**Note: This change log does not include back-end development, nor does it include changes made prior to July 28th, 2020**
February 2025
Job Level Notifications
Added settings at the job level for email notifications. Unlike system-wide notifications, which apply to all job postings/all candidates and are managed in account settings, job-level notifications allow users to control who gets updates for a specific job without adding them on all job notifications.
January 2025
Filter by Application History in Automated Workflows
Added new filter to automated workflows, enabling users to filter in or out applicants who have applied to a previous position.
Update to VHA Terms of Service
Enable/Disable Master Notification in Recruiter Platform
Added toggle to the Recruiter System, enabling users to turn the daily summary email alert on or off.
Add Position/Assessment from Job Builder
Added ability to add a position/assessment when creating/editing a job ad.
Enable/Disable Candidate Pool Weekly Alert
Added toggle to the Candidate Pool (Farmers Store Customers Only), enabling users to turn the weekly summary email alert on or off.
Advance Search in Jobs Module
Added advance filter to the Jobs List module to equip users with multiple listings a better way of locating specific job postings.
December 2024
SJI Update Campaign Budget
Minor UI updates made to the Indeed Sponsored Jobs integration when updating your campaign budget.
Enhanced Search in Recruiter System
Added search capabilities to the recruiter 'accounts' module allowing recruiter to search by candidate name and identify the account in which the candidate is located in.
November 2024
Invoicing System
We have launched a new invoicing system, by popular demand, to provide an additional integrated payment option for subscriptions.
October 2024
Filter by Company Location, Problem Solving Score in Automated Workflows
New filters have been introduced allowing you to filter candidates based on Company Location and by Problem Solving Score.
Add Comment to Candidates Profile in Automated Workflows
A new action has been introduced that allows you to leave comments on a candidate's profile and tag multi-users.
Recruiter Career Page
Launched a new, modern Career Page design for those that use our Recruiter System.
August 2024
Private Job Posting
Need to post a job internally? Now you can select to post your ad privately - meaning it can only be accessed via your Career Page or by direct link, rather than being distributed to the job boards.
Internal SMS Alerts in Automated Workflows
We added a new Action in Automated Workflows called "Send an Internal SMS Text" that allows you to set up a text notification to yourself when a new candidate applies, an assessment is completed, etc.
July 2024
Career Page Embed
Share your IdealTraits customized Career Page onto your company website using an embed or iframe.
Edit Candidate Tags
You now have the option to delete previously created custom candidate tags.
New Filters
You can now filter candidates based on their Pre-Qualifying Questions Score when you have scoring enabled.
June 2024
Automated Workflows
You can now automate some of your recruitment efforts with Automated Workflows. Automatically send a video interview when an assessment is received, automate SMS messaging to check in with candidates throughout the hiring pipeline, move candidates to different stages based on set criteria and more.
Scoring Pre-Qualifying Questions
You can now turn on scoring for your pre-qualifying questions. This feature is turned off by default, but you can enable scoring through the toggle in the job builder. If scoring is enabled, each Pre-qualifying question is worth 10 points, and you will be prompted to select a "Qualifying Answer" for scoring.
New Filters
You can now filter by Resume Keywords and create Saved Views in your Filters drawer.
SMS Texting Consent
You can now manually add SMS texting consent on manually added, uploaded, and downloaded candidates. Ensure you have received verbal or written consent from these candidates to be texted before enabling consent in a candidate profile.
May 2024
Upload Candidate
You can now bulk upload up to 500 candidates at a time to your IdealTraits candidate list.
Multi-User Location Permissions
Launched location permissions at the multi-user level, allowing employers with multiple locations to assign their additional users to only post jobs and view candidates for the location they are assigned.
April 2024
Career Pages
Launched new, modern designs for Career Pages including an enhanced Settings experience and redesigned Job Ad Landing Pages.
New Filters
Added an Archive Tag filter to sort your Archived candidates.
March 2024
Multi-Locations
Added the ability to purchase additional location slots for businesses with multiple brick-and-mortar locations.
Additional Filter Options
Added the ability to filter candidates by Video Interview status and Archive Tag.
February 2024
Two-Way Texting
Added the ability to send customized texts to candidates to maintain communication throughout the hiring process.
Checkr
Added a new marketplace card to promote background checks offered through Checkr.
Recruiter Platform
Recruiters can now access members' IdealTraits accounts in a Recruiter View when provided with the member's Recruiter Access Key.
January 2024
Refer & Earn
Refer your friends who are actively hiring to IdealTraits directly from your account to be entered into our monthly Referral Drawing.
AI Company Descriptions
Added the ability to generate Company Descriptions on your Career Page with AI Technology.
December 2023
XCEL Solutions
Added a new marketplace card to promote licensing exam training offered through XCEL Solutions. Click here to learn more.
Pre-Qualifying Questions
We launched our Pre-Qualifying Questions Module, encouraging you to ask applicants those need-to-know questions at the point of application.
November 2023
Manage Columns
We launched our Manage Columns feature on the Jobs page to allow you to choose the information you would like to see about your candidates.
Video Interview AI Transcriptions
Video Interviews are now transcribed with AI to ensure you don't miss a beat when reviewing candidate interviews.
October 2023
AI-Generated Job Ads
We officially launched our first AI feature, allowing you to create tailored and customizable job ads at the click of a button.
LinkedIn Job Sharing
You can now automatically share your jobs through LinkedIn's job network by linking your Company ID to your IdealTraits account in our Marketplace.
August 2023
Hiring Stages
We made an update to the stages menu in our candidate UI that provides users with an option to collapse and expand their stages, allowing a bigger view of their candidate list.
July 2023
Hybrid Remote
You can now post Hybrid Remote jobs to advertise for partial remote and partial in-office in your area.
Candidate Tagging
Added customizable tags to the Candidate List. Tags can be added to candidate profiles from the Candidate list or within the candidate profile, allowing you to categorize your candidates easily and review the top characteristics of their resumes at a glance.
June 2023
Insurance Staff ROI Calculator
The new feature allows you to tailor the calculator to your agency and generate a detailed, comprehensive report outlining the financial impact of hiring a new producer over the time they spend with your agency. Try it now.
Multiuser Capabilities
Added multi-users to accounts. Additional users are able to have full access to collaborate within your IdealTraits account under their own login. Additional users can be edited at any time.
May 2023
Gold Tier Partner - Indeed ATS Partner Program
As a Gold partner, we work closely with Indeed to build reliable integrations that optimize your hiring process. Learn more about Indeed’s ATS integrations #indeedatspartner
April 2023
ExamFX
Added a new marketplace card to promote licensing exam training offered through ExamFX. Click here to learn more.
March 2023
Insurance Sales Lab, Backgroundchecks.com
Updated the Marketplace User Interface and added new marketplace cards to promote Insurance Sales Lab and backgroundchecks.com. Learn More.
February 2023
Understanding the Personality Tools
Added links to all personality summaries inside the candidate profile, on click, an article will open in a new tab with more details regarding the candidates' personality. As well as a button that opens a video summarizing the personality type.
Farmers ASCTS Candidate Pool
Added tagging to the Farmers exclusive candidate pool. Tags are applied to candidates whose resume includes specified keywords. Tags can be used in the filter drawer and transfer into your account after a candidates been downloaded from the pool.
Role Play at the Olson Agency
Added a new marketplace card to promote insurance educational training with Role Play at the Olson Agency. Learn more about RPOA.
January 2023
BIGi Features
Building off of bigijobs.com, we launched a job board landing pages for all state associations within the Big I.
Build a Big I limited package for job placement on bigijobs.com.
Resume Parsing
Began parsing resumes, allowing IdealTraits users to search their candidates using keywords they seek out in resumes. This parsing technology is also put to work in new candidate alert email notifications - where candidate skills are highlighted in the message.
Idealinterviews Integration
New integration built by IdealTraits. This integration allows you to send one way video interviews to candidates and receive responses in form of video right to your IdealTraits account where you can view on your own time. Learn more.
December 2022
Additions to your Career Page
New feature allows you to upload an intro video to your career page. Learn more.
Click to Dial in Candidate list
Implemented click to dial in the candidates list so users can click on a candidates phone number to dial out and call.
Updates to the Indeed Sponsored Jobs Integration
November 2022
Additions to Farmers ASCTS
Exclusive to Farmers Store Agents.
New partnerships with Talent.com, The Muse, 12Twenty & Indeed
October 2022
Dynamic QR Code Generator
Allows users to download dynamic QR codes and advertise their opportunities from promotional products like flyers, banners, posters, etc. Learn more.
BIGiJobs for State Associations
Exclusive to Big I Independent Agents
September 2022
Introduced Idealinterviews Pilot
Launched New Partnership with Verified First
The Verified First integration provides employers with a seamless way to initiate and review background checks on potential new hires. Learn more
August 2022
Launched IdealTraits New Registration
July 2022
Expert Job Ad Review for New Job Ad Postings
Learn more about getting an expert job ad review.
June 2022
IdealTraits in Mobile Browser
Allows users to post jobs and view candidates on the go via their mobile browser.
Desktop is still required to send emails via the IdealTraits platform, but all other features and tools are accessible through your mobile browser.
Update to the Indeed Sponsored Jobs Integration
Updated to make the latest improvements for Indeed Campaign Predictions API
Through this API, Indeed provides budget recommendations based on job location and job title. Learn more.
April 2022
Launched IdealTraits New User Interface
Launched BIGiJobs
Exclusive to Big I Independent Agents
November 2021
Updated Terms of Use
October 2021
Launched Farmers ASCTS
Exclusive to Farmers Store Agents.
September 2021
ZipRecruiter Pricing Update
August 2021
Maintenance to Indeed Sponsor Job Integration
SMS to ACE Bot Rebrand
Updated SMS bot text to ACE bot in all areas within a users account.
Learn about the ACE bot here.
July 2021
Maintenance to Indeed Sponsor Job Integration
Made required updates from Indeed to the Indeed Sponsored Jobs API.
Updates allow users whom haven't sponsored with Indeed thru their IdealTraits account to sponsor jobs on Indeed through the IdealTraits platform.
Learn more about sponsoring with Indeed here.
May 2021
Career Page Banners
Added more banner image options to the 'Corporate' folder
Expiring 'Paused' Ads - Notifications Update
Expires 'Paused' job ads after 15 days of no candidate action.
This solves an issue where users would reopen a job ad that had been paused for 14+ days and job ad would instantly expire.
Users will not receive notification emails when 'Paused' job ads expire.
Read this article for more on on expired job ads.
Job Type
Added a required field for job type where user indicates if the job position is full-time, part-time or if they are hiring for either or.
April 2021
Fully Remote Option Added to Create/Edit Job Ad page
March 2021
Maintenance to Indeed Sponsor Job Integration
Updated one time campaigns to switch from sponsored status to active status when budget set is 100% spent.
Website UI on Career Page & Job ad Landing Page
February 2021
Yext Integration
IdealTraits partnered with Yext to create an opt-in option when creating or editing a job ad that allows Farmers Store Agents & DMs only to share their job opportunities to their website via a seamless integration.
To do so, simply navigate to the bottom of your job ad in the edit/add job add page. Where it asks "share to Farmers website?" select "Yes" to opt-in,
If you do not want your ad to show on your website, choose "No" to opt-out.
Only job ads that are opted-in will display on your Career Page/Farmers Website.
Job Ad Landing Page Redesign
Updated Job Ad webpage to coordinate with the users career page.
Added a button to the webpage that will allow candidates to access the company's career page, making it easy for candidates to view all available job openings for that company.
Banner image and colors used on the job ad webpage can be edited from the career page tab in user settings.
Image Editor
To prevent logos from stretching to fit our required dimensions, we've implemented an image editor into the platform.
This will allow users to resize and crop their images to best fit on their career page and job ads.
January 2021
Referral in Candidate Assessment
Implemented a referral section at the end of the candidate assessment where candidates can share the job opening with friends/family via social media, SMS, email, etc.
December 2020
Career Page Redesign
Moved career page content to it own section in My Settings.
Clients can now choose to customize their career page with color themes and a banner image.
Redesigned the layout of the career page. Added company description templates, 31 banner images and 11 different color themes.
Click here to read more about the career page.
November 2020
Zapier
Added Zapier to our suite of integrations. This will allow clients to connect to other apps (i.e google sheets, salesforce, etc) and export candidates. There will be more information to come relating to this addition. Learn more.
November 2020
Career Page Updates
Added a shortcut button to the View All Jobs page that allows users to easily view their career page, access the link to share it, or edit. Learn more.
October 2020
Organic Partnership with Monster Jobs
Added Monster to the list of job boards receiving a direct feed for all job ads posted through the IdealTraits platform.
This means any clients that click "Post Ad" in the IdealTraits Post Jobs page will automatically have their ad posted to Monster and can reach a new audience with Job Seekers on Monster.com.
August 2020
Archive & Reject Update
This update added a time delay option when sending rejection emails. If you are using this feature and don't want to send a rejection email instantly, you can choose to send it in 30 minutes, or 1 day. When archiving & sending a rejection to 10 > candidates, the "immediate" option is not be available. This is because we are sending several emails at once and it will take a minimum of 30 minutes to process and send to all selected candidates.
Archive & Reject
Implemented a new feature that allows users to archive a candidate and send them a rejection letter at the same time. This can be done by choosing from the rejection emails we've preloaded, it will appear in a dialogue box for review. Once user clicks "Send to Archive." The candidate will be sent to archive and shortly after, they will receive the rejection email. This action can be done in three places:
Candidates > View All > Stages drop down > Archive
Candidates Profile > Advance Candidate drop down > Archive
Candidates > View All > Multi Select more than 1 candidate > Advance to drop down > Archive
Links to related articles:
Read this article to learn more about archiving candidates.
July 2020
30 Minute Consultation Add-On