Category: ROCKEN Documentation

  • Story 2.4.1.9. RT. Interview. Thank you page 2

    Content

    General info

    When you open the interview again (for example from email) but you have already finished it so you will be redirected to this second thank you page


    RT-4637

    Получение подробных данных проблемы…
    СТАТУС

    User story

    As a candidate

    I can click the link to the interview page that is already filled out I redirect to the second thank you page

    So that helps to understand that interview is finished

    Visual design

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=43573-5366&t=3g6qXhcznHegkz82-4

    Acceptance criteria

    01

    Given: email with interview
    AND you have already finished the interview 80%

    When: click on the button to start the interview in the email

    Then: see second thank you page with button Login to the rocken

    image-20240807-133051.png

  • Story 1.4.3.9. CRM. Talent Profile edit mode. Interview. Actual analysis

    Content

    General info

    This story focuses on the "Actual Analysis" section within the Profile Edit Mode, specifically under the "Interview" tab. The section contains key interview questions that allow CRM users to capture detailed information about a candidate’s current professional situation, responsibilities, and core competencies.

    User story

    As a CRM user
    I want to edit the "Actual Analysis" section in the interview tab
    So that I can document important details about the candidate's current professional status and responsibilities

    Visual design

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=24625-144302&t=joKloVDyECpjWNPb-4

    Acceptance criteria

    01

    Scenario: Open edit mode

    Given: Candidate view page > interview tab

    When: click “Edit” button in actual analysis

    Then: redirect to edit mode

    image-20240923-145521.png

    02

    Scenario: One change in edit mode

    Given: interview edit mode

    When: make 1 change

    Then: see the button “Save 1 change“

    03

    Scenario: Two changes in edit mode

    Given: interview edit mode
    AND 2 changes

    When: click the button “Save 2 changes“

    Then: information on the interview tab updated

    04

    Scenario: Edit actual analysis questions
    Given: Profile edit mode > Interview > Actual analysis
    When: user views the section
    Then: see the following questions:

    • "Why are you seeking a new professional challenge?"

    • "What tasks and activities fall within your responsibilities?"

    • "Where are your professional core competencies within your career path?"

    05

    Scenario: Update actual analysis answers
    Given: Profile edit mode > Interview > Actual analysis
    When: user inputs answers for the questions
    And: clicks "Save changes"
    Then: answers are saved and displayed in the candidate’s profile under the "Interview" tab.

    06

    Scenario: add hardskills
    Given: Profile edit mode > Interview > Actual analysis
    When: user views the section with hard skills
    Then: see selected skills from candidate

  • Story 1.4.2.12. CRM. Talent Profile view mode. Tab Interview

    Content

    General info

    This story outlines the functionality for viewing and editing interview details within the Profile View Mode of the CRM. The "Interview" tab displays key information about a candidate’s actual, target analysis and personal competencies. Users can also switch to edit mode to make necessary adjustments to these fields.

    User story

    As a CRM user
    I want to view and edit interview details in the candidate’s profile
    So that I can manage and update interview analysis data for candidates effectively


    RT-6994

    Получение подробных данных проблемы…
    СТАТУС

    Visual design

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=62102-86309&t=NI7yEF1Bunzpe73z-4

    Acceptance criteria

    01

    Scenario: View interview details
    Given: CRM > Talents > Talent Profiles
    When: open any candidate by clicking on the name
    And: click the button "More info"
    And: click on the "Interview" tab
    Then: see “Actual Analysis”, “Target Analysis”, and “Personal competencies“

    image-20250210-125111.png

    02

    Scenario: Switch to edit mode
    Given: Candidate view page > Interview tab
    AND candidate doesn’t have Rocken Talent account
    When: click the "Edit" button
    Then: redirect to the edit mode

    03

    Scenario: Navigate Between Sections Using Anchors
    Given I am viewing the Professional tab,
    When I click on any of the section anchors (“Actual Analysis”, “Target Analysis”, and “Personal competencies“),
    Then I should be smoothly but fast navigated to the relevant section on the page.

    image-20250210-125304.png

    04

    OOS Scenario: Switch to edit mode
    Given: Candidate view page > Interview tab
    AND candidate has Rocken Talent account
    AND candidate allow editing their profile from the settings
    When: click the "Edit" button in CRM
    Then: redirect to the edit mode in CRM

    image-20240909-074016.png

    05

    OOS Scenario: can’t switch to edit mode
    Given: Candidate view page > Interview tab
    AND candidate has Rocken Talent account
    When: don’t see any edit buttons
    Then: can’t open edit mode

  • Release Notes – ROCKEN-TALENT – Release NA 06.08.24 – Aug 07 13:32

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    Ключ Краткое описание Тип запроса
    RT-4565
    [CRM] [Process] 500 errors are shown after trying to send the interview templates to the Company
    Баг
    RT-4551
    [Profile] Invite applicants to RT in case approval via interview
    Задача
    RT-4550
    [Profile] Invite applicants to RT in case approval via process
    Задача
    RT-4536
    [CRM] [Publications] [Jobs.ch] The “Jobs ch” block is missing after changing the title of the Publication
    Баг
    RT-4530
    [CRM] [Processes listing] Fix the 500 error (Attempt to read property "submit_method" on null) related to data on the process listing
    Баг
    RT-4450
    [Talent] [Settings] The is no bottom padding so the "Yes" radio button is cropped at the bottom of the screen
    Баг
    RT-4429
    [Interview] Adjust styles from feedback on interview page
    Задача
    RT-4303
    [CRM] [Process] [Modals] The modals and dropdowns are hard to scroll on the modals because there are too many scrolls
    Баг
    RT-4238
    [RT] [Vacancy Preview] [Mobile] Can not apply/reject to the Vacancy from Mobile
    Баг
    RT-4236
    [RT] [Vacancy Preview] The “Not interesting” button is not clickable on the Vacancy Preview.
    Баг
    RT-4128
    [CRM] [Vacancy preview] The empty page (403 error) is shown after clicking the “Preview” button on the Vacancy in the “New” status
    Баг
    RT-2743
    [Talent] [Processes] [Calendar] The suggested dates of the interview are still shown on the interview invitation section that is opened instead of the calendar after clicking/tapping any interview from the list below the calendar
    Баг
    RT-2580
    [Talent] [Profile skills page] [Mobile/Tablet] The "All categories" button and added skills are not adapted to the screen size
    Баг
    RT-2296
    [CRM] [Talent] [Pagination] The “…” dots are shown between the first and second pages on the Notifications page if the third pagination page is opened
    Баг

  • Story 1.2.1.6. CRM. Vacancy refer friend

    Content

    General info

    Idea:

    Increase the database of Candidates, by referral program.

    Task:

    For the Refer to a friend program. set up the e-mails with the programmed blocks.

    Note:

    1. If we already have a candidate for whom we have a referral, even only in the CRM, we leave a comment in Notizen at the inviter and the invited in the profiles and in the process.

    2. We do not change the statuses, we need to write in Notizen who the referee and who the referrer and that’s it

    3. If we don’t have a candidate, in order to send an email with a job,

      1. create a profile in unfinished status

      2. send a link to the job

      3. if the candidate is interested in the offered job, he/she clicks accept and we ping the consultant, who will contact him/her personally.

      4. if not interested, then we take you to the profile erstellen in rocken.jobs.

      5. If he does not answer, we send a reminder and leave the status Unfinished

    4. This is only starting a process. The process for Unfinished candidates with a referral mark goes no further than the candidate’s response, then proceeding only with the status Active. We directly block any work in the process, show the consultant the error "Please complete the candidate’s profile and move to the status Active to proceed with this process".

    5. Where to display the one who suggested a friend? – In the comment
      We do not take only the first candidate who proposed a friend. I.e. if his second friend referred another person for the same vacancy, there will be the same scenario as with the existing profile.

    User story

    As a candidate

    I want to refer this job to someone else

    So that helps to add more candidates to the system

     

    Visual design/chart:

    Chart: https://lucid.app/lucidchart/dada7712-fcad-4afd-9912-eec0dcbaf60d/edit?invitationId=inv_227a1e6a-1021-4da7-86a7-03443d46facb
    Design: https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=35752-84472&t=tUAV5GMlGPErjaVq-1

    image-20240807-071411.png

     

    Acceptance criteria

     

    01

    Given: Candidate A has a job OR find it in Rocken talent

    When: refer the job to Candidate B
    AND submits emails of both candidates

    Then: the process is reassigned to candidate B

    02

    Given: Candidate B has an account

    When: system notes that he was referred with name, email, job link to the profile by Candidate A

    Then: Candidate A receives the email that candidate B already works with Rocken

    03

    Given: Candidate B hasn’t an account

    When: system creates a profile in CRM with status unfinished
    AND system notes: Candidate A (referee), Candidate B (referred), job link

    Then: Candidate A receives Email: Thank you, we are happy to get to know about candidate B
    AND Email with job to candidate B
    AND system notes in the process “referred by Candidate A“

    04

    Given: candidate B has email with job

    When: open vacancy preview page
    AND click “Apply“
    AND submits his/her information

    Then: consultant receives notification about applied referred candidate and pick up the communication
    AND process blocked until candidate reaches status Active: error for consultant if he/she trying move on

    05

    Given: candidate B on finish stage of the process

    When: process ROCKED

    Then: consultant notification in process: “Note: Referred Candidate by Candidate A“

    06

    Given: candidate B has email with job

    When: open vacancy preview page
    AND click NOT interested

    Then: Email with CTA to rocken.jobs create a profile

    07

    Given: Email with CTA to rocken.jobs create a profile

    When: apply with creating account

    Then: start normal process

    08

    Given: candidate B has email with job

    When: open vacancy preview page
    AND don’t click anywhere

    Then: send email reminder
    AND until apply the status of profile is Unfinished

  • Epic 1.2.4. Vacancy referral program

    Content

    General info

     

    Epic ticket:

    User stories

    Visual design

     

  • Story 1.6.3.2. CRM. Process forecast

    Content

    General info

    This story focuses on managing and displaying the full forecast for processes in the CRM system. The aim is to ensure that forecasts are displayed comprehensively, without partial splits by business unit, responsible person, or recruiting team. Users should be able to view and adjust the forecast as needed.

    Just as we have it right now:

    Display the full forecast in the NA processes without splitting by BU / responsible / recruiting

    User story

    As a CRM user,
    I want to view and manage the full forecast for processes,
    So that I can get an accurate and comprehensive overview of the process forecasts without unnecessary splits or limitations.


    RT-3078

    Получение подробных данных проблемы…
    СТАТУС

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=44550-97243&t=joKloVDyECpjWNPb-4

    Acceptance criteria

    01

    Scenario: Accessing the Forecast Field
    Given: Processes list page in CRM
    When: Click on the field “Forecast”
    Then: Have the ability to change it

    image-20240807-061614.png

    02

    Scenario: Changing the Forecast by admin
    Given: Open editor of the field forecast as admin
    When: Change the number
    And: Click apply image-20240807-061954.png
    Then: Forecast is changed

    image-20240807-061942.png

    03

    Scenario: Changing the Forecast by responsible
    Given: Open editor of the field forecast as responsible
    When: Change the number
    And: Click apply image-20240807-061954.png
    Then: Forecast is changed

    04

    Scenario: Changing the Forecast by NOT responsible
    Given: process list page as consultant
    When: click on forecast where you not responsible
    Then: there is not possibility to change it

    05

    Scenario: Changing the Forecast by business manager
    Given: Open editor of the field forecast as business manager of responsible unit
    When: Change the number
    And: Click apply image-20240807-061954.png
    Then: Forecast is changed

    06

    Scenario: Changing the Forecast by business manager but for NOT responsible from your unit
    Given: process list page as business manager
    When: click on forecast from responsible of other unit
    Then: there is not possibility to change it

    07

    Scenario: Changing the Forecast by division
    Given: Open editor of the field forecast as division of responsible group
    When: Change the number
    And: Click apply image-20240807-061954.png
    Then: Forecast is changed

    08

    Scenario: Changing the Forecast by division but for NOT responsible from your group
    Given: process list page as division
    When: click on forecast from responsible of other division
    Then: there is not possibility to change it

    09

    Scenario: Default Budget Display
    Given: Processes list page in CRM
    Then: See the budget calculated by default from Desired salary (green numbers)

    09a

    Scenario: show Job model “Default” forecast
    Given: Processes list page in CRM
    When: see process with “Default“ Job model vacancy
    Then: see green numbers calculated by formula:

    18%: desired salary <= 100000
    20%: 100000 < desired salary <= 130000
    25%: desired salary > 130000

    Example 1:
    desired Salary 9000
    Then Default = 9000*0.18

    Example 2:
    desired Salary 110000
    Then Default = 110000*0.2

    Example 3:
    desired Salary 150000
    Then Default = 150000*0.25

    09b

    Scenario: show Job model “PaaS” forecast
    Given: Processes list page in CRM
    When: see process with “PaaS“ Job model vacancy
    Then: see green numbers calculated by formula:

    18%: desired salary <= 100000
    20%: 100000 < desired salary

    Example 1:
    desired Salary 50000
    Then Default = 50000*0.18

    Example 2:
    desired Salary 120000
    Then Default = 120000*0.2

    09c

    Scenario: show Job model “Executive” forecast
    Given: Processes list page in CRM
    When: see process with “Executive“ Job model vacancy
    Then: see green numbers calculated by formula:

    desired salary * 33%

    Example:
    desired Salary 50000
    Then Default = 50000*0.33

    10

    Scenario: Forecast calculation starts from Interview 2 status
    Given the process status has changed to "Interview 2,"
    When the candidate reaches this stage,
    Then the forecast calculation starts from this moment as it’s more likely that the candidate has a good chance to be rocked (calculating based on desired salary).

    11

    Scenario: Current salary field must not mandatory
    Given the candidate is filling out their details in interview or RT,
    When they are prompted for their salary details,
    Then the "Current salary" field should still be visible and optional in CRM, Rocken Talent, and Interviews (current salary is not in the formula of forecast).

    12

    Scenario: Desired salary field remains mandatory
    Given a candidate is filling out personal information,
    When they are asked to provide their salary expectations,
    Then the "Desired salary" field should be mandatory in CRM, Rocken Talent, and Interviews.

    image-20250303-142055.png

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=63570-75948&t=fUEcewBHWR0XzBA4-4

  • Story 1.6.3.1. CRM. Process list filters

    Content

    General info

    This story involves adding comprehensive filtering options to the processes list page. Users need to be able to filter processes by multiple statuses and additional criteria to streamline their workflow and gain better insights into the status and history of each process.

    User story

    As a CRM user
    I want to filter the processes list by different statuses and criteria
    So that I can efficiently manage and review processes based on their current state and other relevant details

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=44550-97243&t=3sMAspyvcCpl5IZY-4

    Acceptance criteria

    01

    Scenario: Filter by Statuses
    Given the processes list page,
    When selecting from the available status filters,
    Then the list should display only processes that match the selected status.

    image-20250317-121848.png

    02

    Scenario: search field location
    Given I am on the Process List page,
    When I view the page,
    Then the search field should be placed on the top-right side of the page.

    https://cheitgroup.atlassian.net/wiki/spaces/RD/pages/1027670215/Story+1.6.3.7.+CRM.+Process.+Search+field?force_transition=26fa9d9b-a588-4fe8-b360-f828a0fa4642

    image-20250317-121834.png

    03

    Scenario: Opening the Filters panel
    Given I am on the processes 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. Sales/Account / Sales/Account

    2. Management consultant / Management consultant

    3. Responsible / Verantwortlich

    4. Recruiter / Recruiter

    5. Process creation date / Process Erstellungsdatum

    6. Last Update / Letzte Aktualisierung

    7. Market / Markt

    8. Candidate / Kandidat

    9. Company / Unternehmen

    10. Interview date / Interview Zeit

    11. Candidate rejected: reason / Kandidat abgelehnt: Grund

    12. Company rejected: reason / Unternehmen abgelehnt: Grund

    image-20250318-074359.png

    04

    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

    9#

    Filter Field

    Acceptance Criteria

    Query

    https://api.staging.rockengroup.com/api-documentation-2000#/Process/get_api_v1_processes

    01

    Sales/Account

    Scenario: User applies a Sales/Account filter.
    Given Sales/Account field,
    When select CRM user (all CRM users),
    Then results show processes with this CRM users.

    Select type:

    • multi select

    • multi tags

    • search

    • suggestions

    • custom tags OOS

    should be added to API by backend developer

    02

    Management consultant

    Scenario: User applies a Management consultant filter.
    Given Management consultant field,
    When select CRM user (all CRM users),
    Then results show processes with this CRM users.

    Select type:

    • multi select

    • multi tags

    • search

    • suggestions

    • custom tags OOS

    should be added to API by backend developer

    03

    Responsible

    Scenario: User applies a Consultant filter.
    Given Consultant field,
    When select CRM user (all CRM users),
    Then results show processes with this CRM users.

    Select type:

    • multi select

    • multi tags

    • search

    • suggestions

    • custom tags OOS

    should be added to API by backend developer

    04

    Recruiter

    Scenario: User applies a Recruiter filter.
    Given Recruiter field,
    When select CRM user (all CRM users),
    Then results show processes with this CRM users.

    Select type:

    • multi select

    • multi tags

    • search

    • suggestions

    • custom tags OOS

    should be added to API by backend developer

    05

    Process creation date

    Scenario: User filters by process creation date.
    Given the user inputs "From" and "To" values for process creation date,
    When valid,
    Then results show processes in the range.

    should be added to API by backend developer

    06

    Last Update

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

    updated_from

    updated_to

    07

    Market

    Scenario: User filters by market.
    Given market options exist,
    When one is selected,
    Then only processes for that market (country) should be shown.

    Select type:

    • single select

    • single tag

    • search OOS

    • suggestions OOS

    • custom tags OOS

    should be added to API by backend developer

    08

    Candidate

    Scenario: User applies a Candidate filter.
    Given Candidate field,
    When select talent profile,
    Then results show processes with this talent profiles.

    Select type:

    • multi select

    • multi tags

    • search

    • suggestions

    • custom tags OOS

    should be added to API by backend developer

    09

    Company

    Scenario: User applies a Company filter.
    Given the user enters a Company name,
    When the name exists,
    Then suggestions are displayed.

    Select type:

    • multi select

    • multi tags

    • search

    • suggestions

    • custom tags

    should be added to API by backend developer

    10

    Interview date

    Scenario: User filters by creation date.
    Given the user inputs "From" and "To" values for process creation date,
    When valid,
    Then results show processes in the range.

    should be added to API by backend developer

    11

    Candidate rejected: reason

    Scenario: User applies the reason of candidate rejected
    Given user interact with dropdown rejection reasons,
    When select one of rejection reason,
    Then filter automatically applied.

    Select type:

    • multi select

    • multi tags

    • search OOS

    • suggestions OOS

    • custom tags OOS

    candidate_rejected[]

    Available values :

    • working location / Arbeitsort

    • qualifications / Qualifikationen

    • company profile / Firmenprofil

    • already applied / bereits beworben

    • custom reason / individueller Grund

    12

    Company rejected: reason

    Scenario: User applies the reason of company rejected
    Given user interact with dropdown rejection reasons,
    When select one of rejection reason,
    Then filter automatically applied.

    Select type:

    • multi select

    • multi tags

    • search OOS

    • suggestions OOS

    • custom tags OOS

    company_rejected[]

    Available values :

    • experience / Erfahrung

    • education / Ausbildung

    • industry knowledge / Branchenkenntnisse

    • salary / Gehalt

    • references / Referenzen

    • skills / Fähigkeiten

    • overqualification / Überqualifizierung

    • underqualification / Unterqualifizierung

    • custom reason / individueller Grund

  • Epic 1.6.3. CRM. Processes list view

    Content

    General info

    Epic focuses on enhancing the Processes List View within the CRM system. This epic includes implementing filters that enable users to sort and view processes based on various criteria and statuses. The goal is to improve the efficiency and effectiveness of managing and reviewing processes.

    Epic ticket: RT-6810 - Получение подробных данных проблемы… СТАТУС

    User stories

    Visual design

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=44550-97243&t=Hj6EIWi3xA7e3iA3-4

  • Story 1.7.5.3. CRM. User. Consultant leaving functionality

    Content

    General info

    This user story outlines the functionality for handling a situation where a consultant leaves the ROCKEN organization. The goal is to ensure that all the consultant’s activities are reassigned to a colleague to maintain continuity and prevent disruptions in ongoing processes.

    In old system:

    Is the consultant leaving ROCKEN?
    Move all of his activities to the colleague

    Assigned users in the drop-down have access to edit mode and reassignment of all entities of the opened user.

    Any head of the opened (edited) user (HoR, HoD, BM, Admin) and the user himself has possibility to assign other users in this function.

    Assignment can be taken off manually.

    Assignment affects all of the items in the system: companies, orders, vacancies, publications, profiles, applications that were assigned to the edited user.

    User story

    As a CRM user [HoR, HoD, BM, Admin, owner]
    I want to move all activities from one consultant to another
    So that I can ensure continuity by reassigning the consultant’s activities when they leave ROCKEN

    Visual design

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=44954-84567&t=osAteBuZPIpPjkmV-4

    Acceptance criteria

    01

    Scenario: Reassign activities

    Given: user list

    When: click edit on the user
    AND scroll down
    AND select another CRM User (display only Active status users)
    AND click SAVE

    Then: all activities is changed to another CRM user depending on their role:

    • applications

    • profiles

    • processes

    • publications

    • vacancies

    • companies

    • orders

    image-20240905-074200.png

    DE:

    “Von einem Kollege(n) übernommen:” [selector of all users in the system]

    EN:

    “Covered by colleague(s):” [selector of all users in the system]