Migrate from UKG Ready to Crelate

UKG Ready employee records map to Crelate Contact. We preserve first name, last name, email, phone, address, hire date, employment status, and manager relationship. The manager relationship in UKG maps to the manager field on Crelate Contact. HR Custom Fields on the Employee object migrate as Crelate Custom Properties with field type validated against Crelate's supported property types (text, number, date, dropdown) during scoping. Employment status values (active, inactive, terminated) map directly to Crelate Contact status.

UKG Ready employees who participate in recruiting (hiring managers, interview panelists, HR recruiters) map to Crelate User records. We match by email address. Any UKG Ready employee referenced as a hiring manager without a corresponding Crelate User goes to a reconciliation queue for the customer's admin to provision the account before activity import begins.

UKG Ready Base Compensation records (salary amount, pay type, effective date) have no native equivalent in Crelate's ATS schema. We store the most recent compensation data as text-based Custom Properties on the Crelate Contact (e.g., Annual Salary, Pay Type, Compensation Effective Date) and flag during scoping that this is reference data only, not a native compensation tracking capability. Full compensation history does not migrate.

UKG Ready accrual balances (PTO, sick leave, and other leave types) have no equivalent in Crelate's ATS schema. Accrual tracking is an HR system function, not an ATS function. We document accrual balance snapshot values for each employee in a written reference sheet for the customer's HR admin to maintain in their payroll system. No accrual data moves into Crelate.

UKG Ready Cost Center data maps to Crelate Department if the organizational structure is relevant to talent acquisition (hiring team ownership, requisition routing). We confirm during scoping which Cost Center field holds the primary organizational unit, since third-party integrations specifically reference the third Cost Center field regardless of its label. Crelate Departments are flat groupings; Cost Center hierarchies in UKG flatten to a single Crelate Department assignment per Contact.

UKG Ready Position data (available in Enterprise tier only) defines job title, department, and reporting structure. We map Position titles to Crelate Department or Team for requisition ownership and candidate routing. Position-based reporting hierarchies do not have a Crelate equivalent and are documented in the written organizational handoff rather than migrated.

UKG Ready benefits enrollment data, carrier connections, and plan types do not migrate to Crelate. Benefits administration is an HR system function outside ATS scope. We document the existence of benefits enrollment records per employee as a written reference sheet for the customer's HR admin to maintain in their payroll system. No benefits data moves into Crelate.

UKG Ready Pay Period Profile definitions (weekly, bi-weekly, semi-monthly payroll cycles) have no equivalent in Crelate. We document the pay period configuration in the written handoff as relevant for HR administrators who may need this context when managing offer letters or start dates within Crelate. No pay period data migrates.

If UKG Ready contains candidate records from its recruitment module, these migrate to Crelate Candidate. We preserve all application stage history, source information (referral, job board, direct), and any existing candidate score or rating. Pipeline stage names from UKG map to Crelate pipeline stages during the stage alignment step of configuration. Candidate attachments migrate as file links in Crelate.

UKG Ready job postings and requisitions map to Crelate Job Orders. We preserve job title, job description, department, location, employment type (full-time, part-time, contract), and the open or closed status. The recruiting pipeline stage from UKG (e.g., Open, On Hold, Filled) maps to Crelate Job Order status. Candidate count per job and source breakdown migrate as reference data on the Job Order.

UKG Ready interview activities, evaluation scores, and hiring workflow actions migrate to Crelate Activity records. We preserve activity type (interview, assessment, screening call), date, duration, participant list (linked to Crelate User or Contact by email), and any scoring or rating data. Activity ordering is preserved by timestamp. Bulk API chunking handles large activity volumes to avoid timeout during import.

UKG Ready workflow configurations (HR Action Requests, Benefits workflows, Time Approval workflows, Performance Review workflows) are destination-dependent and do not transfer 1:1 to Crelate. We do not migrate workflows as code. We deliver a written inventory of every active UKG Ready workflow with its trigger, conditions, and actions for the customer's admin to rebuild in Crelate's workflow builder. HR Action Request workflows require particular review because Crelate's workflow model differs significantly from UKG's.

UKG Ready companies mapped as clients or customer organizations (distinct from the employing organization) migrate to Crelate Company records. We preserve company name, address, industry, and any associated contacts or candidate relationships. If UKG Ready Company records serve exclusively as the employer organization, they are handled within the Employee-to-Contact mapping instead.