Category: ROCKEN Documentation

  • Story 1.2.1.3. Vacancy list CRUD

    Content

    General info

    This story describes the CRUD (Create, Read, Update, Delete) functionalities associated with the vacancy list. Users can create new vacancies, view and edit existing ones, or delete vacancies from the list, ensuring that the vacancy data is always current and accurate.

    User story

    As a CRM user,
    I want to create, view, update, and delete vacancies,
    So that I can manage the vacancy data effectively within the CRM system.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=18702-101192&t=4uSKLjHNa92Pw2zp-4

    Acceptance criteria

    01

    Scenario: Creating a New Vacancy
    Given the CRM user is on the vacancy list page / company vacancy tab / order vacancy tab
    When they click the “+“ (Add New Vacancy) button
    Then the system should open a form to enter details for the new vacancy with a respective relation (if created from company / order).

    02

    Scenario: Editing a Vacancy
    Given the CRM user is viewing the vacancy list table
    When they click the "Edit" button next to a vacancy
    Then the system should open a form pre-filled with the vacancy’s details, allowing the user to make changes.

    03

    (OOS) Scenario: Deleting a Vacancy
    Given the CRM user is viewing the vacancy list table
    When they click the "Delete" button next to a vacancy
    Then the system should prompt for confirmation and, upon confirmation, delete the vacancy.

    04

    Scenario: Viewing Vacancy Details
    Given the CRM user is viewing the vacancy list table
    When they click on a vacancy’s name
    Then the system should display the full details of that vacancy on a separate page.

    05

    Scenario: Saving Changes to a Vacancy
    Given the CRM user has edited a vacancy’s details
    When they save the changes
    Then the system should update the vacancy information accordingly.

  • Story 1.2.1.2. CRM. Vacancy list filters

    Content

    General info

    This story focuses on the functionality to filter the vacancy list based on various criteria, such as status, process type, company, category, consultant, etc. Users can apply multiple filters simultaneously to narrow down the list of vacancies.

    Feature: CRM – Vacancy List Filters
    Scope: Allow users to apply specific filters to narrow down vacancy results based on various criteria in the new design.

    Investigation: 2024-08 Search Queries for Candidate Search

    User story

    As a CRM user,
    I want to filter the vacancy list using various criteria,
    So that I can quickly find relevant vacancies based on specific requirements.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=57218-10562&t=aLfLqWjgjni4WYGn-4

    Acceptance criteria

    01

    Scenario: Opening the Filters panel
    Given I am on the Vacancy 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. Business Unit / Business Unit

    5. Consultant Responsible / Consultant Verantwortlich

    6. Management Consultant / Management Consultant

    7. Created date from-to / Erstellungsdatum

    8. Location / Standort

    9. Search radius / Suchradius

    10. Company / Unternehmen

    11. Industries / Branchen

    12. Categories / Kategorien

    13. Skills / Skills

    14. Experience Level / Erfahrung

    15. Employment type / Beschäftigungsart

    16. Degrees / Abschlüsse

    17. Process Type / Prozessart

    18. Job Model / Arbeitsmodell

    19. Salary range / Gehaltsspanne

    20. Start date / Anfangsdatum

    21. Remote work / Fernarbeit

    22. Position / Stelle

    23. Leading experience / Führungserfahrung

    24. Languages / Sprachen

    25. Workload / Arbeitspensum

    26. CRM users/SPOC / CRM-Benutzer/SPOC

    27. Reserved / Reserviert

    28. Without Publications / Ohne Publikationen

    29. OOS Market / Markt

    image-20241112-130339.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

    Select data

    https://api.staging.rockengroup.com/api-documentation-2000#/Vacancy/get_api_v1_vacancies

    01

    Title

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

    titles[]

    02

    Keyword

    Scenario: User applies a keyword filter.
    Given the user enters a custom keyword,
    When it is find info in any vacancy 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:

    • Name of the vacancy

    • Descriptions: Introduction, Description, Responsibilities

    • Name of the Company

    • Skills

    • Locations

    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, with search and suggestions, without custom tags

    Select type:

    • multi select

    • multi tags

    • search

    • suggestions

    • custom tags OOS

    statuses[]

    Options:

    • New / Neu

    • Active / Aktiv

    • On hold / On hold

    • Inactive / Inaktiv

    • Rocked / Rocked

    04

    Business Unit

    Scenario: User filters by business unit.
    Given business units exist,
    When one is selected,
    Then results match the selection.

    Select type: multi select, with search and suggestions, without custom tags

    Select type:

    • multi select

    • multi tags

    • search

    • suggestions

    • custom tags OOS

    business_units[]

    05

    Consultant

    Responsible

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

    Select type:

    • multi select

    • multi tags

    • search

    • suggestions

    • custom tags OOS

    consultants[]

    06

    Management Consultant

    Scenario: User filters by Management consultant.
    Given Management consultant is assigned through the order,
    When one is selected,
    Then results match the selection.

    Management consultant

    07

    Created Date

    Scenario: User applies a date range.
    Given the user selects "From" and "To" dates,
    When dates are valid,
    Then results are filtered by the date range.

    date_range[]

    Placeholders:

    From / Von

    To / Bis

    08

    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, search and suggestions, without custom tags

    Select type:

    • single select

    • single tag

    • search

    • suggestions

    • custom tags OOS

    location

    09

    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“.

    search_radius

    10

    Company

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

    Select type: multi select, with search and suggestions, without custom tags

    Select type:

    • multi select

    • multi tags

    • search

    • suggestions

    • custom tags OOS

    companies[]

    11

    Industries

    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

    industries[]

    12

    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[]

    13

    Skills

    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[]

    14

    Experience Level

    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, without search and suggestions, without custom tags

    Select type:

    • multi select

    • multi tags

    • search OOS

    • suggestions OOS

    • custom tags OOS

    experiences_level[]

    Options:

    • Junior / Junior

    • Professional / Professional

    • Senior / Senior

    • Executive / Executive

    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 OOS

    • suggestions OOS

    • custom tags OOS

    employments[]

    Options:

    • Full time / Vollzeit

    • Permanent / Festanstellung

    • Part-time / Teilzeit

    • Temporary / Temporär

    16

    Degrees

    Scenario: User filters by degree type.
    Given degree options exist,
    When one or more are selected,
    Then results show relevant vacancies.

    Select type:

    • multi select

    • multi tags

    • search

    • suggestions

    • custom tags OOS

    degrees[]

    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

    17

    Process Type

    Scenario: User applies process type filter.
    Given process types exist,
    When one is selected,
    Then results match the selection.

    Select type:

    • single select

    • single tag

    • search OOS

    • suggestions OOS

    • custom tags OOS

    No API, just Front Enum options

    Options:

    • Email / E-Mail

    • Download / Download

    18

    Job Model

    Scenario: User applies a job model filter.
    Given job models exist,
    When one is selected,
    Then results match the selected model.

    Select type:

    • single select

    • single tag

    • search OOS

    • suggestions OOS

    • custom tags OOS

    No API, just Front Enum options

    Options:

    • Default / Standard

    • PaaS / PaaS

    • Executive / Executive

    19

    Salary Range

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

    salary_range_from

    salary_range_to

    Placeholders:

    From / Von

    To / Bis

    20

    Start Date

    Scenario: User filters by start date.
    Given a valid date picker,
    When a date is selected,
    Then jobs starting after the date are displayed.

    start_date

    21

    Remote Work

    Scenario: User filters for remote jobs.
    Given remote work options,
    When selected,
    Then only remote type jobs are shown.

    Select type:

    • multi select

    • multi tags

    • search OOS

    • suggestions OOS

    • custom tags OOS

    remote_work_types[]

    Options:

    • Undefined / Undefiniert

    • Home office / Home office

    • Remote Work / Remote

    • Hybrid / Hybrid

    • On-Site / On-Site

    22

    Position

    Scenario: User applies a position filter.
    Given position options exist,
    When one is selected,
    Then it filters jobs with that position.

    Select type:

    • single select

    • single tag

    • search OOS

    • suggestions OOS

    • custom tags OOS

    No API, just Front Enum options

    Options:

    • Specialist / Fachposition

    • Professional / Führungsposition

    • Executive / Executive

    23

    Leading Experience

    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

    24

    Languages

    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 OOS

    • suggestions OOS

    • custom tags OOS

    languages[]

    25

    Workload

    Scenario: User filters by workload.
    Given Slider exist,
    When select some workload,
    Then results match the range.

    workload[]

    0-100%

    26

    CRM users/SPOC

    Scenario: User applies CRM user / SPOC filter.
    Given available CRM user / SPOC option,
    When one Single person of contact or CRM user is selected,
    Then results filter accordingly this user.

    Select type:

    • single select

    • single tag

    • search

    • suggestions

    • custom tags OOS

    spoc[]

    27

    Reserved

    Scenario: User filters for reserved jobs.
    Given a reserved filter fields,
    When selected “yes”,
    Then only reserved jobs are displayed.

    Select type:

    • single select

    • single tag

    • search OOS

    • suggestions OOS

    • custom tags OOS

    reserved

    Options:

    • yes / ja

    • no / nein

    28

    Without Publications

    Scenario: User filters for Vacancies that have no/any Publications.
    Given a reserved filter fields,
    When selected “yes”,
    Then only Vacancies that have no related Publications are displayed.

    When selected “no”,
    Then only Vacancies that have related Publications are displayed.

    Options:

    • yes / ja

    • no / nein

    29

    OOS Market

    Scenario: User filters by country.
    Given country options exist,
    When one is selected,
    Then only jobs in that country are displayed.

    Select type:

    • single select

    • single tag

    • search OOS

    • suggestions OOS

    • custom tags OOS

    should be added to API by backend developer

    Options:

    • Switzerland / Schweiz

    • Germany / Deutschland

  • Story 1.2.1.1. Vacancy list table

    Content

    General info

    This story covers the display of the vacancy list in a tabular format, providing users with a clear and organized view of all vacancies. The table includes essential information such as vacancy name, status, process type, company, category, process, publication, and consultant.

    User story

    As a CRM user,
    I want to view a list of vacancies in a table format,
    So that I can quickly assess the details and status of each vacancy.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=18702-101192&t=4uSKLjHNa92Pw2zp-4

    Acceptance criteria

    01

    Scenario: Displaying Vacancy List Table
    Given the CRM user is on the vacancy list page
    When the page loads
    Then the system should display all vacancies in a table with columns for name, status, process type, company, category, process, publication, and consultant.

    image-20240830-140843.png

    02

    Scenario: Vacancy Details in Table
    Given the CRM user is viewing the vacancy list table
    When they look at any row
    Then the system should display all relevant information for that vacancy in the corresponding columns.

    03

    Scenario: Pagination for Vacancy List
    Given the vacancy list contains more entries than can fit on one page
    When the user scrolls down
    Then the system should provide pagination controls to navigate through the list.

    04

    Scenario: Recent Vacancies Display
    Given the CRM user has recently add vacancies
    When they open the vacancy list page
    Then the system should display the recently added vacancies at the top of the table.

    05

    Scenario: Creating a Process from Vacancy
    Given the CRM user is viewing the vacancy list table
    When they click the rocket icon in a vacancy’s row
    Then the system should initiate the process creation for that vacancy.

    06

    Scenario: Exporting Vacancies
    Given the CRM user is viewing the vacancy list table
    When they want to export the list of vacancies
    Then the system should provide an option to export the vacancy data in a downloadable format (e.g., CSV, Excel).

  • Story 1.1.3.7. CRM. Company edit mode. Tab Benefits

    Content

    General info

    In the company edit mode, under the "Benefits" tab, users can manage the benefits offered by the company. This includes adding new benefits, editing existing ones, and deleting benefits as needed. The benefits are pre-defined in a hardcoded list, and when adding a new benefit, users can select from the dropdown list and provide specific details in a field next to the selected benefit.

    User story

    As a CRM user [Admin, BM, HoD, Consultant]
    I want to manage the company’s benefits in the Benefits tab in the company edit mode,
    So that I can ensure accurate and up-to-date information about the benefits offered by the company is maintained.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=20792-101165&t=daZes1VctF11g2pF-4

    #

    Acceptance Criteria

    01

    Scenario: Viewing the Benefits Tab
    GIVEN I am in the "Benefits" tab in company edit mode,
    WHEN I access the tab,
    THEN I should see a list of existing benefits offered by the company, with options to add, edit, or delete each benefit.

    image-20240822-074917.png

    02

    Scenario: Adding a New Benefit
    GIVEN I am in the "Benefits" tab in company edit mode,
    WHEN I click on the "Add Benefit" button,
    THEN I should be able to select a benefit from a predefined dropdown list
    AND add specific details in the next field.

    03

    Scenario: Editing an Existing Benefit
    GIVEN I am in the "Benefits" tab in company edit mode,
    WHEN I click on the field next to a benefit or select type of benefit,
    THEN I should be able to modify the benefit details and save the changes.

    04

    Scenario: Deleting a Benefit
    GIVEN I am in the "Benefits" tab in company edit mode,
    WHEN I click on the "Delete" button next to a benefit,
    THEN the benefit should be removed from the list.

    05

    Scenario: Saving Changes
    GIVEN I have added, edited, or deleted a benefit,
    WHEN I click the "Save Changes" button,
    THEN all modifications should be saved,
    AND the updated list of benefits should be reflected in the company’s details.

    06

    Scenario: Saving a Single Change
    GIVEN I have made a single edit in the benefits list,
    WHEN I click the "Save 1 Change" button,
    THEN the specific modification should be saved,
    AND the updated benefit should be reflected in the company’s details.

    07

    Scenario: Canceling Edits
    GIVEN I have made edits in the benefits list,
    WHEN I click the "Cancel" button,
    THEN all changes should be discarded,
    AND the benefits list should remain as it was before the edit mode was accessed.

  • Story 1.1.3.6. CRM. Company edit mode. Tab Description

    Content

    General info

    In the company edit mode, under the "Description" tab, users can manage various textual content related to the company. This includes several text area blocks for different sections such as Publication Description, Overview, About, Mission and Values, History, and Career Opportunities. Users can add or edit the content in these blocks to ensure the company’s information is accurately represented.

    User story

    As a CRM user [Admin, BM, HoD, Consultant]
    I want to manage the textual content in the Description tab in the company edit mode,
    So that I can update the company’s descriptions and related information as needed.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=26332-63321&t=daZes1VctF11g2pF-4

    #

    Acceptance Criteria

    01

    Scenario: Viewing Text Area Blocks
    GIVEN I am in the "Description" tab in company edit mode,
    WHEN I view the page,
    THEN I should see several text area blocks for different sections including Publication Description, Overview, About, Mission and Values, History, and Career Opportunities.

    image-20240822-073954.png

    02

    Scenario: Editing Publication Description
    GIVEN I am in the "Description" tab in company edit mode,
    WHEN I edit the content in the "Publication Description" text area block,
    THEN the new content should be saved when I click "Save Changes."

    03

    Scenario: Editing Overview Section
    GIVEN I am in the "Description" tab in company edit mode,
    WHEN I edit the content in the "Overview" text area block,
    THEN the updated content should be reflected after saving the changes.

    04

    Scenario: Editing About Section
    GIVEN I am in the "Description" tab in company edit mode,
    WHEN I modify the content in the "About" text area block,
    THEN the changes should be saved and reflected in the company’s details.

    05

    Scenario: Editing Mission and Values Section
    GIVEN I am in the "Description" tab in company edit mode,
    WHEN I update the content in the "Mission and Values" text area block,
    THEN the updated content should be saved when I click "Save Changes."

    06

    Scenario: Editing History Section
    GIVEN I am in the "Description" tab in company edit mode,
    WHEN I modify the content in the "History" text area block,
    THEN the updated content should be saved and displayed in the company’s details.

    07

    Scenario: Editing Career Opportunities Section
    GIVEN I am in the "Description" tab in company edit mode,
    WHEN I edit the content in the "Career Opportunities" text area block,
    THEN the changes should be saved and reflected in the company’s profile.

    08

    Scenario: Saving Changes
    GIVEN I have made edits in any of the text area blocks,
    WHEN I click the "Save Changes" button,
    THEN all modifications should be saved,
    AND the changes should be reflected in the company’s details on the view mode.

    09

    Scenario: Canceling Edits
    GIVEN I have made edits in any of the text area blocks,
    WHEN I click the "Cancel" button,
    THEN all changes should be discarded,
    AND the content should remain as it was before the edit mode was accessed.

  • Story 1.1.3.5. CRM. Company edit mode. Tab Staff

    Content

    General info

    Description:
    In the company edit mode, under the "Staff" tab, users can manage teams and their respective members. The tab is organized into sections, each representing a team with its members listed beneath. Users have the ability to add, edit, or delete both teams and individual staff members within each team.

    User story

    As a CRM user [Admin, BM, HoD, Consultant]
    I want to manage teams and their members in the company edit mode,
    So that I can keep the company’s staff information up-to-date and well-organized.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=20792-101201&t=daZes1VctF11g2pF-4

    #

    Acceptance Criteria

    01

    Scenario: Viewing Teams and Members
    GIVEN I am in the "Staff" tab in company edit mode,
    WHEN I view the page,
    THEN I should see sections representing each team, with the names of the team members listed beneath their respective team.

    image-20240822-070852.png

    02

    Scenario: Adding a New Team
    GIVEN I am in the "Staff" tab in company edit mode,
    WHEN I click the "Add Team" button,
    THEN I should be able to create a new team by entering the team name and company size,
    AND the new team should be added to the list of teams by button “Add“

    image-20240822-073105.png

    image-20240822-071156.png

    image-20240822-071248.png

    image-20240822-071227.png

    03

    Scenario: Editing a Team
    GIVEN I am in the "Staff" tab in company edit mode,
    WHEN I choose to edit a team,
    THEN I should be able to modify the team’s name and company size,
    AND the changes should be saved and reflected in the list of teams.

    image-20240822-071338.png

    image-20240822-071354.png

    04

    Scenario: Deleting a Team
    GIVEN I am in the "Staff" tab in company edit mode,
    WHEN I choose to delete a team,
    THEN I should see a confirmation prompt,
    AND upon confirmation, the team and its members should be removed from the list.

    image-20240822-071458.png

    image-20240822-071512.png

    05

    Scenario: Adding a New Staff Member
    GIVEN I am in the "Staff" tab in company edit mode,
    WHEN I click the "+" button within a team section,
    THEN I should be able to enter the staff member’s details (Email, First name, Last name, position, gender, Team, Primary An/or Head of team, phone, address, comment),
    AND the new member should be added to the list under the selected team.

    image-20240822-072639.png

    image-20240822-072734.png

    06

    Scenario: Editing a Staff Member
    GIVEN I am in the "Staff" tab in company edit mode,
    WHEN I choose to edit image-20240822-072755.png a staff member,
    THEN I should be able to modify the member’s details,
    AND the changes should be saved and reflected in the list of staff members.

    07

    Scenario: Deleting a Staff Member
    GIVEN I am in the "Staff" tab in company edit mode,
    WHEN I choose to delete image-20240822-072809.png a staff member,
    THEN I should see a confirmation prompt,
    AND upon confirmation, the staff member should be removed from the list.

    image-20240822-072824.png

    08

    Scenario: Saving Changes
    GIVEN I am in the "Staff" tab in company edit mode,
    WHEN I make any changes to staff member,
    THEN I should see a "Save Changes" button indicating the number of changes made,
    AND I can click it to save all changes, or click the "Cancel" button to discard them.

    image-20240822-072919.png

    09

    Scenario: Return to view mode
    GIVEN I am in the "Staff" tab in company edit mode,
    WHEN I click to return button image-20240822-073217.png ,
    THEN I should be redirected to view mode tab staff,

    image-20240822-073227.png

  • Story 1.1.3.4. CRM. Company edit mode. Tab Application type

    Content

    General info

    In the company edit mode, under the "Application Type" tab, users can select an application type (Email or Download). They can also enter and manage application-related resources, including a link, login, and password. The password field has a toggle option (eye icon) to show or hide the password. Users can add multiple resources using the "Add a source" button, as well as edit or delete existing resources. The changes can be saved or deleted.

    User story

    As a CRM user [Admin, BM, HoD, Consultant]
    I want to select and configure the application type and related resources in the company edit mode,
    So that I can properly manage the application process for the company.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=20792-101182&t=6ItAnLqhDsxejI85-4

    #

    Acceptance Criteria

    01

    Scenario: Selecting Application Type
    GIVEN I am in the "Application Type" tab in edit mode,
    WHEN I select an application type (Email or Download),
    THEN the selected type should be saved and reflected in the company’s application configuration.

    image-20240821-075229.png

    02

    Scenario: Entering Application Link
    GIVEN I am in the "Application Type" tab in edit mode,
    WHEN I enter a link,
    THEN the link should be saved and reflected in the company’s application configuration.

    03

    Scenario: Entering Login and Password
    GIVEN I am in the "Application Type" tab in edit mode,
    WHEN I enter a login and password,
    THEN the login and password should be saved and reflected in the company’s application configuration.

    04

    Scenario: Toggling Password Visibility
    GIVEN I am in the "Application Type" tab in edit mode,
    WHEN I click the eye icon next to the password field,
    THEN the password should toggle between being hidden and visible.

    05

    Scenario: Adding Multiple Resources
    GIVEN I am in the "Application Type" tab in edit mode,
    WHEN I click the "Add a source" button,
    THEN I should be able to add multiple sets of resources (link, login, password),
    AND each new resource should be saved and displayed in the list of resources.

    06

    Scenario: Editing and Deleting Resources
    GIVEN I am in the "Application Type" tab in edit mode,
    WHEN I choose to edit or delete a resource,
    THEN the changes or deletion should be reflected in the company’s application configuration.

    07

    Scenario: Saving Edited Information
    GIVEN I am in the "Application Type" tab in edit mode,
    WHEN I make any changes to the application type or resources,
    THEN I should see a "Save Changes" button indicating the number of changes made,
    AND I can click it to save all changes, or click the "Cancel" button to discard them.

  • Story 1.1.3.3. CRM. Company edit mode. Tab Job model

    Content

    General info

    In the company edit mode, under the "Job Model" tab, users can manage the job model settings, including selecting the type of job model (PaaS, Succession Fee, Mandate), and setting the remuneration and guarantee terms. Additionally, a "Mutation" section is available where users can specify the PaaS fee and placement details. Users can save their changes or cancel them if needed.

    User story

    As a CRM user [Admin, BM, HoD, Consultant]
    I want to edit the job model details in the company edit mode,
    So that I can accurately configure the company’s job model, remuneration, and guarantee terms.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=20792-101035&t=6ItAnLqhDsxejI85-4

    #

    Acceptance Criteria

    01

    Scenario: Selecting a Job Model Type
    GIVEN I am in the "Job Model" tab in edit mode,
    WHEN I select a job model type (PaaS, Succession Fee, Mandate),
    THEN the selected type should be saved and reflected in the company’s job model configuration.

    image-20240821-074342.png

    02

    Scenario: Editing Remuneration Terms
    GIVEN I am in the "Job Model" tab in edit mode,
    WHEN I edit the remuneration terms,
    THEN the changes should be saved and reflected in the company’s job model configuration.

    03

    Scenario: Editing Guarantee Terms
    GIVEN I am in the "Job Model" tab in edit mode,
    WHEN I edit the guarantee terms,
    THEN the changes should be saved and reflected in the company’s job model configuration.

    04

    Scenario: Editing Mutation Section – PaaS Fee
    GIVEN I am in the "Job Model" tab in edit mode,
    WHEN I enter or edit the PaaS fee in the Mutation section,
    THEN the entered value should be saved and reflected in the company’s job model configuration.

    05

    Scenario: Editing Mutation Section – Placement
    GIVEN I am in the "Job Model" tab in edit mode,
    WHEN I enter or edit the placement details in the Mutation section,
    THEN the entered value should be saved and reflected in the company’s job model configuration.

    06

    Scenario: Saving Edited Information
    GIVEN I am in the "Job Model" tab in edit mode,
    WHEN I make any changes to the job model or mutation fields,
    THEN I should see a "Save Changes" button indicating the number of changes made,
    AND I can click it to save all changes, or click the "Cancel" button to discard them.

  • Story 1.1.3.2. CRM. Company edit mode. Tab Cooperation status (KT)

    Content

    General info

    In the "Cooperation Status" tab within the company edit mode, users can manage and edit the cooperation status across five key levels (KT1 to KT5). Users can modify the client level (Standard or Blacklist) and fill out various fields within each KT level. KT1 must be completed before users can access and edit KT2, and this sequential filling continues through to KT5. Each KT level contains specific fields that users can edit, with the ability to save or cancel changes. Additionally, users can reset (clear) the KT status, which will clear the data in the current and subsequent KT levels.

    User story

    As a CRM user [Admin, BM, HoD, Consultant]
    I want to manage the cooperation status of a company across multiple KT levels in the "Cooperation Status" tab,
    So that I can accurately track and update the company’s cooperation status and related details.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=21113-111290&t=6ItAnLqhDsxejI85-4

    #

    Acceptance Criteria

    01

    Scenario: Editing KT1 Information
    GIVEN I am in the "Cooperation Status" tab in edit mode,
    WHEN I edit the fields under KT1 (e.g., Customer, Seniority, Technologies, etc.),
    THEN the changes should be saved and reflected in the company’s cooperation status.

    image-20240821-071600.png

    02

    Scenario: Unlocking KT2
    GIVEN I am in the "Cooperation Status" tab in edit mode,
    WHEN I complete all required fields in KT1,
    THEN KT2 should be unlocked,
    AND I should be able to manage Teams and SPOC information under KT2.

    image-20240821-071620.png

    03

    Scenario: Managing Teams and SPOC in KT2
    GIVEN KT2 is unlocked,
    WHEN I add or edit teams and SPOC information (e.g., adding new persons, editing roles),
    THEN the updates should be saved and reflected in the cooperation status.

    04

    Scenario: Unlocking KT3
    GIVEN I am in the "Cooperation Status" tab in edit mode,
    WHEN I complete all required fields in KT2,
    THEN KT3 should be unlocked,
    AND I should be able to select a key account manager and define annual tension, growth plan, and sales plan.

    image-20240821-071641.png

    05

    Scenario: Adding a Note in KT4
    GIVEN KT3 is completed,
    WHEN I switch to KT4,
    THEN I should be able to add a note,
    AND the note should be saved and reflected in the cooperation status.

    image-20240821-071653.png

    06

    Scenario: Unlocking KT5
    GIVEN I have added a note in KT4,
    WHEN I switch to KT5,
    THEN I should be able to add another note,
    AND the note should be saved and reflected in the cooperation status.

    image-20240821-071704.png

    07

    Scenario: Resetting KT Statuses
    GIVEN I am in the "Cooperation Status" tab in edit mode,
    WHEN I reset (Clear) the current KT status (e.g. KT3),
    THEN all filled data in the current and subsequent KT statuses should be deleted,
    AND I should be able to start editing again from KT3.

    image-20240821-071721.png

    image-20240821-072925.png

    08

    Scenario: Saving Edited Information
    GIVEN I am in the "Cooperation Status" tab in edit mode,
    WHEN I make any changes to the KT levels,
    THEN I should see a "Save Changes" button indicating the number of changes made,
    AND I can click it to save all changes, or click the "Cancel" button to discard them.

    image-20240821-071745.png

  • Story 1.1.3.1. CRM. Company edit mode. Tab Primary

    Content

    General info

    The "Primary" tab in the company edit mode allows users to add or modify key information about a company. Users can upload or change the company logo, edit the company name, select a parent company, define the company type, and select relevant industries. Additionally, users can manage contacts, job links, and company details such as phone numbers, emails, websites, and company size. The tab also includes functionality to manage multiple company addresses, mark one as the headquarter, and display these locations on a map, with a highlight on the headquarters. Users can save their changes or cancel them if needed.

    User story

    As a CRM user [Admin, BM, HoD, Consultant],
    I want to add or edit company information in the "Primary" tab in edit mode,
    So that I can ensure all relevant company details are accurate and up-to-date.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=20792-101066&t=xRJSbu9cxWxeYbuC-4

    #

    Acceptance Criteria

    01

    Scenario: Editing Company Logo
    GIVEN I am in the "Primary" tab in edit mode,
    WHEN I upload a new company logo,
    THEN the logo should be updated immediately on the company profile.

    image-20240820-171516.png

    02

    Scenario: Editing Company Name
    GIVEN I am in the "Primary" tab in edit mode,
    WHEN I change the company name and save the changes,
    THEN the new name should be reflected throughout the CRM wherever the company name appears.

    03

    Scenario: Managing Parent Company
    GIVEN I am in the "Primary" tab in edit mode,
    WHEN I select a parent company from the dropdown list,
    THEN it should be saved and displayed as a parent company in the company details.

    04

    Scenario: Selecting Company Type
    GIVEN I am in the "Primary" tab in edit mode,
    WHEN I choose a company type from the dropdown list,
    THEN the selected type should be saved and displayed in the company details.

    05

    Scenario: Adding and Editing Industry
    GIVEN I am in the "Primary" tab in edit mode,
    WHEN I search for industries using the search box,
    THEN relevant suggestions should appear,
    AND I should be able to select multiple industries by checking checkboxes (mandatory field, at least one industry should be selected),
    AND they should be added to the company profile.

    image-20241015-122845.png

    06

    Scenario: Editing Rocken Contact Information
    GIVEN I am in the "Primary" tab in edit mode,
    WHEN I edit the Rocken contact information,
    THEN the changes should be saved and reflected in the company details
    NEW AND I should be able to select contacts from market that company from (CRM users in the list from the same country/market as a company)

    07

    Scenario: Adding a Job Link
    GIVEN I am in the "Primary" tab in edit mode,
    WHEN I add or edit a job link,
    THEN the updated link should be clickable and direct users to the specified job page.

    08

    Scenario: Managing Contact Information
    GIVEN I am in the "Primary" tab in edit mode,
    WHEN I edit the phone number, email, or website fields,
    THEN the new information should be saved and displayed in the company details.

    09

    Scenario: Managing Company Size
    GIVEN I am in the "Primary" tab in edit mode,
    WHEN I update the company size,
    THEN the change should be saved and displayed in the company details.

    10

    Scenario: Managing Company Headquarters and Addresses
    GIVEN I am in the "Primary" tab in edit mode,
    WHEN I add or edit company addresses,
    THEN the addresses should be displayed on the map,
    AND I should be able to mark one as the headquarter,
    AND it should be highlighted on the map
    AND market country field should be visible only for roles admin, BM, HoD, consultant, sales (market should be selected only once in creation mode)

    11

    Scenario: Adding a New Address
    GIVEN I am in the "Primary" tab in edit mode,
    WHEN I click the "Add Address" button,
    THEN a new address field should appear,
    AND I should be able to enter a new company address that will be added to the list and displayed on the map with the ability to select a country.

    12

    Scenario: Saving Edited Information
    GIVEN I am in the "Primary" tab in edit mode,
    WHEN I make any changes to the company information,
    THEN I should see a "Save Changes" button indicating the number of changes made,
    AND I can click it to save all changes, or click the "Cancel" button to discard them.