Applicant management and international roll-out

As a rule, an experienced Umantis consultant will assist you in setting up Umantis Applicant Management, and introduce you to its use. This page provides an overview of the most important steps, and points out which elements must always be set up and configured.
For information about custom URL configurations, see the system requirements.

You will then find a 23-point checklist for going live. Further down, you’ll see a downloadable checklist for an international rollout.

Setup wizards

On the first page of settings, you will find five wizards on the left side that will guide you through the most important setup pages.

23-point checklist for going live

1. What should your e-recruiting solution for applicants and employees be called? -> Solution title under Settings for company / organization profile
2. What sender address should be used for system-generated emails (e.g. new password request for employee)? -> Sender email address under Settings for company / organization profile
3. How many branch offices does your company have? Which office is designated as the branch office? (Pre-defined setting, cannot be changed!)
4. Do all of your recruiters work with the same communication templates, in the same CI and with view permissions for all applications? -> If not, you should enter a branch office for each consistent group, and must then define all templates and designs separately for each branch office.
5. For publishing jobs, should a media partner be integrated (Unio, Prospective, Publiconnect, Broadbean), or do you want to directly integrate a job platform? -> Publish job via job boards
6. How should the job board be integrated into your home page? -> After deciding on the integration type (microsite or iframe), you or your web designer can come up with an appropriate design.
7. Should jobs also be published on an internal job board? -> Activate job board if necessary: Settings for company / organization profile
8. What text blocks does your job posting consist of? -> In the form for the publication text for a job, switch to configuration mode and modify the fields as needed; define template texts for the posting for the branch office (Create job posting layout).
9. What information about a job should be displayed on the job board, and what criteria can jobs be filtered on? -> Set up the job board in configuration mode and the values of the selection lists to be used
10. Should job subscriptions be activated? -> Job subscription & Set up unsolicited applications
11. Should unsolicited applications be allowed? -> Job subscription & Set up unsolicited applications
12. Is the solution design used for applicants also appropriate for hiring managers? Is a single design sufficient for your external appearance? -> If not, then you should set up Other designs and configure the links in emails to managers etc. accordingly.
13. What should the privacy policy statement be called? -> Privacy policy statement & data release
14. What general information do you expect from applicants? -> Set up the application forms and the applicant view using configuration mode
15. Are the provided application statuses appropriate for your process? -> Set up the corresponding selection list
16. How do you want to collaborate with the hiring manager? -> Set up the hiring manager view so that the hiring manager sees what they should and can give feedback in the desired ways.
17. Do you work with generic letter and email templates? -> In the communication view, you can create both email templates and letter templates, and you will find system emails both under the settings and under the branch office.
18. Now go through the complete recruiting process a few times and make any last modifications.
19. Enter the user profiles for your colleagues and first manager
20. Delete all test data (jobs, applications, users, templates)
21. Publish your first real jobs
22. Integrate the job board into the production environment
23. Watch the first online applications come in and check in regularly with your colleagues for the first few days

Checklist for international rollout

If you are planning to roll out your Umantis Applicant Management solution internationally, we have provided a helpful downloadable checklist. This checklist includes important aspects of the rollout process, sorted by topic groups. Some aspects appear in multiple topic groups, since they are relevant from various different points of view.

Link to file (English): Checklist for international rollout EN
Link to file (German): Checklist for international rollout DE

Related topics

• Best Practice Umantis Applicant Management process