choose which Time Entry Formats are available for use throughout your organization. Time Entry Formats are the formats through which Time Recorders submit their time.

\r\n\t\r\n
","
\r\n
Time Categories
\r\n

Time Categories are used to classify the time that Time Recorders enter into their time cards.

\r\n
","
\r\n\t
Time Keeping Settings
\r\n\t

Setup various aspects of Crelate's Time Keeping feature.

\r\n
\r\n\r\n
\r\n\t
Time Cards Due On
\r\n\t

Use this to indicate what day of the pay period your time cards are due on.

\r\n
\r\n\r\n
\r\n\t
Time Cards Due On Time
\r\n\t

Use this to indicate what time of day your time cards are due on.

\r\n
\r\n\r\n
\r\n\t
Time Keeping Period Begin Date
\r\n\t

Set this to the first day of the first pay period your organization intends to use Time Keeping.

\r\n\t

Note: If you intend to migrate existing time cards, then this date needs to be the date of the first pay period you want to recognize in Crelate.

\r\n
\r\n\r\n
\r\n\t
Internal Time Keeping Users
\r\n\t

Users added to this grid may log time directly against opportunities in Crelate. Doing so will result in the creation of an Internal Assignment record. All time types set to 'Allow Internal Usage' may be used when logging time against Internal Assignments. Only users with a role that grants them access to log Internal Time can be added as Internal Timekeeping users.

\r\n
\r\n\r\n
\r\n\t
Pay Period Cadence
\r\n\t

Determines the length of pay periods used for time keeping.

\r\n
\r\n\r\n
\r\n\t
First Day of the Week
\r\n\t

Choose the day of the week that the pay period begins on.

\r\n
\r\n\r\n
\r\n\t
Default Time Zone
\r\n\t

Set the timezone that the time keeping system will use when determining late time cards, late approvals, and sending reminder emails.

\r\n
\r\n\r\n
\r\n\t
Time Entry Type
\r\n\t

Choose how time is entered into a time card for all time types.

\r\n\t\r\n
\r\n\r\n
\r\n\t
Approvals Enabled
\r\n\t

Use this to enable the approval process on time cards and expenses. If yes, then the Approval Center can be used by Time Approvers to approve/reject submitted time cards and expenses.

\r\n\t

Please Note: You must choose a Time Approver on each job that you want to use approvals on. If no Time Approver has been assigned to the job, submitted time cards and expenses will auto-approve for that job. Approved time cards cannot be modified.

\r\n
\r\n\r\n
\r\n\t
Approvals Required
\r\n\t

Use this to require approvals for all time and expenses. If yes, then approvals will be required for all time cards and expenses.

\r\n\t

You will be required to choose an approver on every job with a recruiting type of Temp Hire and will not be able to finalize until time cards and expenses have been approved.

\r\n
\r\n\r\n
\r\n\t
Approvals Due On
\r\n\t

Use this to indicate what day approvals are due on.

\r\n
\r\n\r\n
\r\n\t
Approvals Due On Time
\r\n\t

Use this to indicate what time of day approvals are due on.

\r\n
\r\n\r\n
\r\n\t
Geofencing Radius
\r\n\t

Set the radius that will be used to determine the size of the geofence for placements that utilize Geofencing. If you are unsure about the radius, use the default of 100 yards.

\r\n\t

Note: Global Radius will round to the nearest 10. Value cannot be lower than 10 yards or greater than 10,000 yards.

\r\n
\r\n","
\r\n\t
Default Timekeeping Template
\r\n\t

This template will be used to prefill Timekeeping settings on Temp Hire Opportunities if no Timekeeping Template is defined on the company record that the Opportunity is for.

\r\n
\r\n\r\n
\r\n\t
Internal Timekeeping Settings
\r\n\t

The settings defined on this template will be used for all time logged via the internal workflow (a Crelate Standard User logging time directly to an Opportunity without requiring a placement).

\r\n
\r\n\r\n
\r\n\t
Timekeeping Time Zone
\r\n\t

Set the timezone that the timekeeping system will use when determining late time cards, late approvals, and sending reminder emails.

\r\n
\r\n\r\n
\r\n\t
Default Timekeeping Template
\r\n\t

The default timekeeping template that will be used for your organization.

\r\n
\r\n\r\n
\r\n\t
Internal Timekeeping Settings
\r\n\t

The timekeeping settings that will be applied to all Internal Assignments in your Organization.

\r\n
\r\n\r\n
\r\n\t
Template Name
\r\n\t

The name for this timekeeping template.

\r\n
\r\n\r\n
\r\n\t
Time Cards Due On
\r\n\t

Use this to indicate what day of the pay period your time cards are due on.

\r\n
\r\n\r\n
\r\n\t
Time Cards Due On Time
\r\n\t

Use this to indicate what time of day your time cards are due on.

\r\n
\r\n\r\n
\r\n\t
Timekeeping Start Day
\r\n\t

Set this to the first day of the first pay period your organization intends to use Timekeeping.

\r\n\tIf you intend to migrate existing time cards, then this date needs to be the date of the first pay period you want to recognize in Crelate.\r\n
\r\n\r\n
\r\n\t
Time Submission Cadence
\r\n\t

Determines the length of pay periods used for timekeeping.

\r\n
\r\n\r\n
\r\n\t
Time Entry Format
\r\n\t

Choose how time is entered into a time card for all time types.

\r\n\t\r\n
\r\n\r\n
\r\n\t
Approvals
\r\n\t

Use this to enable the approval process on time cards and expenses. If yes, then the Approval Center can be used by Time Approvers to approve/reject submitted time cards and expenses.

\r\n\tYou must choose a Time Approver on each job that you want to use approvals on. If no Time Approver has been assigned to the job, submitted time cards and expenses will auto-approve for that job. Approved time cards cannot be modified.\r\n
\r\n\r\n
\r\n\t
Approvals Due On
\r\n\t

Use this to indicate what day approvals are due on.

\r\n
\r\n\r\n
\r\n\t
Approvals Due On Time
\r\n\t

Use this to indicate what time of day approvals are due on.

\r\n
\r\n\r\n
\r\n\t
Geofencing Radius
\r\n\t

Set the radius that will be used to determine the size of the geofence for placements that utilize Geofencing. If you are unsure about the radius, use the default of 100 yards.

\r\n\t

Note: Global Radius will round to the nearest 10. Value cannot be lower than 10 yards or greater than 10,000 yards.

\r\n
","
\r\n
Template Name
\r\n

The unique identifier for this Timekeeping Template.

\r\n
\r\n\r\n
\r\n
Cadence
\r\n

The frequency and range of time that Time Submission Periods should span.

\r\n
\r\n\r\n
\r\n
Start Date
\r\n

The day that you're first Time Submission Period should begin.

\r\n
\r\n\r\n
\r\n
Start Month
\r\n

The month that you're first Time Submission Period should begin.

\r\n
\r\n\r\n
\r\n
Time Cards Due On
\r\n

The date relative to the end of the Time Submission Period that Time Cards are due on.

\r\n
\r\n\r\n
\r\n
Time Cards Due On Time
\r\n

The time of day that Time Cards are due by.

\r\n
\r\n\r\n
\r\n
Time Entry Format
\r\n

Specifies whether you want to submit via straight lump sum amounts or using punch in/punch out pairs.

\r\n
\r\n\r\n
\r\n
Approvals
\r\n

Whether approvals are enabled and/or required for all submitted Time and Expenses.

\r\n
\r\n\r\n
\r\n
Approvals Due On
\r\n

The date relative to the end of the Time Submission Period that Time Card Approvals are due on.

\r\n
\r\n\r\n
\r\n
Approvals Due On Time
\r\n

The time of day that Time Card Approvals are due by.

\r\n
","
\r\n\t

\r\n\t\tTime Types
\r\n\t\tTime Types are used to define the different types of hours Time Recorders can record their time against. Each Time Type has an underlying meaning to make reporting streamlined and to ensure that, no matter how many time types you need, they can be categorized in buckets.\r\n\t

\r\n\r\n\t

\r\n\t\tCommon examples of time types are:
\r\n\t\tStandard Hours, Training, and Per Diem.\r\n\t

\r\n
\r\n\t\r\n","
\r\n\t
API Access
\r\n\t

The Crelate API (application programming interface) allows software developers to write programs that interact with Crelate.

\r\n\t

To enable API Access, just toggle the \"enable api access\" switch and you will be given a new API Key.

\r\n\t

Please note that if you turn API access off or regenerate a new API key then all requests made with the old API key will fail.

\r\n\t

For more information please see the full API Documentation.

\r\n
\r\n "," \r\n{{! Email Connections }}\r\n
\r\n\t
Email Connections
\r\n\t

Connect Crelate to your email account.

\r\n\t

After Crelate is authorized to use your email account, you will be able to send email messages and appointment requests to candidates directly from Crelate.

\r\n\t

Note: You can also optionally Share an email connection, allowing all other users in your organization to send email from the same email account. This is usually used for non-personal email accounts (for example: no-reply@example.com).

\r\n
\r\n ","
\r\n\t
Integrations
\r\n\t

\r\n\t\tIntegrations with these other applications can be enabled by linking your Crelate account to your account in the other applications.\r\n\t

\r\n
\r\n\r\n{{! CareerBuilder }}\r\n
\r\n\t\r\n\t

CareerBuilder Search is a 3rd party service that allows users to search CareerBuilder's Recruitment Edge database. Connect your CareerBuilder credentials to search and import candidates directly into Crelate. This requires access to CareerBuilder's Recruitment Edge.

\r\n
\r\n\r\n{{! Checkr}}\r\n
\r\n\t\r\n\t

Checkr is a 3rd party service that provides an easy way to order background checks for candidates.

\r\n\t

Click \"Link your Checkr Account\" to enter your Checkr account information.

\r\n\t

If you do not have a Checkr account, there is a signup form available after clicking the \"Link your Checkr Account\" button.

\r\n
\r\n\r\n{{! Dice }}\r\n
\r\n\t\r\n\t

Dice Search is a 3rd party service that allows users to search Dice's Talent Search database. Connect your Dice Search credentials to search and import candidates directly into Crelate. This requires access to Dice's Talent Search.

\r\n
\r\n\r\n{{! EVerify}}\r\n
\r\n\t\r\n\t

E-Verify is a web-based system that allows E-Verify employers to electronically confirm the identity of employees and their eligibility to work in the United States.

\r\n\t

Click \"Link your E-Verify Account\" to enter your E-Verify account information. Please note that your E-Verify connection will automatically time out in 2 hours for security reasons. You must sign in again if this happens.

\r\n\t

Note: Please ensure you are using your Web Service Credentials when linking your E-Verify account. Learn more by clicking here.

\r\n
\r\n\r\n{{! HelloSign}}\r\n
\r\n\t\"hellosign\r\n\t

Dropbox Sign is a 3rd party E-Signature service that allows you to electronically request and add legally binding signatures quickly and easily to any document you choose.

\r\n\t

Click \"Link your Dropbox Sign Account\" to enter your Dropbox Sign account information.

\r\n\t

Create a Dropbox Sign account for free here.

\r\n
\r\n\r\n{{! LogicMelon }}\r\n
\r\n\t\r\n\t

LogicMelon is a 3rd party service that provides access to job advert distribution (multi-posting) to niche job boards and other media for both recruitment agencies and direct employers.

\r\n\t

Click \"Link your LogicMelon Account\" to enter your Logic Melon account information. If you do not have a Logic Melon Account, click here to get in contact with a representative...

\r\n
\r\n\r\n{{! Resume-Library}}\r\n
\r\n\t

\r\n\t

Resume-Library is America’s fastest-growing job board and is built to help you hire the best candidates. Resume-Library is the only US job board that allows your team full access to view unlimited resumes at no cost. Only use a credit to unlock candidate contact details.

\r\n\t

Click “Link your Resume-Library Account” to enter your Resume-Library credentials.

\r\n\t

If you do not have a Resume-Library account, click here to get in contact with a representative...

\r\n
\r\n\r\n{{! RingCentral}}\r\n
\r\n\t\"ringcentral\r\n\t

RingCentral is a 3rd party service that provides a robust cloud communications solution exposed as a widget inside Crelate.

\r\n\t

Click \"Link your RingCentral Account\" to link your RingCentral account anytime.

\r\n\t

\r\n\t\tFor more information:\r\n\t

\r\n\t\r\n\t

\r\n\t\tContact a representative to get started.\r\n\t

\r\n\r\n
\r\n
\r\n\t

\r\n\t\tDisabling this will remove all connections to your RingCentral account.\r\n\t\t
\r\n\t\tLearn more about setting up your RingCentral integration.\r\n\t

\r\n
\r\n\r\n
\r\n\t

\r\n\t\tEnabling this will allow you to use a custom widget provided by RingCentral. Sign in through the widget to enable the calling and text messaging features.\r\n\t\tTo call a contact use the phone call links inside Crelate to initiate an outbound phone call through the RingCentral widget.\r\n\t\t
\r\n\t\tLearn more about setting up your RingCentral integration.\r\n\t

\r\n
\r\n
\r\n\t

\r\n\t\tSelecting \"Text Message Center\" will give you access to the text message center on the right bar, and will default text message links to use this workflow.\r\n\t\t
\r\n\t\tNote: When active, the RingCentral Widget will be hidden.\r\n\t\t
\r\n\t\t
\r\n\t\tSelecting \"RingCentral Widget\" will default text message links to send to a contact from Crelate via the RingCentral widget.\r\n\t\t
\r\n\t\tNote: Text Message Center will still be available while \"RingCentral Widget\" is active.\r\n\t\t
\r\n\t\tLearn more about setting up your RingCentral integration.\r\n\r\n\t

\r\n
\r\n\r\n\r\n{{! Zoom}}\r\n
\r\n\t

Zoom is a 3rd party service that provides a robust cloud communications solution exposed as a widget inside Crelate.

\r\n\t

Click \"Link your Zoom Account\" to link your Zoom account anytime.

\r\n\t

\r\n\t\tFor more information:\r\n\t

\r\n\t\r\n\t

\r\n\t\tContact a representative to get started.\r\n\t

\r\n\r\n
\r\n
\r\n\t

\r\n\t\tEnable or disable the server-to-server integration between Crelate and Zoom. This enables automated call and optional text logging.\r\n\t\t
\r\n\t\tLearn more about setting up your Zoom integration.\r\n\t

\r\n
\r\n\r\n
\r\n\t

\r\n\t\tEnabling this will allow you to use a web widget provided by Zoom. Sign in through the widget to enable the calling and text messaging features.\r\n\t\tTo call a contact use the phone call links inside Crelate to initiate an outbound phone call through the Zoom widget.\r\n\t\t
\r\n\t\tLearn more about setting up your Zoom integration.\r\n\t

\r\n
\r\n
\r\n\t

\r\n\t\tNOTE: During BETA text tracking is not available.\r\n\t\t

\r\n\t\tZoom does not currently support sending text messages via 3rd parties, such as Crelate.\r\n\t\tAutomatic logging of text messages is optionally enabled by the External Texting connector.\r\n\t

\r\n
\r\n\r\n\r\n\r\n\r\n\r\n{{! SparkHire}}\r\n
\r\n\t

Spark Hire

\r\n\t

Spark Hire is a 3rd party service that provides an easy-to-use video interviewing platform that makes the hiring process more accurate, collaborative, and enjoyable for everyone involved.

\r\n\t

Click \"Link your Spark Hire Account\" to enter your Spark Hire account information.

\r\n\t

If you do not have a Spark Hire Account, click here to get in contact with a representative.

\r\n
\r\n\r\n{{! Zapier}}\r\n
\r\n\t\r\n\t

Zapier is an online automation tool that connects your favorite apps, such as Gmail, Slack, MailChimp and over 1000 more. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration.

\r\n\t

Crelate's Zapier integration has a number of triggers and actions for setting up your own automated workflows between connected apps. Click \"Get Started\" to learn how to get setup and start using Zapier!

\r\n\t

Create a Zapier account for free here.

\r\n
","
\r\n\t
Notifications
\r\n\t

Configure your notification preferences.

\r\n
\r\n\r\n\r\n{{! Reminders }}\r\n
\r\n\t
Enable reminders
\r\n\t

When you have an appointment coming up, Crelate will show a reminder dialog to help remind you of the appointment. If you prefer to not have a reminder dialog appear at all, please disable this setting.

\r\n
\r\n\r\n
\r\n\t
Appointment reminders
\r\n\t

Crelate will automatically show you a reminder 15, 30, or 60 minutes before a scheduled appointment, task, or activity. The reminder will be displayed in the corner of your browser window.

\r\n\t

This setting determines how many minutes before an activity to show the reminder.

\r\n
\r\n\r\n{{! In App Notifications }}\r\n
\r\n\t
Enable Notifications
\r\n\t

There are certain events in the system that send notification pop ups to you. Enabling this setting will turn on all notification pop ups.

\r\n\t

NOTE: Any notification you receive during the time that notifications are disabled will not appear when you re-enable notifications.

\r\n
\r\n\r\n
\r\n\t
Remove Dismissed Notifications
\r\n\t

By default, dismissing a notification will grey it out in the notification window. If you wish to remove the notification completely on dismiss, please enable this setting. Disabling the setting will again show the grayed out dismissed notifications.

\r\n
\r\n\r\n
\r\n\t
Client Portal Feedback
\r\n\t

Crelate can show an alert whenever feedback is given on a candidate that is on a client portal.

\r\n\t

This setting determines whether or not to show that notification.

\r\n\t

Global Notifications must be enabled to activate Client Portal In App Notifications.

\r\n
\r\n\r\n
\r\n\t
Form Request Completed
\r\n\t

Crelate will send you an in app notification when a form request that you sent has been completed.

\r\n
\r\n\r\n
\r\n\t
Journaled Email Response
\r\n\t

Crelate will send you an in app notification when a reply has been recieved from a journaled email.

\r\n
\r\n\r\n
\r\n\t
@ Mentions Notifications
\r\n\t

Crelate will send you an in app notification when someone else mentions you in the notes of an activity.

\r\n\t

Note: To mention someone in an activity, type the \"@\" character, followed by the users name.

\r\n
\r\n\r\n\r\n{{! Email Notifications }}\r\n
\r\n\t
Activity assigned to you
\r\n\t

Receive an email notification whenever a new task or activity is assigned to you by another Crelate user.

\r\n
\r\n\r\n
\r\n\t
Emailed Resume Confirmations
\r\n\t

\r\n\t\tWhen you forward a resume into Crelate, we will send you an email back letting you know that we received and imported the resume successfully, or that the resume couldn't be imported for some reason.\r\n\t\t
\r\n\t\tUse \"Errors Only\" if you want to only get emails when there was an error.\r\n\t\t
\r\n\t\tUse \"Successes Too\" if you want to get all confirmation emails.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Client Portal Feedback
\r\n\t

Crelate can send an email to you whenever feedback is given on a candidate that is on a client portal.

\r\n\t

This setting determines whether or not to notify you by email.

\r\n
\r\n\r\n
\r\n\t
Email Frequency
\r\n\t

Crelate can send you an email immediately when feedback is received or as a daily or weekly digest.

\r\n\t

This setting determines how frequently you'd like to receive email notifications about feedback

\r\n
\r\n\r\n
\r\n\t
Rejected Timekeeping Item
\r\n\t

Receive notifications when your timekeeping items are rejected.

\r\n
\r\n\r\n
\r\n\t
Late Time Card
\r\n\t

Receive notifications when your time card is late.

\r\n
\r\n\r\n
\r\n\t
Time Card Due Soon
\r\n\t

Receive notifications when your unsubmitted time card is near its deadline.

\r\n
\r\n\r\n{{! Emails From Crelate }}\r\n
\r\n\t
Weekly Activity Report
\r\n\t

Receive a weekly email report with information about the activity you completed this week, and your tasks in the week ahead.

\r\n
\r\n\r\n
\r\n\t
Crelate News
\r\n\t

Receive occasional email updates on new Crelate features and service updates. We promise not to send these updates too often!

\r\n
","
\r\n\t
Preferences
\r\n\t

Configure your personal preferences.

\r\n
\r\n\r\n{{! Client Portal Notification Preferences}}\r\n
\r\n\t
Notification Scope
\r\n\t

You can narrow or broaden the scope of the notifications you receive regarding the client portal.

\r\n\t\r\n\t

{{_Jobs}} I Own - receive a notification any time feedback is given for a {{_contact}} on a {{_job}} you own

\r\n\t

{{_Contacts}} I Own - receive a notification any time feedback is given for a {{_contact}} that you own

\r\n\t\r\n
\r\n\r\n
\r\n\t
All {{_Contacts}}
\r\n\t

Admin Only - Receive a notification for feedback given on any contact on any client portal.

\r\n
\r\n\r\n
\r\n\t
{{_Jobs}} I Own
\r\n\t

Receive a notification any time feedback is given for a {{_contact}} on a {{_job}} you own

\r\n
\r\n\r\n
\r\n\t
{{_Contacts}} I Own
\r\n\t

Receive a notification any time feedback is given for a {{_contact}} that you own

\r\n
\r\n\r\n
\r\n\t
Submittals I Sent
\r\n\t

Receive a notification any time feedback is given on a submitted {{_contact}}

\r\n
\r\n\r\n{{! User Interface Preferences }}\r\n
\r\n\t
Number of {{_jobs}} to show on {{_contacts}}
\r\n\t

\r\n\t\tIf a {{_contact}} is on more than one {{_job}}, then by default only the first 3 {{_jobs}} will be displayed on the {{_contact}} form. Change this setting to increase or decrease the number of {{_jobs}} shown.\r\n\t

\r\n
\r\n
\r\n\t
Sort {{_jobs}} list on {{_contact}} form alphabetically
\r\n\t

Sort the {{_job}} list that appears above the {{_contact}}'s activity stream alphabetically. (Otherwise the {{_jobs}} are sorted so the most recently active {{_job}} is at the top)

\r\n
\r\n\r\n
\r\n\t
Number of {{_jobs}} to show on {{_accounts}}
\r\n\t

\r\n\t\tIf a {{_account}} has more than one {{_job}}, then by default only the first 3 {{_jobs}} will be displayed on the {{_account}} form. Change this setting to increase or decrease the number of {{_jobs}} shown.\r\n\t

\r\n
\r\n
\r\n\t
Sort {{_jobs}} list on {{_accounts}} form alphabetically
\r\n\t

Sort the {{_job}} list that appears above the {{_account}}'s activity stream alphabetically. (Otherwise the {{_jobs}} are sorted so the most recently active {{_job}} is at the top)

\r\n
\r\n\r\n
\r\n\t
List and Grid Paging Mode
\r\n\t

For lists of records, you can configure how many records to show on a single page:

\r\n\t

\r\n\t\t•   ∞ - Show all records on a single page.
\r\n\t\t•   100 - Show 100 records per page.
\r\n\t\t•   200 - Show 200 records per page.
\r\n\t

\r\n
\r\n
\r\n\t
View search results as
\r\n\t

Set the default display-mode to use on the Search page.

\r\n
\r\n
\r\n\t
Open email links in a new tab
\r\n\t

This setting determines whether email links are opened in a new browser tab (for example: when you click a icon next to an email address).

\r\n\t

\r\n\t\t  •   Choose No if you use a desktop email client like Microsoft Outlook.
\r\n\t\t  •   Choose Yes if you use web-based email, like GMail or Yahoo Mail.\r\n\t

\r\n\t

This will help ensure that you can compose email messages without losing the page you are on in Crelate.

\r\n\t

NOTE: Please refresh your browser after changing and saving this setting.

\r\n
\r\n\r\n{{! AdvancedUserConfigurationSettings }}\r\n
\r\n\t
Advanced Diagnostic Settings
\r\n\t

These settings are designed to change the behavior of features inside of Crelate and could cause undesired effects if modified.

\r\n\t

NOTE: We recommend NOT changing these settings unless directed to by Crelate support.

\r\n
\r\n\r\n
\r\n\t
Force Native PDF Viewer
\r\n\t

Use the PDF Viewer built into your browser when viewing resumes and other documents. This can improve performance on slower machines, but you will not get search result highlighting on documents.

\r\n\t

NOTE: We recommend NOT changing this setting unless directed to by Crelate support.

\r\n
\r\n\r\n
\r\n\t
Disable Office Online integration
\r\n\t

Disables integration with Microsoft Office Online to view and edit documents.

\r\n
\r\n\r\n
\r\n\t
Remove \"+1\" from Click-To-Call Links
\r\n\t

Removes the \"+1\" or \"1\" from the beginning of phone numbers when sent to your click-to-call softphone. This should be used if your softphone automatically injects a \"+1\" or \"1\" at the beginning of phone numbers.

\r\n\t

NOTE: We recommend NOT changing this setting unless directed to by Crelate support.

\r\n
\r\n\r\n
\r\n\t
Phone Protocol
\r\n\t

Configures how Crelate handles phone number links. If your phone provider is not listed, please consult their documentation to determine the correct protocol.

\r\n
\r\n\r\n
\r\n\t
Crelate Co-Pilot
\r\n\t

\r\n\t\tEmpower your recruiting and business development efforts with Crelate Co-Pilot, a powerful tool designed to streamline your workflow.\r\n\t\tIt efficiently summarizes resumes, drafts personalized emails, and provides actionable suggestions to enhance data organization, allowing\r\n\t\tyou to focus more on strategic decisions and less on administrative tasks. By leveraging Co-Pilot's capabilities, you can achieve greater\r\n\t\tefficiency and effectiveness in managing your talent acquisition and client engagement processes.

\r\n\t\tCrelate Co-Pilot uses AI. Check for Mistakes.\r\n\t

\r\n
\r\n","\r\n
\r\n\t
My Security Settings
\r\n\t

Configure your login information and security settings.

\r\n
\r\n\r\n
\r\n\t
Two Factor Authentication
\r\n\t

Two Factor Authentication adds extra security to your account. When Two Factor Authentication is enabled, an extra verification step is added upon login. Using a verified phone number or Authenticator app, a security code is used to login. If neither of these are configured, your verified email will be used instead.

\r\n
\r\n","
\r\n\t
Users
\r\n\t

Add new users to your Crelate organization or manage existing users.

\r\n\t

This table lists all of the users who have access to your Crelate organization.

\r\n\t\r\n\t

The number of users you can add is determined by the user licenses purchased in your Crelate subscription:

\r\n\t
\r\n\t
\r\n\t

\r\n\t\tFor more information:
\r\n\t\t•  \r\n\t\t\r\n\t\t\tAdding a New User\r\n\t\t\r\n\t

\r\n
\r\n\r\n
\r\n\t
First and Last Name
\r\n\t

The user's first and last name. Names in Crelate are usually displayed in a Last, First format.

\r\n
\r\n\r\n
\r\n\t
Initials
\r\n\t

Sometimes Crelate will display a user's initials instead of their full name. You only need to set this if you want the user's initials to be something other than just the first letters of their first and last name.

\r\n
\r\n\r\n
\r\n\t
Employee Id
\r\n\t

Employee Id is a unique ID per User that can be used as a mapping field when importing/exporting data regarding users (i.e. the Owner field on core records).

\r\n
\r\n\r\n
\r\n\t
Username
\r\n\t

This is the email address the user should use to log in to Crelate. Also, any notification emails or appointment meeting requests will be sent to this address.

\r\n\t

Click on the \"Change username\" link to change the email address that the user uses to log into Crelate.

\r\n
\r\n\r\n
\r\n\t
Display Color
\r\n\t

Owners of records in Crelate are color-coded. Select a unique color for each user so you can quickly see which records are owned by which users at a glance.

\r\n
\r\n\r\n
\r\n\t
License Type
\r\n\t

Select which type of Crelate license to use for this user. The type of license determines which features are made available to this user (and also how much you will be charged for this user). Most users will have a Standard license.

\r\n\t

\r\n\t

Note: Billing Admins will only have access to the Crelate payment portal, where you can update payment information, change your subscription, or add new user licenses.

\r\n
\r\n\r\n
\r\n\t
Login Type
\r\n\t

Select how this user will login. Choose from the default Crelate ID login with username and password, or use a Single Sign-On provider created under Single Sign-On.

\r\n
\r\n\r\n
\r\n\t
Resend Invite
\r\n\t

If the user has not confirmed their account, use this button to resend an invite email to that user's email address.

\r\n
\r\n\r\n
\r\n\t
Role
\r\n\t

Most users will be a Normal User, but there are also Administrator User and Read-Only User roles.

\r\n\t

Normal Users do not have access to organization settings (They can only access their personal profile and personal preferences). Also, you can limit which types of records that normal users can view and edit in User Roles. For Crelate Business level or higher organizations, a normal user can have any number of roles and will receive the highest permissions available between all roles.

\r\n\t

Administrators are given access to all organization settings and can make customizations to your Crelate organization. Administrators are also able to manage the subscription for the organization and all its users. Regardless of the security defined in User Roles, Administrators will always have full access to all records.

\r\n\t

Read-Only Users are only able to view data, but cannot edit any information. In settings, they will only have access to their own profile and preferences.

\r\n
\r\n\r\n
\r\n\t
Status
\r\n\t

Whether the user is currently Active or not. You can deactivate a user who no longer needs access to Crelate. This will free up a user license, and it is often preferable to deleting a user because the history of which activities were logged by the user will be preserved.

\r\n\t

Users who are deactivated can later be reactivated if there is an available license for them.

\r\n
\r\n\r\n
\r\n\t
Two Factor Status
\r\n\t

Whether the user has two factor authentication enabled or not.

\r\n\t

Email Confirmed - If user has confirmed their email for authentication, it will show here.

\r\n\t

Phone Number - If the user has confirmed a phone number for authentication, it will show here.

\r\n\t

Authenticator - If the user has enabled an authenticator app, it will show here.

\r\n
\r\n\r\n
\r\n\t
Password Management
\r\n\t

Reset Password - The user will get an email with a new temporary password they can use to log in to Crelate.

\r\n\t

Set Password - Set the user's password and optionally notify them. You can also force the user to change their password on first login as well as automatically generate the password.

\r\n
\r\n\r\n
\r\n\t
Resend Invite
\r\n\t

Send a new invitation email to this user with information on how to sign up and log into Crelate.

\r\n
\r\n\r\n
\r\n\t
Clear Two Factor
\r\n\t

If enabled, remove a user's two factor authentication, or clear a specific two factor authentication method if required by your organization. Users can turn two factor back on in their settings after logging in if they wish.

\r\n
","
\r\n\t

\r\n\t\tThe number of VMS registrations you may create is determined by your VMS Professional level.\r\n\t

\r\n\t
\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
Level 1- 5 VMS registrations
Level 2- 10 VMS registrations
Level 3- 20 VMS registrations
Level 4- 30 VMS registrations
Level 5- 40 VMS registrations
Level 6- 50 VMS registrations
\r\n\t
\r\n\t

\r\n\t\tIf you need more VMS registrations, please consider upgrading your VMS Professional level.\r\n\t

\r\n
\r\n\r\n
\r\n\t
VMS Registrations
\r\n\t

Add or modify VMS registrations in your Crelate organization.

\r\n\t

This table lists all of the VMS registrations in the Crelate organization.

\r\n\t\r\n
\r\n\r\n
\r\n\t
Name
\r\n\t

The name of your VMS registration.

\r\n
\r\n\r\n
\r\n\t
Inbound Email Address
\r\n\t

Email address that the VMS emails should be configured to send to.

\r\n
\r\n\r\n
\r\n\t
Status
\r\n\t

Status of the registration.

\r\n
\r\n\r\n
\r\n\t
VMS Source
\r\n\t

Vendor Management System for this registration.

\r\n
\r\n\r\n
\r\n\t
Default Owners
\r\n\t

Selected users will be set as the owners for any {{_jobs}} created with the selected VMS Registration.

\r\n
\r\n\r\n
\r\n\t
Job Creation
\r\n\t

\r\n\t\tWhen set to \"Yes\", the system will create {{_jobs}} automatically from VMS emails when received. When set to \"No\", this setting allows for a hands on process where you can review the parsed content from the VMS email before you convert them to {{_jobs}}.

\r\n\t\tFor organizations which have a selective approach to pursuing VMS {{_jobs}}, we recommend you set this option to \"No\".\r\n\t

\r\n
\r\n\r\n
\r\n\t
Default Opportunity Type
\r\n\t

\r\n\t\tSelecting an opportunity type will determine the type of {{_job}} record which will be created from a VMS Record. You may choose from your active configured Recruiting Opportunity Types. To create a new job opportunity type please go to Settings > Basic Setup > Core Records > Jobs & Opportunities.
\r\n\t\tTemp Hire Opportunity Types are not supported at this time.\r\n\t

\r\n\t

\r\n\t\tNote: Changing the opportunity type will only effect future Opportunities, this will not retroactively change existing records.\r\n\t

\r\n
","
\r\n\t

\r\n\t\tWithholdings\r\n\t

\r\n\t

\r\n\t\tWithholdings are deductions that get subtracted from the gross pay of Paystubs. Common examples include Federal Income Taxes, Social Security, and Medicare.\r\n\t

\r\n\t{{#unless (MS_CheckAccess 31002)}} {{!This section is for manual payroll}}\r\n\t

\r\n\t\tPlease note the following:\r\n\t\t

\r\n\t

\r\n\t{{/unless}}\r\n
\r\n","
\r\n\t
\r\n\t\t
Recruiting Workflow
\r\n\t\t

\r\n\t\t\tThe Recruiting Workflow is how you track the progress of your recruiting or hiring process, from first considering a candidate to placing the\r\n\t\t\tcandidate in a job or position. Essentially, the recruiting workflow workflow is a set of stages that you move the candidate\r\n\t\t\tthrough until you either place them or reject them. You can customize how many stages are in your recruiting\r\n\t\t\tprocess and configure the requirements and actions for each stage.\r\n\t\t

\r\n\t
\r\n\t
\r\n\t\t
Employment Search Workflow
\r\n\t\t

\r\n\t\t\tThe Employment Searches workflow is like the reverse of a Recruiting Workflow. For an employment search, you already know who the candidate is,\r\n\t\t\tand you are looking for potential companies or jobs for that candidate (i.e., you are searching for employment\r\n\t\t\tfor a single person). Instead of moving {{_contacts}} through stages on a {{_job}} dashboard,\r\n\t\t\tyou are moving {{_companies}} through stages on a {{_contact}}'s Employment Search Dashboard. You can customize how many stages are in your employment search\r\n\t\t\tprocess and configure the requirements and actions for each stage\r\n\t\t

\r\n\t
\r\n\t
\r\n\t\t
Sales Stage
\r\n\t\t

\r\n\t\t\tThe Sales Stage is how you track the progress of selling your recruiting services. You can configure the stages of your sales process that your leads and opportunities will advance\r\n\t\t\tthrough. The sales process is how you track which leads turn into won or lost opportunities.\r\n\t\t

\r\n\t
\r\n\t
\r\n\t\t
Business Development Workflow Stages
\r\n\t\t

\r\n\t\t\tThe Business Development workflow is used to manage the outreach and acquisition of new prospects and ultimately\r\n\t\t\tconverting them into sales-qualified leads that are then managed by the Sales Workflow.\r\n\t\t

\r\n\t
\r\n
\r\n\r\n\r\n\r\n\r\n
\r\n\t
Stage Name
\r\n\t

\r\n\t\tPlease provide a unique name for this workflow stage\r\n\t

\r\n
\r\n\r\n
\r\n\r\n\t
Type
\r\n\t

\r\n\t\tWhat type of stage is this?
This setting controls how the stage will behave.\r\n\t

\r\n\r\n\t
\r\n\t\t\r\n\t
\r\n\t
\r\n\t\t\r\n\t
\r\n\t
\r\n\t\t\r\n\t
\r\n\t
\r\n\t\t\r\n\t
\r\n
\r\n\r\n
\r\n\t
Parent
\r\n\t

\r\n\t\tMake this stage become a sub-stage of another parent stage.\r\n\t

\r\n\t

\r\n\t\tNote: You can also click the button above\r\n\t\tthe stage list to make the selected stage become a child of the stage above it.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Color
\r\n\t

\r\n\t\tSpecify a color to use for this stage\r\n\t

\r\n
\r\n\r\n
\r\n\t
Description
\r\n\t

\r\n\t\tProvide a description of this stage\r\n\t

\r\n
\r\n\r\n
\r\n\t
Tracked Activities
\r\n\t

\r\n\t\tYou can specify a list of \"Tracked Activities\" for this stage. This will create a check list of\r\n\t\tactivities that should be completed when a candidate is in the current stage.\r\n\t

\r\n\t

\r\n\t\tFor example: You could configure your \"in progress\" stage to have track the \"interview\" and \"phone screen\"\r\n\t\tactivities. Then when you select a candidate on the board who is in the In Progress stage, you will\r\n\t\tsee a check list showing whether or not an interview or phone screen has been completed for that candidate.\r\n\t

\r\n\t

\r\n\t\tNote: This is really just a convenient shortcut to help your users remember which activities should\r\n\t\thappen in each stage. It does not actually require you to complete all tracked activities before moving the\r\n\t\tcandidate to the next stage.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Rules
\r\n\t

\r\n\t\tConfigure additional rules for this workflow stage. Rules include automatically creating an activity\r\n\t\tor sending an email whenever a candidate is moved into the stage.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Sequence
\r\n\t

\r\n\t\tThis setting controls if the stage is linked to a sequence for contact engagement. Users will be prompted to add contacts directly to the sequence when they are added to this stage. When a sequence is selected a sequencing section will be displayed on the job dashboard to show the status of contacts in the linked sequence. Contacts that are active in a sequence will need to be completed with a result or canceled before they can be moved from the sequence section.\r\n\t

\r\n\t

\r\n\t\tNote: Contacts will be added directly to the stage if moved and not added to the sequence.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Candidate Tile Style
\r\n\t

\r\n\t\tLight - Candidate tiles on the board will be a lighter shade of your chosen color with dark text.\r\n\t

\r\n\t

\r\n\t\tDark - Candidate tiles on the board will be your chosen color with white text.\r\n\t

\r\n
\r\n\r\n
\r\n\t
Show \"Related\" Contacts
\r\n\t

\r\n\t\tWhen this feature is enabled, each job board will have a \"related contacts\" section at the bottom.\r\n\t

\r\n\t

\r\n\t\tThe Related Contacts section shows a list of any contact which has activity that is regarding the current job (but where the contact is not necessarily a candidate on the job).\r\n\t

\r\n
\r\n\r\n\r\n\r\n
\r\n\t

\r\n\t\tThe number of stages you may create is determined by your Crelate subscription level.\r\n\t

\r\n\t
\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t
Startup10 stages
Business20 stages
Business Plus or Enterprise30 stages
\r\n\t
\r\n\t

\r\n\t\tIf you need more sales stages, please consider upgrading your subscription.\r\n\t

\r\n
\r\n","
\r\n
Legal Fields
\r\n

\r\n Enabling this will make Legal Entity Name and EIN available to manage on Worksites.\r\n

\r\n
\r\n\r\n
\r\n
Block PO Boxes
\r\n

\r\n Enabling this will block PO Boxes from being used for a Worksite's Address. This means that the Address used MUST be the physical location where work is to be performed. \r\n

\r\n
","\r\n
\r\n\r\n\t
Application Email Reply
\r\n\r\n\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\r\n\t\tAutomatic Email Replies\r\n\t
\r\n\r\n\t
\r\n\t\t
\r\n\t\t\t
Use this template for Job Application Responses:
\r\n\t\t\t
\r\n\t\t
\r\n\t\t
\r\n\t\t\t
Use this template for General Application Responses:
\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t
\r\n\t\tSend Failed Application message to\r\n\t\t
\r\n\t
\r\n\r\n
\r\n\r\n \r\n\r\n
\r\n\r\n\t
Application Approval
\r\n\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
Auto-Approve Applications
Assign Ownership On Approval
\r\n
","
\r\n
\r\n
\r\n\r\n","
\r\n \r\n \r\n \r\n \r\n \r\n
\r\n
IP Rule
\r\n
\r\n
\r\n
\r\n
","
\r\n\t
\r\n\t\tEmail Status:\r\n\t\t
\r\n\t
\r\n\t
\r\n\t
\r\n\t
\r\n
","
\r\n\r\n\t
\r\n\t\t
\r\n\t\t\t
Organization Name
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\t\r\n\r\n\t
\r\n\t\t
\r\n\t\t\t
Timezone
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t
\t \r\n
","
\r\n\r\n\t
Other Organization Settings
\r\n\r\n\t
\r\n\t\t
Organization Display Name
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t
\r\n\t\t
Default Time Zone
\r\n\t\t
\r\n\t
\r\n
\r\n\r\n
\r\n\t
Custom \"Research\" Urls
\r\n\t
\r\n\t\t\r\n\t\t\t{{#times 5}}\r\n\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t{{/times}}\r\n\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t
\r\n\t
\r\n\t\tExample URL: http://www.google.com/search?q={name}\r\n\t
\r\n
\r\n ","
\r\n\t
Resume Parsing
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
Parse Current Employer
Parse Current Job Title
Company Name Cleanup
\r\n
\r\n\r\n
\r\n\t
BUSINESS
\r\n\t
Premium Resume Parsing
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
Visibility
Contacts imported via Email
Parse
Full Employment History
Education History
Settings
Normalize Company Names
Normalize Job Titles
Normalize Degrees
\r\n
\r\n\r\n
\r\n\t
Chrome Parser
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t
Chrome Parser Resume Prefix
This would result in an invalid filename, please revise.
\r\n
","
\r\n\tWith an active subscription, you can gain access to job board syndication and publishing to paid job boards. Please contact sales@crelate.com for more information, or to enable this feature.\r\n
","
\r\n\t{{#if IsDisabled}}\r\n\t
\r\n\t\t
New Job Portal
\r\n\r\n\t\t
\r\n\t\t\tCrelate is launching a new version of the job portal. To make the transition easy, you can preview the new portal before you upgrade. Once you have the new portal\r\n\t\t\tconfigured just right, you can then cut over to the new portal.\r\n\t\t\t
\r\n\t\t\t\t
OK, lets get started
\r\n\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\t{{/if}}\r\n\r\n\t{{#if IsPreview}}\r\n\t
\r\n\t\t
WARNING Deprecation of Job Portal V1
\r\n\r\n\t\t
\r\n\t\t\tCrelate Job Portal V1 will be deprecated entirely and disabled in early 2025. Please update your job portal integrations to use the new web portal widget as soon as possible.\r\n\t\t\tMoving to the new job portal is simple, and you can read about its migration HERE\r\n\t\t
\r\n\t\t
\r\n\t\t\t
Upgrade to the new portal
\r\n\r\n\t\t
\r\n\t
\r\n\t{{/if}}\r\n\r\n\t
\r\n\t
\r\n\r\n
\r\n\r\n","
\r\n\r\n\t
Advanced Portal Settings
\r\n\t
\r\n\t\tDescription\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\tFooter\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\tLink to your company homepage\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\tRequire a job submission\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\tRequired fields\r\n\t\t
\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\tRequire resume attachment\r\n\t\t
\r\n\t
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\r\n\t\tRecruiter Profiles \r\n\t\t
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\r\n\t\tSocial Sharing Bar\r\n\t\t
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\r\n\t\tShow jobs as \r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\tGroup jobs by\r\n\t\t
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\r\n\t\tShow Posting Date \r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\tShow Search\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\tShow Location Filters\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\tShow Tag Filters\r\n\t\t
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\r\n\t\tSend email when someone applies\r\n\t\t
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\r\n\t
\r\n\t\t
\r\n\t\t\tSend Email to\r\n\t\t\t
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\r\n\t\t\t
\r\n\t\t
\r\n\t\t
\r\n\t\t\tAlso Email Job Owners\r\n\t\t\t
\r\n\t\t
\r\n\t\t
\r\n\t\t\tInclude Applicant's Resume\r\n\t\t\t
\r\n\t\t
\r\n\t\t
E-mail will not be sent, as there are no recipients selected.
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\r\n\r\n\t
\r\n\t\tContent width\r\n\t\t
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\r\n\t
\r\n\r\n\t
\r\n\t\tAnalytics, Tracking Pixels, Custom CSS/JS\r\n\t\t
Change settings...
\r\n\t
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\r\n\t\tShow Job Description\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\tRequire Salary / Range when publishing\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t\r\n\t\t\tPaid Job Boards Posting\r\n\t\t\r\n\t\t
\r\n\t\t{{#if IsPreview}}\r\n\t\t
Setting not available while in preview mode
\r\n\t\t
\r\n\t\t{{/if}}\r\n\t
\r\n
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\r\n\t
\r\n\t\t
\r\n\t\t\tSearch Engine Optimization\r\n\t\t\t{{#if IsPreview}}\r\n\t\t\tSEO Settings not available while in preview mode\r\n\t\t\t{{/if}}\r\n\t\t
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Compliance Settings
\r\n\t
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\r\n\t\tShow Link to Privacy Page\r\n\t\t
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\r\n\t \r\n\t
\r\n\t\tShow Consent Check-box\r\n\t\t
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\r\n\t\tConsent Terms\r\n\t\t
\r\n\t
\r\n\r\n
\r\n","
\r\n
\r\n{{#if ShowWidgetSettings}}\r\n
\r\n\r\n\t
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\r\n\t\t\t
\r\n\t\t\t\tWidget Settings\r\n\t\t\t\t{{#if DisableWidget}}\r\n\t\t\t\tWidget Settings not available while portal is Disabled\r\n\r\n\t\t\t\t{{/if}}\r\n\t\t\t
\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\tShow only\r\n\t\t\t
\r\n\t\t
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\r\n\t\t\tSelect Portal Tag\r\n\t\t\t *\r\n\t\t\t
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\r\n\t\t\tShow jobs as\r\n\t\t\t
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\r\n\t\t\tGroup jobs by\r\n\t\t\t
\r\n\t\t
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\r\n\t\t\tShow location filters\r\n\t\t\t
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\r\n\t\t\tShow tag filters\r\n\t\t\t
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\r\n\t\t\tHyperlinks open in\r\n\t\t\t
\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\tGenerated widget code (Click to copy the below code into your clipboard) \r\n\r\n\t\t\t\r\n\t\t
\r\n\t
\r\n
\r\n{{/if}}","\r\n
\r\n\tEnable Portal\r\n\t
\r\n
\r\n \r\n\r\n
\r\n
Customize the look and feel of your portal
\r\n\r\n
\r\n Header Type\r\n
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Title
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Banner Image
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No image provided yet
\r\n \r\n
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\r\n Custom Header\r\n
\r\n
\r\n\r\n
\r\n\r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n
Portal ColorsBackground:\r\n
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Accent:\r\n
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Link:\r\n
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Tile:\r\n
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\r\n\t\t\t\t\r\n\t\t\t\t\tJob Board Publishing\r\n\t\t\t\t\r\n\t\t\t\t{{#if freeBoardsAllowed}}\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t{{else}}\r\n\t\t\t\t
\r\n\t\t\t\t\tPlease contact sales@crelate.com to have access to this feature.\r\n\t\t\t\t
\r\n\t\t\t\t{{/if}}\r\n\r\n\t\t\t
\r\n\r\n\t\t\t{{#if freeBoardsAllowed}}\r\n\t\t
\r\n\t\t\t
\r\n\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t
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\r\n\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t
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\r\n\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t
\r\n\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t
\r\n\r\n\t\t\t\t
\r\n\t\t\t\t\t
Share Disposition Data with Indeed
Increased chance of highest quality applicants.
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\r\n\t\t\t\t
\r\n\r\n\t\t\t\t
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Match Application Form to Indeed Screener
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\r\n\t\t\t\t
\r\n\t\t\t\t\t Important:\r\n\t\t\t\t\tPublishing jobs to Indeed requires having an Indeed account, and Visibility\r\n\t\t\t\t\tin search results is subject to Indeed's quality review and rules.\r\n\t\t\t\t\tThis setting simply controls whether or not your jobs are made available to Indeed.\r\n\t\t\t\t
\r\n\t\t\t
\r\n\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t
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\r\n\t\t\t\t\r\n\t\t\t\t
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\r\n\t\t\t\t\r\n\t\t\t\t
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\r\n\t\t\t\t\r\n\t\t\t\t
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\r\n\t\t\t\t\r\n\t\t\t\t
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\r\n\t\t\t\t\r\n\t\t\t\t
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\r\n\t\t\t\t\r\n\t\t\t\t
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\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\tHiring Signals\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\tReports to ZipRecruiter hiring-related events regarding applications forwarded by ZipRecruiter.\r\n\t\t\t\t\t
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\r\n\t\t\t
\r\n\t\t
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\r\n\t\t\tSelect Individual Job Boards...\r\n\t\t\t{{/if}}\r\n\t\t
\r\n\r\n\t
\r\n
\r\n\r\n","
\r\n\r\n\r\n\r\n\t
\r\n\r\n\t\t
\r\n\t\t\t\r\n\t\t\t\tJob Board Publishing\r\n\t\t\t\r\n\t\t\t{{#if freeBoardsAllowed}}\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t{{else}}\r\n\t\t\t
\r\n\t\t\t\tPlease contact sales@crelate.com to have access to this feature.\r\n\t\t\t
\r\n\t\t\t{{/if}}\r\n\r\n\t\t
\r\n\r\n\t\t{{#if freeBoardsAllowed}}\r\n\t\t
\r\n\t\t\t
\r\n\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t
\r\n\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t
\r\n\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t
\r\n\r\n\t\t\t\t
\r\n\t\t\t\t\t
Opt in to Disposition Data Sharing
Received better candidate traffic
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\r\n\t\t\t\t
\r\n\t\t\t\t\t
Match Application Form to Indeed Screener
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\r\n\t\t\t\t
\r\n\t\t\t\t\t Important:\r\n\t\t\t\t\tPublishing jobs to Indeed requires having an Indeed account, and Visibility\r\n\t\t\t\t\tin search results is subject to Indeed's quality review and rules.\r\n\t\t\t\t\tThis setting simply controls whether or not your jobs are made available to Indeed.\r\n\t\t\t\t
\r\n\t\t\t
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\r\n\t\t\t\t\r\n\t\t\t\t
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\r\n\t\t\t\t\r\n\t\t\t\t
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\r\n\t\tSelect Individual Job Boards...\r\n\t\t{{/if}}\r\n\t
\r\n\r\n\r\n\r\n\r\n\t{{#if boardAccountsAllowed}}\r\n\t{{#if paidPostingDisabled}}\r\n\t
\r\n\t\tWarning: Posting to all paid job boards is currently disabled.
\r\n\t\tclick here to re-enable posting to paid job boards (this setting can also be configured in advanced setup).\r\n\t
\r\n\t{{/if}}\r\n\t{{/if}}\r\n\r\n\t
\r\n\r\n\t\t
Premium Job Board Integrations
\r\n\r\n\t\t
\r\n\t\t\t\"Dice\r\n\t\t\t
Connect your Dice account...
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\r\n\t\t\t\"CareerBuilder\"\r\n\t\t\t
Connect your CareerBuilder account...
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\r\n\t\t\t\"Monster\"\r\n\t\t\t
Connect your Monster account...
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\r\n\t\t\t\"Resume-Library\"\r\n\t\t\t
Connect your Resume-Library account...
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\r\n\t
\r\n\r\n
\r\n\r\n","
\r\n
\r\n {{#if isV3}}\r\n
\r\n
\r\n Scheduled Email:\r\n
\r\n
\r\n \r\n \r\n \r\n \r\n \r\n
\r\n Send To:\r\n \r\n
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\r\n {{/if}}\r\n
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\r\n Displayed Data:\r\n
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","
\r\n\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
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Name:
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n
","{{#if generic}}\r\n
\r\n\t
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\r\n{{/if}}\r\n\r\n{{#if onboarding}}\r\n
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\r\n
\r\n{{/if}}\r\n\r\n{{#if offboarding}}\r\n
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\r\n
\r\n{{/if}}","
\r\n\t{{!-- Blank space to pad between master detail and other controls without disjointed help text hover area --}}\r\n\t
 
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Default Template
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","
\r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n
\r\n
Api Key
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Clear API Key
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Clear API Key
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\r\n User's Webhooks:\r\n
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","
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\r\n","\r\n\r\n
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Resume Toolbox
\r\n\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
\r\n
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\r\n\t
Redact
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
Redact Email Address and Phone Number
Redact First Name
Redact Last Name
Redact Street Address
Replace with
\r\n
\r\n\r\n
\r\n\t
Clean Metadata
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t
Remove all metadata from resume
Overwrite Company Name
\r\n
\r\n\r\n
\r\n\t
Custom Branded Header
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t
Add custom branded header to resume
Custom header text
Text alignment
Custom header image\r\n\t\t\t\t\t
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Image alignment
\r\n
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Output
\r\n\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\r\n\t
File name format\r\n\t\t\t\t
\r\n\t\t\t\t
File name is not valid
\r\n\t\t\t
Document Type\r\n\t\t\t\t
\r\n\t\t\t
Set as primary resume
\r\n
","
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","
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Role Name
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* This role is system managed and cannot be deleted.
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Role Type
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\r\n\r\n\t\t{{#sections}}\r\n\t\t
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{{name}}
\r\n\t\t\t
\r\n\t\t\t\t{{#items}}\r\n\r\n\t\t\t\t{{#if childItems}}\r\n\r\n\t\t\t\t
\r\n\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t
{{label}}
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\r\n\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t{{#childItems}}\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t
{{label}}
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t{{/childItems}}\r\n\t\t\t\t\t
\r\n\r\n\t\t\t\t
\r\n\r\n\t\t\t\t{{else}}\r\n\r\n\t\t\t\t
\r\n\t\t\t\t\t
{{label}}
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\r\n\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t{{/items}}\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t\t{{/sections}}\r\n\t
\r\n
","
\r\n\t \r\n\t
\r\n
\r\n","
\r\n
Automatic Emails
\r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n
Allowed send days\r\n
\r\n
\r\n
\r\n
\r\n
\r\n
\r\n
\r\n
Start send time frame\r\n
\r\n
End send time frame\r\n
\r\n
Timezone\r\n
\r\n
\r\n
\r\n\r\n
\r\n
Sequence Contact Settings
\r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n
Allow contacts to be on more than one sequence at a time\r\n
\r\n
\r\n
","
\r\n
\r\n Please select the provider of the phone number you would like to add.\r\n \r\n \r\n {{#each phoneServices}}\r\n \r\n {{/each}}\r\n \r\n
\r\n
\r\n \r\n \r\n
\r\n
\r\n
\r\n
"," {{Name}} ","
\r\n {{#if adminTemplateView}}\r\n
\r\n
Template Owner
\r\n
\r\n
\r\n
\r\n {{/if}}\r\n\r\n
\r\n
\r\n
\r\n
\r\n\r\n
\r\n
\r\n
\r\n
\r\n\r\n {{#if textMessagingTemplatesEnabled}}\r\n
\r\n
\r\n
\r\n {{else}}\r\n {{#if currentUserAdmin}}\r\n
\r\n
Text Messaging Templates
\r\n
\r\n Upgrade to Text Messaging Plan - Level 2 to access Text Messaging Templates.\r\n
\r\n
\r\n {{else}}\r\n
\r\n
Text Messaging Templates
\r\n
\r\n Please contact your organization's administrator about access to Text Messaging Templates.\r\n
\r\n
\r\n {{/if}}\r\n {{/if}}\r\n
","
\r\n\t
\r\n\r\n\t
UPGRADE TO CRELATE BUSINESS
\r\n\t
{{feature}} requires a Crelate Business subscription
\r\n\t
\r\n\t
\r\n\t\tWhen you upgrade you will also enjoy all these additional features:\r\n\t
\r\n\t
\r\n\t\t
\r\n\t\t\t
    \r\n\t\t\t\t
  • Custom Reporting Dashboards
  • \r\n\t\t\t\t
  • EEO & GDPR Compliance Tools
  • \r\n\t\t\t\t
  • More Custom Fields
  • \r\n\t\t\t
\r\n\t\t
\r\n\t\t
\r\n\t\t\t
    \r\n\t\t\t\t
  • Advanced Security Features
  • \r\n\t\t\t\t
  • Customizable User Roles
  • \r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
UPGRADE NOW
\r\n\t
\r\n
","
\r\n
\r\n
UPGRADE TO CRELATE BUSINESS+
\r\n
{{feature}} requires a Crelate Business+ subscription
\r\n
\r\n
\r\n
UPGRADE NOW
\r\n
\r\n
","
\r\n\t
\r\n\r\n\t
UPGRADE TO CRELATE ENTERPRISE
\r\n\t
{{feature}} requires a Crelate Enterprise subscription
\r\n\t
\r\n\t
\r\n\t\tWhen you upgrade you will also enjoy all these additional features:\r\n\t
\r\n\t
\r\n\t\t
\r\n\t\t\t
    \r\n\t\t\t\t
  • Strong Password Enforcement
  • \r\n\t\t\t
\r\n\t\t
\r\n\t\t
\r\n\t\t\t
    \r\n\t\t\t\t
  • IP Access Controls
  • \r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n\t
\r\n\t\t
UPGRADE NOW
\r\n\t
\r\n
","
\r\n\t\r\n\t\t{{#if isFormRequest}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t{{/if}}\r\n\t\t\r\n\t\t\t\r\n\t\t\t{{#if dynamicUrl}}\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t{{else}}\r\n\t\t\t\r\n\t\t\t{{/if}}\r\n\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t{{#unless isFormRequest}}\r\n\t\t\t\r\n\t\t\t{{/unless}}\r\n\t\t\r\n\t
\r\n\t\t\t\tForm Type:\r\n\t\t\t\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\tAddress:\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t\tText:\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t
\r\n
","
\r\n\t \r\n\t
\r\n\t\t
\r\n\t\t\t
API Access
\r\n\t\t
\r\n\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t
Enable API Access\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t
My API Key \r\n\t\t\t\t\t\t\r\n\t\t\t\t\t
Regenerate New Key
\r\n\t\t
\r\n\t \r\n
\r\n","
\r\n\r\n\t
\r\n\r\n\t\t
Email Connections
\r\n\r\n\t\t
\r\n\t\t\t{{#items}}\r\n\t\t\t
\r\n\t\t\t\t{{#if SharedFromOtherUser}}\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t{{Username}}\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\tThis email connection was shared by {{UserId.Title}}\r\n\t\t\t\t
\r\n\t\t\t\t{{else}}\r\n\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t{{Username}}\r\n\r\n\t\t\t\t\t\t{{#if IsPrimary}}\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t{{else}}\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t\t\t{{#ifequals CredentialTypeId.Id ../credentialTypeIdToUpgrade}}\r\n\t\t\t\t\t\t{{#unless Inactive}}\r\n\t\t\t\t\t\t
Re-authorize
\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t

\r\n\t\t\t\t\t\t\t\t\tAs of 11/1/2022, the Office 365 email option is deprecated and users will need to reauthorize their credentials using a Microsoft connection instead.\r\n\t\t\t\t\t\t\t\t

\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t{{/unless}}\r\n\t\t\t\t\t\t{{/ifequals}}\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\r\n\t\t\t\t{{#if Inactive}}\r\n\t\t\t\t
Re-authorize
\r\n\t\t\t\t{{else}}\r\n\t\t\t\t
\r\n\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t
Delete
\r\n\t\t\t\t{{/if}}\r\n\t\t\t
\r\n\t\t\t{{/items}}\r\n\r\n\t\t\t{{#if items.length}}\r\n\t\t\t
Add Another Email Connection...
\r\n\t\t\t{{else}}\r\n\t\t\t
\r\n\t\t\t\tConnect Crelate to your email account to be able to send email to candidates directly from Crelate.\r\n\t\t\t\t
You do not have any email connections yet.
\r\n\r\n\t\t\t
\r\n\r\n\t\t\t
Add Email Connection...
\r\n\t\t\t
\r\n\t\t\t{{/if}}\r\n\t\t
\r\n\t
\r\n\r\n
\r\n","
\r\n\r\n\t{{#if careerSearchActivated}}\r\n\t
\r\n\t\t
\r\n\t\t\t\r\n\t\t\t{{{featurebadge \"biz\" \"CareerBuilder\"}}}\r\n\t\t
\r\n\t\t{{#if careerBuilderSearchAccount}}\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\tConnected to CareerBuilder Account\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t
Disconnect
\r\n\t\t\t
\r\n\t\t
\r\n\t\t{{else}}\r\n\t\t
Link your CareerBuilder Search Account
\r\n\t\t{{/if}}\r\n\t
\r\n\t{{/if}}\r\n\r\n\t{{#if checkrAvailable}}\r\n\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t
\r\n\t\t\t{{{featurebadge \"biz\" \"Checkr\"}}}\r\n\t\t
\r\n\t\t{{#if checkrAccount}}\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\tConnected to Checkr account: {{checkrAccount.AccountName}}\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t
Disconnect
\r\n\t\t\t
\r\n\t\t
\r\n\t\t{{else}}\r\n\t\t
\r\n\t\t\t

Checkr allows you to order background checks on your candidates.

\r\n\t\t
\r\n\t\t
Link your Checkr Account
\r\n\t\t{{/if}}\r\n\t
\r\n\t{{/if}}\r\n\r\n\t{{#if diceSearchActivated}}\r\n\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t
\r\n\t\t\t{{{featurebadge \"biz\" \"Dice Search\"}}}\r\n\t\t
\r\n\t\t{{#if diceSearchAccount}}\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\tConnected to DiceSearch Account: {{diceSearchAccount.Username}}\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t
Disconnect
\r\n\t\t\t
\r\n\t\t
\r\n\t\t{{else}}\r\n\t\t
Link your Dice Search Account
\r\n\t\t{{/if}}\r\n\t
\r\n\t{{/if}}\r\n\r\n\t{{#if workAuthorizationAvailable}}\r\n\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t
\r\n\t\t
\r\n\t\t{{#if eVerifyActive}}\r\n\t\t{{#if eVerifyAccount}}\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\tConnected to E-Verify account: {{eVerifyAccount.Username}}{{#if eVerifyAccountExpired}} Login Expired{{/if}}\r\n\t\t\t\t\t
\r\n\t\t\t\t\t{{#if eVerifyAccountExpired}}\r\n\t\t\t\t\t
Refresh your E-Verify Account
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t
\r\n\t\t\t\t
Deactivate
\r\n\t\t\t
\r\n\t\t
\r\n\t\t{{else}}\r\n\t\t
\r\n\t\t\t

E-Verify allows you to perform employment eligibility verifications.

\r\n\t\t
\r\n\t\t
Link your E-Verify Account
\r\n\t\t{{/if}}\r\n\t\t{{else}}\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\tService is currently unavailable.\r\n\t\t\t
\r\n\t\t
\r\n\t\t{{/if}}\r\n\t
\r\n\t{{/if}}\r\n\r\n\t{{#if eSignatureAvailable}}\r\n\t
\r\n\t\t
\r\n\t\t\t\r\n\t\t
\r\n\t\t
\r\n\t\t{{#if hellosignCredential}}\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\tConnected to Dropbox Sign account: {{hellosignCredential.Username}}\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t
Disconnect
\r\n\t\t\t
\r\n\t\t
\r\n\t\t{{else}}\r\n\t\t{{#if eSigBYODisabled}}\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t

You're utilizing Crelate E-Signature. In order to bring your own Dropbox Sign account, you must turn off Crelate E-Signature.\r\n\t\t\t

\r\n\t\t
\r\n\t\t{{else}}\r\n\t\t
Bring your own Dropbox Account
\r\n\t\t{{/if}}\r\n\t\t{{/if}}\r\n\t
\r\n\t{{/if}}\r\n\r\n\t{{#if resumeLibraryActive}}\r\n\t
\r\n\t\t
\r\n\t\t\t\r\n\t\t
\r\n\t\t{{#if resumeLibraryAccount}}\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\tConnected to Resume-Library account: {{resumeLibraryAccount.Username}}\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t
Disconnect
\r\n\t\t\t
\r\n\t\t
\r\n\t\t{{else}}\r\n\t\t
Link your Resume-Library Account
\r\n\t\t{{/if}}\r\n\t
\r\n\t{{/if}}\r\n\r\n\t
\r\n\t\t
\r\n\t\t\t\r\n\t\t
\r\n\t\t{{#if logicMelonAccount}}\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\tConnected to LogicMelon account: {{logicMelonAccount.Username}}\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t
Delete
\r\n\t\t\t
\r\n\t\t
\r\n\t\t{{else}}\r\n\t\t
Link your LogicMelon Account
\r\n\t\t{{/if}}\r\n\t
\r\n\r\n\t{{#if ringCentralAvailable}}\r\n\t
\r\n\t\t
\r\n\t\t\t\r\n\t\t
\r\n\t\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t
Enabled\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
Enable Widget\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
Send Text Messages via\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\r\n\t\t
\r\n\t\t\t
Link your RingCentral Account
\r\n\t\t
\r\n\t
\r\n\t{{/if}}\r\n\r\n\r\n\t{{#if zoomAvailable}}\r\n\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t
\r\n\t\t\t{{{featurebadge \"beta\" \"Zoom\"}}}\r\n\t\t\t{{{featurebadge \"bizplus\" \"Zoom\"}}}\r\n\t\t
\r\n\t\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t
Enabled Integration\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
Enable UI Widget\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
Send Text Messages via\r\n\t\t\t\t\t\t\t
\r\n\r\n\t\t\t\t\t\t\t
Zoom does not currently support texting via partners.
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t\t{{#if bizPlusOrHigher}}\r\n\t\t
\r\n\t\t\t
Link your Zoom Account
\r\n\t\t
\r\n\t\t
\r\n\t\t\tYour connect with Zoom has expired and needs to be reauthorized.\r\n\t\t\t
Reauthorize Zoom Account
\r\n\t\t
\r\n\r\n\t\t{{else}}\r\n\t\t
Zoom integration is available with Business Plus and higher.
\r\n\t\t{{/if}}\r\n\t
\r\n\t{{/if}}\r\n\r\n\r\n\t{{#if sparkHireAvailable}}\r\n\t
\r\n\t\t
\r\n\t\t\tSpark Hire\r\n\t\t\t\r\n\t\t
\r\n\t\t{{#if sparkHireAccount}}\r\n\t\t
\r\n\t\t\t
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Disconnect
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Link your Spark Hire Account
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Zapier allows you to integrate Crelate with 1500+ web services to perform lightweight automated tasks. Using triggers and actions from your integral apps, Zapier can help to automate components of your Crelate workflow.

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Get Started
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Zapier allows you to integrate Crelate with 1500+ web services to perform lightweight automated tasks. Using triggers and actions from your integral apps, Zapier can help to automate components of your Crelate workflow.

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Get started

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Connect your favorite Apps with Crelate. Follow these four easy steps

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  1. Get familiar with Zapier
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  3. Sign up with Zapier (It's Free)
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  5. Enable your Crelate API key
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  7. Create your first Zap + watch video
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Useful links

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Templates to get you started

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View More Templates
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This feature is provided “as is” without any warranty expressed or implied. Crelate only supports Crelate provided Triggers and Actions. Crelate is not responsible for customer created Zaps or third party Triggers, Actions and Integrations. Crelate Zapier templates are provided for educational purposes only and are not supported by the Crelate Support. Please contact Zapier Support, your own development professional or Crelate Sales for custom development options.
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UPGRADE TO CRELATE BUSINESS
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Zapier requires API access and a Crelate Business subscription
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\r\n\t\t\t\t\t\tWhen you upgrade you will also enjoy all these additional features:\r\n\t\t\t\t\t
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  • Custom Reporting Dashboards
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UPGRADE NOW
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Reminders
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Enable Reminders
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In App Notifications
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Enable Notifications
Remove Dismissed Notifications
@ Mention Notifications
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Other Notifications
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Client Portal Feedback
Form Request Completed\r\n\t\t\t\t\t
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Email Notifications
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Activity assigned to you
Emailed Resume Confirmations\r\n\t\t\t\t\t
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Client Portal Feedback
Email Frequency\r\n\t\t\t\t\t
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Rejected Timekeeping Item
Late Time Card
Time Card Due Soon
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Emails From Crelate
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Weekly Activity Report
Crelate News
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User Interface Preferences
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Number of {{formatMetadata \"{_Jobs.DisplayNamePlural}\"}} to show on {{formatMetadata \"{_Contacts.DisplayNamePlural}\"}}\r\n\t\t\t\t\t\t
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Number of {{formatMetadata \"{_Jobs.DisplayNamePlural}\"}} to show on {{formatMetadata \"{_Accounts.DisplayNamePlural}\"}}\r\n\t\t\t\t\t\t
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Advanced Configuration Settings
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Force Native PDF Viewer
Disable Office Online integration
Remove \"+1\" from Click-To-Call Links
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tel
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User Details
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First Name
Last Name
Initials
Time Zone\r\n\t\t\t\t\t
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Display Color
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Email Signature
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Portal Profile
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Phone Number
Address
Job Title
Profile Image\r\n\r\n\t\t\t\t\t\r\n\r\n\t\t\t\t\t
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Login Details
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Login ID : {{username}}\r\n\t\t\t\t\t
Change Login
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Change Password
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Two-Factor Authentication
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Enter Password to Configure
Verify
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Enable\r\n\t\t\t\t\t\t
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Email

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Not Verified 

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Verified 

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Verified 

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Candidate Tile Style
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Show \"Related\" contacts
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Step 1

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Step 2

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Step 3

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Tell us a little about yourself

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Show Password
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Tell us a little about your company

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Trial Details

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Please provide a unique name for your organization:
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\r\n\t\t\t\t\tCrelate uses this name to identify your organization. For example, the URL of your Crelate Job Portal will be\r\n\t\t\t\t\thttps://jobs.crelate.com/portal/[your org name].
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Loading...

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Oh no! This Org Name is already in use, please choose another.
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Thank you

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\r\n\t\t\tThank you for signing up for a trial of Crelate! An email will arrive in your inbox to complete your registration. If you don't receive it, please check your junk mail. If you have problems logging in please email us at support@crelate.com Thanks!\r\n\t\t
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One more step...

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\r\n\t\t\tPlease contact our support team to assist you in setting up your Crelate Account.\r\n\t\t
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One moment as we set things up...
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\r\n Upgrade to {{{type}}} to use this feature\r\n
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\r\n To upgrade, please contact our sales department at {{{getMailToHtml \"sales@crelate.com\" true}}}.\r\n

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\r\n\t\tUpgrade to Crelate {{LicenseType}} to access {{Feature}}!\r\n\t
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\r\n\t\tTo upgrade to Crelate {{LicenseType}}, please contact our sales department at {{{getMailToHtml \"sales@crelate.com\" true}}}.\r\n\t

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UPGRADE TO CRELATE {{licenseLevel}}
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UPGRADE NOW
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UPGRADE TO CRELATE PROFESSIONAL
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Unlimited Crelate Portal Publishing requires a Crelate Professional subscription
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\r\n\t\t\t\tYour free trial of Crelate allows up to {{jobCount}} {{_job}}(s) published to the portal at a time.\r\n\t\t\t\t

\r\n\t\t\t\t\tThe Crelate Portal is a public website listing all of your open jobs.\r\n\t\t\t\t\tApplicants can view job descriptions and apply for a job by submitting their resumes.\r\n\t\t\t\t

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  • Publish jobs on the portal
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  • \r\n\t\t\t\t\t\t\tAutomatically post your jobs to various free or paid job boards, including...\r\n\t\t\t\t\t\t\t
      \r\n\t\t\t\t\t\t\t\t
    • Indeed
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UPGRADE NOW
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\r\n\t\t\t\t\tQuestions? Please contact our sales department at sales@crelate.com.\r\n\t\t\t\t

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\r\n Upgrade to Crelate Professional to publish jobs to your Crelate job portal!\r\n
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\r\n Your job portal must first be enabled and configured before you can publish jobs to your Crelate job portal!\r\n
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\r\n The Crelate Portal is a public website listing all of your open jobs.\r\n Applicants can view job descriptions and apply for a job by submitting their resumes.\r\n

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\r\n {{#if purchase}}\r\n

\r\n To publish jobs to the Crelate portal, please contact our sales department at {{{getMailToHtml \"sales@crelate.com\" true}}}.\r\n

\r\n {{/if}}\r\n {{#if enable}}\r\n

\r\n To configure the Crelate job portal, please click Portal Settings in the Settings section.\r\n

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\r\n\t\t{{#if HasPurchased}}\r\n\t\tPlease contact crelate support to complete your setup or wait until the trial period has elapsed.\r\n\t\t{{else}}\r\n\t\tTo setup your account, please provide your information in the Purchase page of your Settings.\r\n\t\t{{/if}}\r\n\t

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\r\n\t\t\t{{else}}\r\n\t\t\tAttached a file that has since been deleted\r\n\t\t{{/if}}\r\n
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Assign to\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t
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Attendees\r\n\t\t\t\t\t\t\t
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Suggested Attendees:
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Placed {{_Contact}} *\r\n\t\t\t\t\t\t\t{{! ParentId }}\r\n\t\t\t\t\t\t\t
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Track as\r\n\t\t\t\t\t\t\t
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{{EntityMetadata \"_Placements\" \"DisplayName\"}} Status\r\n\t\t\t\t\t\t\t
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\r\n\t\t\t\tSend an email with additional instructions to all attendees EXCEPT for .\r\n\t\t\t
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Cancel
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Save & Send
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\r\n\t\t{{#if DuplicateOfId}}\r\n\t\tThis {{formatMetadata \"{_Contacts.DisplayName}\" true}} appears to be a duplicate of {{DuplicateOfName}}.\r\n\t\tWould you like to\r\n\t\t\r\n\t\t\tmerge with {{DuplicateOfName}}\r\n\t\t\r\n\t\tor\r\n\t\t\r\n\t\t\tmark as not a duplicate\r\n\t\t?\r\n\t\t{{else}}\r\n\t\tThis {{formatMetadata \"{_Contacts.DisplayName}\" true}} appears to be a duplicate.\r\n\t\tWould you like to \r\n\t\t\tmark as not a duplicate\r\n\t\t?\r\n\t\t{{/if}}\r\n\t
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\r\n\t{{#if JobId.Title}}\r\n\t\t{{JobId.Title}}\r\n\t{{else if Name}}\r\n\t\t{{Name}}\r\n\t{{else}}\r\n\t\tGeneral\r\n\t{{/if}}\r\n
\r\n\r\n","\r\n\t {{DisplayName}}\r\n","
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First Name:
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\r\n\t\t\t\t\t\t\tParent: \r\n\t\t\t\t\t\t\t{{template.targetEntity.Title}} \r\n\t\t\t\t\t\t\t|\r\n\t\t\t\t\t\t
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{{template.fileSize}}
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\r\n\t\t\t\t\t{{#if template.attachmentTypeDetails.Icon}}\r\n\t\t\t\t\t\r\n\t\t\t\t\t{{else}}\r\n\t\t\t\t\t\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t
\r\n\r\n\t\t\t\t{{#if template.hasDocument}}\r\n\t\t\t\t
Attachment
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No Attachment
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\r\n\t\t\tThis artifact has been locked from further editing because it has been {{template.lockReason}}\r\n\t\t
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\r\n\t{{/if}}\r\n\t{{#if template.attachmentTypeDetails.IsAdvancedType}}\r\n
\r\n\t{{#if template.editMode}}\r\n\t{{#if template.showActionBar}}\r\n\t{{#if template.attachmentTypeDetails.HasVerification}}\r\n\t{{#if template.canVerify}}\r\n\t{{#unless template.isVerified}}\r\n\t
\r\n\t\t\r\n\t\tVerify\r\n\t
\r\n\t{{/unless}}\r\n\t{{/if}}\r\n\t{{/if}}\r\n\t{{#if template.canRevoke}}\r\n\t{{#unless template.isRevoked}}\r\n\t
\r\n\t\t\r\n\t\tRevoke\r\n\t
\r\n\t{{/unless}}\r\n\t{{/if}}\r\n\t{{#if template.canCancel}}\r\n\t{{#unless template.isCancelled}}\r\n\t
\r\n\t\t\r\n\t\tCancel\r\n\t
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\r\n\t{{else}}\r\n\t{{#if template.showStatus}}\r\n\t
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\r\n\t\t\t{{template.statusTitle}}\r\n\t\t
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\r\n\t{{/if}}\r\n\t{{/if}}\r\n\t{{#unless template.showHeader}}\r\n\t
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Name
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\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\r\n\t\t\t\t\t\t\t{{#attributes}}\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t{{#if multiPassItem}}\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t{{/if}}\r\n\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t{{/attributes}}\r\n\r\n\t\t\t\t\t\t
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\r\n\t\t\t\t\t\t\t\t\t\t{{displayName}}\r\n\r\n\t\t\t\t\t\t\t\t\t\t{{#if isEncrypted}}\r\n\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t\t\t\t\t
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\r\n\t\t\t\t\t\t\t\t\t {{categoryName}}\r\n\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t
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\r\n\t\t\t\t{{/sections}}\r\n\r\n\t\t\t\t{{#if template.attachmentTypeDetails.HasExpiration}}\r\n\t\t\t\t
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Expires On
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\r\n\r\n\t\r\n\t\t\r\n\t\r\n\t\r\n\t\t\r\n\t\r\n\t\r\n\t\r\n\r\n\t\r\n\t\r\n\r\n\t\r\n\t\r\n\t{{#if showRequiredToggle}}\r\n\t\r\n\t\t\r\n\t\tSelect to make this field required on your form. When required, users will not be able to save the form until the required fields are filled out. Note: we recommend using this feature sparingly to ensure the quality of data being entered into your Crelate instance. Learn more here.\r\n\t\r\n\t\r\n\t{{/if}}\r\n\r\n
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{{VerbName}} Completed:
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Follow-up {{VerbName}} Scheduled for:
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Cancel
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Complete & Follow-up
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\r\n\t\t\t\t\t\t\t{{displayName}}\r\n\t\t\t\t\t\t\t{{#if required}} *{{/if}}\r\n\r\n\t\t\t\t\t\t\t{{#if tooltipText}}\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t\t
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{{displayName}}\r\n\t\t\t\t\t\t\t\t
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New {{entityDisplayName}}:
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\r\n\r\n{{/ifgreaterthanzero}}\r\n\r\n{{#attributes}}\r\n\r\n{{#ifequals width 2}} {{!-- Double-width field --}}\r\n\r\n{{#close}}{{/close}} {{!-- close any open TR tag --}}\r\n\r\n\r\n\t\r\n\t\t
\r\n\t\t\t{{displayName}}\r\n\r\n\t\t\t{{#if isEncrypted}}\r\n\t\t\t\r\n\t\t\t{{/if}}\r\n\r\n\t\t\t{{#if required}}\r\n\t\t\t *\r\n\t\t\t{{/if}}\r\n\r\n\t\t
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\r\n\t\r\n\r\n\r\n{{else}} {{!-- single width field --}}\r\n\r\n{{!-- if col # is 0 then close any open TR tag and open a new TR --}}\r\n{{#ifequals col 0}}\r\n{{#close}}{{/close}}\r\n{{#open}}{{/open}}\r\n\t{{/ifequals}}\r\n\r\n\t{{!-- if col # is 1 then add a cell to just give some space between the left and right columns --}}\r\n\t{{#ifequals col 1}}\r\n\t\r\n\t{{/ifequals}}\r\n\r\n\t{{!-- if this cell is a blank space then just render an empty cell --}}\r\n\t{{#ifequals name \"space\"}}\r\n\t\r\n\t{{else}}\r\n\t\r\n\t\t
\r\n\t\t\t{{displayName}}\r\n\r\n\t\t\t{{#if isEncrypted}}\r\n\t\t\t\r\n\t\t\t{{/if}}\r\n\r\n\t\t\t{{#if required}}\r\n\t\t\t *\r\n\t\t\t{{/if}}\r\n\t\t
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\r\n\t\r\n\t{{/ifequals}}\r\n\r\n\t{{/ifequals}}\r\n\r\n\t{{/attributes}}\r\n\r\n\t{{!-- we're done. close any open TR tag --}}\r\n{{#close}}{{/close}}\r\n\r\n{{/sections}}","
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Other Actions
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\r\n\t\t\tCompany:\r\n\t\t\r\n\t\t\t{{CompanyName}}\r\n\t\t\r\n\t\t\tOwners:\r\n\t\t\r\n\t\t\t{{{Owners}}}\r\n\t\t\r\n\t\t\tOpportunity Type:\r\n\t\t\r\n\t\t\t{{OpportunityType}}\r\n\t\t
\r\n\t\t\tTotal Exp. Value:\r\n\t\t\r\n\t\t\t{{TotalExpectedValue}}\r\n\t\t\r\n\t\t\tExp. Close:\r\n\t\t\r\n\t\t\t{{ExpectedCloseDate}}\r\n\t\t\r\n\t\t\tShow on board:\r\n\t\t \r\n\t\t\t{{Show}} \r\n\t\t
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\r\n ${Name}\r\n
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\r\n \r\n
\r\n
\r\n ${PhoneNumber}\r\n
\r\n
\r\n ${CityState}\r\n
\r\n
\r\n ${CurrentPosition}\r\n
\r\n
\r\n
","
\r\n\tdetails\r\n
\r\n
"," \r\n
\r\n
","
\r\n\t
\r\n\t\tChange Taxonomy\r\n\t
\r\n
","\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\t{{#if IsAdmin}}\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\t\r\n\t\t\r\n\t\r\n\t{{#if Subscription}}\r\n\t\r\n\t\t\r\n\t\t\r\n\t\r\n\t{{/if}}\r\n\t{{else}}\r\n\t\t{{#if IsReadonly}}\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t{{/if}}\r\n\t{{/if}}\r\n
Login URL:https://{{OrgName}}.crelate.com/
License Type:{{LicenseType}}
 
Subscription:{{{Subscription}}}
 
Subscription:Crelate is currently in Read-only mode. Please contact your Crelate Administrator to confirm the subscription information.
","
\r\n\t
\r\n\t\t
\r\n\t\t
\r\n\t\t\t{{name}}\r\n\t\t\t{{#if showDueOn}}\r\n\t\t\t  Due {{dueOn}}\r\n\t\t\t{{/if}}\r\n\t\t
\r\n\t
\r\n\r\n\t
\r\n\t\t
\r\n\t\t\t{{{ratingHtml}}}\r\n\t\t
\r\n\t\t
{{status}}
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t{{progressPercent}}%\r\n\t\t\t
\r\n\t\t
\r\n\t
\r\n
","
\r\n\tPortal / Publishing Status\r\n
\r\n\r\n\t\r\n\r\n\t\t{{#if published}}\r\n\t\t\r\n\t\t{{else}}\r\n\t\t\r\n\t\t{{/if}}\r\n\r\n\t\t{{#if freeBoards}}\r\n\t\t\r\n\t\t{{else}}\r\n\t\t\r\n\t\t{{/if}}\r\n\r\n\t\t{{#if paidBoards}}\r\n\t\t\r\n\t\t{{else}}\r\n\t\t\r\n\t\t{{/if}}\r\n\r\n\t\r\n
\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\tPublished
to Portal
\r\n\t\t\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\tNot Published
to Portal
\r\n\t\t\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t{{#if expired}}\r\n\t\t\t\t\r\n\t\t\t\t{{else}}\r\n\t\t\t\t\r\n\t\t\t\t{{/if}}\r\n\t\t\t\tPublished to {{freeBoardCount}}
Free Job Boards
\r\n\t\t\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\tNot Published to
Free Job Boards
\r\n\t\t\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t{{payedBoardCount}} Sponsored
Job Boards
\r\n\t\t\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\tNo Sponsored
Job Boards
\r\n\t\t\t
\r\n\t\t
\r\n\r\n{{#if publishNag}}\r\n
\r\n\t  Publish this job
to start getting applications\r\n\r\n\t
^
\r\n\t
(
\r\n\r\n
\r\n{{/if}}\r\n{{#if postNag}}\r\n
\r\n\tYou could be getting more\r\n\t
    candidates with a
sponsored job posting\r\n\r\n\t
^
\r\n\t
)
\r\n
\r\n{{/if}}\r\n","
\r\n\t
\r\n\t\tLoading\r\n\t
\r\n\t
\r\n\r\n\t\t
\r\n\r\n\r\n\t\t\t
\r\n\t\t\t\t
Select Your Plan
\r\n\r\n\t\t\t\t
\r\n\t\t\t\t\t \r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t Business\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\tFor business-strength recruiting.
\r\n\t\t\t\t\t\t\t\tThe tools recruiting teams need.\r\n\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t
    \r\n\t\t\t\t\t\t\t\t
  • Full Recruiting CRM
  • \r\n\t\t\t\t\t\t\t\t
  • Advanced Security & Auditing
  • \r\n\t\t\t\t\t\t\t\t
  • Advanced Analytical Reports
  • \r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t Business Plus\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\tFor business-strength recruiting.
\r\n\t\t\t\t\t\t\t\tThe tools recruiting teams need.\r\n\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t
    \r\n\t\t\t\t\t\t\t\t
  • Customizable Automated Sequences
  • \r\n\t\t\t\t\t\t\t\t
  • Branded Client Portals
  • \r\n\t\t\t\t\t\t\t\t
  • Additional Customization Options
  • \r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t Best Value!\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\r\n\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t Enterprise\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\tFor businesses with specialized
recruiting requirements.\r\n\r\n\t\t\t\t\t\t\t
\r\n\r\n\t\t\t\t\t\t\t
    \r\n\t\t\t\t\t\t\t\t
  • Bespoke solutions and services
  • \r\n\t\t\t\t\t\t\t\t
  • Named Customer Success Manager
  • \r\n\t\t\t\t\t\t\t\t
  • Guaranteed uptime and SLA
  • \r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\r\n\t\t\t\t
\r\n\t\t\t\t\tNeed help deciding? See our pricing page, or contact sales@crelate.com.\r\n\t\t\t\t
\r\n\t\t\t
\r\n\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\tCrelate Omni\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\tAdds powerful Hire and Deliver modules to Crelate to suit your business needs.\r\n\t\t\t\t\tAll work together and build off of Sales & Recruiting to seamlessly complete the\r\n\t\t\t\t\trecruiting and staffing lifecycle.\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\tCrelate® Hire\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\tHiring & Onboarding\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\tInterview and on-board employees in a breeze. Adds key features such as interview management, onboarding checklists, and more to support hiring and onboarding best practices.\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\tCrelate® Deliver\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\tDelivery & Back Office\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\tSupports delivery of talent. Track time and expense, send invoices, and export payable items all within Crelate.\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\tContact sales@crelate.com to learn more and purchase these modules.\r\n\t\t\t\t
\r\n\t\t\t
\r\n\r\n\t\t\t
\r\n\t\t\t\tPlease contact Crelate Sales for information about purchasing enterprise licenses.
\r\n\t\t\t\tEmail: sales@crelate.com
\r\n\t\t\t\tPhone: 443.569.8262\r\n\t\t\t
\r\n\t\t\t \r\n\t\t\t
\r\n\t\t\t\t
Select Number of Users (Crelate Business Plus Licenses)
\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t
User Licenses\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t\t \r\n\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\t* plus any applicable sales tax. All prices shown are in USD.\r\n\t\t\t\t\t\t
\r\n\t\t\t
\r\n\r\n\t\t\t
\r\n\t\t\t\t \r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t
\r\n\t\t\t\t
\r\n\r\n\t\t\t\t
PURCHASE
\r\n\t\t\t
\r\n\t\t\t \r\n\t\t
\r\n\t
\r\n
\r\n","
\r\n\t
\r\n\t\tYour organization activation is pending action by your Crelate administrator.\r\n\t
\r\n
","
\r\n\r\n\t
\r\n\t\t
\r\n\t
\r\n\r\n
","
\r\n\t
\r\n\t\t
Your Subscription
\r\n\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t{{#if Interval}}\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t{{/if}}\r\n\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\r\n\t\t\t{{#if SubscriptionIssues}}\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\r\n\t\t\t{{/if}}\r\n\r\n\t\t
Organization Name{{OrganizationName}}
Login Url{{LoginUrl}}
Subscription Level{{SubscriptionLevelName}}
Subscription Status\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t{{OrgStatusName}}\r\n\t\t\t\t\t\r\n\t\t\t\t
Subscription Period\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t{{Interval}} (Next billing date: {{NextBillingDate}})\r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t\t\tOpen Billing Portal   \r\n\t\t\t\t\tDownload W9 Form\r\n\t\t\t\t\t
\r\n\r\n\t\t\t\t\t
\r\n\t\t\t\t
{{SubscriptionIssues}}
\r\n\r\n\t\t
Users
\r\n\t\t
\r\n\t\t\t
Standard Users
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t{{FullUserLimit}} User Licenses ({{UserCount}} used, {{AvailableUserLicenses}} available)\r\n\t\t\t\t\t{{#ifequals ProductFamily \"crelate\"}}\r\n\t\t\t\t\tChange License Quantity...\r\n\t\t\t\t\t{{else}}\r\n\t\t\t\t\t{{#unless IsOmni}} Change License Quantity...{{/unless}}\r\n\t\t\t\t\t{{#if IsOmni}}   *includes {{FlexUsers}} flex users {{/if}}\r\n\t\t\t\t\t{{/ifequals}}\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t\t{{#if FlexUserLimit}}\r\n\t\t
\r\n\t\t\t
Flex Users
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t{{FlexUserLimit}} Flex User Licenses ({{FlexUserCount}} used, {{AvailableFlexUserLicenses}} available)\r\n\t\t\t\t\t{{#ifequals ProductFamily \"crelate\"}}\r\n\t\t\t\t\tChange License Quantity...\r\n\t\t\t\t\t{{/ifequals}}\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t\t{{/if}}\r\n\t\t{{#if EmployeeUserLimit}}\r\n\t\t{{#ifequals ProductFamily \"crelate\"}}\r\n\t\t
\r\n\t\t\t
Workers
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t{{! While this says EmployeeUserLimit, this is actually the active worker limit. Reusing the property to reduce breaking changes. }}\r\n\t\t\t\t\t{{formatNumber EmployeeUserLimit \"n0\"}} Monthly Active Users\r\n\t\t\t\t\t{{#ifequals ProductFamily \"crelate\"}}\r\n\t\t\t\t\tChange Commitment...\r\n\t\t\t\t\t{{/ifequals}}\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t\t{{else}}\r\n\t\t
\r\n\t\t\t
Workers
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t{{formatNumber EmployeeUserLimit \"n0\"}} Licenses ({{formatNumber EmployeeUserCount \"n0\"}} used, {{formatNumber EmployeeUserAvailable \"n0\"}} available)\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t\t{{/ifequals}}\r\n\t\t{{/if}}\r\n\r\n\t\t{{#if Usage.length}}\r\n\t\t
Add-on Modules
\r\n\t\t{{#each Usage}}\r\n\t\t{{#if Visible}}\r\n\t\t
\r\n\t\t\t
{{Name}}
\r\n\t\t\t
\r\n\t\t\t\t
{{TierName}}
\r\n\t\t\t\t{{#if PurchasedLicenses}}\r\n\t\t\t\t
\r\n\t\t\t\t\t{{PurchasedLicenses}} Total Licenses ({{UsedLicenses}} used, {{AvailableLicenses}} available)\r\n\t\t\t\t\t{{#if AllowChangingQuantity}}\r\n\t\t\t\t\tChange License Quantity...\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t
\r\n\t\t\t\t{{/if}}\r\n\t\t\t\t{{#if Usage.length}}\r\n\t\t\t\t
\r\n\t\t\t\t\t
Current Usage:
\r\n\t\t\t\t\t{{#each Usage}}\r\n\t\t\t\t\t
{{{this}}}
\r\n\t\t\t\t\t{{/each}}\r\n\t\t\t\t
\r\n\t\t\t\t{{/if}}\r\n\t\t\t
\r\n\t\t
\r\n\t\t{{/if}}\r\n\t\t{{/each}}\r\n\t\t{{/if}}\r\n\t
\r\n\r\n\t
\r\n\t\t
\r\n\t\t\tCrelate Omni\r\n\t\t
\r\n\t\t
\r\n\t\t\tAdds powerful Hire and Deliver modules to Crelate to suit your business needs.\r\n\t\t\tAll work together and build off of Sales & Recruiting to seamlessly complete the\r\n\t\t\trecruiting and staffing lifecycle.\r\n\t\t
\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\tCrelate® Hire\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\tHiring & Onboarding\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\tInterview and on-board employees in a breeze. Adds key features such as interview management, onboarding checklists, and more to support hiring and onboarding best practices.\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\tCrelate® Deliver\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\tDelivery & Back Office\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\tSupports delivery of talent. Track time and expense, send invoices, and export payable items all within Crelate.\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t\t
\r\n\t\t\tContact support@crelate.com to learn more and purchase these modules.\r\n\t\t
\r\n\t
\r\n\r\n\r\n\r\n\r\n\r\n\r\n\t{{#each Catalog}}\r\n\t
\r\n\t\t
\r\n\t\t\t{{Name}}\r\n\t\t\t{{#if Beta}}\r\n\t\t\t
\r\n\t\t\t\tBETA\r\n\t\t\t
\r\n\t\t\t{{/if}}\r\n\t\t
\r\n\r\n\t\t{{#if UpgradeTo}}\r\n\t\t
\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t
UPGRADE TO {{UpgradeTo}}
\r\n\t\t\t\t\t
{{Name}} requires a {{UpgradeTo}} subscription
\r\n\t\t\t\t\t
UPGRADE NOW
\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t
\r\n\t\t{{/if}}\r\n\r\n\t\t
\r\n\t\t\t{{#each Levels}}\r\n\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t{{AddOn.Name}}\r\n\t\t\t\t\t{{#if Purchased}}\r\n\t\t\t\t\t{{#unless ShowDefaultLevel}}\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t
PURCHASED
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t\t
\r\n\t\t\t\t\t
\r\n\t\t\t\t\t{{/unless}}\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t
\r\n\t\t\t\t{{#if BestValue}}\r\n\t\t\t\t
\r\n\t\t\t\t\tBest Value\r\n\t\t\t\t\t\r\n\t\t\t\t
\r\n\t\t\t\t{{/if}}\r\n\t\t\t\t
    \r\n\t\t\t\t\t{{{AddOn.DescriptionHtml}}}\r\n\t\t\t\t
\r\n\t\t\t\t
\r\n\t\t\t\t\t{{#if ShowBuyButton}}\r\n\t\t\t\t\t
Buy
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t{{#if Enabled}}\r\n\t\t\t\t\t{{#if ShowPrice}}\r\n\t\t\t\t\t
{{formatNumberWithCulture AnnualPricePerMonth \"C0\" \"en-US\"}} per month {{#ifequals ../PriceType 1}}per user{{/ifequals}}
\r\n\t\t\t\t\t
{{formatNumberWithCulture AnnualPricePerYear \"C0\" \"en-US\"}} per year {{#ifequals ../PriceType 1}}per user{{/ifequals}}
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t\t{{#unless Purchased}}\r\n\t\t\t\t\t{{#unless Enabled}}\r\n\t\t\t\t\t
Contact Support
for Downgrade Options
\r\n\t\t\t\t\t{{/unless}}\r\n\t\t\t\t\t{{/unless}}\r\n\t\t\t\t\t{{#if ShowDefaultLevel}}\r\n\t\t\t\t\t
Included with your current Subscription
\r\n\t\t\t\t\t{{/if}}\r\n\t\t\t\t
\r\n\t\t\t
\r\n\t\t\t{{#unless Enabled}} {{/unless}}\r\n\t\t\t{{/each}}\r\n\t\t
\r\n\t\t
\r\n\t\t\tAll prices shown are in USD.\r\n\t\t\t{{#if ContactForPurchase}}\r\n\t\t\tIf you are interested in purchasing this module, please contact support@crelate.com for details.\r\n\t\t\t{{else}}\r\n\t\t\tCustom pricing options available upon request, please contact support@crelate.com for details.\r\n\t\t\t{{/if}}\r\n\t\t
\r\n\t
\r\n\t{{/each}}\r\n\r\n\t{{#if ShowCancelationBanner}}\r\n\t
\r\n\t\t
\r\n\t\t\tLooking to cancel your subscription?\r\n\t\t
\r\n\t\t
\r\n\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t
\r\n\t\t\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tYou must provide 30 days written notice prior to the end of your subscription term or next renewal date.\r\n\t\t\t\t\t\tTo provide notice, click the Cancel button on the right, to submit a Cancellation Notification Form.\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t
Cancel
\r\n\t\t\t\t\t
\r\n\r\n\t\t
\r\n\t
\r\n\t{{/if}}\r\n
","\r\n\r\n\r\n\r\n
{{label}}
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