IdealRecruit Onboard – IdealTraits Inc. – All-in-one insurance agency recruiting platform

This form is to be used when on-boarding a new IdealRecruit client.

IdealRecruit Onboarding Questionaire
Formal Name of Business*
Agent Name*
Address*
Street Address City State ZIP Code
Agency Phone*
Email*
Agent # (aXXXXXX)*
Agent Cell*
Do you have a designated Champion?*
The Champion of the agency will be the primary contact to call and schedule interviews with candidates.
Champion Name*
Champion Phone*
Best Contact & Information
Best mode of contact*
- Agency Phone
- Agent Cell
- Champion Phone
- Email
Comfort level with IdealTraits?*
How many locations are we hiring for?*
Other Location Addresses
How many staff do you currently employ?*

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Licensing Requirements
Would you like us to go over P&C LICENSING with candidates?*
Which state licensing education site should we refer the candidates to?*
ex: State licensing website, online education requirements, etc.
IT Account Settings and Info
Do you have a preferred logo?*
Do you subscribe to ESIG and would you like the "Now Hiring" button?*
Would you like us to archive rejected candidates?*
Would you like us to manage your email notifications?*
Would you like us to text qualified candidates to you?*
Text Phone Number*
Would you like us to reach out to previous candidates?*

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Job Board Sponsoring
Have you been in contact with your Indeed rep and worked out a budget?*
Are you currently sponsoring job offers from outside sources?*
Other outside sources / job platforms*
- CareerBuilder
- Monster
- LinkedIn
- Job.com
- Glassdoor
- Craigslist.org
- Other
IdealRecruit Onboarder*
If applicants from outside sources are not are not flowing my IdealTraits account, I understand that my recruiter will not be able to process those applicants.*
- IdealRecruit client understands
Statement of Understanding
This is a statement of understanding This converts a section break field into a box with a fixed height that will automatically show a scroll bar if there’s a large amount of text. This is useful if you’re wanting to show large amounts of content to the user, but don’t want to have to link to it or make the form very long to show it (Terms of Service Agreements, etc). This class only works on section breaks and works with any of the form label position settings.
I agree*
- Yes, the IdealRecruit client understands

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IdealRecruit Onboarding Questionaire