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Story 1.2.1.6. CRM. Vacancy refer friend

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[ Content ] [ General info ] [ Idea: ] [ Task: ] [ Note: ] [ User story ] [ Visual design/chart: ] [ Acceptance criteria ]

General info

Idea:

Increase the database of Candidates, by referral program.

Task:

For the Refer to a friend program. set up the e-mails with the programmed blocks.

Note:

  1. If we already have a candidate for whom we have a referral, even only in the CRM, we leave a comment in Notizen at the inviter and the invited in the profiles and in the process.

  2. We do not change the statuses, we need to write in Notizen who the referee and who the referrer and that’s it

  3. If we don’t have a candidate, in order to send an email with a job,

    1. create a profile in unfinished status

    2. send a link to the job

    3. if the candidate is interested in the offered job, he/she clicks accept and we ping the consultant, who will contact him/her personally.

    4. if not interested, then we take you to the profile erstellen in rocken.jobs.

    5. If he does not answer, we send a reminder and leave the status Unfinished

  4. This is only starting a process. The process for Unfinished candidates with a referral mark goes no further than the candidate’s response, then proceeding only with the status Active. We directly block any work in the process, show the consultant the error "Please complete the candidate’s profile and move to the status Active to proceed with this process".

  5. Where to display the one who suggested a friend? – In the comment
    We do not take only the first candidate who proposed a friend. I.e. if his second friend referred another person for the same vacancy, there will be the same scenario as with the existing profile.

User story

As a candidate

I want to refer this job to someone else

So that helps to add more candidates to the system

 

Visual design/chart:

Chart: https://lucid.app/lucidchart/dada7712-fcad-4afd-9912-eec0dcbaf60d/edit?invitationId=inv_227a1e6a-1021-4da7-86a7-03443d46facb
Design: https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=35752-84472&t=tUAV5GMlGPErjaVq-1

image-20240807-071411.png

 

Acceptance criteria

 

01

Given: Candidate A has a job OR find it in Rocken talent

When: refer the job to Candidate B
AND submits emails of both candidates

Then: the process is reassigned to candidate B

02

Given: Candidate B has an account

When: system notes that he was referred with name, email, job link to the profile by Candidate A

Then: Candidate A receives the email that candidate B already works with Rocken

03

Given: Candidate B hasn’t an account

When: system creates a profile in CRM with status unfinished
AND system notes: Candidate A (referee), Candidate B (referred), job link

Then: Candidate A receives Email: Thank you, we are happy to get to know about candidate B
AND Email with job to candidate B
AND system notes in the process “referred by Candidate A“

04

Given: candidate B has email with job

When: open vacancy preview page
AND click “Apply“
AND submits his/her information

Then: consultant receives notification about applied referred candidate and pick up the communication
AND process blocked until candidate reaches status Active: error for consultant if he/she trying move on

05

Given: candidate B on finish stage of the process

When: process ROCKED

Then: consultant notification in process: “Note: Referred Candidate by Candidate A“

06

Given: candidate B has email with job

When: open vacancy preview page
AND click NOT interested

Then: Email with CTA to rocken.jobs create a profile

07

Given: Email with CTA to rocken.jobs create a profile

When: apply with creating account

Then: start normal process

08

Given: candidate B has email with job

When: open vacancy preview page
AND don’t click anywhere

Then: send email reminder
AND until apply the status of profile is Unfinished

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