Category: ROCKEN Documentation

  • Story 1.7.4.1. CRM. User tab “Budget planning” consultant

    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 consultants with access to their budget-related information. Consultants can view their budget allocations, spending, and forecasts for the upcoming periods.

    User story

    As a [Consultant],
    I want to view my budget planning information on the User View Page,
    So that I can manage my budget effectively.

    Visual design

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=48805-211852&t=jg4LxKbrQRUs6ldc-4

     

    Acceptance criteria

     

    01

    Given: open CRM user view page

    When: click on the tab “Budget planning” first time

    Then: see hardcoded budgets (300,000.00 CHF for a year)
    AND prefilter current week (budget for a week 300,000.00/52)

     

    image-20240724-143302.png

    02

    Given: open CRM user view page

    When: click on the tab “Budget planning” with a lot of data

    Then: see preloader

    image-20240724-143345.png

     

    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 budget

    Then: 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

    image-20240724-144920.png

    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

  • Story 1.7.3.1. CRM. User tab “Goals and plans” consultant

    Content

    General info

    The "Goals and Plans" tab provides consultants with access to the user’s goals and plans. Consultants can view details related to their own targets and progress, including KPIs, goals for specific periods, and planned activities.

    Metrics for roles:

    Business Manager: Requests, Sharing, Invitation, Rocked, KT

    Head of Division (HoD): Requests, Sharing, Invitation, Rocked, KT

    Consultancy: Requests, Sharing, Invitation, Rocked, KT

    Head of Recruiting (HoR): Talent Profile, Active Sourcing, Publishing, Applications

    Recruiting: Talent Profile, Active Sourcing, Publishing, Applications

    The rest of the roles have no Goals and plans.

    User story

    As a [Consultant],
    I want to view my goals and plans on the User View Page,
    So that I can track my progress and plan my activities accordingly.

    Visual design

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=48602-194220&t=1sBNsvoVnBIVD4EZ-4

    Acceptance criteria

    01

    Given: open CRM user view page

    When: see the tab “Goals and plans“

    Then: see the tab with preset goals (hardcoded) in comparison with completed goals
    AND prefilter current week

    02

    Given: open CRM user view page

    When: select a wide range of time in “Goals and plans“ which required loading of a lot of data

    Then: see preloader

    image-20240705-140522.png

    03

    Given: open CRM user view page

    When: see “Goals and plans“

    Then: see the data for this user (consultant):

    Requests – Compare the default numbers of goals with the actual progress of the taken user for the taken period of time. Requests are the launched processes (hardcoded goal 400 for the month)

    Sharings – See previous comment, + shared to the company processes at the taken period of time (hardcoded goal 24 for the month)

    Invitations – See previous comment, + number of Interviews recorded in the processes (hardcoded goal 200 for the month)

    ROCKED – how many rocked statuses are achieved by this consultant (hardcoded goal 0 for the month)

    KT – how many KT events are recorded: the communication events with assignment to the KT levels during the taken period of time have to be calculated.


    RT-4426

    Получение подробных данных проблемы…
    СТАТУС

    04

    Given: tab “Goals and plans“
    AND row Requests (to candidate in processes)

    When: 60 completed goals by the taken member of the unit
    AND 54 planned goals by the taken member of the unit

    Then: see the percentage 111%

    image-20240710-070416.png

    05

    Given: tab “Goals and plans“
    AND row Sharing (to company in processes)

    When: 60 completed goals by the taken member of the unit
    AND 118 planned goals by the taken member of the unit

    Then: see percentage 51% (50.8 rounded)

    06

    Given: tab “Goals and plans“
    AND row Interview Invitation (in processes)

    When: 0 completed goals by the taken member of the unit
    AND 118 planned goals by the taken member of the unit

    Then: see 118

    image-20240718-054640.png

    07

    Given: tab “Goals and plans“
    AND row Rocked (processes)

    When: 118 completed goals by the taken member of the unit
    AND 118 planned goals by the taken member of the unit

    Then: see 118 / 118 and percentage 100%

    08

    Given: tab “Goals and plans“ in the Business Manager role
    AND row KT (company profile)

    When: 118 completed goals by the taken member of the unit
    AND 118 planned goals by the taken member of the unit

    Then: see 118 / 118 and percentage 100%

  • Story 1.7.2.1. CRM. User view header / change status / Delete

    Content

    General info

    The header section of the User View Page includes the user’s name, current status, and options to change their status or delete the user. This section allows administrators to manage the user’s status (active, inactive, etc.) and provides the option to delete the user from the CRM.

    User story

    As a [CRM user],
    I want to view the user’s current status and have the ability to change it or delete the user,
    So that I can manage user access and status effectively.

    Visual design

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=48602-194220&t=6ogKrDFwvdCh16Ux-4

     

    Acceptance criteria

     

     01

    Scenario: Viewing User Header
    GIVEN I am on the User View Page,
    WHEN I access the page,
    THEN I should see the user’s name and current status displayed prominently in the header.

     

    image-20240719-114909.png

     02

    Scenario: open edit mode
    GIVEN user view page
    WHEN click on the button “Edit profile”
    THEN see edit mode

     

     03

    Scenario: Deleting a User
    GIVEN I am on the User View Page,
    WHEN I click the "Delete" button,
    THEN I should be prompted to confirm the deletion,
    AND upon confirmation, the user should be removed from the CRM.

     

    image-20240719-061924.png

     04

    Given: user view page with status “blocked“

    When: click on the button “Change status”
    AND select Active
    AND click Save

    Then: the status of the user is changed to Active
    AND Active status is shown near the button “Change status”

     

    image-20250114-073946.png

    image-20240719-062812.png

    05

    Given: user view page with status “blocked“

    When: click on the button “Change status”
    AND select Active
    AND click Cancel

    Then: the status of the user stays blocked
    AND Blocked status is shown near the button “Change status”

    image-20240719-063050.png

    06

    Given: user view page with status “Active“

    When: click on the button “Change status”
    AND select Blocked
    AND click Save

    Then: the status of the user is changed to Blocked
    AND Blocked status is shown near the button “Change status”

    07

    Scenario: Display User Details (block 1)
    Given the user is viewing the profile page
    When the page loads
    Then the following fields are displayed: Market, Business Unit, Position, Profile creation date, Covered by colleague(s), and Stand-in for colleagues.

    DE:

    Von einem Kollege(n) übernommen: {name}, {name}..

    Derzeit gilt als Stellvertretung für Kollege(n): {name}, {name}..

    EN:

    Covered by colleague(s): {name}, {name}..

    Currently acts as a stand-in for colleagues: {name}, {name}..

    image-20250114-074535.png

    08

    Scenario: Display Contact Information (block 2)
    Given the user is viewing the profile page
    When the page loads
    Then the following fields are displayed: Email, Email at RJ, Phone, and Social media links.

    image-20250114-074619.png

    09

    Given: user view page

    When: don’t add a Phone and one of the social link

    Then: the information is not shown on view mode (don’t show icon of social media and don’t show phone and even title for this)

    10

    OOS

    Given: user view page

    When: started and finished some publications, vacancies, processes, and interviews

    Then: show the info for all time in third section

    This block can be skipped, as every role + position has different data to show. Value of this feature is much less than the effort. Let us divide the existing header blocks to the width of the page

    image-20250114-074805.png

  • Epic 1.7.5. CRM. User edit mode

    Content

    General info

    The "User Edit Mode" focuses on providing CRM users with the ability to edit detailed information about other users within the system. This functionality ensures that all user-related data is kept up-to-date and allows for the seamless transfer of activities when necessary, such as when a consultant leaves the company.

     

    Epic ticket:

    User stories

    Visual design

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=44954-84567&t=Hj6EIWi3xA7e3iA3-4

     

  • Epic 1.7.1. CRM. User list view

    Content

    General info

    This epic involves the development and enhancement of the user list view in the CRM system. It focuses on displaying user information in a structured format, providing essential functionalities such as sorting, filtering, and detailed view options.

     

    Epic ticket:


    RT-6817

    Получение подробных данных проблемы…
    СТАТУС

    User stories

    Visual design

     https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=45140-148498&t=Hj6EIWi3xA7e3iA3-4

     

  • Epic 1.7.2. CRM. User view page

    Content

    General info

    The User View Page in the CRM provides detailed information about individual users, including their goals, plans, budget planning, and team hierarchy. This page allows various CRM users, such as consultants, recruiters, business managers, heads of division (HoD), and heads of recruitment (HoR), to view and interact with user-specific data according to their roles. Key functionalities include changing user status, viewing and filtering goals and plans, managing budget planning, and viewing team hierarchy.

     

    Epic ticket:


    RT-5254

    Получение подробных данных проблемы…
    СТАТУС

    User stories

    Visual design

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=48602-194220&t=Hj6EIWi3xA7e3iA3-4

     

  • Retro Sprint 72

    (синяя звезда) General info

    Initiated by

    Andrii Kupriianov (PM)

    Reason

    Finished sprint

    Date

    02.07.2024

    Members

    Andrii Kupriianov Ivan Hodoniuk Dasha Rozhniatovska Anton Liakh Anton Poliakov Olexandr Tikan Valya Stelmashenko (Unlicensed) Julia Yurii Tymchuk

    Link to the board

    Retro Sprint 72 – https://ideaboardz.com/for/Rocken%20Sprint%2072/5321694

    Liked

    Lacked

    Learned

    Longed for

    • The system is more stable, there are fewer bugs

    • It’s great that there are more processes, but it’s important not to overdo it

    • the new internal chat allows us to slowly solve new issues in the team

    • positive atmosphere in the team, everyone is interested in the result

    • I liked the demo

    • I enjoy the transformations in the design file and work with components, as well as the fact that it is slowly synchronizing with the live

    • A lot of time is spent on deployments

    • A more detailed understanding of certain tasks

    • It’s not always clear when something is needed. It’s obvious that there is some kind of synchronization (especially between design and implementation)

    • We need to improve CRM design, but it’s not clear when

    • It seems that many of the bugs are superficial and could have been caught at the projecting phase

    • Strive to ensure that the design in drafts is relevant to what is being realized

    • learned more about the project and its specifics

    • Perhaps a more feature-oriented bugfix, i.e. the result of the bugfix should be a working feature. Somehow to formalize it.

    • If possible, prepare designs of all basic inputs and states used in the redesign

    (синяя звезда) What needs to be improved?

    • Revise the deployment process. Possible solution: remove tests on gitlab, more powerful runner, etc.
    • Use comments in the feature and on tickets more often
    • Break tasks into Epics and finish features, add team members to the epic in the form of sub-tasks
    • Prepare the design of all elements and all their states – in progress
    • Separate in the design what is ready for development

  • Retro Sprint 71

    (синяя звезда) General info

    Liked

    Lacked

    Learned

    Longed for

    • Team work

    • Commitment of team members

    • Sprint meetings

    • New PM activities

    • Progress in sprint with tasks and QA

    • Involvement of the team in planning

    • Focus on results

    • Sprint goals

    • Less sprint (maybe 1 week)

    • Glossary of terms

    • Time for investigation

    • implemented functionality differs from the design

    • Better planning

    • Designers and development team are not synchronized

    • How Rocken work looks like

    • More then 100 people work with old system every day

    • Work with SSH (using Putty) in practice

    • That layouts should be made in English, but checked for adaptability with German

    • prepare information for the demo in advance

    • Transferring styles from one figmafile to another via json. Tried a lot of new small features related to components

    • Planning strictly at Jira

    • More focus on Priorities

    • The overall energy of the team

    (синяя звезда) What needs to be improved?

    • Implement Sprint goals
    • Create a Roadmap of the project (priorities, milestones)
    • Glossary of terms
    • Improve task descriptions
    • Focus on design details during implementation (dev)
    • Create an internal channel for easier communication between the team members
    • Check in more detail the design in tickets during planning meetings (PM, PO)
    • Use Jira for planning
    • Test Weekly sprints – for now is not needed

  • Story 2.4.1.8. RT. Interview. Thanks page

    Content

    General info

    Show for the candidate information about the completion of the interview. Explain the next steps and show the first matching vacancies.

    User story

    As a candidate

    I want to see the information that the interview is completed

    So that helps understand what next steps I need to do or wait and see first suggested vacancies to apply

    Visual design

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=43746-46858&t=qUwa7VLyz9ixdW2D-4

    Acceptance criteria

    01

    Given: user answered all questions

    When: opened interview thank you page

    Then: completion progress 100%

    image-20240626-073933.png

    02

    Given: user answered some/all questions

    When: system matches the vacancy and user’s categories

    Then: show 3 vacancies according to the answers from user

    NEW (01.08.24)
    Delete the buttons apply, because can’t apply at profile status interview. Application is possible after manual activation of profile from CRM by consultant

    image-20240626-074411.png