Settings for company / Solution profile

This is where you make the central settings specifically for the solution to communicate with surrounding systems. You get to these settings via Settings > Default settings.

Organisation profile in applicant management

The following points are worth commenting on:

• The name of the solution displays as a header on the login and main screens.
• The sender address is entered as the sender email address for your system emails. The email account used should be checked regularly because that is where the automated replies are sent for emails that could not be delivered. At the same time, we recommend that the person responsible for your email infrastructure makes an SPF entry for umantis.com.
• Here you can maintain the authentication keys for the email import from Outlook, the automated import, for the Single Sign On and in applicant management for publishing on third party systems. If the SSO (SingleSignOn) with timestamp option is activated with SSO, the SSO call has to be set up with a timestamp.
• If the "Publication in intranet" option is checked in applicant management, the relevant tab displays for the vacancy. With the "Take the applicant automatically to the next application question" option, the applicant will answer the selection questions in a straight line.
• Applicants can also be requested to authorise their data here. This is done using a radio button on the application form, and the HR employee can ask for it retrospectively using a link in the applicant profile via email. The email template is called "SystemTemplate_Ask4DataAgreement" and can be edited under the system emails.
• Changing the images:
  • The image on the left-hand side of the main page can also be uploaded here. To do this, click Settings - Default Settings - Organisation Profile. There you have the item "Main page image" (visible in edit mode only). Select your image here. Ensure that the name is correct. After selecting the image, click "Save" to adopt the changes.
  • The logo on the logo page can be changed in the same way. To do this, click Settings - Default Settings - Organisation Profile. There you have the item "Login image" (visible in edit mode only). Select your image here. Ensure that the name is correct. After selecting the image, click "Save" to adopt the changes.
  • The image in the top right corner is called "Logo" and can be changed in the same way. To do this, click Settings - Default Settings - Organisation Profile. There you have the item "Logo" (visible in edit mode only). Select your image here. Ensure that the name is correct. After selecting the image, click "Save" to adopt the changes.

Company profile in employee management

The following points are worth commenting on:

• The name of the solution displays as a header on the login and main screens.
• The sender address is entered as the sender email address for your system emails. The email account used should be checked regularly because that is where the automated replies are sent for emails that could not be delivered. At the same time, we recommend that the person responsible for your email infrastructure makes an SPF entry for umantis.com.
• Here you can maintain the authentication keys for the email import from Outlook, the automated import, for the Single Sign On and in applicant management for publishing on third party systems. If the SSO (SingleSignOn) with timestamp option is activated with SSO, the SSO call has to be set up with a timestamp.
• Changing the images:
  • The image on the left-hand side of the main page can also be uploaded here. To do this, click Settings - Default Settings - Company Profile. There you have the item "Main page image" (visible in edit mode only). Select your image here. Ensure that the name is correct. After selecting the image, click "Save" to adopt the changes.
  • The logo on the logo page can be changed in the same way. To do this, click Settings - Default Settings - Company Profile. There you have the item "Login image" (visible in edit mode only). Select your image here. Ensure that the name is correct. After selecting the image, click "Save" to adopt the changes.
  • The image in the top right corner is called "Logo" and can be changed in the same way. To do this, click Settings - Default Settings - Company Profile. There you have the item "Logo" (visible in edit mode only). Select your image here. Ensure that the name is correct. After selecting the image, click "Save" to adopt the changes.

E-mail special settings

• The central sender address is adopted as the sender address for all outgoing emails. The original sender address is adopted in the email as the Reply To address.
• All the outgoing emails are redirected to the central redirection address. This is done especially if a solution is intended for use as a test solution and processes with emails are going to be run through. No redirection should be activated in the live version.
• When an import has ended, a status email is sent to the recipient address for import status if this option has been set for an import.

Changing user within umantis or in a third party system

First you create the third party systems to which user profiles are to be created. umantis itself must be created as a third party system if users wish to change to other user profiles in the same umantis.

You create the third party systems with the "Create third-party system" link. For umantis systems, the details needed for the subsequent Single Sign On on the system are queried directly and the link is automatically generated later. The relevant fields are:

• Name: Select a meaningful name (example: umantis applicant management)
• System no.: ID of the solution concerned (example: https://recruitingapp-1234.umantis.com oder https://employeeapp-1234.de.umantis.com)
• Authentication key: the same as the key entered as the Authentication key for SSO (SingleSignOn) in the third party system.
• URL: only needs to be entered with third party systems in their own domains (not umantis.com).

With other third party systems the relevant request can be written directly in HTML. In doing this, you can use parameters ([ParamID1] to [ParamID5]) which are then to be populated user-specifically in the request.

For every user you can then, in the settings, create accesses to other user profiles in the third party systems that have been created. Depending on the system, other details that relate to the Single Sign On must be entered.

Application
As soon as at least one access to a different user profile has been created for a user, the change of user symbol appears for this user in the top navigation.

The user will then find all the links to the accesses that have been created behind this symbol.

Actions

• Create umantis employee management
• Create umantis application management
• Create third-party system

Settings for LinkedIn interface

There is a more detailed description of setting up the LinkedIn interface here.

Settings for a Xing interface

There is a more detailed description of setting up the Xing interface here.