Category: ROCKEN Documentation
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Story 1.2.1.5. Vacancy reservation
Content
General info
Use the existing logic for adding reservation in the NA CRM (check the chart below)
There are 2 points that should be noted:
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Vacancies should be reserved until 08:00 am, CET.
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The Vacancies should stay on reserved for the weekends, only changes on Monday again.
User story
As a consultant
I can create a process only with unlocked vacancies
So that helps to avoid create the processes with the same vacancy by several consultants (but we allow to start the processes anyway)
Visual design/chart:
Acceptance criteria
01
Given: Vacancy Y is created by consultant A (consultant A assignee)
When: reassign the vacancy to consultant Z
Then: consultant A can send a request (start process) to the candidate
OOS only today (till midnight)02
Given: Vacancy Y is created by consultant A (consultant A assignee)
Then: consultant A can send a request (start process) to the candidate
OOS only today (till midnight)03
Given: Vacancy Y
When: start process with this vacancy
OR process status “request“
OR process status “Candidate accepted“
OR process status “Shared“
OR process status “Enquiry company“
OR process status “Company invitation“
OR process status “Interview 1/2/3“
OR process status “Trial day“
OR process status “Offered“Then: vacancy reserved
AND lock icon is shown for all CRM users
AND other processes can be created with this vacancy anyway04
Given: Vacancy Y
When: process status “Rocked“
Then: vacancy status offline
05
Given: Vacancy Y
When: process status “Candidate rejected“
OR process status “No reply candidate“
OR process status “Company rejected“
OR process status “No reply company“Then: vacancy reserved only for the first day (24 hours) after the status is assigned
AND lock icon is shown
AND other processes can be created with this vacancy anyway06
Given: Vacancy Y
When: process status “Company rejected after interview“
OR process status “No reply candidate“
OR process status “Company rejected“
OR process status “No reply company“Then: vacancy reserved for the 7 days (7*24 hours) after the status is assigned
AND lock icon is shown
AND other processes can be created with this vacancy anyway07
Given: process status “Candidate rejected“
OR process status “No reply candidate“
OR process status “Company rejected“
OR process status “No reply company“When: 24 hours have passed
Then: vacancy is not reserved
08
Given: vacancy reservation is reset
When: create a new process with the vacancy
Then: vacancy is reserved again
09
Given: Consultant A is creating the process with vacancy Y (reserved)
When: select vacancy in the dropdown
Then: the vacancy reservation icon is shown near the reserved vacancy on the process creation pop-up (vacancy dropdown)
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Epic 1.2.3. CRM. Vacancy edit mode
Content
General info
The "Vacancy Edit Mode" epic focuses on enabling CRM users to modify and update details related to a vacancy. This feature is crucial for maintaining accurate and current information, ensuring that all aspects of a vacancy are up-to-date and reflective of the latest requirements and changes. Users can edit various sections of the vacancy, including primary details, business information, employment conditions, categories, and descriptions, to ensure the vacancy accurately represents the job and company needs.
Epic ticket:
RT-5459
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Получение подробных данных проблемы…
СТАТУС
User stories
- Story 1.2.3.1. CRM. Vacancy edit mode. Tab Primary
- Story 1.2.3.2. CRM. Vacancy edit mode. Tab Business info
- Story 1.2.3.3. CRM. Vacancy edit mode. Tab Conditions
- Story 1.2.3.4. CRM. Vacancy edit mode. Tab Descriptions
- Story 1.2.3.5. CRM. Vacancy edit mode. Tab Responsibility
- Story 1.2.3.6. CRM. Vacancy edit mode. Tab Qualifications
- Story 1.2.3.7. CRM. Vacancy edit mode. Tab Benefits
Visual design
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Epic 1.2.2. Vacancy view mode
Content
General info
The Vacancy View Mode epic encompasses the functionalities and user interface elements associated with viewing a specific vacancy’s details within the CRM. It includes the display of critical information, actions, and status changes related to a vacancy.
Epic ticket:
User stories
- Story 1.2.2.1. CRM. Vacancy view mode. Header
- Story 1.2.2.2. CRM. Vacancy view mode. Action buttons
- Story 1.2.2.3. CRM. Vacancy view mode. Change status
- Story 1.2.2.4. CRM. Vacancy view mode. Tab Detail
- Story 1.2.2.5. CRM. Vacancy view mode. Tab Detail. Sub tab Activity
- Story 1.2.2.6. CRM. Vacancy view mode. Tab Detail. Sub tab Notes
- Story 1.2.2.7. CRM. Vacancy view mode. Tab Matching
- Story 1.2.2.8. CRM. Vacancy view mode. Tab Candidates list
- Story 1.2.2.9. CRM. Vacancy view mode. Tab Processes
- Story 1.2.2.10. CRM. Vacancy view mode. Tab Publications
- Story 1.2.2.11. CRM. Vacancy view mode. Tab Similar vacancy
- Story 1.2.2.12. CRM. Vacancy view mode. Tab PaaS report
Visual design
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Epic 1.2.1. Vacancy list
Content
General info
The Vacancy List feature in the CRM system is designed to provide users with a comprehensive overview of all vacancies associated with the system. This includes functionalities for viewing, filtering, and managing vacancies, allowing users to quickly locate and update vacancy information. The feature also supports creating new vacancies and editing or deleting existing ones, ensuring that the vacancy list remains accurate and up-to-date.
Epic ticket:
User stories
- Story 1.2.1.1. Vacancy list table
- Story 1.2.1.2. CRM. Vacancy list filters
- Story 1.2.1.3. Vacancy list CRUD
- Story 1.2.1.5. Vacancy reservation
- Story 1.2.4.6. CRM. Vacancy refer friend
- Story 1.2.4.7. CRM. Vacancy. Advanced search logic operators
Visual design
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Release Notes – ROCKEN-TALENT – Release NA v0.13.4 (25.07.24) – Jul 25 16:19
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Отображение 20 из
Проблем: 24
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Story 1.4.2.5. CRM. Talent Profile. On-hold label for talent profiles with restrictions
Content
General info
Add the logic of the Candidates with processes on status “on-hold”. When Talent profile (candidate) are on hold, meaning that they have a final job offer via one of our processes, they should be recognizable as “on Hold”. (A Process of them has the status “offered”)
These candidates shouldn’t be extensively requested anymore, as it might lead them to deny the job-offer the already got.
Task for the old architecture attached (just for example):
RT-3155
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Получение подробных данных проблемы…
СТАТУС
User story
As a CRM user
I can’t create the process with candidates that have final steps in the other processes
So that helps to work with candidates who are in active search and also not interfere with the completion of other processes as well
Visual design
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Acceptance criteria
01
Given: candidate in the process with status offered
When: create new process
Then: can’t find the candidate to create the process with him
02
Given: candidate in the process with status offered
When: open candidate profile details in crm
Then: see the label “On-hold“ and lock icon close the status
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Story 1.6.2.2. CRM. Process. Restriction to change statuses after deactivation
Content
General info
Handling the restriction of status changes for processes when a candidate or vacancy is deactivated. To prevent disruptions in the statistical overview of process progress, certain statuses should not be automatically switched to "Inactive" even if the associated candidate profile or vacancy is deactivated. This ensures the integrity of historical data and prevents unnecessary updates in the changelog.
Current system deactivates (status “Inactive”) processes belonging to the candidate who switches to Rejection or Offline; or when the Vacancy is set to On hold/Inactive/Rocked. This breaks the statistical overview of the progress in processes.
Task:
Do not overwrite the following statuses in the processes into “Inactive” in case the candidate profile or vacancy are deactivated:
Candidate Rejected
No reply: candidate
Company Rejected
No reply: company
Rocked
The rest of the statuses should remain within the current logic and switch to Inactive with a notification to the candidate/company (if chosen to).
Make sure that changes to the old processes do not result in an update in the changelog (Update-Date). If they do, these old processes would appear at the top of the list in the CRM and this is not wanted.
User story
As a CRM user
I want to restrict the automatic change of specific statuses to "Inactive" when a candidate profile or vacancy is deactivated
So that the statistical overview of process progress remains accurate and historical data is preserved without disrupting the changelog
RT-4380
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Получение подробных данных проблемы…
СТАТУС
Acceptance criteria
01
Given: statuses of the process:
Candidate Rejected
OR No reply: candidate
OR Company Rejected
OR No reply: company
OR RockedWhen: Vacancy is set to On hold/Inactive/Rocked
Then: don’t switch the status of the process to inactive
02
Given: statuses of the process:
Candidate Rejected
OR No reply: candidate
OR Company Rejected
OR No reply: company
OR RockedWhen: candidate who switches to Rejection or Offline
Then: don’t switch the status of the process to inactive
03
Given: all process statuses except:
Candidate Rejected
OR No reply: candidate
OR Company Rejected
OR No reply: company
OR RockedWhen: Vacancy is set to On hold/Inactive/Rocked
Then: switch the status of the process to inactive
AND the record about automatic status change is recorded in the changelog (Update-Date) of the process04
Given: all process statuses except:
Candidate Rejected
OR No reply: candidate
OR Company Rejected
OR No reply: company
OR RockedWhen: candidate who switches to Rejection or Offline
Then: switch the status of the process to inactive
AND the record about automatic status change is recorded in the changelog (Update-Date) of the process -
Story 1.7.4.3. CRM. User tab “Budget planning” business manager
Content
General info
Show the “Budget planning“ information about the team’s budget goals in the tab. All budgets are hardcoded from the beginning. The "Budget Planning" tab provides business managers with access to budget-related information for their business unit. Business managers can view budget allocations, spending, and forecasts, and manage budget planning for their unit.
User story
As a [Business Manager],
I want to view and manage the budget planning for my business unit on the User View Page,
So that I can ensure effective budget management.Visual design
Acceptance criteria
01
Given: open CRM user view page
When: click on the tab “Budget planning” first time
Then: see hardcoded budgets (0)
AND prefilter current week02
Given: open CRM user view page
When: click on the tab “Budget planning” with a lot of data (if?)
Then: see preloader
03
Given: open CRM user view page
When: click on the tab “Budget planning” AND have 17,300 CHF completed budget
AND 18,000 CHF planned budgetThen: see 17,300 / 18,000 and percentage 96%
04
Filter works the same as on the tab goals and plans: Story 1.7.3.2. CRM. User. Filter on User tab "Goals and plans"
05
Given: tab “Budget planning”
AND prefilter “Current month“When: click on the cell of the table to the current week
Then: see edit mode for the cell
06
Given: tab “Budget planning”
AND prefilter “Current month“When: click on the cell of the table to the previous week
Then: edit mode is not allowed for previous periods
07
Given: tab “Budget planning”
AND section “Waiting for approval“When: select undo changes
Then: last changes is back to previous number
08
Given: tab “Budget planning”
AND section “Waiting for approval“When: select Accept all
Then: all requests from the team member are applied
OOS – AND do we need any notifications for team member?09
Given: tab “Budget planning”
AND section “Waiting for approval“When: select Decline all
Then: all requests from the team member aren’t applied
OOS – AND do we need any notifications for team member?10
Given: tab “Budget planning”
AND section “Waiting for approval“When: click to any cell for edit
AND changed the number
AND click outside the cell OR press enterThen: the number is changed
AND background of the cell is changed to green
OOS – AND do we need any notifications for team member?
11
Given: tab “Budget planning”
AND section “Waiting for approval“When: click on the cell with request (yellow background)
AND changed the number manuallyThen: the number is changed
AND background of the cell is changed to green
OOS – AND do we need any notifications for team member?
12
Given: tab “Budget planning”
AND no request from employeesThen: section “Waiting for approval“ is not shown
13
Given: tab “Budget planning”
When: scroll down to the section “Budget goals“
AND filter “current year“Then: see the budget goals divided into quarters
AND table below with the team from the division and their Placement, CHF
OOS column PaaS fee, CHF
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Story 1.7.4.2. CRM. User tab “Budget planning” head of division
Content
General info
Show the “Budget planning“ information about the team’s budget goals in the tab. All budgets are hardcoded from the beginning. The "Budget Planning" tab provides heads of division (HoD) with access to budget-related information for their division. HoDs can view overall budget allocations, spending, and forecasts, and manage budget planning for their division.
User story
As a [Head of Division],
I want to view and manage the budget planning for my division on the User View Page,
So that I can ensure effective budget management.Visual design
Acceptance criteria
01
Given: open CRM user view page
When: click on the tab “Budget planning” first time
Then: see hardcoded budgets (400,000.00 CHF for a year)
AND prefilter current week (budget for a week 400,000.00/52)02
Given: open CRM user view page
When: click on the tab “Budget planning” with a lot of data
Then: see preloader
03
Given: open CRM user view page
When: click on the tab “Budget planning” AND have 17,300 CHF completed budget
AND 18,000 CHF planned budgetThen: see 17,300 / 18,000 and percentage 96%
04
Filter works the same as on the tab goals and plans: Story 1.7.3.2. CRM. User. Filter on User tab "Goals and plans"
05
Given: tab “Budget planning”
AND prefilter “Current month“When: click on the cell of the table to the current week
Then: see edit mode for the cell
06
Given: tab “Budget planning”
AND prefilter “Current month“When: click on the cell of the table to the previous week
Then: edit mode is not allowed for previous periods
07
Given: tab “Budget planning”
AND section “Waiting for approval“When: select undo changes
Then: last changes is back to previous number
08
Given: tab “Budget planning”
AND section “Waiting for approval“When: select Accept all
Then: all requests from the team member are applied
OOS – AND do we need any notifications for team member?09
Given: tab “Budget planning”
AND section “Waiting for approval“When: select Decline all
Then: all requests from the team member aren’t applied
OOS – AND do we need any notifications for team member?10
Given: tab “Budget planning”
AND section “Waiting for approval“When: click to any cell for edit
AND changed the number
AND click outside the cell OR press enterThen: the number is changed
AND background of the cell is changed to green
OOS – AND do we need any notifications for team member?
11
Given: tab “Budget planning”
AND section “Waiting for approval“When: click on the cell with request (yellow background)
AND changed the number manuallyThen: the number is changed
AND background of the cell is changed to green
OOS – AND do we need any notifications for team member?
12
Given: tab “Budget planning”
AND no request from employeesThen: section “Waiting for approval“ is not shown
13
Given: tab “Budget planning”
When: scroll down to the section “Budget goals“
AND filter “current year“Then: see the budget goals divided into quarters
AND table below with the team from the division and their Placement, CHF
OOS column PaaS fee, CHF
