IdealTraits

How to create a password to complete the IdealTraits Assessment.

Candidate Assessment Login

Clean up your hiring stages by using the Archive stage. Use custom tags to further organize your candidates.

Archiving Candidates

Save yourself time & maintain organization by activating the auto archive feature.

Auto Archive

Tips, tricks, and resources to guide you through creating your Employee Handbook.

Writing an Employee Handbook

Enable the scoring feature to easily identify your top candidates

Scoring Pre-Qualifying Questions

If your candidate claims to not be receiving the assessment email from us, here are the steps to manually send the login information

How to Send Assessment Login Info Manually

Learn about disposition sync and how it benefits you.

What Is Indeed Disposition Sync?

The fastest way and most attractive way for candidates to apply to your jobs - straight from Indeed into IdealTraits.

What is Indeed Apply?

Jazmyne Behnke

Kellie Lail

Trevor Orr

Learn how to manage your candidates and utilize the tools within the candidate profile..

Managing Candidates

Understanding where your candidates were sourced with IdealTraits Source Codes.

Candidate Source Codes

Why Can't I See My Candidate's Assessment?

How to email, replace or download a candidates resume from your IdealTraits account.

Email, Replace & Download a Resume

How to Download/Print Assessment Results

Learn how to share a summary of assessment results with your candidates.

How to Share Assessment Results

How to send a personalized offer letter from within the IdealTraits system.

Offer Letter

How to Resend the Assessment

How to utilize the "email candidate" feature.

Emailing Candidates From Your Account

Need to update a candidate’s name, email address, phone number, or position name? No worries! We’ve got you covered.

Updating Candidate Information

How to leave comments in Comments & Activity and understanding the System Messages.

Utilizing Comments & Activity

Use the previous applicant view to quickly identifying if a candidate has applied to your business in the past.

Identifying Previous Applications

Within a Candidate's Profile

The ​resume​ is the first impression to help you find your “Ideal” candidate

Résumé Tips

Candidate resumes tell a story.  Are you paying attention to what they are telling you?

Top 10 Resume Red Flags!

Resume Tips

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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