Story 1.2.3.2. CRM. Vacancy edit mode. Tab Business info

Content

General info

Enhance the CRM system by implementing a "Business Information" tab within the vacancy edit mode. This tab will allow recruiters to input and update business-related information for each vacancy, such as the process type, industry, categories, skills, contact person, and application method. The purpose is to facilitate efficient and accurate data entry to ensure that vacancies contain complete and relevant information for recruitment management.

User story

As a CRM user,
I want to edit and manage business-related information for a vacancy in a dedicated "Business Information" tab,
So that I can ensure that all relevant details are accurately recorded and easily accessible for the recruitment process.

Visual design:

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=28557-57225&t=K9IerXSbmyGoD1Su-4

Acceptance criteria

01

Scenario: Accessing the Business Information tab
Given the recruiter is in vacancy edit mode
When they navigate to th e "Business Information" tab
Then they should see sections for Process Type, Industry, Categories, Skills, Contact Person, and Application Method.

Edit, Vacancy - Business information.png

02

Scenario: Setting the Process Type
Given the recruiter is in the "Process Type" section
When they select either "Edit" or "Download" for the process type
Then the system should save the selected option and display it in the vacancy details.

image-20241101-142303.png

03

Scenario: Selecting Industries
Given the recruiter is in the "Industry" section
When they select one or more industries from the list
Then the selected industries should appear as tags below the search box and be saved to the vacancy.

image-20241101-142327.png

04

Scenario: Searching Industries
Given the recruiter is in the "Industry" section
When they enter a search term
Then the list should filter to show industries that match the term entered.

05

Scenario: Selecting Categories
Given the recruiter is in the "Categories" section
When they select one or more categories from the list
Then the selected categories should appear as tags and be saved to the vacancy.

image-20241101-142422.png

06

Scenario: Adding Category Recommendations
Given the recruiter has selected relevant categories
When the system identifies recommended categories based on current selection
Then these recommended categories should appear under "Recommendation" for optional selection.

image-20241101-142436.png

07

Scenario: Adding Skills
Given the recruiter is in the "Skills" section
When they add skills under "Hard Skills" or "Soft Skills"
Then the skills should appear as tags under each respective category and be saved to the vacancy.

image-20241101-142507.png

08

Scenario: Searching Skills
Given the recruiter is in the "Skills" section
When they enter a search term
Then the list should filter to show skills that match the search term entered.

09

Scenario: Adding Skill Recommendations
Given the recruiter has entered certain skills
When the system identifies recommended skills based on the current selection
Then these recommended skills should appear under "Recommendation" for optional selection.

image-20241101-142517.png

10

Scenario: Selecting Contact Person
Given the recruiter is in the "Contact Person" section
When they choose a "Department of Client" and a "Contact Person" from the dropdown
Then the selected department and contact person should be saved to the vacancy.

image-20241101-142538.png

11

Scenario: Selecting Application Method
Given the recruiter is in the "Application Method" section
When they select "Email" or "Download" as the application method
Then the selected method should be saved and displayed in the vacancy details.

image-20241101-142601.png

12

Scenario: Setting Secondary Process Type
Given the recruiter is in the "Process Type" section
When they select either "Success Fee" or "PaaS" as the secondary process type
Then the selected type should be saved and displayed in the vacancy details.

image-20241101-142625.png

13

Scenario: Saving Changes
Given the recruiter has made changes in the "Business Information" tab
When they click "Save & Changes"
Then all entered details should be saved, and a confirmation message should appear.

14

Scenario: Cancelling Changes
Given the recruiter is in the "Business Information" tab
When they click "Cancel"
Then no changes should be saved, and the system should return to the vacancy view mode.

15

Scenario: Validating Required Fields
Given the recruiter has filled out the "Business Information" tab
When they attempt to save
Then the system should validate that all required fields (e.g., process type, industry, contact person) are completed, displaying a message for any missing information.

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