Story 1.5.5.8. CRM. Application. Enable Reassigning Applicants to Recruiters

Content

General info

Currently, the CRM lacks the ability to reassign applicants to different recruiters, creating challenges in task delegation and management. This feature will allow users, such as the Head of Recruiting to reassign applicants between recruiters to streamline workflows, especially during high-volume recruitment periods.

User story

As a CRM user [Head of Recruiting, Admin],
I want the ability to reassign applicants to different recruiters,
So that I can optimize resource allocation and ensure efficient task delegation during critical periods.


RT-6267

Получение подробных данных проблемы…
СТАТУС

Visual design:

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=60481-499021&t=SCnJ4urfv7A1zfMA-0

 

 

Acceptance criteria

 

01

Scenario: Reassigning an applicant
Given a recruiter or Head of Recruiting is viewing an applicant’s profile in the CRM
When they select the option to reassign the applicant image-20250110-094613.png
Then a modal with dropdown available to select recruiters.

image-20250109-140812.pngimage-20250110-122847.png

02

Scenario: Selecting a new recruiter
Given the dropdown of recruiters is displayed
When the user selects a new recruiter
AND click button “Save”
Then the system updates the applicant’s assigned recruiter to the selected individual.

image-20250110-094713.png

03

Scenario: Cancel selection
Given the dropdown of recruiters is displayed
When the user selects a new recruiter
AND click button “Cancel”
Then the modal is closed without any updates

04

OOS Scenario: Notification of reassignment
Given an applicant is reassigned to a new recruiter
When the reassignment is completed
Then the new recruiter receives a notification in the CRM about the reassignment.

05

Scenario: Audit trail
Given an applicant is reassigned
When the reassignment is saved
Then the system logs the change in the applicant’s history, including the previous recruiter, new recruiter, and timestamp (Profile – Primary – Activity)

06

OOS Scenario: Reassigning multiple applicants
Given a recruiter or manager is managing a list of applicants
When they select multiple applicants and use the bulk reassign option
Then the system updates all selected applicants to the new recruiter.

07

OOS Scenario: Default recruiter validation
Given an applicant is in "New" or "Reapplied" status
When they are not assigned to any recruiter
Then the system defaults the assignment to the Head of Recruiting.

08

Scenario: Role-based access
Given a user is attempting to reassign applicants
When they do not have the required permissions (HoR role or Admin)
Then the system don’t show reassignment functionality.

09

OOS Scenario: Undo reassignment
Given an applicant has been reassigned
When the user realizes a mistake
Then the system allows them to undo the reassignment and restore the previous recruiter within a limited timeframe (e.g., 1 minute).

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