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Active Sourcing

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In the ongoing “war for talent”, employers cannot always assume that good candidates will come to them on their own initiative. Instead, companies are placing an increasing emphasis on an active search for talent, and thus for potential candidates. The Active Sourcing module in umantis helps you in your search for suitable applicant profiles — both within your umantis applicant pool and on LinkedIn and XING.

Info.gif Reach out to your contact at Haufe-umantis if you too are interested in this module and want to start actively searching for suitable applicants for your vacant posts.

Important information and settings

Take note of the following information and tips to ensure that settings for branch offices and users are correctly configured in your umantis Applicant Management solution.

Legal information

The umantis settings for “Privacy policy statement & data release” should be configured appropriately for the legal jurisdiction in which a given branch office is located. Please note that you and/or the administrator for your solution are responsible for configuring these correctly.

Attention.gif The data release settings are of critical importance for use with Active Sourcing. In areas governed by European law, a data release from the applicant is strictly required. Therefore, the basic setting for “Active release by applicant not required” (in the branch office profile) should not be active if the give branch office is subject to European law or equivalent legislation.

Applications and data release

Applications from umantis Applicant Management are only through the Active Sourcing module if the applicant has agreed in the application form to release their data, and has not requested that their data be explicitly deleted after the application process is complete. In other words, the applicant must select the following option in the application form (in the “Data release” section): “I accept that my data will be saved even after this specific job is filled, and that I will be notified of other interesting job offers.
Info.gif If the applicant did not agree to the release of their data as part of the application process, you can also use the appropriate action in the application documents to request that they release their data later on.

Settings in umantis

The following table contains a checklist with relevant settings that can be configured in umantis:

Setting Notes Location in umantis & Helpful links

Branch office code for Active Sourcing

In order for the data from a given branch office to be used in the Active Sourcing module, a branch office code must be included in its branch office profile.

Info.gif To ensure consistent naming, the code you enter here should also contain the ID of the given branch office. For example, if the branch office’s ID is “8”, then you could use the code “AS8” for Active Sourcing.

/Administration/Agency/[ID]/Basics/Basics > “Sourcing” section > Branch office code for Active Sourcing


Data release

As mentioned earlier, data release settings are critically important. Therefore, please note the following points:

Attention.gif In the branch office profile, the “Active release by applicant not required” setting should not be active if this branch office is subject to European law.

/Administration/Agency/[ID]/Basics/Basics > “Sourcing” section > Active release by applicant not required



The Active Sourcing module is only available for the “HR expert” and “Administrator” user roles. Please observe the following points to ensure that users of the Active Sourcing module have access to all appropriate data in their search:

Branch office restriction:

Note that users with no branch office restriction (setting under Roles and Permissions) do not automatically have access to all applicants from other branch offices that are not assigned to them. Branch offices must be explicitly assigned to the user:

Assigning a branch office:

In order for a user to have access through the Active Sourcing module to applicants from a specific branch office, the branch office(s) in question must be explicitly assigned to that user.
section > Roles and permissions
section > User’s branch office



Why don’t I see the “Sourcing” option in the navigation bar?

Answer: In order to access the Active Sourcing module, the following conditions must be met:

  1. The (paid) module must generally be activated in your Haufe-umantis solution.
  2. You must have the “HR expert” or “Administrator” user role.
  3. You must be assigned to the branch office that the module is set up for.

Why don't I see any applications from our umantis Applicant Management solution in the Active Source module?

Answer: Applications from a branch office are displayed when the following conditions are met:

  1. The branch office has been configured for use with the Active Sourcing module (see Branch office code for Active Sourcing).
  2. You are assigned to this branch office as an HR expert or administrator (see Users).
  3. The applicant has agreed to release their data as part of the application process (see Applications and data release).
  4. The application contains the relevant data (CV/resumé has been uploaded).

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