Migrate from OnBlick HR Compliance to Crelate

OnBlick Employee records map to Crelate Candidate records. We extract employee first name, last name, email, phone, address, department, job title, hire date, employment status, and manager assignment. OnBlick's employee photo and HR Drive document references migrate as attachments to the candidate record. Any employee status transition history (active to inactive, role changes) migrates as a Note or as entries in a custom status history field in Crelate.

OnBlick organizations (employer entities) map to Crelate Organizations. If the employer has multiple legal entities or subsidiaries tracked in OnBlick, each becomes a separate Crelate Organization. We preserve the organization address, EIN (if stored in a custom field), and industry classification. Organizations are imported before Candidates so that the organization lookup reference is satisfied at candidate insert time.

Work authorization timelines (visa type, start date, expiration date, authorization status) have no native Crelate field. We create a set of custom fields on the Candidate object: visa_type__c (picklist), work_authorization_start__c (date), work_authorization_expiry__c (date), and authorization_status__c (picklist: authorized, pending, expired). We preserve the full authorization history as a formatted Note attached to the candidate so that reverification history is not lost. The 6-month expiration alert lead time from OnBlick must be re-established manually in Crelate or through a separate alerting tool.

OnBlick H-1B petition cases have no native equivalent in Crelate's ATS schema. We create a Candidate-level linked record or note structure that captures case number, petition type, filing date, current status, and assigned attorney or reviewer. Case document attachments (Form I-797 receipts, LCA copies, RFE responses) migrate as candidate attachments. The customer should establish a dedicated immigration case management tool (OnBlick, Fragomen, or another immigration attorney platform) to replace OnBlick for active case tracking post-migration.

LCA records from OnBlick's iCert Registry integration (wage level, job title, prevailing wage, employment location, LCA determination date) migrate as a set of custom fields on the Candidate record plus the LCA PDF as an attachment. We preserve the SOC code and wage level that was certified at filing time, not the current equivalent code, to maintain audit consistency for DOL reviews. SOC codes and prevailing wages that change over time are historical at the LCA level and must not be overwritten with current values.

OnBlick PAFs are auto-assembled composite documents sourced from certified LCAs, SOC codes, and FLC wage data. We export the assembled PAF PDFs and the underlying component data as structured fields plus attachment. Crelate has no PAF object. The customer receives the full PAF archive as attachments on the relevant candidate records, and a separate written inventory of all PAFs with their component LCA references is delivered for use by immigration counsel or for DOL audit responses.

Form I-9 records (Section 1 and Section 2 completion, authorized representative assignments, reverification flags) migrate as candidate attachments. Federal law requires I-9 retention for 3 years after hire or 1 year after termination, whichever is later. We flag every I-9 record in the migration manifest with its retention deadline and include a compliance handoff notice documenting the retention obligation. I-9 data must be accessible in a system that supports audit-ready retrieval for ICE or DOL reviews.

Form I-983 STEM OPT training plan data (training employer, site supervisor, curriculum objectives, evaluation dates) has no Crelate native object. We extract I-983 data as structured fields in a migration field sheet and attach the completed I-983 PDF to the candidate record. STEM OPT students and their designated training plans should be tracked in a separate immigration compliance system post-migration because Crelate does not support the government-mandated form structure or the 6-month evaluation cycle.

Documents stored in OnBlick's HR Drive associated with employee records, immigration cases, PAFs, I-9s, and I-983s migrate as attachments to the corresponding Crelate candidate record. We preserve the original filename, file type, and upload timestamp. Documents without a clear candidate parent (organization-level compliance documents, audit reports) are delivered as a separate file archive with a manifest identifying the associated employee and document type.

E-signature audit trails from OnBlick's Signeasy integration (signer identity, timestamp, IP address, document reference) migrate as a formatted Note on the relevant candidate record. The actual signed document migrates as an attachment; the signature audit trail metadata migrates as structured text fields within the Note so that legal proof of execution is preserved for immigration and I-9 audit purposes.

Timesheet records (work hours, project associations, supervisor assignments, approval status) are an OnBlick HR feature with no equivalent in Crelate's ATS data model. Timesheets do not migrate. If the customer uses Crelate for temp staffing or direct-hire placement with client-billed timesheets, those timesheet records remain in OnBlick until the customer implements a dedicated timesheet tool. We document the timesheet record count and date range in the migration manifest for the customer's records.

Leave management records (PTO balances, accrual history, leave policy associations) do not migrate. Crelate is an ATS and recruitment CRM; it does not have a leave management or PTO tracking module. If the customer requires leave tracking post-migration, a separate HRIS with leave management capabilities should be selected and implemented. We export a leave balance snapshot as a CSV attachment to the employee record for reference.

SOC occupation codes, titles, and wage level mappings sourced from O*NET and FLC Data Center in OnBlick migrate as a custom field (soc_code__c) on the candidate record plus a formatted Note explaining the wage level determination. We preserve the SOC code and wage level that was certified at LCA filing time as historical values, not current equivalents, to maintain audit consistency.

OnBlick user accounts and role-based access control assignments do not map to Crelate's user model. Crelate user seats are allocated for recruiters and hiring managers; OnBlick admin and compliance officer roles have no Crelate equivalent in the ATS context. We extract a user-role matrix from OnBlick as a reference document and deliver it to the customer's IT or HR admin for provisioning Crelate access based on recruiting and HR responsibilities.