Migrate from Worknice to Crelate

Worknice People records (employees, contractors, managers, account owners) map to Crelate Contact records at minimum. If the Worknice People include active candidates in a hiring pipeline, those records map to Crelate Candidate. Role assignments (Employee, Contractor, Manager) from Worknice become custom fields on the Crelate Contact record. Position and pay details attach as structured fields. We extract via Worknice's People data table export and import via Crelate's bulk import tool or REST API, resolving any required Crelate fields (Name, Email, Phone) as the dedupe key.

Worknice Position records define job titles, hierarchies, and reporting relationships. We export Position name, department, and reporting manager as structured fields and attach them to the mapped Contact record in Crelate as custom fields. If the customer uses Crelate's Job object to represent open roles, Worknice Positions that correspond to active openings map to Crelate Job records. Position bundle assignments are exported as metadata and attached to the relevant Position record, not as structured bundle objects.

Worknice stores compliance documents, contracts, and onboarding paperwork per People record. We export documents as binary blobs and recreate the attachment relationship in Crelate by linking each document to the corresponding Contact record. File naming conventions may change during export; we document original Worknice file names and their corresponding Crelate attachment IDs in the migration notes. Binary blob attachments migrate as-is; document content is not parsed or restructured.

Worknice leave entitlements and accrual balances have no native equivalent in Crelate's ATS schema. We export leave type, current balance, accrual method, and last balance update date as structured fields and deliver them as a CSV inventory to the customer. The customer's HR team re-enters leave balances manually in Crelate's Notes or a custom field, or maintains them in a separate leave management tool. We document the accrual method per leave type so the HR team can configure equivalent rules in any third-party leave tool they adopt.

Worknice performance reviews include reviewer relationships, form question responses, completion status, and review cycle metadata. Crelate has no native performance review module. We export review records as structured data (reviewer, reviewee, form responses, rating, date, status) and deliver them as a CSV inventory. For organizations that need to preserve review history for compliance or HR records, we recommend re-entering summary data manually or retaining the export as an HR document archive. Custom review form fields require field-level mapping to the export CSV.

Worknice supports company-level OKRs and employee goals with parent-child alignment hierarchies. We export goal titles, descriptions, progress percentages, alignment relationships, and owner assignments. Crelate's ATS schema has no goals or OKR module. We deliver goal data as a structured CSV inventory with parent-child relationship preserved as separate fields, for the customer's HR or strategy team to re-enter in a dedicated goals platform or as notes on the relevant Contact record.

Worknice Bundles group onboarding task templates, document templates, and review forms assigned to Positions or People. Crelate has no bundle-equivalent object. We export bundle names and associated template types as structured metadata and deliver them as a configuration inventory document. The customer maps bundle task items to Crelate task templates or workflow rules manually post-migration. This is a manual rebuild scope documented in our handoff deliverable, not an automated migration.

Worknice continuous feedback and engagement survey responses are exportable per person. Crelate has no native survey or feedback module. We export survey response records as structured CSV with respondent, survey name, question, response, and date fields. Survey design and question structures are documented separately for the customer's HR team to re-create in a dedicated survey tool (Culture Amp, Lattice, or similar) post-migration.

Worknice assigns roles at the person level (Employee, Manager, Contractor, Account owner). We preserve role assignments as direct values in custom fields on the Crelate Contact record. Role assignments are extracted from the People data table export as a flat field and mapped to a Crelate custom field of picklist or text type.

Time tracking entries in Worknice (available on the Essential plan) are exported as records per person with hours, dates, and time category. Crelate has no native time tracking module. We export time entries as structured CSV and deliver them as an inventory for the customer's HR team to re-enter in a dedicated time tracking tool or as notes on the relevant Contact record. If Crelate's Task object is used for billing or client work tracking, time entries may map to Task with hours and date preserved.

Worknice maps per-person connections to external systems (ATS, payroll, timesheet integrations) via its Connections feature. These integration IDs are external references specific to Worknice's integration broker and have no counterpart in Crelate. We exclude these records from the migration set entirely and flag during scoping that the customer must re-establish integration connections in Crelate's integrations settings post-go-live. MYOB payroll connections require re-configuration in Crelate's integrations or as a separate payroll tool.

Worknice Owners (employees with account-level roles) map to Crelate User records by email match. We extract all distinct Owner values from People and Engagement records and match against the Crelate User table by email. Any Worknice Owner without a matching Crelate User goes to a reconciliation queue for the customer's admin to provision before record import resumes.