Migrate from Talent Genie to Crelate

Talent Genie candidate records contain parsed resume data, contact details, social media verification flags, and source attribution. We export the full candidate profile and map each field to the Crelate Person record. Talent Genie's boolean social media verification flags map to Crelate's custom candidate properties. The original resume file attaches to the Person record as a document in Crelate. Dedup is performed on email address as the primary key.

Talent Genie job records include title, department, location, description, and posting status as first-class fields. We migrate open and paused jobs as structured Job records in Crelate and flag any that were archived or cancelled in Talent Genie for the customer's admin to review before final import. Posting status maps to Crelate's Job open/closed flag.

Talent Genie users (Admin, Recruiter, Hiring Manager roles) map to Crelate User records by email match. Role-based access flags from Talent Genie map to Crelate's permission groups. Password hashes and internal permission tokens do not transfer; Crelate User provisioning happens in the destination system before migration begins.

This is the most complex object in this migration pair. Talent Genie interview scorecards are fully customisable per tenant with variable rating criteria, scale types (numeric, star, text), and mandatory/optional flags. Our discovery scan extracts the live scorecard template and all submitted evaluations before we build the field mapping. Each Talent Genie scorecard criterion becomes a named Evaluation field in Crelate, preserving the original scale type. We flag any rating criteria that have no Crelate equivalent for the customer's admin to configure as custom fields post-migration.

Talent Genie's configurable stages (Application Received, Screening, First Interview, Final Interview, Offer) are tenant-specific in name and count. We preserve the full stage sequence from the source system and configure Crelate pipelines to match. Stage ordering, stage names, and stage-to-stage transition rules are replicated in Crelate's Pipeline builder before candidate records are imported so that pipeline stage assignments land correctly on first insert.

Talent Genie stores parsed resume content as structured fields alongside the raw file attachment. We transfer both: the parsed text fields map to labelled properties on the Crelate Person record, and the original PDF or Word file attaches as a document linked to the Person. This ensures the recruiter has both machine-readable data and the original document in Crelate.

Talent Genie's audit log is a chronological activity feed of stage changes, user assignments, scorecard submissions, and status updates. We export the full event log per candidate and reconstruct it as structured activity entries in Crelate—Tasks for discrete actions and Notes for commentary entries. Each activity preserves the original timestamp, the acting user name, and the event description. The original Talent Genie audit formatting cannot be fully replicated in Crelate's activity model.

Talent Genie's social media verification flags (boolean or status fields cross-referenced against candidate social profiles) map to custom boolean or picklist fields on the Crelate Person record. We extract the field definition and values during discovery and create equivalent custom fields in Crelate before candidate import begins.

Talent Genie recruiters can add custom fields to candidate records. We detect all active custom properties during the discovery scan, export their values per record, and generate a field mapping table that routes each to a correspondingly named custom field in Crelate. Crelate's data type support determines the target field type (text, number, picklist, boolean). Any custom properties with unsupported Crelate types are flagged for the customer's admin to handle post-migration.

Talent Genie supports custom fields on job requisitions beyond the standard title/department/location/description set. We detect these during discovery, create equivalent custom fields in Crelate's Job object, and map the values during job import. Job-level custom fields are imported after the base job schema is confirmed in Crelate.

Talent Genie's interview scheduling generates calendar entries that sync with Google Calendar or Outlook. We export the interview record including event timestamp, attendee, and Crelate's linked calendar event ID reference (if present). Full calendar fidelity cannot be guaranteed since the calendar events themselves live in Google or Outlook, not in Talent Genie; we migrate the interview scheduling metadata and note that calendar invites require re-sending from Crelate post-migration.

Talent Genie calculates time-to-hire, source effectiveness, and pipeline conversion rates on-read from underlying data rather than storing them as exportable records. These aggregated analytics do not migrate. We preserve the raw candidate and job data that underpins these reports so that equivalent analytics can be rebuilt in Crelate's reporting module after migration.