Story 1.4.1.4. CRM. Talent Profile. Pre-filters for different roles

Content

General info

Set up a Pre-filter for the Profiles (not Applications) page depending on the role.

Actual bottleneck:

After inviting the applicant to complete the interview or answer on the process, the recruiter and customer support manager lose the applicant’s profile.

Expected result:

Each dedicated role must see a separate filtered list with the profiles in progress, interview, rejection, who are completing their interviews and whose profiles are being worked on by the content team, whose profiles are taken care by customer support.

Set up a pre-filter for all profiles in statuses In Progress and Interview, Rejection which should be displayed in the Profiles page https://crm.rocken-talent.cheitgroup.com/de/profiles

That is, by default

  1. BM, HoD, consultancy, sales roles enter the Profiles page and see Active, Passive Search and Offline profiles.

  2. Head of recruiting, Recruiting and content management roles see In Progress, Interview profiles.

  3. Customer support must see the profiles in Rejection statuses.
    All of them should be able to remove the pre filter and see all profiles.

User story

As a CRM user

I want to see pre-filtered profiles with some statuses for different roles

So that helps faster get info about these profiles and not lose the information about them while working on a page with profiles

Visual design

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=37918-87724&t=ygdWMRJsKUqLDoyV-4

Acceptance criteria

01

Given: login as CRM user (BM, HoD, consultancy, sales)

When: open profile page https://crm.rocken-talent.cheitgroup.com/profiles

Then: see pre-filtered profiles with statuses Active, Passive Search and Offline

02

Given: login as CRM user (Head of recruiting, Recruiting and content management)

When: open profile page https://crm.rocken-talent.cheitgroup.com/profiles

Then: see pre-filtered profiles with statuses In Progress, Interview

03

Given: login as CRM user (Customer support)

When: open profile page https://crm.rocken-talent.cheitgroup.com/profiles

Then: see pre-filtered profiles with status Rejection

04

Given: login as CRM user

When: open profile page https://crm.rocken-talent.cheitgroup.com/profiles
AND see some pre-filters
AND reset all filters

Then: see all profiles on a page

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