Glossary

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Term Use Explanation / Definition Note
Administrator Applicant management & Employee management Administrators set the application up and administer all users and settings while the solution is in operation. They are usually also the owners of the application, and therefore responsible for activating new functions after Umantis has updated the application. Users. They are usually also the owners of the application, and therefore responsible for activating new functions after Umantis has updated the application. Administrators have the most rights, compared with other roles. They can change almost any setting and adapt them to the company's requirements. For example, they can configure selection lists and import jobs. Administrators have the authority to create other users (including additional administrators).
Configuration mode Applicant management & Employee management Configuration mode allows you to display and hide views of the umantis solution (such as single elements), and to configure texts, forms, links, containers and tables however you prefer. You will find it at the top right of the main menu bar (Configure view).
Wizards Applicant management & Employee management Wizards guide the user through each specific case in Umantis. The sequence of required steps is shown, or in some cases, the steps are called up automatically. Tips and notes can be added to provide users with additional guidance at each step.
User role Applicant management & Employee management Applicant management
The user role is the most important setting in the user profile, and determines which pages a user can open in the applicant management system. See also User roles in Applicant Management.

Employee management:
Setting in the user profile. Depending on the role, the user has different permissions. Each employee has exactly one user role. See also User roles in Employee Management.

Check for duplicates Applicant management & Employee management The check for duplicates is intended to avoid that applicant data is recorded twice. The system checks automatically whether the input data matches that already entered for an applicant. If this is the case, the system provides appropriate proposals. See: Check for duplicates
Dynamic questions Applicant management & Employee management Applicant management
Dynamic questions are used with applications in applicant management for the selection process, the use of an internal list of criteria and for the assessment.

Employee management:
In employee management, they are used both in the Events area to record the participants’ preferences and skills and to get feedback from them when the event is over, as well as in the Jobs area.

See: Dynamic questions

Module Applicant management & Employee management A module is a functional component of a software. You will find modules & accesses under Settings. Depending on the role, you can choose which modules should apply by default when entering a new person in the application. By clicking on the pencil icon next to the headings of each section, you can use the “Yes” and “No” options to turn the individual modules on or off. For more detailed information on the Umantis modules, see Access to modules.
Succession (module) Employee management Successor planning allows you to plan future hirings and as such its purpose is to be a preventative instrument that promises the future success potential for the company. By showing the development capabilities of potential successors, future perspectives for the employees can be clearly illustrated and a qualified succession can also be ensured.
See: Succession module
Succession planning Employee management Succession planning enables provisional plans to be made to place new people in jobs. Succession planning aims to minimize the risk of a job not being filled. Succession planning well in advance is particularly essential for jobs that have been defined as critical key positions. Succession planning is mainly based on company objectives and (future) skills requirements. Firstly, the objectives are established and the general situation is clarified (e.g. budget restrictions), giving a basis for then planning the various measures.
See: Succession planning
Role group Employee management You can specify role groups — or summarize several roles and authorize them for certain actions, such as for special view configurations
Top navigation Applicant management & Employee management The top navigation is located in your Umantis solution top right.


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