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
Acceptance criteria |
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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 |
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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 |
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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. |
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04 |
Given: tab “Goals and plans“ When: 60 completed goals by the taken member of the unit Then: see the percentage 111% |
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05 |
Given: tab “Goals and plans“ When: 60 completed goals by the taken member of the unit Then: see percentage 51% (50.8 rounded) |
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06 |
Given: tab “Goals and plans“ When: 0 completed goals by the taken member of the unit Then: see 118 |
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07 |
Given: tab “Goals and plans“ When: 118 completed goals by the taken member of the unit Then: see 118 / 118 and percentage 100% |
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08 |
Given: tab “Goals and plans“ in the Business Manager role When: 118 completed goals by the taken member of the unit Then: see 118 / 118 and percentage 100% |



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