Story 1.6.2.1. CRM. Statuses of the process

Content

General info

Functionality for changing the statuses of processes within the CRM system. Users will have the ability to update the status of a process based on its current stage and context. This functionality is crucial for maintaining accurate process tracking and ensuring that all relevant parties are informed of any changes in status.

User story

As a CRM user
I want to change the status of a process
So that I can keep the process information current and reflect its progression accurately

Visual design

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=44785-23056&t=V4nNKW9wJlemJ1ll-4

Logic of change statuses

https://lucid.app/lucidchart/8fc96ec5-12dd-4827-a441-0bcce7e3a45b/edit?invitationId=inv_55dcd5a8-bec4-47ab-acb9-31405c97ae8a&referringApp=slack&page=0_0# –>

NA Processes Statuses Flow.jpeg

Flow of the statuses

https://lucid.app/lucidchart/invitations/accept/inv_42f2f5f4-a594-477a-8e0a-e9e9bc033a1c>

Prof Search Statuses.jpeg

Acceptance criteria

01

Given: modal window create process

When: select candidate
AND select one vacancy
AND checkbox “Do not send E-Mails“ unticked
AND add optional text for the email template
AND add sendgrid template name
AND click button “Anfrage senden” (Send request)

Then: status “Request
AND email to the candidate is sent “single Vacancy sharing“

image-20240522-115926.pngimage-20240524-144050.png

02

Given: modal window create process

When: select candidate
AND select one vacancy
AND checkbox “Do not send E-Mails“ ticked
AND field “optional text for the email template” is not shown
AND field “sendgrid template name” is not shown
AND click button “Create process”

Then: process starts with status “Created
AND email to the candidate is not sent

image-20240524-144128.png

03

Given: modal window create process

When: select candidate
AND select several vacancies
AND checkbox “Do not send E-Mails“ unticked
AND add optional text for the email template
AND add sendgrid template name
AND click button “Anfrage senden” (Send request)

Then: status “Request”
AND process is created for every vacancy separately
AND email to the candidate is sent “Multiple Vacancy sharing“

04

Given: status “Created” with selected one candidate and one vacancy

When: click edit process
AND checkbox “Do not send E-Mails“ unticked
AND add optional text for the email template
AND add sendgrid template name
AND click button “Anfrage senden” (Send request)

Then: status “Request”
AND email to the candidate is sent “single Vacancy sharing“

05

Given: status “Created” with selected one candidate and several vacancies

When: click edit process
AND checkbox “Do not send E-Mails“ unticked
AND add optional text for the email template
AND add sendgrid template name
AND click button “Anfrage senden” (Send request)

Then: status “Request”
AND email to the candidate is sent “Multiple Vacancy sharing“

06

Given: status “Request”

When: the letter is opened by candidate

Then: status “Read“

07

Given: status “Request”

When: left 3 days after sharing

Then: Email Reminder 1

OOS (Out of scope) – AND status “Reminder”

08

Given: status “Reminder”

When: left 5 days after sharing

Then: Email Reminder 2
OOS (Out of scope) – AND status stay “Reminder”

09

Given: status “Request”

When: Email Reminder 2 is sent
OOS – AND candidate doesn’t read the letter
AND wait until the next day

Then: Status “Candidate no reply”

10

Given: status “Request”

When: Select “Candidate rejected“
AND click button “Change status“

Then: Status “Candidate rejected
OOS – AND email to the candidate

image-20240524-152532.png

11

Given: status “Request”

When: Select “Candidate Accepted“
AND click button “Change status“

Then: Status “Candidate Accepted“
OOS – AND email to the candidate

image-20240524-152534.png

12

Given: any status

When: admin can change the status without flow to any status manually
AND click change status

Then: status changed to any selected by admin

image-20240524-152303.png

13

Given: status “Candidate accepted”

When: Select “Share“
AND select Template
AND select staff
AND click button “Change status“

Then: Status “Shared“
AND email to the company is sent

image-20240524-152751.png

image-20240801-065320.png

13a

Given: status “Candidate accepted”

When: Select “Share“
AND select Template
AND select staff
AND select one or more PDFs for sharing
AND click button “Change status“

Then: Status “Shared“
AND email to the company is sent with files

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=44550-122979&t=7vdelOTccDWwLsKg-4

14

Given: status “Shared”

When: company does not respond for 25 days

Then: status “Company no reply”
AND do not send any reminders to the company during these 25 days

15

Given: status “Shared”

When: company asks some details (Clicks on the “Inquiry” button in the sharing link)

Then: status “Enquiry Company

16

Given: status “Shared”

When: company rejected by email

Then: status “Company rejected”
AND send email to the candidate

17

Given: status “Shared”

When: select manually “Company rejected”

Then: status “Company rejected”
AND send auto email “Candidate rejected by company“ in 1 day after setting status

18

Given: status “Shared”

When: company open email
AND go to profile page
AND click button “Accept”
AND create time slots (minimum 1)
??? AND click OK

Then: status “Company invitation”
AND send auto email immediately “Company Request interview

19

Given: status “Shared”

When: select status “Company invitation“
AND select time slots (minimum 1)
AND click button “Change status“

Then: status “Company invitation“
AND send time slots to Rocken talent for candidate (chat)

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=44677-156598&t=JReW9yrEmBzBMB3X-4

image-20240621-063731.png

20

Given: status “Company invitation”

When: select “Candidate rejected”
AND select “Candidate rejection before interview“
AND click button “Change status“

Then: status “Candidate rejected
AND send email “Candidate rejection before interview“

21

Given: status “interview 1

When: select “Candidate rejected
AND select “Candidate rejection after interview“
AND click button “Change status“

Then: status “Candidate rejected
AND send email “Candidate rejection after interview“

22

Given: status “Company invitation”

When: select “interview 1
AND select “Candidate invitation for interview with dates“ (not mandatory)
AND select time slots from the dropdown or add new
AND click button “Change status“

Then: status “Interview 1”
AND send email “Candidate invitation for interview with dates“

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=45185-246838&t=JReW9yrEmBzBMB3X-4

image-20240621-063951.png

23

Given: status “Company invitation”

When: select “interview 1
AND select “Candidate invitation for interview no dates“
AND click button “Change status“

Then: status “Interview 1”
AND send email “Candidate invitation for interview no dates“

24

Given: status “Company invitation”

When: select “interview 1
AND select “Candidate approval for interview“
AND click button “Change status“

Then: status “Interview 1”
AND send email “Candidate approval for interview“

25

Given: status “Company invitation”

When: select “interview 1
AND select “Company approval for interview“
AND click button “Change status“

Then: status “Interview 1”
AND send email “Company approval for interview“

26

Given: status “Company invitation”

When: select “interview 1
AND select “Candidate reminder for interview“
AND click button “Change status“

Then: status “Interview 1”
AND send email “Candidate reminder for interview“

27

Given: status “Company invitation”

When: select “interview 1
AND select “Company reminder for interview“
AND click button “Change status“

Then: status “Interview 1”
AND send email “Company reminder for interview“

28

Given: status “interview 1

When: select “Candidate rejected
AND select “Candidate rejection before interview“
AND click button “Change status“

Then: status “Candidate rejected
AND send email “Candidate rejection before interview“

29

Given: status “interview 2

When: select “Candidate rejected
AND select “Candidate rejection after interview“
AND click button “Change status“

Then: status “Candidate rejected
AND send email “Candidate rejection after interview“

30

Given: status “interview 1

When: select “interview 2
AND select “Candidate invitation for interview with dates“
AND click button “Change status“

Then: status “Interview 2”
AND send email “Candidate invitation for interview with dates“

31

Given: status “interview 1

When: select “interview 2
AND select “Candidate invitation for interview no dates“
AND click button “Change status“

Then: status “Interview 2”
AND send email “Candidate invitation for interview no dates“

32

Given: status “interview 1

When: select “interview 2
AND select “Candidate approval for interview“
AND click button “Change status“

Then: status “Interview 2”
AND send email “Candidate approval for interview“

33

Given: status “interview 1

When: select “interview 2
AND select “Company approval for interview“
AND click button “Change status“

Then: status “Interview 2”
AND send email “Company approval for interview“

34

Given: status “interview 1

When: select “interview 2
AND select “Candidate reminder for interview“
AND click button “Change status“

Then: status “Interview 2”
AND send email “Candidate reminder for interview“

35

Given: status “Company invitation”

When: select “interview 2
AND select “Company reminder for interview“
AND click button “Change status“

Then: status “Interview 2”
AND send email “Company reminder for interview“

36

Given: status “interview 2

When: select “Candidate rejected
AND select “Candidate rejection before interview“
AND click button “Change status“

Then: status “Candidate rejected
AND send email “Candidate rejection before interview“

37

Given: status “interview 3

When: select “interview 3
AND select “Candidate rejected
AND click button “Change status“

Then: status “Candidate rejected
AND send email “Candidate rejection after interview“

38

Given: status “interview 2

When: select “interview 3
AND select “Candidate invitation for interview with dates“
AND click button “Change status“

Then: status “Interview 3”
AND send email “Candidate invitation for interview with dates“

39

Given: status “interview 2

When: select “interview 3
AND select “Candidate invitation for interview no dates“
AND click button “Change status“

Then: status “Interview 3”
AND send email “Candidate invitation for interview no dates“

40

Given: status “interview 2

When: select “interview 3
AND select “Candidate approval for interview“
AND click button “Change status“

Then: status “Interview 3”
AND send email “Candidate approval for interview“

41

Given: status “interview 2

When: select “interview 3
AND select “Company approval for interview“
AND click button “Change status“

Then: status “Interview 3”
AND send email “Company approval for interview“

42

Given: status “interview 2

When: select “interview 3
AND select “Candidate reminder for interview“
AND click button “Change status“

Then: status “Interview 3”
AND send email “Candidate reminder for interview“

43

Given: status “interview 2

When: select “interview 3
AND select “Company reminder for interview“
AND click button “Change status“

Then: status “Interview 3”
AND send email “Company reminder for interview“

44

Given: status “interview 3

When: select “Probetag”

Then: status “Probetag”

45

Given: status “Probetag”

When: select “Offered”

Then: status “Offered”

46

Given: status “Offered”

When: select “Rocked”

Then: status “Rocked”
AND email to the candidate

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