Employee directory

Here you will find a list of all employees at the company for whom you have access permissions. Which employees you are able to see depends on your user role setting.

You can search for an employee here too. Clicking on a name will give you more information about an employee.

Note that searches with special characters do not work, and will therefore not return any search results.

Who sees what here?

URL: /Employment/Current

Generally, what you will see here are:

• former (historized) and current employees

Former employees will also appear in the overview of external individuals if they no longer have a current (non-historized) job in the system.

Basic roles

Employees:

• cannot access this view if they do not have the additional role “Network administrator”, but even then they do not see any employees to whom they might have access

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Managers:

• see all employees (including historized ones) for whom they are listed as direct supervisors

Managers with access to organizational units:

• see all employees (including historized ones) for whom they are listed as direct supervisors
• see all (non-historized) employees for whom they have access to the associated organizational unit

HR experts and CEOs:

• see all employees (including historized ones) for whom they are listed as direct supervisors
• see all employees (including historized ones) for whom they have access to the associated organizational unit

(Former) managers and supervisors only have access to historized jobs and employees during the transitional period.

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Administrators:

• see all employees (including historized ones)

External individuals:

• have no access to the internal view (manager view) unless they have an additional role

Additional roles, module roles that affect the rights of basic roles

Additional role: Network administrator for external individuals

• can only access the employee overview using this role in order to then access the External Individuals tab from there
• do not see any employees (except for people with whom you are in contact in a group on the network… but only on the network under /MyPublic)

How does an employee get into Umantis?

…through the employee overview

Click on the “Create new employee” link in the action bar below the search bar. To do this, you will need access to the employee file module.

…as the successor for a position

To do this, go to the employee’s profile, then to the “Position profile” tab, then click on Staffing. In the menu at the left, you can then enter a new job holder, and therefore also a new employee.

You can also assign a new job holder in an employee’s profile on the “Succession planning” tab. This means that either a planned successor can be assigned, a potential successor can be defined as the new job holder, or the job can be assigned to a new employee after that employee is created in the system.

…through the Positions view

Go to the “Positions” view, where you will find options under the search menu to create a new position or add a new employee to the directory.

... via import

The master data import allows you to add new employees to Umantis through a source system. To do this, go to the Imports section.

Actions

• Interactive employee search
• Create new employee

Multiple actions

To see which of the following actions are available for selection by which user roles, see Permissions for multiple actions.

• Communication
  • Send email(s) from template
  • Send email(s) to manager from template
  • Send email(s) with temporary template
  • Create letter(s) from template
• Create distribution list
• Add to existing distribution list
• Copy reminders from checklist
• Create new reminder for employee
• Create new highlighted reminder for employee
• Deactivate highlighted reminder
• Employee review meetings
  • Copy contents from employee review meeting catalog
  • Copy contents from previous period
  • Copy contents from function profiles
  • Assign calculation formula
  • Agree on contents
  • Invite to third-party assessment
  • Complete the assessment
  • Suspend employee review meeting
  • Display selection in bonus and salary chart
• Send new password
• Set new password
• Deactivate access
• Change status
• Assign new manager
• Change organizational unit
• Create new responsibility

• Change structured data and settings

Please note that this multiple action is not intended for changing data that originates from a source system and is imported regularly.

This action can be very useful for HR experts when structures or settings for certain parts of the organization change, for example. There is no need to create a new import file with the desired changes for all the people concerned, since structured data for function profiles or module access rights can be changed here for multiple people at the same. HR experts can use this action to add new sections of the employee review meeting or remove obsolete ones, for example. It is also possible here to assign or remove organizational units to or from a group of people.

• Create print preview (ZIP archive)
• Create print preview as employee document
• Create PDF as employee document
• Show selection in diagram 1 (max. 4000)
• Show selection in diagram 2 (max. 4000)
• Add to existing survey
• Add to new survey
• Assign to an event
• Assign new members to a network group
• Remove network group memberships
• Mark as key position
• Remove key position marking
• Export employee positions to Excel (max. 2,000)
• Export employee positions as XML
• Historize position(s)
• Reactivate position(s)
• Delete position(s)