Story 1.4.2.22. CRM. Profile view mode. Tab Personal. Service provider

Content

General info

Employees and consultants using the CRM should be able to view and filter candidates based on their willingness to work for a service provider. This new field should be integrated into the CRM and appear in the candidate’s profile under the "Verfügbarkeit" section, with functionality to filter based on the candidate’s response.

Request:

We need to add a new question to relevant candidate profiles on our online platform. The question will ask if the candidate is willing to work for a service provider (Ja/Nein). This field should be editable in the candidate’s profile but not visible in the profile preview for companies. Employees/consultants should be able to see and filter candidates based on their responses in the CRM. The new field should be placed in the "Verfügbarkeit" section of the candidate profile and in the interview under "Verfügbarkeit." This question should only appear for candidates looking for jobs in specific sectors.

Relevant Categories:

  • Banking & Assurance

  • Einkauf und Supply Chain Management

  • Finanzen

  • Human Resources

  • IT

  • Marketing & Design

  • Recht / Beratung

  • Sales & Trading

These sectors often have roles that can be offered by service providers or consulting firms. Only applicants who have these categories or no categories selected should see the question.

Requirements:

  1. Frontend:

    • Add a new field in the "Verfügbarkeit" section of the candidate profile for relevant categories: "Bist du bereit auch für einen Dienstleister zu arbeiten? (Ja/Nein)".

    • Provide the English translation of the question: "Are you willing to work for a service provider? (Yes/No)".

    • This field should be editable by the candidate.

    • The question and options should be available in both German and English.

    • Ensure this field is not visible in the profile preview for companies.

  2. CRM Integration:

    • Make the new field visible in the CRM for employees/consultants.

    • Use the abbreviation "Dienstleister: Ja/Nein" / "Service Provider: Yes/No" in the CRM.

    • Implement functionality to filter candidates based on their response to this question in the CRM.

  3. Interview Process:

    • Include this question in the interview section under "Verfügbarkeit" for relevant categories.

User story

As a CRM user (employee/consultant)
I want to view and filter candidates based on their response to the service provider question
So that I can quickly identify candidates who are willing to work for a service provider in relevant sectors.

Visual design:


RT-5132

Получение подробных данных проблемы…
СТАТУС

Acceptance criteria

01

Scenario: Display of Service Provider Field in CRM
Given a CRM user is viewing a candidate profile
When the candidate belongs to a relevant sector (Banking & Assurance, IT, etc.)
Then the new field should be visible in the "Verfügbarkeit" section with the label "Dienstleister: Ja/Nein" / "Service Provider: Yes/No".

image-20241225-072251.png

02

Scenario: Filtering Candidates Based on Service provider
Given a CRM user is searching for candidates
When they use the filter option for the service provider question
Then the CRM should display only those candidates who match the selected criteria (Yes/No).

03

Scenario: Visibility Control in CRM
Given the candidate does not belong to the specified categories
When their profile is viewed in the CRM
Then the service provider question should be hidden from view.

04

Scenario: Interview Process Integration
Given the CRM user is conducting an interview
When they reach the "Verfügbarkeit" section
Then the question "Are you willing to work for a service provider?" should be present for relevant categories only, allowing the interviewer to update the candidate’s response.

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