Access for line manager

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When you log in as a hiring manager or manager (link syntax: https://recruitingapp-CUSTOMERID.umantis.com/SelfServiceLine), you have various tabs to choose from in the home navigation bar:

HOME   APPLICATIONS   COMMUNICATION   JOBS   JOB REQUISITIONS   MY PROFILE

Click on any of the above links to get more information.

Please note that all the information on this page refers specifically to access for hiring managers (/SelfServiceLine).


HOME

The Home tab shows all the information that is most important for hiring managers. In addition to a few direct links, the Home tab also offers a number of overview tables.

Overview tables

The following overview tables are supported on the Home page:

  • My applicants for assessment
The top table on the Home page shows the manager all the applications that they have not yet evaluated, sorted by their date of arrival.
  • My jobs
This brief overview of jobs shows all active jobs that are assigned to the manager. The following columns are displayed for each job:
  • Visitors: Number of visitors to the job posting
  • Applicants: Total number of applicants to the job
  • Released: Applications that have been released to me (linked)
  • Top (HR): Number of applicants with an evaluation from HR for which the weight is greater than 80.
Specify a weight greater or less than 80 for each o the selection values in the “Overall evaluation” selection list.
  • Status overview: Square for each status, with a darker color indicating more applicants in a given status. The number of applicants and the status are displayed on mouseover.
In the selection list for application status, you can specify which status should be active in the new graphical overview of the number of applicants per status. The graph shows only the application statuses that have no value entered in the “Weighting” field.

Note

It is not recommended that hiring managers edit or modify the application status. The authority to make status changes should be reserved to the HR expert (or recruiter).
Hiring managers should use the “Next step” function instead.

Direct links

The Home page offers the following sections with direct links (among others):

  • My applicants with invitation
In this block, the manager sees an overview of their upcoming appointments, with a direct link to the associated application documents. The appointments shown here are the ones to which the manager was invited via the Umantis Outlook interface. The icon in the last column indicates a group appointment with multiple participants.
  • Next steps
In this block, the manager can take the next steps relating to hiring and/or applicant processing. The following collection of links can be of use here:
  • Create new job requisition
The manager can create a new job requisition.
  • My jobs
Overview of all the manager’s jobs
  • All my direct report jobs
Overview of all the manager’s jobs for which the manager has direct responsibility.
  • All my jobs as alternate
Overview of all the manager’s jobs for which the manager is serving as an alternate.
  • Applications that have not yet been assessed
Overview of applications that have not yet been assessed.
  • Applications that have not yet been assessed by me
By clicking on this link, the manager can see an overview in the Applications tab of the applications for which they have not yet provided an assessment.
  • Current
This block contains currently active topics, e.g.
  • Applications to these jobs
  • My Profile
The manager has various links to choose from in this block, and can modify their profile or change their password.
  • Modify my profile
Redirects to the MY PROFILE tab. The manager can then modify their personal information, mailing address or other contact information.
  • Change my password
The manager can enter a new login password.

APPLICATIONS

A hiring manager can see all the jobs that are linked to them, and all released applications corresponding to those jobs — regardless of which branch office the manager belongs to.

In the Applications section, hiring managers get a global overview of all applicants/applications. Users can choose to display or hide various data in this global overview. By selecting a specific applicant, a hiring manager can view their application documents and enter or view assessments. In addition to viewing application documents, (alternate) hiring managers also have access to a number of possible actions (see next section).

Note

It is not recommended that hiring managers edit or modify the application status. The authority to make status changes should be reserved to the HR expert (or recruiter).
Hiring managers should use the “Next step” function instead.

Available actions for (alternate) hiring managers in the application documents

Note that some actions are linked to specific conditions. For example, certain links / available actions are only displayed for particular roles (hiring manager vs. alternate hiring manager), or are dependent on other factors (e.g. whether assessment questions have been entered). In addition, the different links must also be enabled for display via configuration mode. We recommend that you enable each of the links / available actions you need in only a single place — either in the action bar (centrally) or in the data area (in the relevant data field).

  • Submit assessment (hiring managers only)
You can use this link to submit an assessment. This link is displayed to hiring managers only. It will not be displayed to you if you are an alternate hiring manager.
  • Submit assessment (alternate hiring managers only)
You can use this link to submit an assessment. It will be displayed to you if you are an alternate hiring manager.
  • Submit assessment
You can use this link to submit an assessment. This link will be displayed to you if no assessment offer for this job has been assigned to the applicant.
  • Answer assessment questions
You can use this link to answer assessment questions. This link will only be displayed to you if the assessment offer for this job has been assigned to the applicant.
  • Submit additional assessment
You can use this link to submit an additional assessment.
You can use this link to forward the application to a third party for assessment.
  • Create email
You can use this link to create an email.
  • Create email from template
You can use this link to create an email from a template.
  • Create letter from template
You can use this link to create a letter from a template.
  • Create communication note
You can use this link to create a communication note.
  • Release to committees
You can use this link to release the application to committees.
  • Withdraw access from committees
You can use this link to withdraw committees’ access to this application.
  • Create print preview
You can use this link to create a print preview of the application documents.


COMMUNICATION

In the Communication tab, the hiring manager can see an overview of the previous communication history.

JOBS

A hiring manager can see all the jobs that are linked to them, and all released applications corresponding to those jobs — regardless of which branch office the manager belongs to.

The manager will find all jobs that are assigned to them in the “Jobs” tab.

Opening a job will display all hiring-related information, organized under the following tabs:

  • Description: All background information about the job.
  • Selection criteria: The selection criteria for preselection.
  • Publication: Search criteria and job posting texts in all languages.
  • Applicant overview: All applications to this job

For more information, see Vacancies (applicant management)

Actions

The following actions in the view of a job are hidden by default.

  • Notify HR expert
Using the system email template SystemTemplate_PositionToHREmail, an email with relevant information can be written directly and sent to the responsible HR expert. An additional checkbox is available for selection, with which the alternate HR expert can be added in CC. If no responsible HR expert has been assigned, a message “Please specify a responsible HR expert first.” appears.
  • Edit general information
  • Edit job description
  • Edit applicant requirements
  • Edit documents
  • Edit other user-defined content
  • Edit information from the job requisition

JOB REQUISITIONS

Here, the manager can find all the job requisitions they have opened — as long as the HR expert has not yet converted the job requisitions into open jobs. Once that happens, the requisition can be found as a job on the JOBS tab.

Actions

  • Notify HR expert
Using the system email template SystemTemplate_PositionToHREmail, an email with relevant information can be written directly and sent to the responsible HR expert. An additional checkbox is available for selection, with which the alternate HR expert can be added in CC. If no responsible HR expert has been assigned, a message “Please specify a responsible HR expert first.” appears.

MY PROFILE

You can modify your personal data in your own profile:

  • Personal information
Salutation, title before name, first name, last name, company
  • Mailing address
Address, ZIP/postal code, city, country, user language
  • Contact information
Email address, telephone, cell phone


Email notifications

If displayed, you as a manager can view and modify your currently set email notifications.

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