IdealTraits

Discounted pre-licensing exam prep for entry-level candidates and continued education courses.

ExamFX

Learn how to get set up with the BackgroundChecks.com Integration to send and complete background checks directly from IdealTraits.

Backgroundchecks.com

No time to call your candidates and set up interviews? We will call them for you.

Virtual Hiring Assistant

Learn how to best utilize the new IdealTraits and Idealinterviews Integration

IdealTraits & Idealinterviews Integration

How to integrate Zoom to your IdealTraits account so you can virtually meet with your candidates.

Zoom Integration

A step by step tutorial on exporting candidates into a Google Sheet using Zapier.

Export Basic Candidate Details with Zapier

Instructions to connect your Calendly account with IdealTraits.

Calendly - Connecting Your Account

How to add your Calendly link to your IdealTraits account to easily schedule interviews with your candidates.

Schedule Interviews with Calendly

Automated Candidate Engagement Bot - How This Add-on May Increase Assessment Completion

What is the ACE Bot?

Instruction on how to purchase and use Custom Stages to better fit your individual hiring process.

Purchasing Custom Stages

How to utilize custom stages to better fit your individual hiring process.

How to Use Custom Stages

Learn more about insurance educational training with Role Play at the Olson Agency.

Role Play at the Olson Agency

Learn more about having your ad reviewed by one of our industry experts.

Expert Job Ad Review

Learn more about the benefits of purchasing custom job ads.

Custom Job Ads

Connect Your LinkedIn Company ID

XCEL Solutions

Two-Way Texting

See the long-term value of your next hire in minutes.

How to Understand & Use the ROI Calculator

A step by step guide on how to purchase & setup your Two-Way SMS Texting

Activating Two-Way SMS Texting

When you submit a verified referral to IdealTraits, you automatically become eligible to earn referral rewards. This guide walks you through the entire redemption process from receiving your reward notification…

How to Redeem Your Referral Rewards

Automatically send new candidates from IdealTraits into your AgencyZoom account.

Integrating AgencyZoom with IdealTraits

Kellie Lail

Jazmyne Behnke

Trevor Orr

Discover add-ons and integrations that you can use to make your hiring process even smoother.

Add-Ons and Integrations

Learn how to get set up with the Verified First Integration to send and complete background checks directly from IdealTraits.

Getting Started with Verified First Background Checks

How to set your password for the Verified First Integration.

Creating a Verified First Password

How to download the Verified First Integration Extension on Google Chrome.

Downloading the Verified First Extension

Learn what happens after you order a Background Check using the Verified First integration on IdealTraits.

VerifiedFirst Candidate Communications

How to send a background check to a candidate using the Verified First Integration.

Sending Verified First Background Checks

Verified First

Learn what a webhook is, how to access the Webhook manager and ways to automate and integrate with third party tools.

Getting Started with Webhooks

Discover how to create, test, manage, and track webhooks to streamline workflows and seamlessly integrate IdealTraits with your other tools.

Webhook Guide: Setup, Usage & Monitoring

This guide explains what triggers a webhook and what data is included in the payload.

Webhook Guide: What Triggers Them and What’s Included

Learn about webhooks, how they work and how to use them in IdealTraits.

Webhooks

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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

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