Most Frequently Asked Questions
Mara Miller avatar
Written by Mara Miller
Updated over a week ago

Where do I log in?

You can log in by going to and clicking the “Client Login” button as shown below.

What are my username and password?

Once you click the “Login” button, you will be prompted to input your email address and password. The email address should be the one your account is assigned when you create your account.

If you forget your password, please click on the “Forgot Password” link to receive an email link to update your password information.

How do I post a job ad?

We’ve upgraded the look and feel of our job posting to help you create an ad that stands out faster and easier than ever! Please watch the video below or click here to go to our help center.

How can I get my job ad seen?

IdealTraits helps you to streamline recruiting by posting to multiple job boards. Follow the guidelines to improve visibility on job boards to attract more candidates by reading the article in our help center on improving your job ad performance.

How do I view my ads?

In your account under the "Jobs” tab. Select “View All” to view all of your job ads in the job list.

How can I tell if my ads are active?

In the "View All" section of the "Jobs" tab, you can see all of your ads. You can see the status of the job (Active, Draft, or Paused), the day and time it was posted, how long ago the last candidate applied, and the number of applications a job ad has gotten.

Can I turn off notification emails?

At this time, you cannot turn off notifications of candidates applying to your job ads.

  • Can I change where notification emails get sent?

Yes, you can change the email address of where the notifications are sent. For instructions, please click here.

  • Can I add multiple emails to the notification emails?

Yes, you can add multiple emails to the notification emails. For instructions, please click here.

How do I add positions that I need to be filled in my office?

The Positions settings in 'Hiring Settings' is a useful space to help you organize the different positions in your office.

By default, we have added a few positions for you. We've automatically added Current Employee, Administration/CSR, Office Manager, Producer/LSP, Sales Manager, and Telemarketer to your roster.

For detailed instructions on how to add a position to your account, please click here.

Can I change anything in the assessment?

The assessments tab is a great way to customize sections of the assessment a candidate has to take with each individual position.

By default, all sections on the test are active and required. They are as follows:

  • Personality Assessment (35 most and least questions)

  • Problem Solving (15 multiple choice)

  • Short Answers (up to 5 questions)

You can choose to either edit or omit the short answer and problem-solving portions. However, we do not recommend omitting the Personality assessment. For more detailed instructions, please watch the tutorial below or click here.

How do I view candidates?

Select the “Candidates” tab and click “View All”. Under the Hiring Stage “All Candidates”, you can view all of your active candidates.

For more detailed information, please click here.

How do I add a candidate manually?

Adding a candidate manually to your account is easy and only takes a couple of quick steps.

Do you have a summary for each personality easily available?

Yes, a summary of each personality is easily available for you to review. Please click here to be taken to Personality Assessment Results Summaries.

How do I send an email inside the IdealTraits system?

To send an email in the system, simply select the candidate you wish to send the email to from your candidate list. On the right-hand side of the screen, select the "Email Candidate" button ( the first icon that looks like an arrow), and a window will appear with a series of templates. You may choose from those templates or select "Add Template" to create your own. When you can see the email you wish to send in the viewing window, simply click "Send Email".

How do I archive a candidate?

To Archive a candidate, locate the candidate you wish to archive and click the drop-down in the Stage column. Select the option Archive.

For more detailed instructions on Archiving Candidates, please click here.

What happens when I archive a candidate?

When a candidate is Archived, they are transferred to the “Archive” stage. This typically means the candidate has been removed from the hiring process for a variety of reasons.

The candidate is NOT deleted. You can remove the candidate from the “Archived” stage at any time.

If you have any additional questions regarding this article please feel free to reach out, we are here to help.

Contact by chat: Click on the chat bubble in the bottom right of your screen.

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