Application documents
The application documents include all documents and details supplied by the applicant for their application.
Privacy policy confirmation
The data release setting selected by the applicant is shown here:
- Data release: I prefer that my data be deleted when the current application process is over.
- Data release: 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.
Data release history
From here, you can access a history of modifications made in the “Data release” settings By opening the “Data release history”, you can see when and by whom the different data release settings have been changed.
Application status overview
- Application received: Set automatically upon receipt of new online applications.
- Application incomplete: Set automatically if the applicant cancels the application after the first step, e.g. when answering the job-specific questions.
- Application withdrawn: If an applicant deletes their application, the application status is set to “Application withdrawn”, and the application should be deleted or cleaned up in accordance with the privacy policy statement.
Note:
- The application status, including its history, can be viewed and edited at any time.
Information about the application
Additional details about the application are listed:
- Application dated: (Date)
- Created by: (Creator’s name)
- Company: (Name of the recruiter’s company)
- For job: (Link to the job to which the application relates)
Contact information
The contact information listed here includes:
- Title, first name, last name
- Address
- Email address
- Telephone
- Cell phone
- LinkedIn profile
- XING profile
Applications from this applicant
This section displays additional information about other applications from this applicant. This makes it easier to work with and coordinate parallel applications (e.g. those which have been submitted to other branch offices). All persons who have access to a given application can see information about:
- Active applications: (Number)
- Active unsolicited applications: (Number)
- All active applications: (Number)
- All applications: (Number)
- Current application status of active applications: (Status)
If multiple applications from a given applicant are in the same status, that status is only listed once here.
- Current application status of all applications: (Status)
If multiple applications from a given applicant are in the same status, that status is only listed once here.
- Other applications in my area of responsibility (active) (Number)
- Other applications in my area of responsibility (all) (Number)
Applications from other applicants
- Other applications with the same email address or the same name and birth date (Number)
Documents
Here you will find documents relating to the application, e.g.:
- Cover letter
- Resume
- Other documents
Note: If you want to upload ZIP files with special characters in the filenames, use PeaZip http://www.peazip.orgPeaZip'’ to generate the ZIP files. Through an option in the settings, PeaZip lets you choose UTF-8 https://en.wikipedia.org/wiki/UTF-8UTF-8'’ as the character set for ZIP files so that even files with special characters in their names can be uploaded with no complications. Alternatively, you can also use 7-Zip http://www.7-zip.org7-Zip'’ (with the following parameters/settings: -mcu=on) to generate appropriate ZIP files.
Applicant documents
In the master data sheet (via 7 optionally displayed upload fields) relevant documents about the applicant can be uploaded and stored. These are - in contrast to the documents of the application - linked to the person and not to the application. This provides a central repository for the applicant's documents, no matter how often the person applies. Documents can be uploaded by the applicant as well as by users (HR or managers). The upload fields can be displayed in the following places: Applicant Cockpit (/SelfService), Applicant Dossier for HR users and Applicant Dossier for managers. In addition, the display of these fields is controlled branch-dependently via the configuration of the application process (/Administration/Agency/ID/Settings/ApplicationProcessConfiguration).
Created PDF documents
The created PDF documents are listed here.
If DeepSign has been integrated, you can start the digital signature process via this icon.
Further information
In this section, you will see information like the following (if it has been entered):
- Education level
- Education details
- Cross-border commuter permit for
- How did you find out about us?
- Notes
Preferences
The following information about application/applicant preferences is displayed here:
- Starting as
- Department
- Employment category
- Employment period
- Office language
- Job location
Applicant settings
The following applicant settings are displayed:
- Username (for login)
- User language: (The user’s language)
- Time zone
- The person’s time zone can be specified here. (If no time zone is explicitly indicated here, the system will automatically detect the browser’s time zone and assign it to the user.)
- Is a current employee: (yes/no)
- Has access to internal job board: yes/no
Internal information about the person
- Comments
- Document
- Pool
- Here, you can specify which of the available pools (selection list 52) the application belongs to.
Job subscriptions
Here you will find information about this applicant’s active/inactive job subscriptions.
Messages for applicant actions
A message is displayed when the following actions occur.
Updates to applicant data
If the applicant has updated their profile and would like to bring this to your notice, a message is issued to you with a comment from the applicant.
The following conditions must be met before the applicant can perform the given action:
- the job is active
- the application is active
- the application has not been withdrawn
Assessments
A message is also generated if a new assessment has been received for this application.
Note:
Once you have taken note of the messages, you can simply click to delete them. The message for the new assessment is also displayed on the home page over the corresponding search link, and it disappears automatically when the application status is changed.
Deleting an application
If an applicant deletes their profile, the applicant profile does not simply disappear from Umantis, but is flagged with the following message in red: This applicant has marked their profile for deletion.
Note:
We recommend that you actually delete all the profiles that have been marked for deletion from time to time.
Miscellaneous
The link “Number of other applications from this applicant” shows the total number of applications from this applicant.
Note:
- You will only see applications for branch offices to which you have access.
Other tabs
- Application documents
- HR assessment
- Assessment
- Manager assessment
- Communication
- Appointments
- Reminders
Actions
- HR assessment
- Forward to manager
- Forward to other people
- Release to committees
- Withdraw access from committees
- Link applicant to another job
- Rejection email wizard
- Rejection letter wizard
- Link applicant to another job
- Send applicant data to MyOnboarding
- Reactivate withdrawn application
- Archive application
- Reactivate application
- Send data to HR administration
- Delete application
- Anonymize applications
- Block access to person
- Administrators can completely block access to a person profile through all profile views and for all permission levels, and unblock it again if needed. When access to a person is blocked, that person is no longer visible for anyone; as such, no one can view, edit or delete any information about the person. For example, when this option is used to block access to a person, neither HR experts nor hiring managers will see applications from this person in any (applicant) overview.
The administrator can find a blocked person or application using the advanced search.
Documents
Applicant view
- This link appears if login data have already been sent. Once the applicant has set a new password, this link will automatically disappear.
- Send login data
- Set new password
- Display master data sheet
- If you execute this action, the master data sheet is displayed to the applicant and he can enter his master data.
- The master data sheet can then also be shown for managers (/SelfServiceLine/Applications/ID/ProfileData) and committee members. Supervisors/managers can also perform the "View master data sheet" action (if shown) and edit the master data sheet. Committee members can only view/check it.
- Display master data sheet
- Hide master data sheet
- Request data release
Appointments
- Invite applicants to an appointment
Reminders
Communication
- Create communication note
- Send email
- Create email from template
- Create letter from template
APPLICATIONS
- Show address on Google Maps
- View XING profile
- View Facebook profile
- Person search with Yasni
- User-defined links
- Road map for applicants
- Directions for applicants
- Cancellation wizard email (Cancellation — Status — Pool — Archive)
- Cancellation wizard letter (Cancellation — Status — Pool — Archive)
- LinkedIn profile
- User-defined links
- Search for LinkedIn profile
Analyze referral program via Eqipia
All applications for this referral program
Affiliation: Field for entity
The application file includes the most important information about the applicant (= person) and the application. This information consists of data that the applicant enters in the application form, along with data entered by the responsible HR expert.
The following overview lists which entity each field is associated with: “Person” or “Application”.
Field | Entity |
---|---|
Personal information | |
Photo | Person |
Form of address | Person |
Title (preceding name) | Person |
First name | Person |
Middle name | Person |
Last name | Person |
Title after name | Person |
Birth date | Person |
User settings | |
Email address/Login | Person |
Username | Person |
Password | Person |
User language | Person |
Contact information | |
Street | Person |
ZIP/Postal code | Person |
Location | Person |
Country | Person |
Email address | Person |
Telephone | Person |
Cell phone | Person |
User-defined list Master data 1 | Person |
User-defined Master data 4 | Person |
User-defined date Master data 2 | Person |
User-defined list Master data 2 | Person |
User-defined Master data 5 | Person |
User-defined list Master data 3 | Person |
User-defined Master data 6 | Person |
User-defined list Master data 6 | Person |
User-defined Master data 7 | Person |
LinkedIn profile | Person |
XING profile | Person |
User-defined Title 2 | |
Nationality | Person |
Civil status | Person |
User-defined Master data 1 | Person |
User-defined Master data 2 | Person |
User-defined Master data 3 | Person |
User-defined list Master data 4 | Person |
Other information | |
Education level | Person |
Education details | Person |
Optional selection list Applicant 1 | Person |
Comments | Person |
Optional selection list Applicant 2 | Person |
Comments | Person |
Optional selection list Applicant 3 | Person |
Comments | Person |
Residence permit | Person |
Cross-border commuter permit for | Person |
User-defined list Master data 8 | Person |
User-defined Master data 10 | Person |
User-defined date Master data 3 | Person |
Documents | |
Cover letter | Application |
Cover letter | Application |
CV | Application |
Other documents | Application |
User-defined Title 3 | |
User-defined list Master data 9 | Person |
User-defined Master data 11 | Person |
User-defined date Master data 4 | Person |
User-defined list Master data 10 | Person |
User-defined Master data 13 | Person |
User-defined list Master data 12 | Person |
User-defined Master data 14 | Person |
User-defined list Master data 13 | Person |
User-defined Master data 15 | Person |
User-defined list Master data 14 | Person |
User-defined Master data 16 | Person |
User-defined Title 4 | |
How did you find out about us? | Person |
How did you find out about this job? | Application |
Relationship to company | |
I am an employee | Person |
Have you previously worked for us? | Person |
Comments on earlier employment | Person |
User-defined Title 5 | |
Application user-defined text 11 | Application |
Application user-defined text 12 | Application |
Application user-defined text 13 | Application |
Application user-defined list 11 | Application |
Application user-defined list 12 | Application |
Application user-defined list 13 | Application |
What else would you like to tell us? | |
Comments about yourself | Person |
Comments about the application | Application |
Data release | Person |