Aruna Raheja, Created this ticket per Kristen!

Thanks! Molly Ronovsky

Hi Kristen Molly Ronovsky : I Have created menu bifurcation. Can you please have a look at the attached doc file and let me know if it is good to go.

Aruna Raheja I think it looks good.
Only question that I have is if we would include User Management there or if that would be part of the top? I feel like it wouldn't be part of the left, but if that is common, then i'm good. Kristen Let me know what you think!

Molly Ronovsky: I have attached the Mockups that we have showed you in the demo. Kindly have a look. Also below is the invision link for your reference. Please provide your feedback.

https://careerbuilder.invisionapp.com/d/#/projects/prototypes/16623635 

CC: Kristen Samir Swapnil Pandhare Smita Pawar Narendra Kumar Mohd Belal ShashiKant Mishra Priya Dhamande

Hi Aruna Raheja,

Here is some feedback - let me know if anything is unclear?

• Send Form Details: need to have the blue line under message box
• Combine Emails & Communication as discussed with Kristen on the call
• Candidate page with the tabs vs. everything showing at once looks nicer
• On the Create New Communication page – we had previously talked about having some sort of library or explanation about how to use the tags – can you add that in? As well, there is a field for ‘Template Name’ will this be a template? Or is this just an email we are sending – if it truly is a template, should we call it Create New Communication Template? As well would there be a library associated with it?
• Customized templates – where do these live (after you have created them)? What does the field ‘ Document Name’ do? Only asking because I think Create New Email Template and then Document Name seems odd as the titles.
• Fetching the list - I think we could just say 'Loading'. Does not really make sense for US to say fetching
• Manage Documents – I like the second icon better with the three docs sprawled out
• Upload Documents – I like the second one better - blue one with the arrow
• Sign in – I do not like the verbiage ‘sign in to your admin portal’ – could we have that be the clients logo or something? Any other ideas?
• Sign up – again not in love with the verbiage, as well as we discussed on the call it looks a bit busy with all the titles of everything (ie Security Question 1 then right under it says Select Security Question) Just feels not very clean? I also know Kristen was looking into whether or not we needed security questions or if we can do what SMB is doing
• Candidate portal page – I feel like there is an opportunity to make this our own. I think that we just kind of copied what Sertifi was doing – but I feel like it could have a better look / flow. I like the way you have updated the signed button. I also think it might be beneficial to add a filter to see just signed or just review and sign or both – as it could get to be a lot of docs so it might be nice to filter that list. The sender – I think we could make that look nicer? That was just a copy from Sertifi. As well the Please review and sign looks a little random / not sure a candidate would realize what it’s for. This is pulled from the message within the email – I think it could be part of the dialogue between the candidate and the company, where we flow it with the comments portion of the page. Does that make sense? Sertifi’s definitely looks better in which you see the back and forth more like a text message – I think we have the chance to make this cool / more modern. Also, do you think we should define the action / reference documents? Meaning have some sort of like action = your to do’s; and with reference – feel free to download, etc. Or just leave it?
• Also, the candidate would not see the left hand menu bar, correct? This should only be candidate facing, and they wouldn’t see any of that….i wonder if we could make that more actionable for candidate / utilize it.
• I like the updates to the create document template – looks nice. I do think you need to confirm with Samir if the esigned checkbox goes away with the new mapping feature of making fields mandatory – otherwise this will be confusing for the client as to what it does.

CC: Kristen Samir Swapnil Pandhare Smita Pawar Narendra KumarMohd BelalShashiKant MishraPriya Dhamande

Hi Molly Ronovsky, Thanks for the feedback. Plase find below my points

• Send Form Details: need to have the blue line under message box - Done
• Combine Emails & Communication as discussed with Kristen on the call - Done
• Candidate page with the tabs vs. everything showing at once looks nicer - OK
• On the Create New Communication page – we had previously talked about having some sort of library or explanation about how to use the tags – can you add that in? As well, there is a field for ‘Template Name’ will this be a template? Or is this just an email we are sending – if it truly is a template, should we call it Create New Communication Template? As well would there be a library associated with it?

          Can you please explain that explanation about tags..?

           Yes, it will be a template that admin can use whenever he required. I have change the title and insert that mock as well where all these templates will be displayed

• Customized templates – where do these live (after you have created them)? What does the field ‘ Document Name’ do? Only asking because I think Create New Email Template and then Document Name seems odd as the titles. – So it will be displayed in the Email template history. I have changed Document Name to Template Name.
• Fetching the list - I think we could just say 'Loading'. Does not really make sense for US to say fetching – It is just a dummy content. I have changed it to LOADING
• Manage Documents – I like the second icon better with the three docs sprawled out - OK
• Upload Documents – I like the second one better - the blue one with the arrow - OK
• Sign in – I do not like the verbiage ‘sign in to your admin portal’ – could we have that be the client's logo or something? Any other ideas? - As per me logo will not work but I have created an option for your reference, also I have changed the verbiage
• Sign up – again not in love with the verbiage, as well as we discussed on the call it looks a bit busy with all the titles of everything (ie Security Question 1 then right under it says Select Security Question) Just feels not very clean? I also know Kristenwas looking into whether or not we needed security questions or if we can do what SMB is doing – Will discuss this with Kristen and Samir
• Candidate portal page– I feel like there is an opportunity to make this our own. I think that we just kind of copied what Sertifi was doing – but I feel like it could have a better look / flow. I like the way you have updated the signed button. I also think it might be beneficial to add a filter to see just signed or just review and sign or both – as it could get to be a lot of docs so it might be nice to filter that list. The sender – I think we could make that look nicer? That was just a copy from Sertifi. As well the Please review and sign looks a little random / not sure a candidate would realize what it’s for. This is pulled from the message within the email – I think it could be part of the dialogue between the candidate and the company, where we flow it with the comments portion of the page. Does that make sense? Sertifi’s definitely looks better in which you see the back and forth more like a text message – I think we have the chance to make this cool / more modern. Also, do you think we should define the action / reference documents? Meaning have some sort of like action = your to do’s; and with reference – feel free to download, etc. Or just leave it? – I have done some changes. Kindly have a look on that.
• Also, the candidate would not see the left hand menu bar, correct? This should only be candidate facing, and they wouldn’t see any of that….i wonder if we could make that more actionable for candidate / utilize it. - Yes left panel will not be here for the time being. Also can you please explain about more actionable
• I like the updates to the create document template – looks nice. I do think you need to confirm with Samirif the esigned checkbox goes away with the new mapping feature of making fields mandatory – otherwise this will be confusing for the client as to what it does. Can I remove this**

CC: Kristen Samir Swapnil Pandhare Smita Pawar Narendra Kumar Mohd Belal ShashiKant Mishra Priya Dhamande

Aruna Raheja
We need to explain how to use the tags - no where on the page does it explain you can use smart tags by using the # sign. I think we are getting there on the portal page - still not sure i love the callout as it seems like it is out of place form my perspective. Just wish this would flow a little more naturally.

As well - i really do not like how the comments box has that verbiage inside of the box - seems a bit weird to have that typed in there, especially so dark. Users will know that is what the box is for since it has a label.

I think things are looking great - not sure if i'm missing anything because there are so many screens with very subtle differences, so let me know what else i need to specifically reivew....

Kristen

Molly Ronovsky : Do you want that we will add verbiage that how tags will be used so that user can understand the concept? If yes, then I will check where we can put that.

For the second point, I have removed the verbiage.

Let me request Kristen to discuss all the scenarios with you for review purpose.

Sorry, by mistake I changed the assignee. 

Hi Aruna Raheja,

As per our discussion, I would required below visuals from your side:

1. Language dropdown for Login page
2. Welcome User- Popover
3. Grid action column- Popover
4. Newly added icons/assets

Thank you.

Swapnil Pandhare Samir

Aruna Raheja
Yes, we need some sort of instruction that tags can be used and that you need to use # to activate - otherwise, no one will know to do.

Not sure which mock-up you removed the comments verbiage, as i still see on all of the pages i looked at?

As well on the registration page, do not like the verbiage of unlocking all the great features.

Kristen, sounds like you guys are going to discuss a few tweaks - i do know dev is looking for these to finalized, but i still think we can make the candidate portal page a bit better. As well, how do they see their profile on the page? Meaning, their name, email, and whether or not they want to be verified / companies ..

Hi Molly Ronovsky :

For Registration page, Kristen will be talking to Samir. Also attached are the profile page viewed by candidate with verification process.

For verbiage, please find below the screen and provide your feedback. 

For Label verbiage, i am talking about Review and Sign page, below is the screenshot

Molly Ronovsky : Required your approval

Aruna Raheja,

Smart tags verbiage: You can use smart tags like firstname, lastname, etc. by using the # symbol within the text.

Review & Sign page - Ok i see the comments is gone now. That looks better - I am still not sold on the message pop-out / the way the back and forth looks. It still seems very forced / grid-y. Is there anything else we can do to make it flow a little nicer? Just looks like a lot going on vs. being simple.
Kristen Any thoughts?

Aruna Raheja the notification (the section with the green bar to the left) seems like double the information now, as directly underneath it there is the same message. Let's remove this notification so we aren't being repetitive.
Also, I think we can remove the boxes around the sections on this page, and just keep the separator lines in-between. Does that make sense?

Hi Kristen Molly Ronovsky: Have updated the changes. Please have a look and provide your feedback

Aruna Raheja,
This looks nice! However, don't we want to use this style on the other mock-ups i was just looking at you pinged me on?

Molly Ronovsky : We have created a single mockup for each format. It will be implemented on all pages from DEV side.

If it's good to go then i can close the ticket.

CC:Kristen

Aruna Raheja yes, thanks

Samir Swapnil Pandhare Smita Pawar: Have updated the mockups updated on the ticket as well as on Invision Link. Kindly get the same implemented.

CC: Molly Ronovsky Kristen

Thank you, Aruna Raheja. 

Can you please provide the icons as well for these screens? On priority I would require Candidate flow screens icons.

Swapnil Pandhare, Samir

Hi Smita Pawar,

I have closed this ticket, so for assets kindly create a new ticket and I will add all the assets there.

CC:Swapnil Pandhare Samir

Hi Swapnil Pandhare,

Can you please ticket for icon creation for all the screens?

Samir

Aruna Raheja, Swapnil Pandhare, Smita Pawar there is no need to create a ticket for icon creation. Aruna, please add the icons onto this ticket.

Kristen : Ok will update here.

Hi Smita Pawar: Kindly find the attached font icon file. Let me know if you need anything else.

CC: Kristen Samir Swapnil Pandhare