In umantis, search functions are available at the left side of every tab. Depending on the tab, you can filter the displayed table based on specific fields, or run a full-text search for terms over the entire entity. Note that with full-text search, no more than 200 characters can be entered in a search field; otherwise, an error message will appear.
Select the desired search filters, then click on “Search”. The result will be displayed in a table on the right.
The selected search filters can be changed at any time. Clicking again on “Search” will execute the search with the modified settings. To further restrict the result, you can add other search filters. You can also use wildcards when filtering on specific individual fields.
The filters you set will remain active even if you have left the page and come back. Click on the “Reset search” link, next to the list of selected search filters, to reset your search filters and go back to seeing all entries.
Search functions for tables within an entity (e.g. all applications for a job, all participants in an event) can be found above the table, and can be minimized to save space. These search blocks can be expanded with and closed with .
Note that searches with special characters do not work, and therefore will not return any search results.
My default search
By using the “My default search” link, each user can choose for themselves which of the available search filters should be active when the given overview is first opened. In this way, the default search provided by umantis can be individually customized.
Only fields that are displayed in the search itself are visible under “My default search”.
For jobs, the search filter Active jobs only or Active applications only is preselected by default. When this filter option is displayed, users will only see active jobs and applications.
You can also save your search in order to reuse it later. To do this, click on “Remember search” to create a bookmark.
Search over selection lists
When searching over a selection list, one or more selection list values (depending on the filter) can be selected for the search.
When searching over multi-level hierarchical selection lists, all higher- and lower-level categories are included.
Germany > Southern Germany >> Bavaria >>> Munich >>> Nuremberg >> Baden-Württemberg
- A job is published for the Munich region. This job will be displayed when searching for jobs in the regions of Southern Germany, Bavaria or Munich.
- A job is published for the Southern Germany region (either because the exact location is not yet certain, or because this job involves working at multiple locations in southern Germany). This job will be displayed when searching for jobs in Munich, Nuremberg, Bavaria or Baden-Württemberg (since the job could potentially be performed in the searched sub-region).
Fields from selection lists of the same type (e.g. HR expert, HR expert advanced) can only be queried with advanced search.
Note: In principle, it is possible with all selection lists or dropdown fields to search directly for an entry. However, this functionality is restricted to multi-selection lists with fewer than 2001 elements, as otherwise there is a risk that the browser will hang.
Search based on period settings
Searches that relate to periodically saved values always include the period in their name/label, e.g. for the employee review meeting: Search for employee review meeting status 2014
For career planning or assessment of employee potential, the current values for the employee are used for the search. Take note of the guidelines on periodic and aperiodic assessments.
- The “Starts with...” search can be used to search over everything by using the * wildcard.
- For the “Starts with name” search, the last name is always used.
Use the * wildcard to search for the first name.
Use the advanced search to specify detailed search filters, thereby narrowing your search results.
You can find the advanced search in a number of places, e.g. in Applicant Management in the overview of all applications (/Recruiting/Applications), or in Employee Management in the event overview (/Courses).
Advanced search for data release settings/decisions
You can use the advanced search to search for data release specific criteria.
In Applicant Management, you can call the advanced search in the overview of all applications (/Recruiting/Applications) and use the following data release search criteria:
- Pending decision on data release (number)
- Data release
- O 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.
- O I prefer that my data be deleted when the current application process is over.
- Data release required
- The search is for applications for which the branch office requires a decision to release data.
- Data release consent retroactively withdrawn in the past 7 days (number)
- Search for applications for which the data release has been changed in the last 7 days.
In Employee Management, you can call up the advanced search in the People directory (/ExternalParticipants) and in the (Event-)Registrations area (/Courses/Participation) and use the following data release search criteria:
- Data release consent required
- Search for external persons without a historized job (only non-former employee) and without reference markings.
- Pending decision on data release
- Search for external persons without a historized job (only non-former employee) and without reference markings, who have not yet made a decision regarding their date release settings.
- Data release consent given or not required
- Data release
- O Yes, I agree that my data is also stored beyond a concrete participation and that I can be informed of further interesting offers.
- O No, I would like my data to be deleted after the current participation.
In the People directory additionally the advanced search for:
- Data release consent modified in the past 7 days
- Search for people who have changed their data release statement in the last 7 days.
- People with no current event participations
- In conjunction with the search for "data release = no", these persons should be periodically removed from the database.