Story 1.2.2.9. CRM. Vacancy view mode. Tab Processes

Content

General info

Enhance the CRM system by implementing a "Processes" tab in the Vacancy view mode. This tab will display all candidate-related processes associated with a specific vacancy. Users will be able to view the status of each candidate’s application process, key process details, and perform relevant actions. This functionality provides recruiters with a streamlined way to monitor and manage the progression of candidates within a specific vacancy.

User story

As a CRM user,
I want to view and manage candidate processes associated with a specific vacancy,
So that I can effectively track each candidate’s progression and status.

Visual design:

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=18361-125231&t=Kyfn4cYcN8tVkZjO-4

Acceptance criteria

01

Scenario: Displaying process list
Given a vacancy is selected
When the recruiter views the "Processes" tab
Then a list of all candidate processes associated with that vacancy should be displayed, showing columns for Date, Company, Vacancy, Status (Time in Status), Consulting, Recruiting, Candidate, and Forecast.

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02

Scenario: Column for "Date"
Given the "Processes" tab is displayed
When viewing the Date column
Then it should show the date and time of each process entry with a format (e.g., DD.MM.YY HH).

03

Scenario: Column for "Company"
Given the "Processes" tab is displayed
When viewing the Company column
Then it should display the name of the company associated with each process, clickable to navigate to the company’s page.

04

Scenario: Column for "Vacancy"
Given the "Processes" tab is displayed
When viewing the Vacancy column
Then it should display the title of the vacancy associated with each process and indicate if it’s an "application by download".

05

Scenario: Column for "Status" (Time in Status)
Given the "Processes" tab is displayed
When viewing the Status column
Then it should show the current status of the candidate in the process (e.g., "In Request") along with the duration (e.g., "2 days").

06

Scenario: Column for "Consulting"
Given the "Processes" tab is displayed
When viewing the Consulting column
Then it should display the profile image and name of the consultant responsible for each process, clickable to navigate to the consultant’s profile.

07

Scenario: Column for "Recruiting"
Given the "Processes" tab is displayed
When viewing the Recruiting column
Then it should display the profile image and name of the recruiter assigned to each process, clickable to navigate to the recruiter’s profile.

08

Scenario: Column for "Candidate"
Given the "Processes" tab is displayed
When viewing the Candidate column
Then it should display the profile image and name of the candidate in the process, clickable to navigate to the candidate’s profile.

09

Scenario: Column for "Forecast"
Given the "Processes" tab is displayed
When viewing the Forecast column
Then it should show the forecast value or symbol associated with each process (if applicable).

10

Scenario: Filtering by process status
Given there are multiple processes with different statuses
When the recruiter applies a status filter
Then only processes matching the selected status (e.g., "In Request", "Interview 1") should be displayed in the list.

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11

Scenario: Sorting by Date
Given the processes list
When the recruiter clicks the Date column header
Then the list should sort by date, toggling between ascending and descending order.

12

Scenario: Sorting by Company
Given the processes list
When the recruiter clicks the Company column header
Then the list should sort by company name in alphabetical order, toggling between ascending and descending.

13

Scenario: Sorting by Status (Time in Status)
Given the processes list
When the recruiter clicks the Status column header
Then the list should sort by status and time duration, toggling between ascending and descending.

14

Scenario: Pagination
Given a large number of processes associated with the vacancy
When there are more than a set number of processes displayed (e.g., 10 per page)
Then pagination controls should appear at the bottom of the list, allowing navigation through multiple pages.

15

Scenario: Filter by "Rejects Statistics"
Given the "Processes" tab is displayed
When the recruiter clicks the "Rejects Statistics" button
Then a modal or overlay should display rejection-related statistics for the vacancy, breaking down rejection reasons and stages.

16

Scenario: Filtering by Candidate and Company Interaction Status
Given a process with no response from either candidate or company
When viewing the summary bar
Then indicators should show "No reply-candidate", "No reply-company", "Enquiry-company", or "Read" statuses based on recent interactions.

17

Scenario: Multi-select actions
Given the processes list
When the recruiter selects multiple entries
Then bulk actions (e.g., mass status update) should become available in the UI.

18

Scenario: "Filters" button functionality
Given the "Processes" tab
When the recruiter clicks the "Filters" button
Then a panel should open, allowing the recruiter to filter processes by date range, company, vacancy title, consultant, recruiter, candidate, and status.

19

Scenario: Vacancy-specific process statistics
Given the "Processes" tab is viewed for a specific vacancy
When the summary bar at the top is displayed
Then it should show the number of processes at each stage (e.g., Request, Interview 1, Offered, etc.) for that specific vacancy.

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