Category: ROCKEN Documentation

  • Story 1.4.3.1. CRM. Talent Profile edit mode. Tab Personal data

    Content

    General info

    This story covers the Personal Data tab within the Profile Edit Mode, where users can modify a candidate’s essential personal details such as name, gender, nationality, and other relevant information. The system tracks changes, allowing users to save multiple updates or cancel changes.

    User story

    As a CRM user
    I want to edit the personal data of a candidate in the Personal Data tab
    So that I can keep the profile updated with the candidate’s most accurate and recent information

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=61686-78003&t=dups0DMJd7ECtBZR-4

    Acceptance criteria

    01

    Scenario: Open Personal Data tab
    Given the user is in the profile edit mode
    When the user opens the Personal Data tab
    Then the system should display editable fields for first name, last name, gender, birthday, nationality, country, residence permit, family status, children, and driver’s license

    image-20240905-054500.png

    Country in contacts – https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=24649-152081&t=gO1z9NW1O5IiyMcC-4

    02

    Scenario: Save changes button
    Given the user makes one or more changes in the Personal Data tab
    When the user see the "Save" button
    Then the system should display the number of changes on the button being saved (e.g., "Save 1 change" or "Save 2 changes")

    03

    Scenario: Cancel changes button
    Given the user has made changes in the Personal Data tab
    When the user clicks the "Cancel" button
    Then the system should discard all changes and return to the profile view mode

    04

    Scenario: Mandatory fields validation
    Given the user is editing the profile
    When required fields (e.g., first name, last name, nationality) are left empty
    Then the system should display an error message and prevent saving until the fields are filled

    05

    Scenario: Save changes notification
    Given the user successfully saves changes
    When the changes are saved
    Then the system should display a confirmation message indicating that the profile has been updated

  • Story 1.4.3.2. CRM. Talent Profile edit mode. Personal. Tab About

    Content

    General info

    User story

    As a …

    I want …

    So that …

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=24649-151736&t=fW5A63aGm03d3uGm-4

    Acceptance criteria

    01

    Given:

    When:

    Then:

    02

    Given:

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    03

    Given:

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  • Story 1.4.3.3. CRM. Talent Profile edit mode. Personal. Tab Contact information

    Content

    General info

    User story

    As a …

    I want …

    So that …

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=24649-152081&t=fW5A63aGm03d3uGm-4

    Acceptance criteria

    01

    Given:

    When:

    Then:

    02

    Given:

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    03

    Given:

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  • Story 1.4.3.4. CRM. Talent Profile edit mode. Personal. Tab hobbies

    Content

    General info

    User story

    As a …

    I want …

    So that …

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=24649-152492&t=fW5A63aGm03d3uGm-4

    Acceptance criteria

    01

    Given:

    When:

    Then:

    02

    Given:

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    03

    Given:

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    Then:

  • Epic 1.4.3. CRM. Talent Profile edit mode

    Content

    General info

    The Profile Edit Mode in the CRM allows users to edit the personal data of candidates or talents. This mode provides editable fields for essential personal information, giving users the ability to update candidate profiles with accuracy. It includes functionalities for saving changes and canceling updates efficiently.

    Epic ticket:

    User stories

    Visual design

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=24649-150341&t=Hj6EIWi3xA7e3iA3-4

  • Story 1.4.2.20. CRM. Profile view mode. Tab performance

    Content

    General info

    The "Performance" tab in the Profile View Mode should display the candidate’s journey and activities through a series of stages, presented in a flowchart-like format. Each stage in the process should be color-coded and display the number of occurrences or actions taken, such as created, read, shared, candidate accepted, interviews, company invitations, and the final outcome (offered, rocked, etc.). This allows for a clear, visual representation of the candidate’s performance and interactions during the recruitment process.

    User story

    As a user,
    I want to view the "Performance" tab in the profile,
    So that I can track and visually assess the candidate’s progression and performance throughout different stages of the recruitment process.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=30738-76555&t=kSGiaWHRynBi4gN8-4

    Acceptance criteria

    01

    Scenario: Displaying performance stages
    Given I am in the "Performance" tab,
    When I view the tab,
    Then I should see a visual flowchart with stages like "Created," "Read," "Shared," "Candidate Accepted," "Company Invitation," "Interview," "Offered," "Rocked," and others.

    image-20250128-073157.png

    02

    Scenario: Color-coding stages
    Given I am viewing the "Performance" tab,
    When I view each stage,
    Then the stages should be color-coded, with positive outcomes in green (e.g., "Rocked"), neutral in blue (e.g., "Offered"), and negative in red (e.g., "Candidate Rejected").

    03

    Scenario: Tracking occurrences
    Given I am viewing the "Performance" tab,
    When I look at each stage,
    Then the number of occurrences or actions (e.g., how many times "Interview 1" or "Company Rejected" occurred) should be clearly displayed next to each stage.

    04

    Scenario: Clear flow from one stage to another
    Given I am on the "Performance" tab,
    When I view the flowchart,
    Then the stages should be connected logically, showing the progression from one stage to the next, with lines or arrows to indicate movement through the process.

    05

    Scenario: Performance stages visibility
    Given I am on the "Performance" tab,
    When I view the stages,
    Then no performance stage should be hidden, and all stages should be clearly visible

  • Story 1.4.2.11. CRM. Talent Profile view mode. Tab Professional

    Content

    General info

    In the Professional Tab of the Talent Profile view mode, key information related to the candidate’s professional background is displayed, such as career summary, experience, education, skills, and more. This tab plays a crucial role in showcasing the candidate’s qualifications and expertise in a structured manner. The goal is to have clearly organized sections for Summary, Experience, Education, and Skills, allowing users to quickly assess the professional background of the candidate.

    User story

    As a CRM user,
    I want to view the core competencies, responsibilities, and additional details about the candidate,
    So that I can assess their qualifications and understand what they are looking for in their next job.


    RT-6618

    Получение подробных данных проблемы…
    СТАТУС

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=62003-92414&t=NI7yEF1Bunzpe73z-4

    Acceptance criteria

    01

    Scenario: Display Summary
    Given I am viewing the Professional tab,
    When I navigate to the "Summary" section,
    Then I should see the candidate’s professional summary, including their core competencies, strengths, and desired responsibilities.

    EN: Travel time, DE: Reisezeit
    EN: Full response, DE: Vollständige Antwort
    EN: Show less, DE: Weniger anzeigen
    EN: Summary, DE: Zusammenfassung

    image-20250228-124019.png

    01a

    NEW Scenario: behaviour for two blocks with questions
    Given I am viewing the Professional tab with two block questions
    Then I should see full text of answers without hiding

    image-20250320-110103.png

    02

    Scenario: Display Experience
    Given I am viewing the Professional tab,
    When I navigate to the "Experience" section,
    Then I should see a list of the candidate’s previous job titles, companies, job responsibilities, and time periods.

    image-20250210-074859.png

    03

    Scenario: Display Education
    Given I am viewing the Professional tab,
    When I navigate to the "Education" section,
    Then I should see the candidate’s academic history, including institutions, degrees, and courses attended.

    image-20250210-074928.png

    04

    Scenario: Display Skills
    Given I am viewing the Professional tab,
    When I navigate to the "Skills" section,
    Then I should see a list of the candidate’s top skills (both hard and soft skills) displayed using a drag-and-drop interface or manual selection.

    image-20250210-074944.png

    05

    Scenario: Navigate and Edit Information
    Given I have the appropriate permissions,
    When I view any section of the Professional tab,
    Then I should be able to edit the information by clicking on an "Edit" button or link in the relevant section.

    image-20250210-075133.png

    05a

    NEW Scenario: do not show edit buttons for empty blocks
    Given I didn’t fiil out any info for some sections,
    When I can click “add work experience”, “add education“
    Then I don’t see any edit links, I should be able to add first

    06

    Scenario: View Documents and Attachments
    Given I am viewing the Professional tab,
    When I navigate to sections like "Experience" or "Education,"
    Then I should be able to view any relevant documents or attachments (e.g., certificates, degrees) associated with the candidate.

    image-20250210-075043.png

    07

    Scenario: Display Date of Birth
    Given I am viewing the Professional tab,
    When I navigate to the candidate’s details,
    Then I should see the candidate’s date of birth (e.g., 08/08/1990, 32 y.o.).

    image-20250210-072826.png

    08

    Scenario: Display Market
    Given I am viewing the Professional tab,
    When I navigate to the candidate’s details,
    Then I should see the market where the candidate is searching for a job (e.g., Switzerland, Germany). By default the market is assigned based on the approved application (publication + company from de.RJ or RJ). After receiving the RT, candidate can edit this, so as the CRM user.

    image-20250210-072903.png

    09

    Scenario: Display Nationality
    Given I am viewing the Professional tab,
    When I navigate to the candidate’s details,
    Then I should see the candidate’s nationality, with a tooltip showing name of the icon (Nationality).

    image-20250210-072927.png

    10

    Scenario: Display Visa Status
    Given I am viewing the Professional tab,
    When I navigate to the candidate’s details,
    Then I should see the candidate’s visa status (e.g., Visa: C).
    AND for empty response show: “Visa: -”

    image-20250210-072941.png

    11

    Scenario: Display contact info and Languages
    Given I am viewing the Professional tab,
    When I navigate to the candidate’s first section,
    Then I should see contacts and candidate’s proficiency in various languages (e.g., English: A2, German: Native).

    OOS SMS button

    image-20250210-075229.png

    11a

    Scenario: hover on the summary text item
    Given I am viewing summary section,
    When I hover on any text item in this section (except Commute time)
    Then I can see copy and edit links to the right
    AND the text should be with underline style with animation of this underline from the left to the right

    image-20250320-113504.png

    11b

    Scenario: copy email link
    Given I see copy and edit icons close the text item,
    When I click on copy link,
    Then the text of this item is copied to the buffer

    11c

    Scenario: edit summary items
    Given I am viewing summary section,
    When I click on edit link,
    Then I navigated to some specific tab in view mode without open real edit mode

    REDIRECTS:
    Email → to the tab personal, anchor link personal

    Phone → to the tab personal, anchor link personal

    OOS Linkedin → to the tab personal, anchor External links

    Language → to the tab personal, anchor link personal

    Address → to the tab personal, anchor link personal

    Preferred commute → to the tab personal, anchor link personal

    Commute time → no transitions, just calculation info

    Willingness to travel → to the tab personal, anchor link Job requirements

    Willingness to relocate → to the tab personal, anchor link Job requirements

    Desired workload → to the tab personal, anchor link Job requirements

    Desired salary → to the tab personal, anchor link Job requirements

    Notice period → to the tab personal, anchor link Job requirements

    Preferred locations → to the tab personal, anchor link Job requirements

    Search radius → to the tab personal, anchor link Job requirements (maybe should delete this)

    image-20250303-143934.png

    11d

    NEW Scenario: add tooltips
    Given I am viewing the Professional tab,
    When I hover on icon,
    Then I see a tooltip

    image-20250313-063309.png

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=64237-72124&t=sDLkNXeo8BelaS1o-4

    11e

    NEW Scenario: “add” links for empty fields
    Given I am viewing the Professional tab,
    When some fields are empty
    AND I can click on “Add“ link in any of this sections
    Then I will be redirected to the specific section in view mode to decide edit or not

    12

    Scenario: Display Location and Relocation Options
    Given I am viewing the Professional tab,
    When I navigate to the candidate’s location and relocation options section,
    Then I should see the candidate’s current location (e.g., Zurich) and any possible relocation preferences.

    image-20250210-075329.png

    13

    Scenario: Display Salary Expectations, workload, city for work
    Given I am viewing the Professional tab,
    When I navigate to the candidate’s salary 3rd section,
    Then I should see the candidate’s salary expectations (e.g., 45’000–80’000 CHF/year), workload, city for work.
    AND show currency depends on the market (CHF/EUR)

    image-20250210-075352.png

    14

    Scenario: Display Candidate’s Blacklist of Companies
    Given I am viewing the Professional tab,
    When I navigate to the candidate’s blacklist section,
    Then I should see a list of companies that the candidate has blacklisted

    text answer

    15

    Scenario: Display Top-5 Skills Manually
    Given I am viewing the Skills section in the Professional tab,
    When I click on "Select manually,"
    Then I should be able to manually select the top-5 skills from the list provided.

    image-20250210-075515.png

    16

    OOS Scenario: Drag and Drop Top-5 Skills
    Given I am viewing the Skills section in the Professional tab,
    When I drag and drop skills into the "Top-5 skills" area,
    Then the selected skills should be displayed as the top-5 skills of the candidate.

    17

    Scenario: Navigate Between Sections Using Anchors
    Given I am viewing the Professional tab,
    When I click on any of the section anchors (e.g., "Summary," "Experience," "Education," "Skills"),
    Then I should be smoothly but fast navigated to the relevant section on the page.

    18

    Scenario: Copy Anchor Link to Section
    Given I am viewing the Professional tab,
    When I click on the anchor link icon in any section (e.g., "Experience," "Education"),
    Then I should be able to copy the direct link to that section and share it or use it to navigate directly to the section.

    image-20250210-075624.png

    18a

    NEW Scenario: hover on title of the section
    Given I am viewing the Professional tab,
    When I hover on the title (e.g., "Experience," "Education"),
    Then I should see the copy icon that was hidden before
    AND can hover on it

    image-20250313-064315.png

    18b

    NEW Scenario: highlight anchors during scroll
    Given I am viewing the Professional tab,
    When I scroll the page
    Then I should see changed color in anchors depends on the section I am

    19

    NEW Scenario: highlight anchors during scroll
    Given I am viewing the Professional tab,
    When I scroll the page
    Then I should see changed color in anchors depends on the section I am

  • Story 1.4.2.16. CRM. Talent Profile view mode. Tab Matching jobs

    Content

    General info

    The "Matching Jobs" tab in the Profile view mode provides a comprehensive list of vacancies that match the candidate’s profile. This feature allows CRM users to assess and recommend suitable jobs based on the candidate’s qualifications, skills, location, and job category. It displays essential details such as vacancy status, match percentage, and location proximity, enabling the user to make informed decisions about which vacancies to suggest to the candidate.

    User story

    As a CRM user,
    I want to view the list of vacancies that match the candidate’s profile,
    So that I can analyze and recommend relevant vacancies to the candidate based on their qualifications, skills, and location.


    RT-6646

    Получение подробных данных проблемы…
    СТАТУС

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=62354-69055&t=bpZTja0toR3ICs2Z-4

    Acceptance criteria

    01

    Scenario: Display matching vacancies
    Given I am on the "Profile view mode" for a specific candidate
    When I navigate to the "Matching Jobs" tab
    Then I see a list of vacancies that match the candidate’s profile based on qualifications, location, and job requirements.

    image-20250211-065005.png

    02

    Scenario: View vacancy status
    Given vacancies have various statuses
    When I view the list of matching vacancies
    Then I see the status of each vacancy displayed (e.g., Active, Inactive, Rocked).

    03

    Scenario: Display percentage match
    Given the system calculates a match percentage based on the candidate’s profile
    When I view the "Matching Jobs" tab
    Then I see the percentage match for each vacancy listed in the "% Matching" column.

    04

    OOS Scenario: Filter matching vacancies
    Given there is a filter option for vacancies
    When I click on the "Filters" button
    Then I can filter vacancies by criteria such as degree, location, or matching percentage.

    05

    Scenario: Vacancy details
    Given each vacancy has specific details
    When I view the list of matching vacancies
    Then I can see the vacancy name, category, degree required, and location in the respective columns.

    06

    OOS Scenario: Compare matching vacancies
    Given the user wants to compare vacancies
    When I click on the "Compare" button next to a vacancy
    Then I can compare the matching vacancy with other vacancies or profiles.

    07

    Scenario: View vacancy location
    Given that location plays a role in vacancy matching
    When I view the "Matching Jobs" tab
    Then I see the distance between the candidate’s location and the job location, along with an estimated travel time, in the "Location" column.

    08

    Scenario: Action buttons
    Given I am viewing the list of matching jobs
    When I want to interact with a vacancy
    Then I can use the action buttons to perform actions like start the process
    OOS button sharing the vacancy

    09

    Scenario: no pagination for matching jobs
    Given there are multiple matching vacancies
    When I scroll to the bottom of the list,
    Then I should be able to see 50 last processes with ability to open all processes on the page

    10

    Scenario: Show active and inactive vacancies
    Given some vacancies may be inactive
    When I view the "Matching Vacancies" tab
    Then both active and inactive vacancies are displayed, with inactive ones clearly indicated.

    11

    OOS Scenario: Display applied pre-filters
    Given the recruiter navigates to the Matching tab
    When pre-filters by Location and category are applied automatically
    Then only the applied pre-filters are displayed and highlighted in the filter section.

    12

    OOS Scenario: Reflect changes dynamically
    Given a pre-filtered Matching tab is open
    When the recruiter adjusts the filters manually
    Then the displayed filters update dynamically to reflect both pre-filters and new selections.

    13

    OOS Scenario: Loading state
    Given the recruiter opens the Matching tab
    When pre-filters are still being loaded
    Then a loading indicator is displayed until all pre-filters are ready.

    14

    OOS Scenario: Reset applied pre-filters
    Given the recruiter views pre-filters in the Matching tab
    When the "Reset Filters" button is clicked
    Then all pre-filters are cleared, and the filter section resets to its default state.

  • Story 1.4.2.15. CRM. Talent Profile view mode. Tab processes

    Content

    General info

    The "Processes" tab in the Profile View Mode should display a list of the candidate’s ongoing processes, including details like the date, company, vacancy, status, consultant, recruiter, and forecast. This tab should allow easy tracking and monitoring of the candidate’s progression through various processes. Each record should be displayed in a table format with options for navigation between pages.

    User story

    As a CRM user,
    I want to view the "Processes" tab in the profile,
    So that I can see all relevant process information such as the company, vacancy, status, consultant, recruiter, and forecast in a clear and organized manner.


    RT-6641

    Получение подробных данных проблемы…
    СТАТУС

    Visual design

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=24307-140816&t=kSGiaWHRynBi4gN8-4

    Acceptance criteria

    01

    Scenario: Displaying process information
    Given I am in the "Processes" tab,
    When I view the tab,
    Then I should see the following columns: Date, Company, Vacancy, Status, Time in Status
    AND other columns can be overlapped by right drawer: Consultant, Recruiter, and Forecast.

    image-20250211-064331.png

    02

    Scenario: no Pagination for processes
    Given there are multiple processes to display,
    When I scroll to the bottom of the list,
    Then I should be able to see 50 last processes with ability to open all processes on the page

    image-20250211-064423.png
  • Story 1.4.2.27. CRM. Talent Profile view mode. Drawer. Tab Communication

    Content

    General info

    User story

    As a …

    I want …

    So that …

    Visual design:

    Acceptance criteria

    01

    Given:

    When:

    Then:

    02

    Given:

    When:

    Then:

    03

    Given:

    When:

    Then: