Possibility to edit info about the company from CRM
Epic ticket:
Content
Feature: Merge Duplicate Companies
Description: This feature allows users to merge duplicate company records into a single entry by selecting the duplicates and clicking a merge button. The system should consolidate the information into one record and remove the duplicates from the list.
As a CRM User [Admin, BM, Consultant, HoR, HoC, Recruiter]
I want to be able to merge duplicate company records
So that I can maintain a clean and accurate company list without redundant entries.
RT-4200
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Получение подробных данных проблемы…
СТАТУС
Company list https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=58203-68552&t=MIaVLDcVgHlBqxJL-4
Acceptance criteria |
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01 |
Scenario 1: Merge Duplicate Companies Given I am an authenticated CRM User |
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OOS Scenario 2: Merge with Validation Given I am an authenticated Admin User |
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Scenario 3: No Duplicate Selected Given I am an authenticated CRM User |
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Scenario 4: Merge Duplicate Companies on detail page Given I am an authenticated CRM User |
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merge only companies from one market |
Content
Feature: Company List Management
Description: This feature allows users to manage a list of companies by creating new entries, viewing existing ones, updating details, and deleting records as needed.
As a CRM User [Admin, Consultant, BM, HoR, HoC, Recruiter, Customer support]
I want to be able to create, view, update, and delete company records
So that I can maintain an accurate and up-to-date list of companies in the system.
Acceptance criteria |
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01 |
Scenario 1: Create a Company Given I am an authenticated CRM User |
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Scenario 2: View a Company Given I am an authenticated CRM User |
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Scenario 3: Update a Company Given I am an authenticated CRM User |
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Scenario 4: Delete a Company Given I am an authenticated Admin User |
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Scenario 5: View Company List Given I am an authenticated CRM User |
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Content
This feature focuses on implementing a filtering mechanism within the company list table in the CRM system. Users should be able to apply filters to various columns (e.g., Industry, Status, rocken contact) to narrow down the list of companies displayed. The filtering functionality should be intuitive, allowing users to quickly find the companies that meet their specific criteria.
As a CRM user,
I want to filter the company list table by different attributes,
So that I can easily find companies that meet specific criteria.
RT-5237
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Получение подробных данных проблемы…
СТАТУС
Acceptance criteria |
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01 |
Scenario: Opening the Filters panel
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02 |
Scenario: User interact with the filter panel |
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Filter Field |
Acceptance Criteria |
Query |
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https://api.staging.rockengroup.com/api-documentation-2000#/Company/get_api_v1_companies_list |
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01 |
Title
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Scenario: User interact with the field |
titles[] |
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Keyword |
Scenario: User applies a keyword filter. Select type:
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search by all fields in companies |
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Industry |
Scenario: User applies an industry filter. Select type:
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industries[] |
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Rocken Contact |
Scenario: User applies a Rocken contact filter. Select type:
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Client level |
Scenario: User applies a Client level filter. Select type:
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should be added to API by backend developer |
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06 |
Company Size |
Scenario: User applies Company size filter. Select type:
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sizes[] Available values : 1-20, 21-50, 51-100, 101-200, 201-500, 501-1000, 1001-10000, 10001+ |
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Cooperation Status (KT) |
Scenario: User applies Cooperation status filter. Select type:
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cooperation_statuses[] |
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Company Type |
Scenario: User applies Company type filter. Select type:
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should be added to API by backend developer |
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Assignment |
Scenario: User applies Assignment filter. Select type:
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should be added to API by backend developer All (default) Select options: Unassigned Assigned |
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Market OOS |
Scenario: User filters by country. Select type:
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should be added to API by backend developer |
Content
This feature involves creating a dynamic and user-friendly table within the CRM system that displays a list of companies. The table will include columns for various company attributes such as name, client level (status), vacancies, processes, cooperation status, site, industries, and rocken contact. Users should be able to sort, filter, and search within the table to quickly find the relevant companies. The table should also support pagination for easy navigation through large datasets.
As a CRM user,
I want to view, search, and manage a list of companies in a table format,
So that I can efficiently manage company information and make informed decisions.
RT-6078
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Получение подробных данных проблемы…
СТАТУС
Acceptance criteria |
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Scenario 1: Display Company List Table Given I am logged into the CRM, When I navigate to the "Companies" section, Then I should see a table displaying a list of all companies with columns for name with country flag, client level (status), vacancies, processes, cooperation status, site, industries, and rocken contact |
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Scenario 2: Pagination of Company List Given: I am viewing the company list table, When: the number of companies exceeds the default page limit (10 per page), Then: I should see pagination controls at the bottom of the table, AND I should be able to navigate between different pages of the company list. |
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Given: I am viewing the company list table, When: I click on a company’s name, Then: I should be redirected to that company’s detailed profile page. |
Page with a list of companies that work with Rocken. Rocken earns money on candidates who are a good fit for companies.
Epic ticket: RT-5253 - Получение подробных данных проблемы… СТАТУС
Guide employees on their priorities and required actions.
Create tasks from notifications that trigger specific actions.
Automatic Task Generation: Tasks generated from notifications.
Manual Task Creation: Employees can manually create tasks with details like title, description, deadline, and assignee.
Recurring Tasks: Options to set tasks to recur at specific intervals.
Subtasks and Dependencies: Ability to break down larger tasks into subtasks and set dependencies.
Vacancies:
Check Vacancy: Created when a vacancy seems to be offline.
Reopened Vacancy: Created when a vacancy is no longer reserved by other consultants. and is in the categories of consultant
New Vacancy to Match: Created when a new vacancy is attached to a consultant, and is the same categories as consultant
Vacancy not Matched for 1 Week: Reminder to match a vacancy after 1 week, attached to consultant
New Matching Candidate: Alert for new candidates matching specific vacancies.
Processes:
Follow Up: Triggered if a company hasn't responded in 2 weeks.
Process Status Change: Notifies changes in process status (e.g., interview stages).
New Message: Alerts about new messages from candidates or companies.
Feedback to Collect Candidate Interview: Reminder to collect feedback post-interview.
Brief candidate: Interview/trial Day: Information about upcoming interview(trial day, task to brief candidate 24hrs before event..
Candidate Management:
Account Deactivation: When a candidate wants to deactivate their account.
Profile Changes: Alerts when a candidate's profile is updated.
Unresponsive Candidates: Reminders when candidates do not respond within 3 days.
Application Management:
New or Reapplied Applicants: Alerts for new or returning applicants.
Interview Updates: Notifications about interview statuses and interview (internal) comping up.
Publications: Notification if a publication goes offline.
KT Reminders: Alerts for upcoming KT events.
Profile Creation: Tasks for creating new candidate profiles based on recruiter requests.
Campaign Launch: Tasks for launching new marketing campaigns.
Social Media Update: Notifications for updating social media platforms.
Content Approval: Tasks for content review and approval
Skill Requests: Candidates can request to add new skills to their profiles.
Users can create tasks manually with options to:
Assign tasks to other employees.
Attach relevant files or documents.
Set tasks to recur at specified intervals.
Provide title, description, deadline, and assignee details.
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Search Bar: For searching notifications.
Filter Options: For filtering notifications by type, date, etc.
Notification List: Display all notifications with actionable links.
First Design Ideas: Figma Prototype
Role-based Notifications and Tasks: https://www.figma.com/file/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=13575%3A41761&t=nGpOG2a32PjJrvfa-1
Search Bar:
Location: Centered at the top of the screen.
Functionality: Allows advanced search capabilities with keyword search.
Design: Clear input field with a magnifying glass icon on the left.
Filter Options:
Location: Next to the search bar.
Design: Dropdown menus for each filter category (e.g., categories, priority, deadlines, statuses).
Functionality: Allows users to narrow down search results by selecting specific filters.
Section Headers:
Design: Bold, larger font for headers.
Headers:
Consultant/Account Management
Recruiting
Tasks for Everyone
Content Team
Marketing
Admin
Collapsible Categories:
Design: Expandable/collapsible lists under each section header with a small arrow icon indicating the expandable nature.
Functionality: Users can click to expand or collapse categories.
Example Structure:
[Consultancy]
Vacancies:
Check Vacancy
Reopened Vacancy
New Vacancy to Match
Vacancy not Matched for 1 Week
New Matching Candidate
Processes:
Follow Up
Process Status Change
New Message
Feedback to Collect Candidate Interview
Brief candidate: Interview/trial Day
[Recruiting:]
Candidate Management:
Account Deactivation
Profile Changes
Unresponsive Candidates
Application Management:
New or Reapplied Applicants
Interview Updates
Publications
[Tasks for Everyone:]
KT Reminders
[Content Team:]
Profile Creation
[Marketing:]
Task Assignment
Campaign Launch
Social Media Update
Content Approval
[Admin:]
Skill Requests
Dashboard:
Layout: Customizable widgets arranged in a grid format.
Widgets:
Task statistics (e.g., number of tasks completed, pending tasks).
Upcoming deadlines.
Task distribution by category.
Design: Color-coded indicators for urgency and deadlines (e.g., red for urgent tasks, green for completed tasks).
Functionality: Widgets can be added, removed, or rearranged based on user preferences.
Task List:
Layout: Displayed below the dashboard widgets.
Features:
Section at the top for pinned or favorite tasks.
Dropdown menu for sorting tasks by different parameters such as deadline, priority, creation date, and assignee.
Design: Clear and readable list format with icons indicating task type and status.
All Notifications Display:
Layout: Vertical list on the right side, taking up half of the right sidebar height.
Sorting: Tasks and notifications sorted by newest first.
Features:
Each task item displays basic information (title, due date, assignee).
Option to expand each task item for more details (e.g., description, subtasks, attachments).
Unseen Tasks Indicator:
Small badge showing the number of unseen tasks, displayed next to the header.
Clickable Link:
“View All Notifications” link at the bottom of the sidebar, leading to a dedicated notifications page for detailed viewing and management.
Calendar:
Layout: Positioned below the All Notifications Display, taking up the remaining half of the right sidebar height.
Default View: Monthly view with options to switch to daily or weekly views.
Features:
Drag-and-Drop:
Functionality to move tasks to different dates.
Event Creation:
Button to add new tasks or events directly from the calendar view.
Sync Options:
Button to sync with external calendars like Google Calendar, Outlook, etc.
Design: Clean calendar layout with tasks displayed on their respective due dates. Different colors for different task categories for easy visual distinction. Hover effect to show task details on the calendar.
Notification List:
Layout: Detailed list of notifications with actionable links.
Features:
Each notification displays basic information (type, date, description).
Actionable links for quick task creation or updates.
Pagination controls at the bottom for easy navigation through multiple pages of notifications.
Search and Filter Options:
Location: At the top of the notifications page.
Features:
Search bar for searching notifications by keywords.
Filter options to narrow down notifications by type, date, etc.
Clear button to reset filters and search terms.
Design: Consistent with the main search bar and filters in the header section. Dropdown filters with icons for each filter type.
Color Scheme:
Primary Colors: Blue for actionable items, red for urgent tasks, green for completed tasks, and yellow for tasks due soon.
Background: Light gray for a clean and modern look.
Text: Dark gray for readability, with black for headings.
Hover Effects: Slightly darker shades of the primary colors to indicate interactive elements.
Icons:
Relevant icons for each category and task type to improve visual recognition.
Examples:
Envelope icon for messages.
Clock icon for deadlines.
Checkmark for completed tasks.
Icons are styled consistently with a flat design and use the primary color scheme.
As a company staff user
I want to approve (invite to the interview) or reject suggested candidates
So that helps to proceed with a process and hire a candidate
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Acceptance criteria |
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01 |
Given: Email to the company staff about candidate When: open profile preview by company staff Then: see 3 buttons for interact with this profile on general and interview tabs |
old system popup: 
For new system it’s not needed – OOS 
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Given: profile preview When: click interested Then: modal with suggested dates and time for interview |
Old system:
New system:
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Given: profile preview When: click NOT interested Then: see the modal window with rejection reasons |
Old system:
New system:
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Given: profile preview When: click follow-up question Then: process continues with the status company enquiry |
old system:
new system:
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Given: profile preview When: click icon chat right-bellow Then: see the modal window |
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Given: popup to candidate When: click Cancel OR X Then: modal window is closed |
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Given: modal window to consultant When: type message Then: consultant receives the message |
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Given: profile preview When: scroll down Then: see action buttons sticky to the bottom page |
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Given: profile preview When: move the cursor out of the window Then: see the modal window let us know |
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The "Team Hierarchy" tab provides users with a visual representation of the team hierarchy within the CRM. This tab displays the organizational structure, showing how users are related in terms of reporting lines and team organization.
As a [CRM user],
I want to view the team hierarchy on the User View Page,
So that I can understand the organizational structure and reporting lines.
?
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Acceptance criteria |
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Scenario: Viewing Team Hierarchy |
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Scenario: Interacting with the Hierarchy |
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Given: open CRM user view page (HoR) When: click on the tab “Team hierarchy” Then: See the ability to view team members (recruiters) for this HoR |
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Given: open CRM user view page (Hoc) When: click on the tab “Team hierarchy” Then: See the ability to view team members (consultants) for this HoC |
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RT-4638
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Получение подробных данных проблемы…
СТАТУС
As a candidate
I want to change the view mode or language, visit about, or contact pages
So that helps to interact with the page in more convenient way
Acceptance criteria |
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01 |
Given: interview pages When: select English language Then: language is changed |
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Given: interview pages When: select dark theme Then: dark theme is applied |
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03 |
Given: interview pages When: click on links Then: redirect to relevant pages |
