Story 1.7.3.1. CRM. User tab “Goals and plans” consultant

Content

General info

The "Goals and Plans" tab provides consultants with access to the user’s goals and plans. Consultants can view details related to their own targets and progress, including KPIs, goals for specific periods, and planned activities.

Metrics for roles:

Business Manager: Requests, Sharing, Invitation, Rocked, KT

Head of Division (HoD): Requests, Sharing, Invitation, Rocked, KT

Consultancy: Requests, Sharing, Invitation, Rocked, KT

Head of Recruiting (HoR): Talent Profile, Active Sourcing, Publishing, Applications

Recruiting: Talent Profile, Active Sourcing, Publishing, Applications

The rest of the roles have no Goals and plans.

User story

As a [Consultant],
I want to view my goals and plans on the User View Page,
So that I can track my progress and plan my activities accordingly.

Visual design

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=48602-194220&t=1sBNsvoVnBIVD4EZ-4

Acceptance criteria

01

Given: open CRM user view page

When: see the tab “Goals and plans“

Then: see the tab with preset goals (hardcoded) in comparison with completed goals
AND prefilter current week

02

Given: open CRM user view page

When: select a wide range of time in “Goals and plans“ which required loading of a lot of data

Then: see preloader

image-20240705-140522.png

03

Given: open CRM user view page

When: see “Goals and plans“

Then: see the data for this user (consultant):

Requests – Compare the default numbers of goals with the actual progress of the taken user for the taken period of time. Requests are the launched processes (hardcoded goal 400 for the month)

Sharings – See previous comment, + shared to the company processes at the taken period of time (hardcoded goal 24 for the month)

Invitations – See previous comment, + number of Interviews recorded in the processes (hardcoded goal 200 for the month)

ROCKED – how many rocked statuses are achieved by this consultant (hardcoded goal 0 for the month)

KT – how many KT events are recorded: the communication events with assignment to the KT levels during the taken period of time have to be calculated.


RT-4426

Получение подробных данных проблемы…
СТАТУС

04

Given: tab “Goals and plans“
AND row Requests (to candidate in processes)

When: 60 completed goals by the taken member of the unit
AND 54 planned goals by the taken member of the unit

Then: see the percentage 111%

image-20240710-070416.png

05

Given: tab “Goals and plans“
AND row Sharing (to company in processes)

When: 60 completed goals by the taken member of the unit
AND 118 planned goals by the taken member of the unit

Then: see percentage 51% (50.8 rounded)

06

Given: tab “Goals and plans“
AND row Interview Invitation (in processes)

When: 0 completed goals by the taken member of the unit
AND 118 planned goals by the taken member of the unit

Then: see 118

image-20240718-054640.png

07

Given: tab “Goals and plans“
AND row Rocked (processes)

When: 118 completed goals by the taken member of the unit
AND 118 planned goals by the taken member of the unit

Then: see 118 / 118 and percentage 100%

08

Given: tab “Goals and plans“ in the Business Manager role
AND row KT (company profile)

When: 118 completed goals by the taken member of the unit
AND 118 planned goals by the taken member of the unit

Then: see 118 / 118 and percentage 100%

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