Category: ROCKEN Documentation

  • Story 1.4.1.4. CRM. Talent Profile. Pre-filters for different roles

    Content

    General info

    Set up a Pre-filter for the Profiles (not Applications) page depending on the role.

    Actual bottleneck:

    After inviting the applicant to complete the interview or answer on the process, the recruiter and customer support manager lose the applicant’s profile.

    Expected result:

    Each dedicated role must see a separate filtered list with the profiles in progress, interview, rejection, who are completing their interviews and whose profiles are being worked on by the content team, whose profiles are taken care by customer support.

    Set up a pre-filter for all profiles in statuses In Progress and Interview, Rejection which should be displayed in the Profiles page https://crm.rocken-talent.cheitgroup.com/de/profiles

    That is, by default

    1. BM, HoD, consultancy, sales roles enter the Profiles page and see Active, Passive Search and Offline profiles.

    2. Head of recruiting, Recruiting and content management roles see In Progress, Interview profiles.

    3. Customer support must see the profiles in Rejection statuses.
      All of them should be able to remove the pre filter and see all profiles.

    User story

    As a CRM user

    I want to see pre-filtered profiles with some statuses for different roles

    So that helps faster get info about these profiles and not lose the information about them while working on a page with profiles

    Visual design

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=37918-87724&t=ygdWMRJsKUqLDoyV-4

    Acceptance criteria

    01

    Given: login as CRM user (BM, HoD, consultancy, sales)

    When: open profile page https://crm.rocken-talent.cheitgroup.com/profiles

    Then: see pre-filtered profiles with statuses Active, Passive Search and Offline

    02

    Given: login as CRM user (Head of recruiting, Recruiting and content management)

    When: open profile page https://crm.rocken-talent.cheitgroup.com/profiles

    Then: see pre-filtered profiles with statuses In Progress, Interview

    03

    Given: login as CRM user (Customer support)

    When: open profile page https://crm.rocken-talent.cheitgroup.com/profiles

    Then: see pre-filtered profiles with status Rejection

    04

    Given: login as CRM user

    When: open profile page https://crm.rocken-talent.cheitgroup.com/profiles
    AND see some pre-filters
    AND reset all filters

    Then: see all profiles on a page

  • Story 1.4.2.6. Map statuses in RT and CRM

    Content

    General info

    Set up mapping of statuses in the CRM and RT profiles in New Architecture accordingly:

    CRM Status

    RT

    Unfinished

    In Progress

    New

    In Progress

    In progress

    In Progress

    Interview

    In Progress

    Active

    Active

    Offline

    Offline

    Offline Rocked

    Offline

    Rejection

    In Progress

    User story

    As an admin CRM user

    I want to see the correct statuses on RT and CRM

    So that helps to map the correct statuses on both CRM and Rocken Talent

    Visual design

    Acceptance criteria

    01

    Given: CRM statuses: Unfinished, New, In progress, Interview, Rejection

    When: switch to RT

    Then: see the status In Progress in RT

    02

    Given: CRM status Active

    When: switch to RT

    Then: see the status Active in RT

    03

    Given: CRM statuses: Offline, Offline Rocked

    When: switch to RT

    Then: see the status Offline in RT

  • Story 1.4.2.2. CRM. Talent Profile view mode. Change status

    Content

    General info

    Add possibility to switch statuses in the profiles. Depending on the current status, the following should be selectable:

    • Unfinished / New – statuses of unreviewed applicants, profiles of these statuses should be available only after migration from the old system.

    • In progress → Interview / Rejection (interview sent, profile in completion by content team)

    • Interview → Active / Offline / Rejection (interview in review, profile in completion by content team / verification by recruiter)

    • Active → Offline / Rejection

    • Offline → Active / Rejection

    • Rejection → In progress / Offline / Active

    User story

    As a CRM user [admin, BM, HoD, Consulting, HoR, Recruiting]
    I want to be able to edit the status of the profile
    So that helps to track information about this talent profile

    Visual design

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=25438-90990&t=EM3JvjIAJ4Vn4PiY-4

    Acceptance criteria

    01

    Scenario: Status New
    Given: Rocken jobs
    When: apply to a publication with attachments
    Then: new profile application is created with status “New“
    AND don’t show on profile page in CRM (because it is applicant and should be shown on application page in CRM)

    02

    OOS Scenario: Status In progress manually (will be implemented later)
    Given: CRM Talent Profile page
    When: create profile manually by clicking “+“
    Then: new profile is created in CRM with status “In progress“
    AND The Interview invitation is sent and/or Process launched (acceptance actions in the Applications page), status switches automatically
    AND Profile becomes available on Profiles page
    AND the recruiter who approved the application becomes the responsible contact

    image-20240607-200957.png

    03

    Scenario: Send Interview from CRM application page and become profile status “In progress“
    Given: Application page (user is not talent profile yet)
    AND current application status “new“
    When: click button “Interview”
    AND apply the sending reminder to applicant/candidate
    Then: status for application is changed to “Interview“
    AND application record is disappeared from application page and is shown on profile page in status “In progress“
    AND candidate receives email with suggestion to start interview, for completing all information about their profile
    AND the recruiter who approved the application becomes the responsible contact

    image-20250221-062341.pngimage-20250221-062409.pngimage-20250221-065859.png

    04

    Scenario: Status Interview after finish interview
    Given: have invitation for interview
    When: complete interview more then 80%
    Then: status of talent profile changes to “Interview“

    image-20250221-071634.pngimage-20250221-071655.png

    05

    Scenario: Status Interview from talent profile page
    Given: popup “change status”
    AND current status “In progress“
    When: select status “Interview”
    AND select managers to notify
    AND select BU to notify
    AND click button “Change status“
    Then: popup is closed
    AND status for profile is changed to “Interview“
    AND candidate receives email with suggestion to start interview, for completing all information about their profile
    AND the recruiter who sent interview becomes the responsible contact

    image-20250220-145122.png

    06

    Scenario: Status Rejection from in progress
    Given: popup “change status”
    AND current status “In progress“
    When: select status “Rejection”
    AND select rejection reason
    AND click button “Change status“
    Then: popup is closed
    AND status for profile is changed to “Rejection“
    AND Profile reassigned to the next most unloaded matched by category customer support user

    image-20250220-145247.png

    07

    Scenario: Status Active from interview
    Given: popup “change status”
    AND current status “Interview“
    When: select status “Active”
    AND select managers to notify
    AND select BU to notify
    AND click button “Change status“
    Then: popup is closed
    AND status for profile is changed to “Active“
    AND profile is reassigned to the next less loaded matched by category Consulting user

    image-20250221-073048.png

    08

    Scenario: Status Offline from interview without email
    Given: popup “change status”
    AND current status “Interview“
    When: select status “Offline”
    AND select managers to notify
    AND select BU to notify
    AND don’t select checkbox “Send an Email to Companies About "Inactive" Process
    AND click button “Change status“
    Then: popup is closed
    AND status for profile is changed to “Offline“
    AND email to company is not sent
    AND profile is reassigned to the next less loaded matched by category Consulting user

    image-20250221-073200.png

    08a

    Scenario: Status Offline from interview with email
    Given: popup “change status”
    AND current status “Interview“
    When: select status “Offline”
    AND select managers to notify
    AND select BU to notify
    AND select checkbox “Send an Email to Companies About "Inactive" Process
    AND click button “Change status“
    Then: popup is closed
    AND status for profile is changed to “Offline“
    AND email sends to the company
    AND profile is reassigned to the next less loaded matched by category Consulting user

    image-20250221-073731.png

    09

    Scenario: Status Rejection from interview
    Given: popup “change status”
    AND current status “Interview“
    When: select status “Rejection”
    AND select the reason for the rejection
    AND see automatically assigned to the next less loaded matched by category Customer support user (Rocken contact)
    AND click button “Change status“
    Then: popup is closed
    AND status for profile is changed to “Rejection“

    image-20240607-124424.png

    10

    Scenario: Status Offline from Active without email
    Given: popup “change status”
    AND current status “Active“
    When: select status “Offline”
    AND select managers to notify
    AND select BU to notify
    AND don’t select checkbox “Send an Email to Companies About "Inactive" Process
    AND click button “Change status“
    Then: popup is closed
    AND email to company is not sent
    AND status for profile is changed to “Offline“

    image-20250221-074324.png

    10a

    Scenario: Status Offline from Active with email
    Given: popup “change status”
    AND current status “Active“
    When: select status “Offline”
    AND select managers to notify
    AND select BU to notify
    AND select checkbox “Send an Email to Companies About "Inactive" Process
    AND click button “Change status“
    Then: popup is closed
    AND email sends to the company
    AND status for profile is changed to “Offline“

    image-20250221-074410.png

    11

    Scenario: Status Rejection from Active
    Given: popup change status with status “Active“
    When: select status “Rejection”
    AND select the reason for the rejection
    AND see automatically assigned to the next less loaded matched by category Customer support user (Rocken contact)
    AND click button “Change status“
    Then: popup is closed
    AND status for profile is changed to “Rejection“

    12

    Scenario: Status Active from Offline
    Given: popup “change status”
    AND current status “Offline“
    When: select status “Active”
    AND select managers to notify
    AND select BU to notify
    AND click button “Change status“
    Then: popup is closed
    AND status for profile is changed to “Active“

    image-20250221-075139.png

    13

    Scenario: Status Rejection from Offline
    Given: popup change status with status “Offline“

    When: select status “Rejection”
    AND select the reason for the rejection
    AND see automatically assigned to the next less loaded matched by category Customer support user (Rocken contact)
    AND click button “Change status“

    Then: popup is closed
    AND status for profile is changed to “Rejection“

    image-20250221-075353.png

    14

    Scenario: Status In progress from Rejection without email
    Given: popup “change status”
    AND current status “Rejection“
    When: select status “In progress”
    AND don’t select checkbox “Send an interview email“
    AND click button “Change status“
    Then: popup is closed
    AND status for profile is changed to “In progress“
    AND email with invite to complete the interview questions is not sent
    AND Profile automatically assigned to the next less loaded matched by category Recruiting user

    image-20250221-075621.png

    14a

    Scenario: Status In progress from Rejection with email
    Given: popup “change status”
    AND current status “Rejection“
    When: select status “In progress”
    AND select checkbox “Send an interview email“
    AND click button “Change status“
    Then: popup is closed
    AND status for profile is changed to “In progress“
    AND email with invite to complete the interview questions is sent (but if you already complete this interview, you see thank you page of interview)
    AND Profile automatically assigned to the next less loaded matched by category Recruiting user

    image-20250221-080000.png

    15

    Scenario: Status Offline from Rejection without email
    Given: popup “change status”
    AND current status “Rejection“
    When: select status “Offline”
    AND don’t select checkbox “Send an Email to Companies About "Inactive" Process
    AND click button “Change status“
    Then: popup is closed
    AND status for profile is changed to “Offline“
    AND email to company is not sent
    AND Profile automatically assigned to the next less loaded matched by category Consultancy user

    image-20250221-081619.png

    15a

    Scenario: Status Offline from Rejection without email
    Given: popup “change status”
    AND current status “Rejection“
    When: select status “Offline”
    AND select managers to notify
    AND select BU to notify
    AND select checkbox “Send an Email to Companies About "Inactive" Process
    AND click button “Change status“
    Then: popup is closed
    AND status for profile is changed to “Offline“
    AND email to company is sent
    AND Profile automatically assigned to the next less loaded matched by category Consultancy user

    image-20250221-081631.png

    16

    Scenario: Status Active from Rejection
    Given: popup “change status”
    AND current status “Rejection“
    When: select status “Active”
    AND select managers to notify
    AND select BU to notify
    AND click button “Change status“
    Then: popup is closed
    AND status for profile is changed to “Active“
    AND Profile automatically assigned to the next less loaded matched by category Consultancy user

    image-20250221-081823.png

    17

    Scenario: Status Offline from Active automatically
    Given: Profile Status is Active
    When: process with this profile is finished in “Rocked” status
    Then: user’s status changes to “Offline“ automatically

  • Story 1.3.2.3. Order view mode. Change status

    Content

    General info

    User story

    As a consultant

    I can’t change the status of an order without an attached consultant or recruiter

    So that helps to avoid problems with publication and vacancies

    Visual design

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=31094-7319&t=TCGjnw3oKkGaV7iV-4

    Acceptance criteria

    01

    Given: open any order without consultant or recruiter

    When: click the button change status

    Then: see the message:
    EN: ”Status cannot be changed, because Order doesn’t have recruiter and consultant.”
    DE: ”Der Status kann nicht geändert werden, da der Order keinen Recruiter und Consultant hat.”

    image-20240529-055239.png

    image-20240529-055300.png

  • Story 1.3.2.14. Order view mode. Tab vacancies. Sorting and filter

    Content

    General info

    User story

    As a CRM user

    I want to see similar vacancies in order

    So that it shows me performance of the similar vacancies that are assigned to the other CRM users but have the same categories.

    Visual design

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=31616-117110&t=ib1wQOoUNZqMr8AT-4

    Acceptance criteria

    01

    Given: any order

    When: open similar vacancy tab

    Then: see vacancies filtered by the same category and industry
    AND don’t see vacancies from other categories and industries

  • Story 1.5.1.1. CRM. Create publication

    Content

    General info

    The "Create Publication" story allows CRM users to generate a new job publication by inputting and organizing relevant details across multiple steps. This process ensures that all necessary information is captured and structured for effective job advertising and recruitment. The user can proceed through various fields, adding details about the job, skills, benefits, and more, before finalizing the publication’s status.

    User story

    As a CRM user,
    I want to create a new job publication by entering and organizing all necessary details,
    So that the job can be effectively advertised and accurately reflect the position requirements.

    Visual design

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=19350-91808&t=mh4B7C8yYlOsurnJ-4

    Acceptance criteria

    01

    Scenario: Enter order, client, staff, and vacancy details
    Given the user is creating a new publication
    When the user starts creation
    Then the system should display fields for "Order", "Client", "Staff", "Vacancy", "Publication Name", "Recruiter", and "Industries" for the user to fill out.
    AND system should get information regarding the country from the Company

    image-20240903-193701.png

    02

    Scenario: Enter categories
    Given the user has completed the initial details of the publication
    When the user moves to the next step
    Then the system should display fields for selecting and adding relevant "Categories".

    03

    Scenario: Enter employment details
    Given the user is in the publication creation process
    When the user advances to the employment details section
    Then the system should display fields for "Employments", "Workload", "Salary Range", "Start Date", "Position", "Experience Level", "Travel", "Working Model", "Leading Experience", "Locations", "Degrees", "Team Size", "Language", and "Age".

    04

    Scenario: Add skills
    Given the user is adding information to the publication
    When the user reaches the skills section
    Then the system should provide an interface to add relevant "Skills" required for the position.

    05

    Scenario: Add benefits
    Given the user is filling out the publication details
    When the user navigates to the benefits section
    Then the system should display a field to add any "Benefits" associated with the position.

    06

    Scenario: Enter description and responsibilities
    Given the user is progressing through the publication creation process
    When the user reaches the description section
    Then the system should provide text areas to input the "Description", "Introduction", and "Responsibilities" of the position.

    07

    Scenario: Add language, category, employment, industry, and region details
    Given the user has entered the primary details
    When the user reaches the final steps
    Then the system should allow the user to add additional details such as "Language", "Category", "Employments", "Industry", and "Regions".

    08

    Scenario: Review and finalize publication
    Given the user has completed all sections of the publication creation
    When the user clicks "Next"
    Then a modal window should appear displaying the publication’s status options ("Draft", "Published", "Expired", "Inactive", "Offline") and a note field for additional comments, allowing the user to finalize the publication.

  • Story 1.5.5.1. CRM. Application without vacancy

    Content

    General info

    The purpose of this functionality is to enable recruiters to manage and approve applications for publications that are not associated with any specific vacancy. This avoids the necessity of creating a process or sending a vacancy to the applicant. It provides a streamlined approach to handle these applications within the system.

    User story

    As a recruiter
    I want to see applications for publications without vacancies
    So that I can’t start the process in this case.

    Visual design

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=25148-56163&t=ib1wQOoUNZqMr8AT-4

    Acceptance criteria

    01

    Scenario: Application list page

    Given: Publication is not attached to the vacancy
    When: The publication is displayed
    Then: The rocket icon for starting the process is not shown, and approval succeeds via an invitation to the interview only.

    image-20240528-130502.png

  • Story 1.6.2.1. CRM. Statuses of the process

    Content

    General info

    Functionality for changing the statuses of processes within the CRM system. Users will have the ability to update the status of a process based on its current stage and context. This functionality is crucial for maintaining accurate process tracking and ensuring that all relevant parties are informed of any changes in status.

    User story

    As a CRM user
    I want to change the status of a process
    So that I can keep the process information current and reflect its progression accurately

    Visual design

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=44785-23056&t=V4nNKW9wJlemJ1ll-4

    Logic of change statuses

    https://lucid.app/lucidchart/8fc96ec5-12dd-4827-a441-0bcce7e3a45b/edit?invitationId=inv_55dcd5a8-bec4-47ab-acb9-31405c97ae8a&referringApp=slack&page=0_0# –>

    NA Processes Statuses Flow.jpeg

    Flow of the statuses

    https://lucid.app/lucidchart/invitations/accept/inv_42f2f5f4-a594-477a-8e0a-e9e9bc033a1c>

    Prof Search Statuses.jpeg

    Acceptance criteria

    01

    Given: modal window create process

    When: select candidate
    AND select one vacancy
    AND checkbox “Do not send E-Mails“ unticked
    AND add optional text for the email template
    AND add sendgrid template name
    AND click button “Anfrage senden” (Send request)

    Then: status “Request
    AND email to the candidate is sent “single Vacancy sharing“

    image-20240522-115926.pngimage-20240524-144050.png

    02

    Given: modal window create process

    When: select candidate
    AND select one vacancy
    AND checkbox “Do not send E-Mails“ ticked
    AND field “optional text for the email template” is not shown
    AND field “sendgrid template name” is not shown
    AND click button “Create process”

    Then: process starts with status “Created
    AND email to the candidate is not sent

    image-20240524-144128.png

    03

    Given: modal window create process

    When: select candidate
    AND select several vacancies
    AND checkbox “Do not send E-Mails“ unticked
    AND add optional text for the email template
    AND add sendgrid template name
    AND click button “Anfrage senden” (Send request)

    Then: status “Request”
    AND process is created for every vacancy separately
    AND email to the candidate is sent “Multiple Vacancy sharing“

    04

    Given: status “Created” with selected one candidate and one vacancy

    When: click edit process
    AND checkbox “Do not send E-Mails“ unticked
    AND add optional text for the email template
    AND add sendgrid template name
    AND click button “Anfrage senden” (Send request)

    Then: status “Request”
    AND email to the candidate is sent “single Vacancy sharing“

    05

    Given: status “Created” with selected one candidate and several vacancies

    When: click edit process
    AND checkbox “Do not send E-Mails“ unticked
    AND add optional text for the email template
    AND add sendgrid template name
    AND click button “Anfrage senden” (Send request)

    Then: status “Request”
    AND email to the candidate is sent “Multiple Vacancy sharing“

    06

    Given: status “Request”

    When: the letter is opened by candidate

    Then: status “Read“

    07

    Given: status “Request”

    When: left 3 days after sharing

    Then: Email Reminder 1

    OOS (Out of scope) – AND status “Reminder”

    08

    Given: status “Reminder”

    When: left 5 days after sharing

    Then: Email Reminder 2
    OOS (Out of scope) – AND status stay “Reminder”

    09

    Given: status “Request”

    When: Email Reminder 2 is sent
    OOS – AND candidate doesn’t read the letter
    AND wait until the next day

    Then: Status “Candidate no reply”

    10

    Given: status “Request”

    When: Select “Candidate rejected“
    AND click button “Change status“

    Then: Status “Candidate rejected
    OOS – AND email to the candidate

    image-20240524-152532.png

    11

    Given: status “Request”

    When: Select “Candidate Accepted“
    AND click button “Change status“

    Then: Status “Candidate Accepted“
    OOS – AND email to the candidate

    image-20240524-152534.png

    12

    Given: any status

    When: admin can change the status without flow to any status manually
    AND click change status

    Then: status changed to any selected by admin

    image-20240524-152303.png

    13

    Given: status “Candidate accepted”

    When: Select “Share“
    AND select Template
    AND select staff
    AND click button “Change status“

    Then: Status “Shared“
    AND email to the company is sent

    image-20240524-152751.png

    image-20240801-065320.png

    13a

    Given: status “Candidate accepted”

    When: Select “Share“
    AND select Template
    AND select staff
    AND select one or more PDFs for sharing
    AND click button “Change status“

    Then: Status “Shared“
    AND email to the company is sent with files

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=44550-122979&t=7vdelOTccDWwLsKg-4

    14

    Given: status “Shared”

    When: company does not respond for 25 days

    Then: status “Company no reply”
    AND do not send any reminders to the company during these 25 days

    15

    Given: status “Shared”

    When: company asks some details (Clicks on the “Inquiry” button in the sharing link)

    Then: status “Enquiry Company

    16

    Given: status “Shared”

    When: company rejected by email

    Then: status “Company rejected”
    AND send email to the candidate

    17

    Given: status “Shared”

    When: select manually “Company rejected”

    Then: status “Company rejected”
    AND send auto email “Candidate rejected by company“ in 1 day after setting status

    18

    Given: status “Shared”

    When: company open email
    AND go to profile page
    AND click button “Accept”
    AND create time slots (minimum 1)
    ??? AND click OK

    Then: status “Company invitation”
    AND send auto email immediately “Company Request interview

    19

    Given: status “Shared”

    When: select status “Company invitation“
    AND select time slots (minimum 1)
    AND click button “Change status“

    Then: status “Company invitation“
    AND send time slots to Rocken talent for candidate (chat)

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=44677-156598&t=JReW9yrEmBzBMB3X-4

    image-20240621-063731.png

    20

    Given: status “Company invitation”

    When: select “Candidate rejected”
    AND select “Candidate rejection before interview“
    AND click button “Change status“

    Then: status “Candidate rejected
    AND send email “Candidate rejection before interview“

    21

    Given: status “interview 1

    When: select “Candidate rejected
    AND select “Candidate rejection after interview“
    AND click button “Change status“

    Then: status “Candidate rejected
    AND send email “Candidate rejection after interview“

    22

    Given: status “Company invitation”

    When: select “interview 1
    AND select “Candidate invitation for interview with dates“ (not mandatory)
    AND select time slots from the dropdown or add new
    AND click button “Change status“

    Then: status “Interview 1”
    AND send email “Candidate invitation for interview with dates“

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=45185-246838&t=JReW9yrEmBzBMB3X-4

    image-20240621-063951.png

    23

    Given: status “Company invitation”

    When: select “interview 1
    AND select “Candidate invitation for interview no dates“
    AND click button “Change status“

    Then: status “Interview 1”
    AND send email “Candidate invitation for interview no dates“

    24

    Given: status “Company invitation”

    When: select “interview 1
    AND select “Candidate approval for interview“
    AND click button “Change status“

    Then: status “Interview 1”
    AND send email “Candidate approval for interview“

    25

    Given: status “Company invitation”

    When: select “interview 1
    AND select “Company approval for interview“
    AND click button “Change status“

    Then: status “Interview 1”
    AND send email “Company approval for interview“

    26

    Given: status “Company invitation”

    When: select “interview 1
    AND select “Candidate reminder for interview“
    AND click button “Change status“

    Then: status “Interview 1”
    AND send email “Candidate reminder for interview“

    27

    Given: status “Company invitation”

    When: select “interview 1
    AND select “Company reminder for interview“
    AND click button “Change status“

    Then: status “Interview 1”
    AND send email “Company reminder for interview“

    28

    Given: status “interview 1

    When: select “Candidate rejected
    AND select “Candidate rejection before interview“
    AND click button “Change status“

    Then: status “Candidate rejected
    AND send email “Candidate rejection before interview“

    29

    Given: status “interview 2

    When: select “Candidate rejected
    AND select “Candidate rejection after interview“
    AND click button “Change status“

    Then: status “Candidate rejected
    AND send email “Candidate rejection after interview“

    30

    Given: status “interview 1

    When: select “interview 2
    AND select “Candidate invitation for interview with dates“
    AND click button “Change status“

    Then: status “Interview 2”
    AND send email “Candidate invitation for interview with dates“

    31

    Given: status “interview 1

    When: select “interview 2
    AND select “Candidate invitation for interview no dates“
    AND click button “Change status“

    Then: status “Interview 2”
    AND send email “Candidate invitation for interview no dates“

    32

    Given: status “interview 1

    When: select “interview 2
    AND select “Candidate approval for interview“
    AND click button “Change status“

    Then: status “Interview 2”
    AND send email “Candidate approval for interview“

    33

    Given: status “interview 1

    When: select “interview 2
    AND select “Company approval for interview“
    AND click button “Change status“

    Then: status “Interview 2”
    AND send email “Company approval for interview“

    34

    Given: status “interview 1

    When: select “interview 2
    AND select “Candidate reminder for interview“
    AND click button “Change status“

    Then: status “Interview 2”
    AND send email “Candidate reminder for interview“

    35

    Given: status “Company invitation”

    When: select “interview 2
    AND select “Company reminder for interview“
    AND click button “Change status“

    Then: status “Interview 2”
    AND send email “Company reminder for interview“

    36

    Given: status “interview 2

    When: select “Candidate rejected
    AND select “Candidate rejection before interview“
    AND click button “Change status“

    Then: status “Candidate rejected
    AND send email “Candidate rejection before interview“

    37

    Given: status “interview 3

    When: select “interview 3
    AND select “Candidate rejected
    AND click button “Change status“

    Then: status “Candidate rejected
    AND send email “Candidate rejection after interview“

    38

    Given: status “interview 2

    When: select “interview 3
    AND select “Candidate invitation for interview with dates“
    AND click button “Change status“

    Then: status “Interview 3”
    AND send email “Candidate invitation for interview with dates“

    39

    Given: status “interview 2

    When: select “interview 3
    AND select “Candidate invitation for interview no dates“
    AND click button “Change status“

    Then: status “Interview 3”
    AND send email “Candidate invitation for interview no dates“

    40

    Given: status “interview 2

    When: select “interview 3
    AND select “Candidate approval for interview“
    AND click button “Change status“

    Then: status “Interview 3”
    AND send email “Candidate approval for interview“

    41

    Given: status “interview 2

    When: select “interview 3
    AND select “Company approval for interview“
    AND click button “Change status“

    Then: status “Interview 3”
    AND send email “Company approval for interview“

    42

    Given: status “interview 2

    When: select “interview 3
    AND select “Candidate reminder for interview“
    AND click button “Change status“

    Then: status “Interview 3”
    AND send email “Candidate reminder for interview“

    43

    Given: status “interview 2

    When: select “interview 3
    AND select “Company reminder for interview“
    AND click button “Change status“

    Then: status “Interview 3”
    AND send email “Company reminder for interview“

    44

    Given: status “interview 3

    When: select “Probetag”

    Then: status “Probetag”

    45

    Given: status “Probetag”

    When: select “Offered”

    Then: status “Offered”

    46

    Given: status “Offered”

    When: select “Rocked”

    Then: status “Rocked”
    AND email to the candidate

  • Story 1.6.1.1. CRM. Create process in CRM

    Content

    General info

    The Create Process user story focuses on the initiation of a new process for managing candidate applications. When a process is started, a modal window will appear where users must select the status for each step of the process. The available statuses will vary depending on the context from where the process is initiated. It is mandatory to select a vacancy and a candidate, and users must choose a status for the process. Additionally, the modal allows for optional actions, including:

    • Writing a note and sending it to the candidate

    • Scheduling an interview by selecting dates and times

    • Attaching PDFs to specific steps in the process

    There are several places where you can create process

    • Processes list on top

    • Applicantion list, for each item

    • Applicantion list in collapsed block

    • On profile list for each item

    • On profile page, vacancies matching tab, for each vacancy

    • On vacancy list, for each vacancy

    • On vacancy page, matching tab, for each candidate

    • On vacancy page, candidates tab, for each candidate

    User story

    As a CRM user,
    I want to create a process for managing candidates from various points in the CRM,
    So that I can effectively track and manage each candidate’s journey through the recruitment pipeline.


    RT-3916

    Получение подробных данных проблемы…
    СТАТУС


    RT-6369

    Получение подробных данных проблемы…
    СТАТУС


    RT-6392

    Получение подробных данных проблемы…
    СТАТУС


    RT-6228

    Получение подробных данных проблемы…
    СТАТУС

    Visual design

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=44550-100778&t=V4nNKW9wJlemJ1ll-4

    Acceptance criteria

    01

    Scenario: Initiate Process from Different Locations
    Given I am on the Processes list, Application list, Profile list, Vacancy list, or Candidate list,
    When I select the option to create a process,
    Then I should see a modal window allowing me to initiate the process.

    image-20240905-062719.png

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=44550-100778&t=3sMAspyvcCpl5IZY-4

    02

    Scenario: Modal Window Fields
    Given I am on the modal window to create a process,
    When I view the modal,
    Then I should be able to select a vacancy, candidate, and process status.

    03

    Scenario: Optional Actions in Modal
    Given I am in the process creation modal,
    When I choose to add optional actions,
    Then I should have the option to write a note and send it to the candidate, schedule an interview with selected dates and times, and attach PDFs.

    image-20240905-062822.png

    04

    Scenario: Process Creation Confirmation
    Given I have filled out the required fields and selected any optional actions,
    When I confirm the creation of the process,
    Then the new process should be saved with status “Created”, and I should see it reflected in the relevant lists and tabs.

    05

    Scenario: Create Process from Applications Page
    Given I am on the Applications page,
    When I click on the icon rocket,
    Then I should see a modal window with the candidate field auto-filled.

    06

    Scenario: Create Process from Vacancies Page
    Given I am on the Vacancies page,
    When I click on the icon rocket,
    Then I should see a modal window with the vacancy field auto-filled.

    07

    Scenario: Display allowed statuses for process creation
    Given a candidate is displayed in the candidate listing
    When the candidate’s status is "New," "Active," or "Offline" (only from RT)
    Then the "rocket" icon must be displayed on the table.

    08

    Scenario: Hide "rocket" icon for restricted statuses
    Given a candidate is displayed in the candidate listing
    When the candidate’s status is "Unfinished," "In Progress," "Interview," "Rejection," "Rejection deletion," or "Reapply"
    Then the "rocket" icon must not be displayed next to their name.

    09

    Scenario: Search for candidates in the process creation modal
    Given the consultant is searching for candidates in the process creation modal
    When the candidate’s status is "New," "Active," or "Offline" (only from RT)
    Then the candidate must be included in the search results.

    10

    Scenario: Exclude restricted statuses in process creation modal
    Given the consultant is searching for candidates in the process creation modal
    When the candidate’s status is "Unfinished," "In Progress," "Interview," "Rejection," "Rejection deletion," or "Reapply"
    Then the candidate must not appear in the search results.

    11

    Scenario: Display allowed statuses for process creation
    Given a vacancy is displayed in the vacancy listing
    When the vacancy’s status is "Active"
    Then the "rocket" icon must be displayed

    12

    Scenario: Hide "rocket" icon for restricted statuses
    Given a vacancy is displayed in the vacancy listing
    When the vacancy’s status is "New," "On Hold," "Inactive," or "Rocked"
    Then the "rocket" button must not be displayed

    13

    Scenario: Search for vacancies in the process creation modal
    Given the consultant is searching for vacancies in the process creation modal
    When the vacancy’s status is "Active"
    Then the vacancy must be included in the search results.

    14

    Scenario: Exclude restricted statuses in process creation modal
    Given the consultant is searching for vacancies in the process creation modal
    When the vacancy’s status is "New," "On Hold," "Inactive," or "Rocked"
    Then the vacancy must not appear in the search results.

    15

    Scenario: Launch process for unreserved vacancies
    Given a vacancy is assigned to another user and is unreserved (no "lock" sign)
    When an entitled user attempts to create a process for the vacancy
    Then the process must be successfully created.

    16

    Scenario: Restrict process creation for reserved vacancies
    Given a vacancy is assigned to another user and is reserved (indicated by a "lock" sign)
    When an entitled user attempts to create a process for the vacancy
    Then the process creation must be restricted, and the "rocket" button must not be displayed for this vacancy.

    17

    Scenario: Display eligibility in the vacancy listing
    Given a vacancy is displayed in the vacancy listing
    When it is unreserved (no "lock" sign) and the user is entitled
    Then the "rocket" icon must be displayed next to the vacancy, allowing the user to create a process.

    18

    Scenario: Hide "rocket" icon for reserved vacancies
    Given a vacancy is displayed in the vacancy listing
    When it is reserved (indicated by the "lock" sign)
    Then the "rocket" icon must not be displayed next to the vacancy.

  • Epic 1.6.2. CRM. Process. Change status

    Content

    General info

    Epic focuses on managing and updating the statuses of processes within the CRM. This epic encompasses the functionality to change the status of a process at various stages and locations within the CRM system. The ability to update statuses helps maintain accurate and up-to-date information about each process, ensuring effective tracking and management.

    NA Processes Statuses Flow

    https://lucid.app/lucidchart/8fc96ec5-12dd-4827-a441-0bcce7e3a45b/edit?invitationId=inv_55dcd5a8-bec4-47ab-acb9-31405c97ae8a&referringApp=slack&page=0_0#

    https://lucid.app/lucidchart/f8e1006b-b94d-4ebc-81af-b807c77a5076/edit?viewport_loc=-874%2C72%2C4665%2C2706%2C0_0&invitationId=inv_516ef38d-042c-4b4a-ac51-962a941b9076

    User stories