IdealTraits

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

Kellie Lail

Jazmyne Behnke

Within a Candidate's Profile

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

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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.

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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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