Category: ROCKEN Documentation

  • Story 1.2.3.3. CRM. Vacancy edit mode. Tab Conditions

    Content

    General info

    Enhance the CRM system by implementing a "Conditions" tab within the vacancy edit mode. This tab will allow recruiters to specify and manage various employment conditions for each vacancy, including salary range, working model, location, travel requirements, experience level, position, degrees, languages, employment type, and additional preferences like workload, age, and team size. This feature aims to provide recruiters with a comprehensive tool for defining vacancy requirements to ensure an effective matching process with potential candidates.

    User story

    As a CRM user,
    I want to edit and manage employment conditions for a vacancy in a dedicated "Conditions" tab,
    So that I can define detailed requirements and preferences for candidates, ensuring suitable matches during the recruitment process.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=18680-89542&t=K9IerXSbmyGoD1Su-4

    Acceptance criteria

    01

    Scenario: Accessing the Conditions tab
    Given the recruiter is in vacancy edit mode
    When they navigate to the "Conditions" tab
    Then they should see sections for Start Date, Desired Salary, Working Model, Location, Travel, Experience Level, Position, Degrees, Languages, Employment Type, Workload, Age, and Team Size.

    creating list of vacancy - comp.png

    02

    Scenario: Setting Start Date
    Given the recruiter is in the "Start Date" section
    When they select a specific date or check the "Immediately" option
    Then the selected date or "Immediately" option should be saved to the vacancy conditions.

    image-20241101-143759.png

    03

    Scenario: Specifying Desired Salary
    Given the recruiter is in the "Desired Salary" section
    When they input a minimum and maximum salary range
    Then the specified salary range should be saved and displayed in the vacancy conditions.

    image-20241101-143837.png

    04

    Scenario: Selecting Working Model
    Given the recruiter is in the "Working Model" section
    When they choose options like "Home office," "Working remotely," "Hybrid," or "On-site"
    Then the selected options should be saved and displayed in the vacancy details.

    image-20241101-143847.png

    05

    Scenario: Adding Location
    Given the recruiter is in the "Location" section
    When they enter an address or choose a city and optionally select "All cities"
    Then the location details should be saved to the vacancy.

    image-20241101-143910.png

    06

    Scenario: Setting Travel Preferences
    Given the recruiter is in the "Travel" section
    When they select options like "Europe-wide," "Throughout Switzerland," "Worldwide," "ROOF," "Individual willingness to travel," or "Not willing to travel"
    Then the chosen preference should be saved in the vacancy conditions.

    image-20241101-143942.png

    07

    Scenario: Selecting Experience Level
    Given the recruiter is in the "Experience Level" section
    When they choose options such as "Junior," "Professional," "Senior," or "Executive"
    Then the selected experience level should be saved in the vacancy conditions.

    image-20241101-143953.png

    08

    Scenario: Specifying Position
    Given the recruiter is in the "Position" section
    When they select options like "Specialist position," "Leading position," or "Executive"
    Then the chosen position should be saved and displayed in the vacancy details.

    image-20241101-144003.png

    09

    Scenario: Adding Leading Experience
    Given the recruiter is in the "Leading Experience" section
    When they select options like "Personal management experience," "Management of project teams," or "Prof. management of employees"
    Then the selected experience should be saved in the vacancy conditions.

    image-20241101-144020.png

    10

    Scenario: Choosing Degrees
    Given the recruiter is in the "Degrees" section
    When they select relevant degrees from the list (e.g., "Technical school," "Bachelor," "Masters")
    Then the selected degrees should be saved to the vacancy.

    image-20241101-144033.png

    11

    Scenario: Adding Languages
    Given the recruiter is in the "Languages" section
    When they select a language and proficiency level
    Then the chosen language and level should be saved in the vacancy conditions, with an option to add multiple languages.

    image-20241101-144045.png

    12

    Scenario: Setting Employment Type
    Given the recruiter is in the "Employment Type" section
    When they select options like "Permanent employment," "Temporary," or "Part time"
    Then the selected type(s) should be saved and displayed in the vacancy conditions.

    image-20241101-144054.png

    13

    Scenario: Adjusting Workload
    Given the recruiter is in the "Workload" section
    When they set the workload percentage using a slider
    Then the selected workload range should be saved to the vacancy.

    image-20241101-144103.png

    14

    Scenario: Specifying Age Range
    Given the recruiter is in the "Age" section
    When they set the age range using a slider
    Then the specified age range should be saved in the vacancy conditions.

    image-20241101-144117.png

    15

    Scenario: Choosing Team Size Preference
    Given the recruiter is in the "Team Size" section
    When they select a team size range (e.g., "1-15," "15-20")
    Then the chosen team size preference should be saved to the vacancy.

    image-20241101-144126.png

    16

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

    image-20241101-144144.png

    17

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

    image-20241101-144154.png

    18

    Scenario: Validating Required Fields
    Given the recruiter has filled out the "Conditions" tab
    When they attempt to save
    Then the system should validate that all required fields are completed, displaying a message for any missing information.

  • 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.

  • Story 1.2.3.1. CRM. Vacancy edit mode. Tab Primary

    Content

    General info

    The "Tab Primary" in the "Vacancy Edit Mode" allows CRM users to edit the fundamental details of a vacancy. This includes the company name, vacancy title, and direct link, which are essential for identifying and accessing the vacancy. The country information is automatically gathered from the associated order and does not require manual input.

    User story

    As a CRM user,
    I want to edit the primary details of a vacancy,
    So that the basic information is accurate and up-to-date.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=18684-91771&t=PfSQbaCHKV6iYQsz-4

    Acceptance criteria

    01

    Scenario: Display primary fields for editing
    Given the user is in the "Vacancy Edit Mode" and is viewing the "Tab Primary"
    When the user accesses this tab
    Then the system should display editable fields for "Order", "Staff", “Vacancy name“, "Direct Link", “Application by”, “Job model“.

    image-20250213-165536.png

    02

    Scenario: change/select order in vacancy edit mode
    Given the user is in the "Vacancy Edit Mode" and is viewing the "Tab Primary"
    When the user accesses this tab and edits the order
    Then the system should display existing Orders of the company in a drop-down.

    image-20250213-170008.png

    02a

    Scenario: create order in vacancy edit mode
    Given the user is in the "Vacancy Edit Mode" and is viewing the "Tab Primary" with company but without order
    When the user clicks on the link in dropdown “+ Create order“
    Then order creation mode is opened in the next tab of the browser and inherits company and vacancy’s title

    image-20250220-063038.png

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=62789-58706&t=GFn4J1M0ycfkFe85-4

    03

    Scenario: Market field isn’t shown
    Given the user is editing the primary details of a vacancy
    When the user views the available fields
    Then no field related to the market should be present because the market is related to the selected company

    image-20241125-074203.png

    04

    Scenario: Save changes
    Given the user has made changes to the fields in the "Tab Primary"
    When the user clicks the "Save" button
    Then the changes should be saved, and the vacancy information should be updated accordingly.

    05

    Scenario: Cancel changes
    Given the user is editing the "Tab Primary"
    When the user clicks the "Cancel" button
    Then any unsaved changes should be discarded, and the vacancy details should remain unchanged.

    06

    Scenario: Automatic order assignment to vacancy publications
    Given a vacancy has one or more associated publications
    When an order is ADDED/EDITED to the vacancy
    AND click Save changes
    AND see the modal window with text:
    EN: ”The Publication(s) of this Vacancy will be assigned to the same Order.” Button [Ok] and [X] (close)
    DE: “Die Publikation(en) dieser Vakanz wird/werden derselben Order zugeordnet.“ Button [Ok] and [X] (close)
    AND click [Ok]
    Then the order is automatically assigned to all associated publications of the vacancy 

    These roles need to have permission to edit the Vacancy with order.

    • Admin

    • Consultant: Only for his orders

    • Business Manager: Only for his business unit orders

    • Content Manager

    • Division Head: Only for his orders

    • Sales Manager: Only for his orders

    07

    Scenario: Automatic order assignment to vacancy publications CANCELLED
    Given a vacancy has one or more associated publications
    When an order is ADDED/EDITED to the vacancy
    AND click Save changes
    AND see the modal window with text:
    EN: ”The Publication(s) of this Vacancy will be assigned to the same Order.” Button [Ok] and [X] (close)
    DE: “Die Publikation(en) dieser Vakanz wird/werden derselben Order zugeordnet.“ Button [Ok] and [X] (close)
    AND click [X] (close)
    Then changes is not saved and you can continue editing without reset edited data

  • Story 1.2.2.12. CRM. Vacancy view mode. Tab PaaS report

    Content

    General info

    The PaaS report tab on the Vacancy page should display comprehensive statistics regarding the sources of applications, candidate activities, active sourcing, and rejection reasons. This tab will also provide the ability to generate a PDF summary of the data. Users should be able to interact with data in the Active Sourcing tab to edit rejection reasons and enter a fee for each entry.

    User story

    As a CRM user,
    I want to see a detailed PaaS report in the Vacancy view mode,
    So that I can track the performance and outcomes of various recruiting activities and have the option to generate a PDF report with specific details.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=22998-139817&t=tLVh0T1uYoNGcu73-4

    Acceptance criteria

    01

    Scenario: Viewing the PaaS Report on a Vacancy page
    Given: I am on a Vacancy page
    When: I click on the "PaaS report" tab
    Then: I see a detailed report that includes the following sections: Sources, Activities, Active Sourcing, Rejection Statistics.

    image-20241012-085821.png

    02

    Scenario: Sources tab
    Given: I am viewing the "Sources" tab in the PaaS report
    When: The data loads
    Then: I see a table with columns for "Source," "Applications," "Rejections," and "Interviews." Each column should display numerical values for each source, and the totals at the bottom of the table should summarize the figures.

    image-20241012-085907.png

    03

    Scenario: Activities tab
    Given: I am viewing the "Activities" tab in the PaaS report
    When: The data loads
    Then: I see a table that displays "Calendar Week №," "Rocken Profile," "Sharing," "Interview 1," "Interview 2," and "Fee" columns.

    image-20241012-085941.png

    04

    Scenario: Active Sourcing tab
    Given: I am viewing the "Active Sourcing" tab in the PaaS report
    When: The data loads
    Then: I see a table that includes the following columns: "Candidate," "Position," "Application," "Rejection Reason," "Note," and "Fee."
    And: I can edit the rejection reason using a dropdown, and enter a note and fee in their respective fields.

    image-20241012-090024.png

    05

    Scenario: Rejection Statistics tab
    Given: I am viewing the "Rejection Statistics" tab in the PaaS report
    When: The data loads
    Then: I see a pie chart representing the rejection reasons, along with a table displaying the number and percentage for each reason.

    image-20241012-090113.png

    06

    Scenario: Generating a PDF of the PaaS report
    Given: I am viewing the PaaS report
    When: I click on the "Generate PDF" button
    Then: A modal should appear, allowing me to select the campaign start date, enter a campaign number, and choose whether to include rejection statistics in the PDF.
    And: There should be a "Download" button to generate the PDF.

    image-20241012-090245.png

    07

    Scenario: Campaign start date selection
    Given: I am in the "Generate PDF" modal
    When: I click on the "Campaign Start" field
    Then: A calendar popup should appear, allowing me to select the campaign start date.

    08

    Scenario: Adding a campaign number
    Given: I am in the "Generate PDF" modal
    When: I click on the "Campaign Number" field
    Then: I can enter a unique identifier for the campaign.
    And: The campaign number should be included in the generated PDF report.

    09

    Scenario: Including rejection statistics
    Given: I am in the "Generate PDF" modal
    When: I check the "Add rejection statistics" checkbox
    Then: The rejection statistics should be included in the generated PDF report.
    And: If I uncheck the box, the rejection statistics should not be included.

    10

    Scenario: Downloading the PDF
    Given: I have filled in the campaign start date and campaign number
    When: I click on the "Download" button
    Then: The system generates a PDF file containing the data from the PaaS report based on my selections and settings.

  • Story 1.2.2.11. CRM. Vacancy view mode. Tab Similar vacancy

    Content

    General info

    Enhance the CRM system by adding a "Similar Vacancy" tab in the Vacancy view mode. This tab should display a list of vacancies that are similar to the selected vacancy based on predefined matching criteria. The purpose of this feature is to enable recruiters to easily identify and compare related job openings, facilitating a better understanding of the vacancy landscape.

    User story

    As a CRM user,
    I want to view a list of similar vacancies associated with the current vacancy,
    So that I can analyze related job openings and efficiently manage recruitment activities.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=18721-106228&t=Kyfn4cYcN8tVkZjO-4

    Acceptance criteria

    01

    Scenario: Displaying similar vacancy list
    Given a vacancy is selected
    When the recruiter views the "Similar Vacancy" tab
    Then a list of similar vacancies should be displayed, showing columns for Name, Status, Process Type, Company, Category, Location, Publication, and Consultant.

    02

    Scenario: Column for "Name"
    Given the "Similar Vacancy" tab is displayed
    When viewing the Name column
    Then it should display the title of each similar vacancy, clickable to navigate to the vacancy’s details.

    03

    Scenario: Column for "Status"
    Given the "Similar Vacancy" tab is displayed
    When viewing the Status column
    Then it should show the current status of each similar vacancy (e.g., "Active", "Inactive") with a corresponding color indicator.

    04

    Scenario: Column for "Process Type"
    Given the "Similar Vacancy" tab is displayed
    When viewing the Process Type column
    Then it should display the type of recruitment process for each similar vacancy (e.g., "PaaS", "Succession Fee").

    05

    Scenario: Column for "Company"
    Given the "Similar Vacancy" tab is displayed
    When viewing the Company column
    Then it should display the name of the company associated with each similar vacancy.

    06

    Scenario: Column for "Category"
    Given the "Similar Vacancy" tab is displayed
    When viewing the Category column
    Then it should display the job categories relevant to each similar vacancy.

    07

    Scenario: Column for "Location"
    Given the "Similar Vacancy" tab is displayed
    When viewing the Location column
    Then it should display the number of job locations associated with each similar vacancy.

    08

    Scenario: Column for "Publication"
    Given the "Similar Vacancy" tab is displayed
    When viewing the Publication column
    Then it should display the number of publications related to each similar vacancy.

    09

    Scenario: Column for "Consultant"
    Given the "Similar Vacancy" tab is displayed
    When viewing the Consultant column
    Then it should display the profile image and name of the consultant responsible for each similar vacancy, clickable to navigate to the consultant’s profile.

    10

    Scenario: Sorting by Name
    Given the similar vacancies list
    When the recruiter clicks the Name column header
    Then the list should sort by name, toggling between ascending and descending order.

    11

    Scenario: Filtering by Status
    Given multiple similar vacancies with different statuses
    When the recruiter applies a status filter
    Then only vacancies matching the selected status (e.g., "Active", "Inactive") should be displayed in the list.

    12

    Scenario: Opening vacancy details
    Given a list of similar vacancies
    When the recruiter clicks on a vacancy name
    Then the system should navigate to the detailed view of that vacancy.

    13

    OOS Scenario: Multi-select actions
    Given the similar vacancies list
    When the recruiter selects multiple entries
    Then bulk actions (e.g., mass update) should become available in the UI.

    14

    Scenario: Pagination
    Given a large number of similar vacancies
    When there are more than a set number of vacancies displayed (e.g., 10 per page)
    Then pagination controls should appear at the bottom of the list, allowing navigation through multiple pages.

    15

    Scenario: Edit action for each vacancy
    Given the "Similar Vacancy" tab
    When the recruiter edit icon for each entry
    Then options to edit each similar vacancy should be available with the opening the vacancy in edit mode.

    16

    Scenario: Filter by Consultant
    Given multiple similar vacancies with different consultants
    When the recruiter applies a consultant filter
    Then only similar vacancies associated with the selected consultant(s) should be displayed in the list.

    17

    Scenario: Filter by Process Type
    Given multiple similar vacancies with different process types
    When the recruiter applies a process type filter
    Then only similar vacancies matching the selected process type(s) should be displayed in the list.

    18

    Scenario: Start process
    Given the similar vacancies list
    When the recruiter click the icon to start the process
    Then the system should the dialog to start the process

  • Story 1.2.2.10. CRM. Vacancy view mode. Tab Publications

    Content

    General info

    Enhance the CRM system by adding a "Publications" tab in the Vacancy view mode. This tab should display all publications related to a specific vacancy. Recruiters can view the publication status, associated details, and take relevant actions such as editing or deleting publications. This feature will allow recruiters to manage and monitor the publication history of each vacancy efficiently.

    User story

    As a CRM user,
    I want to view and manage all publications associated with a specific vacancy,
    So that I can track the publication status and update or delete publications when necessary.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=20136-96709&t=Kyfn4cYcN8tVkZjO-4

    Acceptance criteria

    01

    Scenario: Displaying publication list
    Given a vacancy is selected
    When the recruiter views the "Publications" tab
    Then a list of all publications associated with that vacancy should be displayed, showing columns for Date, Status, Name, Company, Category, and Consultant.

    image-20241101-135141.png

    02

    Scenario: Column for "Date"
    Given the "Publications" tab is displayed
    When viewing the Date column
    Then it should show the date and time of each publication entry in the format DD MMM YYYY HH.

    03

    Scenario: Column for "Status"
    Given the "Publications" tab is displayed
    When viewing the Status column
    Then it should show the current status of each publication (e.g., "Published", "Draft", "Offline") with a corresponding color indicator.

    04

    Scenario: Column for "Name"
    Given the "Publications" tab is displayed
    When viewing the Name column
    Then it should display the title of each publication, clickable to navigate to the publication’s details.

    05

    Scenario: Column for "Company"
    Given the "Publications" tab is displayed
    When viewing the Company column
    Then it should display the name of the company associated with each publication.

    06

    Scenario: Column for "Category"
    Given the "Publications" tab is displayed
    When viewing the Category column
    Then it should display the category or categories relevant to each publication.

    07

    Scenario: Column for "Consultant"
    Given the "Publications" tab is displayed
    When viewing the Consultant column
    Then it should display the profile image and name of the consultant responsible for each publication, clickable to navigate to the consultant’s profile.

    08

    Scenario: Sorting by Date
    Given the publications list
    When the recruiter clicks the Date column header
    Then the list should sort by date, toggling between ascending and descending order.

    09

    OOS Scenario: Filtering by Status
    Given multiple publications with different statuses
    When the recruiter applies a status filter
    Then only publications matching the selected status (e.g., "Published", "Draft") should be displayed in the list.

    10

    Scenario: Editing a publication
    Given the "Publications" tab is displayed
    When the recruiter clicks the edit icon for a publication
    Then the system should open the publication’s details in edit mode, allowing the recruiter to update information.

    11

    Scenario: Deleting a publication
    Given the "Publications" tab is displayed
    When the recruiter clicks the delete icon for a publication
    Then the system should prompt a confirmation dialog, and upon confirmation, remove the publication from the list.

    12

    OOS Scenario: Multi-select actions
    Given the publications list
    When the recruiter selects multiple entries
    Then bulk actions (e.g., mass delete) should become available in the UI.

    13

    Scenario: Pagination
    Given a large number of publications associated with the vacancy
    When there are more than a set number of publications displayed (e.g., 10 per page)
    Then pagination controls should appear at the bottom of the list, allowing navigation through multiple pages.

    14

    Scenario: Adding a new publication
    Given the "Publications" tab is displayed
    AND recruiter assigned on the related order or there is no order at all.
    When the recruiter clicks the "+" button
    Then the system should open a form to create a new publication associated with the current vacancy.
    AND preselect all fields from vacancy:
    – Company
    – Order (if exists)
    – Contact person
    – Vacancy name
    – Publication name
    – Categories
    – all fields from employment conditions
    – skills
    – benefits
    – desriptions
    – jobs ch fields

    15

    OOS Scenario: Filter by Consultant
    Given multiple publications with different consultants
    When the recruiter applies a consultant filter
    Then only publications associated with the selected consultant(s) should be displayed in the list.

  • Story 1.2.2.9. CRM. Vacancy view mode. Tab Processes

    Content

    General info

    Enhance the CRM system by implementing a "Processes" tab in the Vacancy view mode. This tab will display all candidate-related processes associated with a specific vacancy. Users will be able to view the status of each candidate’s application process, key process details, and perform relevant actions. This functionality provides recruiters with a streamlined way to monitor and manage the progression of candidates within a specific vacancy.

    User story

    As a CRM user,
    I want to view and manage candidate processes associated with a specific vacancy,
    So that I can effectively track each candidate’s progression and status.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=18361-125231&t=Kyfn4cYcN8tVkZjO-4

    Acceptance criteria

    01

    Scenario: Displaying process list
    Given a vacancy is selected
    When the recruiter views the "Processes" tab
    Then a list of all candidate processes associated with that vacancy should be displayed, showing columns for Date, Company, Vacancy, Status (Time in Status), Consulting, Recruiting, Candidate, and Forecast.

    image-20241101-133554.png

    02

    Scenario: Column for "Date"
    Given the "Processes" tab is displayed
    When viewing the Date column
    Then it should show the date and time of each process entry with a format (e.g., DD.MM.YY HH).

    03

    Scenario: Column for "Company"
    Given the "Processes" tab is displayed
    When viewing the Company column
    Then it should display the name of the company associated with each process, clickable to navigate to the company’s page.

    04

    Scenario: Column for "Vacancy"
    Given the "Processes" tab is displayed
    When viewing the Vacancy column
    Then it should display the title of the vacancy associated with each process and indicate if it’s an "application by download".

    05

    Scenario: Column for "Status" (Time in Status)
    Given the "Processes" tab is displayed
    When viewing the Status column
    Then it should show the current status of the candidate in the process (e.g., "In Request") along with the duration (e.g., "2 days").

    06

    Scenario: Column for "Consulting"
    Given the "Processes" tab is displayed
    When viewing the Consulting column
    Then it should display the profile image and name of the consultant responsible for each process, clickable to navigate to the consultant’s profile.

    07

    Scenario: Column for "Recruiting"
    Given the "Processes" tab is displayed
    When viewing the Recruiting column
    Then it should display the profile image and name of the recruiter assigned to each process, clickable to navigate to the recruiter’s profile.

    08

    Scenario: Column for "Candidate"
    Given the "Processes" tab is displayed
    When viewing the Candidate column
    Then it should display the profile image and name of the candidate in the process, clickable to navigate to the candidate’s profile.

    09

    Scenario: Column for "Forecast"
    Given the "Processes" tab is displayed
    When viewing the Forecast column
    Then it should show the forecast value or symbol associated with each process (if applicable).

    10

    Scenario: Filtering by process status
    Given there are multiple processes with different statuses
    When the recruiter applies a status filter
    Then only processes matching the selected status (e.g., "In Request", "Interview 1") should be displayed in the list.

    image-20241101-134134.png

    11

    Scenario: Sorting by Date
    Given the processes list
    When the recruiter clicks the Date column header
    Then the list should sort by date, toggling between ascending and descending order.

    12

    Scenario: Sorting by Company
    Given the processes list
    When the recruiter clicks the Company column header
    Then the list should sort by company name in alphabetical order, toggling between ascending and descending.

    13

    Scenario: Sorting by Status (Time in Status)
    Given the processes list
    When the recruiter clicks the Status column header
    Then the list should sort by status and time duration, toggling between ascending and descending.

    14

    Scenario: Pagination
    Given a large number of processes associated with the vacancy
    When there are more than a set number of processes displayed (e.g., 10 per page)
    Then pagination controls should appear at the bottom of the list, allowing navigation through multiple pages.

    15

    Scenario: Filter by "Rejects Statistics"
    Given the "Processes" tab is displayed
    When the recruiter clicks the "Rejects Statistics" button
    Then a modal or overlay should display rejection-related statistics for the vacancy, breaking down rejection reasons and stages.

    16

    Scenario: Filtering by Candidate and Company Interaction Status
    Given a process with no response from either candidate or company
    When viewing the summary bar
    Then indicators should show "No reply-candidate", "No reply-company", "Enquiry-company", or "Read" statuses based on recent interactions.

    17

    Scenario: Multi-select actions
    Given the processes list
    When the recruiter selects multiple entries
    Then bulk actions (e.g., mass status update) should become available in the UI.

    18

    Scenario: "Filters" button functionality
    Given the "Processes" tab
    When the recruiter clicks the "Filters" button
    Then a panel should open, allowing the recruiter to filter processes by date range, company, vacancy title, consultant, recruiter, candidate, and status.

    19

    Scenario: Vacancy-specific process statistics
    Given the "Processes" tab is viewed for a specific vacancy
    When the summary bar at the top is displayed
    Then it should show the number of processes at each stage (e.g., Request, Interview 1, Offered, etc.) for that specific vacancy.

  • Story 1.2.2.8. CRM. Vacancy view mode. Tab Candidates list

    Content

    General info

    The "Tab Candidates List" in the "Vacancy view mode" displays a comprehensive list of candidates associated with a specific vacancy. This tab enables users to manage candidate information effectively, including viewing, filtering, and performing actions on candidate entries. It includes functionalities for list previews, sending lists to the company, adding new candidates, and downloading candidate lists.

    User story

    As a CRM user,
    I want to view and manage the list of candidates associated with a vacancy
    So that I can efficiently handle candidate-related activities for the vacancy.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=21828-114540&t=PfSQbaCHKV6iYQsz-4

    Acceptance criteria

    01

    Scenario: Display candidate list
    Given the user is on the "Tab Candidates List" within the "Vacancy view mode"
    When the list of candidates is displayed
    Then the table should include columns for Name, Status, Salary, Location, Position, Active Source, Company Feedback, and List Type (Favourite, Long, Short).

    image-20240903-065441.png

    02

    Scenario: Row actions
    Given the candidate list is displayed
    When the user views a row in the table
    Then each row should include icons for "Start Process", "Add to list", and "Delete candidate from the list". "Start Process" is absent if the process has already been created between the candidate and the taken vacancy.

    image-20240903-065455.png

    03

    Scenario: Row actions. Start Process
    Given the candidate list is displayed
    When the user views a row in the table and the “rocket” button is present
    Then the user clicks on "Start Process" and sees a modal window with the pre-selected candidate and taken vacancy in the modal. Launching the process proceeds by clicking on the blue button in the bottom of the modal.

    image-20241018-104837.png

    04

    Scenario: Row actions. Add to list
    Given the candidate list is displayed
    When the user views a row in the table
    Then the user clicks on "Add to list" and sees a modal window with the pre-selected candidate and empty vacancy in the modal. Adding the candidate to another vacancy’s list proceeds by clicking on the blue button in the bottom of the modal.

    image-20241018-105014.png

    05

    Scenario: Preview options
    Given the user is on the "Tab Candidates List"
    When the user clicks the "Eye" icon at the top
    Then a dropdown should appear with options for "Short List Preview" and "Long List Preview".

    Story 1.2.5.4. Short list preview

    Story 1.2.5.5. Long list preview

    image-20240903-065428.png

    06

    Scenario: Send list to the company
    Given the user is on the "Tab Candidates List"
    When the user clicks the "Send List to the Company" button
    Then the system should send the list of candidates to the company.

    Story 1.2.5.3. Send list to the company

    07

    Scenario: Add new candidates
    Given the user is on the "Tab Candidates List"
    When the user clicks the "+ Add Candidates" button
    Then a modal should appear allowing the user to add new candidates to the list.

    Story 1.2.5.1. Add candidates to the "Favourites" list for sending

    08

    Scenario: Pagination
    Given there are multiple candidates
    When viewing the candidate list
    Then the list should include pagination controls to navigate through multiple pages of candidates.

    OOS Scenario: Upload candidate list
    Given the user is on the "Tab Candidates List"
    When the user clicks the "Upload New List of Candidates" button
    Then the system should add the list of candidates from the file.

    OOS Scenario: Filter button
    Given the candidate list is displayed
    When the user clicks the "Filter" button
    Then a filter modal should open, allowing the user to filter by categories, employment type, industries, skills, desired salary, and search radius.

    OOS Scenario: Search field
    Given the candidate list is displayed
    When the user enters a keyword in the search field
    Then the list should be filtered based on the search criteria.

    OOS Scenario: Default prefilters
    Given the candidate list is displayed
    When the user views the list
    Then the candidates should be prefiltered according to the vacancy criteria.

    OOS Scenario: Reset filters
    Given the user wants to see all candidates
    When the user clicks the "Reset Filters" button
    Then all filters should be cleared and the user should see the complete list of candidates.

  • Story 1.2.2.7. CRM. Vacancy view mode. Tab Matching

    Content

    General info

    The "Tab Matching" within the "Vacancy view mode" provides a list of candidates who match the criteria for the vacancy. This tab displays detailed information about each candidate and includes functionality for adding notes and creating processes. It also features pagination and filtering options to refine the list based on various criteria. Prefilters should be set by default to show candidates who match the vacancy most closely, with the option to reset filters to view all candidates.

    Task:

    RT-134 - Получение подробных данных проблемы… СТАТУС

    We need to develop a matching algorithm for the candidates and vacancies. Current processes are taking too much of the consultants' time and manual work.

    Matching criteria:

    • The matching criteria are: Category, Location, Skills, Education, Salary

    • The scale: Category 30% / Location 20% / Skills: 20% / Salary if there is a value in the vacancy: 15% / Education 15%

    The Education we've got 3 different levels: Level 1 (lowest level) is: Berufliche Grundbildung (Lehre) EFZ / Fachmittelschule / Berufsmaturität / Gynamsium
    Level 2: (middle Level) is: Bachelor (Hochschule) / Eidg. Fachausweis / Höhere Fachschule HF / Certificate of Advanced Studies CAS / Diploma of Advanced Studies DAS
    Level 3: (highest Level) is: Master (Hochschule) / Eidg. Diplom / Doktorat / Master of Advanced Studies MAS

    Where and how to use it:

    The matching should be visible on candidate’s page and on vacancies' pages.

    Available not only for the active candidates - make a rating of active - inactive etc.

    Same are the matching for RT: +show the same industry companies with a number of open vacancies - Industry of previous companies aslo matching point

    Display a matching scale in the shared profile links in ProfSearch.

    Add search through attachments:

    certificates and references should also be taken into account for matching - body of the documents to be taken into account for searching with the keywords (e.g. search in reference letters - by clients)

    To do:

    • create a matching mechanism

    • display the matches on candidates' pages

    • display the matches on vacancies' pages

    • display the matching rate on the shared profiles for companies

    • display the matching companies with their vacancies on RT Profile page

    • set up search through certificates and other attachments

    User story

    As a CRM user,
    I want to view and manage a list of candidates that match the vacancy
    So that I can efficiently find and evaluate candidates for the position.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=18107-83812&t=PfSQbaCHKV6iYQsz-4

    Acceptance criteria

    01

    Scenario: Display candidate list
    Given the user is on the "Tab Matching" within the "Vacancy view mode"
    When the list of candidates is displayed
    Then the table should include columns for Name, Status, Salary, Location, Degree, Languages, Categories, and Rocken Contact.

    image-20240903-062334.png

    02

    Scenario: Add note and create process icons
    Given the candidate list is displayed
    When the user views a row in the table
    Then each row should include icons for "Add Note" and "Create Process".

    03

    Scenario: Pagination
    Given there are multiple candidates
    When viewing the candidate list
    Then the list should include pagination controls to navigate through multiple pages of candidates.

    04

    Scenario: Default prefilters
    Given the candidate list is displayed
    When the user views the list
    Then the candidates should be prefiltered to match the vacancy criteria most closely.

    05

    Scenario: Reset prefilters
    Given the user wants to see all candidates
    When the user clicks the "Reset Filters" button
    Then all prefilters should be cleared and the user should see the complete list of candidates.

    06

    Scenario: Filter button
    Given the candidate list is displayed
    When the user clicks the "Filter" button
    Then a filter modal should open, allowing the user to filter by categories, employment type, industries, skills, desired salary, and search radius.

    07

    Scenario: Prefilter visibility
    Given the filter modal is open
    When the user views the filter options
    Then the prefilters that match the vacancy should be displayed by default, with the ability to modify them as needed.

  • Story 1.2.2.6. CRM. Vacancy view mode. Tab Detail. Sub tab Notes

    Content

    General info

    The "Sub tab Notes" within the "Tab Detail" of the "Vacancy view mode" allows users to view and manage notes associated with a particular vacancy. Users can see a list of notes, add new ones, and review details without the ability to edit or delete existing notes. The system should display the most recent notes first and automatically scroll to show the latest notes when the tab is accessed.

    User story

    As a CRM user,
    I want to view and manage notes related to the vacancy in the "Tab Detail"
    So that I can keep track of important information and updates associated with the vacancy.

    Visual design:

    ?

    Acceptance criteria

    01

    Scenario: Display notes
    Given the user is on the "Sub tab Notes" within the "Tab Detail" of the "Vacancy view mode" page
    When the user accesses the notes section
    Then all notes related to the vacancy should be displayed in a list format with the most recent notes at the bottom.

    02

    Scenario: Note structure
    Given notes are displayed in the list
    When viewing a note
    Then each note should include the text of the note, the name of the user who created it, and the date and time it was posted.

    03

    Scenario: Add a new note
    Given the user wants to add a new note
    When the user clicks on the "Add Note" button
    Then a modal should open with a text area for the note and buttons "Add" and "Cancel".

    04

    Scenario: Save new note
    Given the user has entered a note in the modal
    When the user clicks "Add"
    Then the new note should be added to the list and displayed at the bottom.

    05

    Scenario: No editing or deletion
    Given the user is viewing the notes
    When interacting with a note
    Then the user should not be able to edit or delete any notes.

    06

    Scenario: Scrollable list
    Given there are multiple notes
    When the user views the notes
    Then the notes list should be scrollable if it exceeds the visible area of the screen.

    07

    Scenario: Automatically scroll to latest note
    Given the user opens the "Sub tab Notes"
    When the notes are displayed
    Then the view should automatically scroll down to show the most recent notes at the beginning of the list.