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
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Получение подробных данных проблемы…
СТАТУС
Visual design:
https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=60481-499021&t=SCnJ4urfv7A1zfMA-0
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Acceptance criteria
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01
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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 Then a modal with dropdown available to select recruiters.
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02
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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.
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03
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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
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04
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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.
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05
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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)
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06
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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.
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07
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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.
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08
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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.
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09
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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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