Migrate from Deltek Talent Management to Crelate

Deltek Candidates map directly to Crelate Persons. We extract the candidate's full name, email, phone, address, source, application status, and any status-change history from Deltek's candidate record. The candidate status pipeline in Deltek (Applied, Screening, Interview, Offer, Hired, Rejected) maps to Crelate's pipeline stage values, which we configure before migration. Candidate notes and attachments migrate as Crelate Activities and linked Documents respectively. Custom fields on the Deltek Candidate record (managed via the Additional Information tab with text, radio button, and multi-select types) map to Crelate user-defined fields, which we create during schema setup.

Deltek Job Requisitions map to Crelate Jobs. The requisition status (Draft, Open, On Hold, Filled, Cancelled) maps to Crelate Job status. Department and location assignments from Deltek requisitions carry over as Crelate Job fields or tags. Candidates linked to a Requisition in Deltek create Candidate-to-Job associations in Crelate via the Crelate Job-Person relationship. Known performance issues on Deltek's Requisition page (which retrieves the form twice per load) do not affect migration; we pull data via API or direct database export rather than UI-based export.

Deltek Employees represent the HRMS core record and include hire date, department, job title, compensation, manager assignment, and performance history. Crelate is an ATS and does not store employment records. We migrate the subset of Employee data relevant to recruiting: name, email, phone, and department. For terminated employees who previously sourced candidates or requisitions, we create Person records with an Inactive status in Crelate so that historical attribution (who created the requisition, who was the hiring manager) does not break. Full employment history, compensation rows, and performance data are not migrated to Crelate; we deliver a written inventory of these records for the customer's HR team to handle separately.

Deltek Onboarding records store document completion status, checklist items, and the assigned Hiring Manager. Crelate does not have a native onboarding module. We migrate onboarding record metadata (completion percentage, checklist item names, document names) as Crelate Activity records attached to the corresponding Person record. The Hiring Manager assignment migrates as a tag or custom field on the Activity rather than a native owner assignment. The documented bug where notifications route to terminated Hiring Managers is handled by flagging any onboarding record where the assigned manager has a termination date and noting it in the migration report for manual verification.

Deltek assigns a Hiring Manager to Requisitions and Candidates. Crelate uses a Recruiter/Owner field on Jobs and a Hiring Manager tag on Persons. We resolve Deltek Hiring Manager assignments by matching the manager's email to a Crelate User record (created from the Deltek Employee subset above). Where the Hiring Manager is terminated in Deltek and has no active Crelate User, we assign the record to the customer's designated migration admin in Crelate and flag it for reassignment post-migration.

Deltek Performance Reviews include project-based appraisals, configurable 9-Box rating data, goal-setting, and continuous feedback. Crelate is a recruiting ATS and has no performance management module. Performance data is outside Crelate's schema and cannot be meaningfully mapped. We export the full review history from Deltek as a structured CSV inventory (review cycle, ratings, goals, comments, reviewer) and deliver it to the customer's HR admin for manual handling in their chosen performance management destination. No performance data moves into Crelate.

Deltek Compensation History stores effective-dated salary rows, bonus amounts, equity details, pay grades, and the Rate Type field (Salaried vs Hourly, introduced in 18.1). Crelate does not store compensation data. We export the full compensation timeline from Deltek as a structured CSV inventory with Employee ID, effective date, salary, bonus, equity, pay grade, and Rate Type. This inventory is delivered to the customer's HR admin. Note that if the customer is also retiring Vantagepoint, compensation data should be migrated to the replacement ERP rather than Crelate.

Deltek Learning records include course enrollment, completion status, scores, certification tracking, and external certifications that sync to Vantagepoint for resource planning. Crelate is a recruiting ATS and has no LMS module. We export the full learning history as a structured CSV inventory (employee, course, enrollment date, completion date, score, certification expiry) and deliver it to the customer's HR admin for manual handling. The external certification sync to Vantagepoint is discontinued at migration; if certifications affect resource planning, the customer should migrate learning data to their replacement ERP or a dedicated LMS.

Deltek supports custom fields on most core objects via the Additional Information tab with field types including text, radio button, and multi-select list. We export all custom field data alongside standard fields during the Deltek extraction. In Crelate, we create matching user-defined fields before migration, mapping Deltek text fields to Crelate text fields, radio button options to Crelate single-select fields, and multi-select lists to Crelate multi-select fields. Custom field values are then imported as part of the standard object migration.

Deltek Locations store office and geographic data used in requisition placement and org structure. Locations export cleanly from Deltek and map to Crelate Location fields on Jobs or as Tags on Persons, depending on how the customer uses location data. We recommend using Crelate Tags for location to allow flexible multi-location tagging on both Jobs and Persons.

Deltek stores onboarding documents, employee files, and uploaded attachments. We export document metadata (file name, document type, upload date, associated record) and binary files. In Crelate, documents attach to Persons and Jobs via the native document link feature. File storage limits and version retention settings differ between Deltek and Crelate; we flag any attachments exceeding Crelate's size limits during the migration audit for the customer to decide whether to archive or migrate them.

Deltek group-based permissions control access to Talent Management functions. Crelate uses a role-based permission model with Admin, Standard, and Limited roles. Deltek groups do not map 1:1 to Crelate roles. We deliver a written role-mapping matrix that lists each Deltek group, its permissions scope, and the recommended Crelate role or permission-set configuration. The customer's admin configures Crelate permissions post-migration based on this inventory.