Category: ROCKEN Documentation

  • Story 1.4.2.13. CRM. Talent Profile view mode. Tab Personal

    Content

    General info

    In the Personal Info tab of the Talent Profile view mode, all personal details regarding the candidate are displayed in a structured and organized manner. This includes key information such as the candidate’s gender, birthdate, nationality, contact details, marital status, languages spoken, and more. The goal is to provide users with a clear overview of the candidate’s personal information, allowing quick access to essential data. The user should be able to use the anchor links to navigate smoothly and quickly between sections.

    User story

    As a CRM user,
    I want to see a well-organized "Personal Info" tab with the candidate’s personal information clearly displayed and be able to smoothly navigate between sections using anchor links,
    So that I can quickly assess the candidate’s personal details and navigate through the sections efficiently.


    RT-6637

    Получение подробных данных проблемы…
    СТАТУС

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=62102-85506&t=bpZTja0toR3ICs2Z-4

    Acceptance criteria

    01

    Scenario: Navigate using Anchor Links
    Given I am viewing the "Personal Info" tab,
    When I click on any anchor link (e.g., "General", "Personal", "About", etc.),
    Then I should smoothly and quickly navigate to the corresponding section.

    image-20250211-063337.png

    02

    Scenario: Display General Section
    Given I am viewing the "Personal Info" tab,
    When I navigate to the "General" section,
    Then I should see the candidate’s current salary, employment type, preferred working locations, and other general information.

    image-20250211-063348.png

    03

    Scenario: Display Personal Section
    Given I am viewing the "Personal Info" tab,
    When I navigate to the "Personal" section,
    Then I should see the candidate’s gender, date of birth, nationality, work permits, address, phone number, email, marital status, and children details.

    image-20250211-063408.png

    04

    Scenario: Display About Section
    Given I am viewing the "Personal Info" tab,
    When I navigate to the "About" section,
    Then I should see the candidate’s professional summary, including key strengths and hobbies.

    image-20250211-063419.png

    05

    Scenario: Display Hobbies Section
    Given I am viewing the "Personal Info" tab,
    When I navigate to the "Hobbies" section,
    Then I should see a list of the candidate’s hobbies and personal interests.

    image-20250211-063428.png

    06

    OOS Scenario: Display External Links Section
    Given I am viewing the "Personal Info" tab,
    When I navigate to the "External Links" section,
    Then I should see the candidate’s links to external platforms such as LinkedIn, Behance, etc., displayed for easy access.

    Story 1.4.2.14. CRM. Profile view mode. Tab Personal. External links

    image-20250211-063438.png
  • Story 1.4.2.21. CRM. Profile view mode. Tab Request for job

    Content

    General info

    Story 1.4.2.28. CRM. Profile view mode. Tab Personal. Service provider

    User story

    As a …

    I want …

    So that …

    Visual design:

    Acceptance criteria

    01

    Given:

    When:

    Then:

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    Given:

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    Given:

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  • Story 1.4.2.4. Profile view mode. Tab Primary

    Content

    General info

    User story

    As a …

    I want …

    So that …

    Visual design:

    Acceptance criteria

    01

    Given:

    When:

    Then:

    02

    Given:

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    03

    Given:

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  • Story 1.4.2.5. Profile view mode. Tab Primary. Sub tab Activities

    Content

    General info

    User story

    As a …

    I want …

    So that …

    Visual design:

    Acceptance criteria

    01

    Given:

    When:

    Then:

    02

    Given:

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    03

    Given:

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  • Story 1.4.2.25. CRM. Talent Profile view mode. Drawer. Tab Notes

    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:

  • Story 1.4.2.10. Profile view mode. Header with top 3 card sections

    Content

    General info

    This story covers the header section of the Profile View Mode, where the primary details about the candidate are displayed. The header provides a quick overview of the candidate’s status, current position, and contact information.

    The profile page layout needs to be reorganized to display information in a structured and clear order. The goal is to ensure that all data is visible and neatly arranged into distinct sections, improving the accessibility and usability of the profile page.

    User story

    As a CRM user,
    I want the profile page to be reorganized with specific information arranged in a clear order,
    So that I can easily view all important details in first 3 top card sections

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=24169-135080&t=3sMAspyvcCpl5IZY-4

    Acceptance criteria

    01

    Scenario: Display profile header
    Given the user is on the profile view mode page
    When the page is loaded
    Then the header should display the profile’s name, photo, and status

    image-20250128-060230.png

    02

    Scenario: Status change button
    Given the user is viewing a profile
    When the user clicks the "change status" button
    Then the system should allow the user to update the status of the profile

    03

    Scenario: Rocken Talent indicator
    Given the profile is part of Rocken Talent
    When the user views the profile
    Then an icon should indicate the profile’s inclusion in Rocken Talent

    04

    Scenario: Active search and active source indicators
    Given the user is viewing a profile
    When the page loads
    Then the active search and active source checkboxes should be visible and indicate their current status

    05

    Scenario: Top 3 Info Cards arrangement
    Given I am on the Profile page,
    When I view the profile,
    Then the top 3 info cards should display in the following order:
    Left: Personal Information (gender, birthday, nationality, etc.),

    Story 1.4.2.11. CRM. Profile view mode. Top left card

    Middle: Search Information (desired salary, current job, etc.),

    Story 1.4.2.12. CRM. Profile view mode. Top middle card

    Right: Notes as the first tab, followed by Attachments, Activities, and Communication.

    Story 1.4.2.13. CRM. Profile view mode. Top right card

    image-20250128-060428.png

  • Story 1.4.2.3. CRM. Talent Profile view mode. Action buttons

    Content

    General info

    This story focuses on enhancing the Profile View Mode in the CRM by adding actionable buttons for managing profiles. The buttons should provide functionality for creating processes, inviting to Rocken Talent (RT), managing settings, and deleting profiles while ensuring clarity, accessibility, and proper permissions.

    User story

    As a CRM user,
    I want action buttons in the Profile View Mode for key operations,
    So that I can efficiently perform actions like creating processes, managing profiles, and inviting candidates to RT without navigating away from the profile view.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=58534-113196&t=gCvYXC1iXBdanNDN-4

    Acceptance criteria

    01

    Scenario: Display of action buttons
    Given the user is viewing a profile in Profile View Mode
    When the page loads
    Then the following action buttons are displayed:
    Create Process image-20250113-070501.png
    Invite to RTimage-20250113-070548.png
    interview invitation image-20250113-070644.png
    Open profile preview page image-20250113-070733.png
    Delete RT Profile
    Delete CRM Profile.

    image-20250210-065802.png

    02

    Scenario: Create Process functionality
    Given the user clicks the Create Process button
    When the action is initiated
    Then a process creation workflow is opened, allowing the user to link the profile to a new process.

    03

    Scenario: Invite to RT functionality
    Given the user clicks the Invite to RT button
    When the action is initiated
    Then the system sends an invitation to the candidate to join Rocken Talent.

    04

    Scenario: View Settings menu
    Given the user clicks the View Settings button
    When the action is initiated
    Then a dropdown menu is displayed with options for managing the profile, including Delete RT Profile and Delete CRM Profile.

    05

    Scenario: Delete RT Profile
    Given the user has the appropriate permissions
    When they select Delete RT Profile
    Then the system prompts for confirmation before removing the profile from Rocken Talent (soft delete).

    Story 1.4.2.5. CRM. Talent Profile view mode. Delete RockenTalent Account

    06

    Scenario: Delete CRM Profile
    Given the user has the appropriate permissions
    When they select Delete CRM Profile
    Then the system prompts for confirmation before permanently deleting the profile from the CRM.

    07

    Scenario: Permissions for delete actions
    Given the user does not have the required permissions (not HoR, HoD, BM, Admin, owner of profile)
    When they attempt to access Delete RT Profile or Delete CRM Profile
    Then the system disables the options

  • Epic 1.4.2. CRM. Talent Profile view mode

    Content

    General info

    The Profile View Mode in the CRM is designed to provide detailed information about candidates or talents. It displays key information such as the candidate’s current status, contact details, employment preferences, and history within the system. Users can access and manage profiles efficiently, make decisions on hiring processes, and track interactions with the candidate.

    Epic ticket:

    User stories

    Visual design

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=24169-135080&t=Hj6EIWi3xA7e3iA3-4

  • Story 1.4.1.2. CRM. Talent Profile list filters

    Content

    General info

    The profile list filters provide CRM users with the ability to narrow down the list of profiles based on various criteria. Users can apply filters to view profiles that match specific qualifications, locations, and other attributes, making it easier to find relevant profiles for different vacancies or tasks.

    User story

    As a CRM user
    I want to filter the list of profiles based on specific criteria
    So that I can quickly find the most relevant profiles for a given requirement

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=58504-73952&t=DCeSSybdAo4tf7Lf-4

    Acceptance criteria

    01

    Scenario: Opening the Filters panel
    Given I am on the Profile List page
    When I click on the "Filters" link
    Then the filters panel should open on the right side of the screen, displaying filter options such as

    1. Title / Titel

    2. Keyword / Keyword

    3. Status / Status

    4. Search status / Status der Suche

    5. Last status change / Letzte Statusänderung

    6. Industry / Branchen

    7. Category / Kategorien

    8. Skill / Skill

    9. Desired Salary (CHF / Year) / Gewünschtes Gehalt (CHF / Jahr)

    10. Responsible / Verantwortlich

    11. Location / Standort

    12. Search radius / Suchradius

    13. Language / Sprachen

    14. Application Source / Bewerbungsquelle

    15. Employment type / Art der Beschäftigung

    16. Experience / Erfahrung

    17. Workload / Arbeitspensum

    18. Leading experience / Führungserfahrung NEW

    19. Education / Ausbildung

    20. Show profiles / Profile anzeigen

    21. Market / Markt

    image-20241122-123538.png

    02

    Scenario: User interact with the filter panel
    Given user in filter panel,
    When clear/add/search some items
    Then have common behaviour of the field described here: Story 1.0.12.5. CRM. Filter panel

    #

    Filter Field

    Acceptance Criteria

    Query

    https://api.staging.rockengroup.com/api-documentation-2000#/Profile/get_api_v1_profiles

    01

    Title

     

    Scenario: User interact with the field
    Given user in filter panel,
    When search some items (role of candidate)
    Then have common behaviour of the field described here: Story 1.0.12.6. CRM. Title field filter

    titles[]

    02

    Keyword (moved to the list page)

    Scenario: User applies a keyword filter.
    Given the user enters a custom keyword,
    When it is find info in any profile fields without suggestions
    AND data matches with keyword ,
    Then relevant results are displayed

    Select type:

    • multi select OOS

    • multi tags

    • search OOS

    • suggestions OOS

    • custom tags

    keywords[]

    Search by fields:

    • profession' => 1.8,

    • 'experience_titles',

    • 'slug' => 2,

    • 'phone' => 2,

    • 'email' => 2,

    • 'name' => 2,

    • 'profession' => 1.8,

    • 'experience_titles' => 1,

    • 'experience_descriptions' => 1,

    • 'experience_companies' => 1,

    • 'interview_core_questions' => 1,

    • 'industries_text' => 1,

    • 'locations_text' => 1,

    • 'skills_text' => 1.5,

    • 'categories_text' => 1.3,

    • 'responsible_text' => 1,

    • 'responsible_unit_text' => 1,

    02a

    Scenario: Search for exactly matching keywords

    Given the user is on the filter panel and enters the keyword “Some tags”

    When the user submits custom tag

    Then only results containing the exact phrase “Some tags” should be displayed, excluding partial matches or variations like “some” or “tags.”

    02b

    Scenario: Case-insensitive search

    Given the user enters the keyword “Some tags” in any case (e.g., “some tags” or “SOME TAGS”)

    When the search is performed

    Then the results should include matches for the exact phrase “Some tags” regardless of letter casing.

    03

    Status

    Scenario: User applies a status filter.
    Given the user selects a status,
    When the selection is made,
    Then the results reflect the selected status.

    Select type:

    • multi select

    • multi tags

    • search OOS

    • suggestions OOS

    • custom tags OOS

    statuses[]

    Available values:

    • Unfinished / Unfinished

    • New / New

    • In Progress / In Progress

    • Interview / Interview

    • Rejection / Rejection

    • Profile Creation: rejection / Profil Creation: rejection

    • Rejection (Deletion) / Rejection (Deletion)

    • Active / Active

    • Offline / Offline

    • Reapplied / Reapplied

    04

    Search Status

    Scenario: User filters by Search status.
    Given Search status exist,
    When one is selected,
    Then results match the selection.

    Select type:

    • multi select

    • multi tags

    • search OOS

    • suggestions OOS

    • custom tags OOS

    search_statuses[]

    Available values:
    Active Search / Aktive Suche
    Passive Search / Passive Suche
    Offline / Nicht auf der Suche

    05

    Last Status Change

    Scenario: User applies a Last status change filter.
    Given Last status field,
    When select range of dates From-To,
    Then results show last updated profiles in that range.

    should be added to API by backend developer

    06

    Industry

    Scenario: User applies an industry filter.
    Given the user types an industry,
    When matches exist,
    Then suggestions are displayed.

    Select type:

    • multi select

    • multi tags

    • search

    • suggestions

    • custom tags OOS

    should be added to API by backend developer

    07

    Category

    Scenario: User applies a category filter.
    Given the user types a category,
    When matches exist,
    Then suggestions are displayed.

    Select type:

    • multi select

    • multi tags

    • search

    • suggestions

    • custom tags OOS

    categories[]

    08

    Skill

    Scenario: User applies a skill filter.
    Given the user enters a skill,
    When matches exist,
    Then suggestions are displayed.

    Select type:

    • multi select

    • multi tags

    • search

    • suggestions

    • custom tags OOS

    skills[]

    09

    Desired Salary (CHF / Year)

    Scenario: User filters by desired salary.
    Given the user inputs "From" and "To" values,
    When valid,
    Then results show jobs in the range.

    salary[]

    10

    Responsible

    Scenario: User applies a Responsible filter.
    Given responsible options exist for this profile,
    When one is selected,
    Then results show jobs managed by the responsible.

    Select type:

    • multi select

    • multi tags

    • search

    • suggestions

    • custom tags OOS

    responsible[]

    11

    Location

    Scenario: User applies a location filter.
    Given the user enters a location (city),
    When matched cities exist,
    Then suggestions are displayed.

    Select type:

    • single select

    • single tags

    • search

    • suggestions

    • custom tags OOS

    location

    12

    Search Radius

    Scenario: User filters by search radius.
    Given a numeric input field,
    When a radius is entered,
    Then results match the specified area that related to selected “Location“.

    should be added to API by backend developer

    13

    Language

    Scenario: User filters by language.
    Given language options exist,
    When one is selected
    AND the order of languages should follow the specified sequence: Deutsch, Englisch, Französisch, Italienisch, and others alphabetically.
    Then results reflect vacancies requiring that language.

    Select type:

    • multi select

    • multi tags

    • search

    • suggestions

    • custom tags OOS

    should be added to API by backend developer

    14

    Application Source

    Scenario: User applies a Application source filter.
    Given application source options exist,
    When several can be selected,
    Then results show jobs based on selected application source.

    Select type:

    • multi select

    • multi tags

    • search

    • suggestions

    • custom tags OOS

    should be added to API by backend developer

    There is no specific list of sources, generated dynamically

    15

    Employment Type

    Scenario: User filters by employment type.
    Given available options,
    When a type is selected,
    Then results reflect the chosen type.

    Select type:

    • multi select

    • multi tags

    • search

    • suggestions

    • custom tags OOS

    should be added to API by backend developer

    16

    Experience

    Scenario: User filters by experience level.
    Given experience levels,
    When one or more levels are selected,
    Then results show matching requirements.

    Select type:

    • multi select

    • multi tags

    • search

    • suggestions

    • custom tags OOS

    should be added to API by backend developer

    17

    Workload

    Scenario: User filters by workload.
    Given "From" and "To" inputs exist,
    When valid values are entered,
    Then results match the range.

    workload[]

    18

    Leading experience NEW

    Scenario: User applies a leadership experience filter.
    Given experience levels exist,
    When one is selected,
    Then relevant jobs are displayed.

    Select type:

    • single select

    • single tag

    • search OOS

    • suggestions OOS

    • custom tags OOS

    There is API: leading_experience
    BUT using: Front Enum options

    Options:

    • None / Keine

    • Professional guidance of employees / Fachliche Führung von Mitarbeitenden

    • Management of project teams / Führung von Projektteams

    • Personal leadership experience / Personelle Führungserfahrung

    19

    Education

    Scenario: User applies a Education filter.
    Given education options exist,
    When several options can be selected,
    Then results show jobs based on selected educations.

    Select type:

    • multi select

    • multi tags

    • search

    • suggestions

    • custom tags OOS

    should be added to API by backend developer

    Options:

    • Master / Master (Hochschule)

    • Bachelor / Bachelor (Hochschule)

    • Diploma DAS / Diploma of Advanced Studies DAS

    • Gymnasium / Gymnasium

    • Federal Professional Certificate / Eidg. Fachausweis

    • Certificate CAS / Certificate of Advanced Studies CAS

    • Master MAS / Master of Advanced Studies MAS

    • Doctorate / Doktorat

    • Secondary technical school / Fachmittelschule

    • Basic vocational training (apprenticeship) EFZ / Berufliche Grundbildung (Lehre) EFZ

    • Higher technical college HF / Höhere Fachschule HF

    • Federal Diploma / Eidg. Diplom

    • Vocational Baccalaureate / Berufsmaturität

    • MBA / MBA

    20

    Show profiles

    Scenario: User applies profiles without processes.
    Given dropdown “Show profiles“,
    When select “without processes”, (by default)
    Then results show profiles without processes

    Scenario: User applies all profiles
    Given dropdown “Show profiles“,
    When select “All profiles”,
    Then results show all profiles

    should be added to API by backend developer

    Options:

    • with processes / Mit Prozessen

    • without processes / Ohne Prozesse

    21

    Market

    Scenario: User filters by country.
    Given country options exist,
    When one is selected,
    Then only profiles that are open to work in that market (country).

    Select type:

    • multiple select

    • multi tags

    • search OOS

    • suggestions OOS

    • custom tags OOS

    should be added to API by backend developer

  • Story 1.4.1.3. CRM. Talent Profile list CRUD

    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: