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Story 1.2.2.7. CRM. Vacancy view mode. Tab Matching

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General info

The "Tab Matching" within the "Vacancy view mode" provides a list of candidates who match the criteria for the vacancy. This tab displays detailed information about each candidate and includes functionality for adding notes and creating processes. It also features pagination and filtering options to refine the list based on various criteria. Prefilters should be set by default to show candidates who match the vacancy most closely, with the option to reset filters to view all candidates.

Task:

RT-134 - Получение подробных данных проблемы… СТАТУС

We need to develop a matching algorithm for the candidates and vacancies. Current processes are taking too much of the consultants' time and manual work.

Matching criteria:

  • The matching criteria are: Category, Location, Skills, Education, Salary

  • The scale: Category 30% / Location 20% / Skills: 20% / Salary if there is a value in the vacancy: 15% / Education 15%

The Education we've got 3 different levels: Level 1 (lowest level) is: Berufliche Grundbildung (Lehre) EFZ / Fachmittelschule / Berufsmaturität / Gynamsium
Level 2: (middle Level) is: Bachelor (Hochschule) / Eidg. Fachausweis / Höhere Fachschule HF / Certificate of Advanced Studies CAS / Diploma of Advanced Studies DAS
Level 3: (highest Level) is: Master (Hochschule) / Eidg. Diplom / Doktorat / Master of Advanced Studies MAS

Where and how to use it:

The matching should be visible on candidate’s page and on vacancies' pages.

Available not only for the active candidates - make a rating of active - inactive etc.

Same are the matching for RT: +show the same industry companies with a number of open vacancies - Industry of previous companies aslo matching point

Display a matching scale in the shared profile links in ProfSearch.

Add search through attachments:

certificates and references should also be taken into account for matching - body of the documents to be taken into account for searching with the keywords (e.g. search in reference letters - by clients)

To do:

  • create a matching mechanism

  • display the matches on candidates' pages

  • display the matches on vacancies' pages

  • display the matching rate on the shared profiles for companies

  • display the matching companies with their vacancies on RT Profile page

  • set up search through certificates and other attachments

User story

As a CRM user,
I want to view and manage a list of candidates that match the vacancy
So that I can efficiently find and evaluate candidates for the position.

Visual design:

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=18107-83812&t=PfSQbaCHKV6iYQsz-4

Acceptance criteria

01

Scenario: Display candidate list
Given the user is on the "Tab Matching" within the "Vacancy view mode"
When the list of candidates is displayed
Then the table should include columns for Name, Status, Salary, Location, Degree, Languages, Categories, and Rocken Contact.

image-20240903-062334.png

02

Scenario: Add note and create process icons
Given the candidate list is displayed
When the user views a row in the table
Then each row should include icons for "Add Note" and "Create Process".

03

Scenario: Pagination
Given there are multiple candidates
When viewing the candidate list
Then the list should include pagination controls to navigate through multiple pages of candidates.

04

Scenario: Default prefilters
Given the candidate list is displayed
When the user views the list
Then the candidates should be prefiltered to match the vacancy criteria most closely.

05

Scenario: Reset prefilters
Given the user wants to see all candidates
When the user clicks the "Reset Filters" button
Then all prefilters should be cleared and the user should see the complete list of candidates.

06

Scenario: Filter button
Given the candidate list is displayed
When the user clicks the "Filter" button
Then a filter modal should open, allowing the user to filter by categories, employment type, industries, skills, desired salary, and search radius.

07

Scenario: Prefilter visibility
Given the filter modal is open
When the user views the filter options
Then the prefilters that match the vacancy should be displayed by default, with the ability to modify them as needed.

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