How to set up Employee Onboarding in Jira Cloud
How was your first day on the job? The organization must successfully organize both the onboarding and integration processes to receive a favorable response. According to statistics, within the first 54 days at a new job, a new employee solves about 54 activities. When a new hire knows in which direction to go, it’s effective. Thankfully, some add-ons from the Atlassian Marketplace have made the Jira onboarding process easier. Let’s look at how these add-ons can assist your new hires in quickly and easily adjusting to their new workplace.
Here are 5 simple steps to make the onboarding process more smoothly with Business Process Manager.
Those who assist others with onboarding should be aware that several nuances are dependent on the number of people involved and the tasks that should be completed. It’s essential to keep in mind that you may lose some crucial information, but storing everything on paper isn’t the most practical way to save data.
Our SaaSJet team is confident that checking the statistics, sticking to the schedule, and using simple tools can overcome these issues. The Business Process Manager is a new product that we have developed recently. This add-on aids in making Jira’s working process simpler and more convenient. It’s very important for structuring such Business Processes as Onboarding as a Template for allocating concerns to a certain person or group of people.
Let’s have a look at a real-life example with step-by-step instructions.
- When the add-on is installed, go to the Templates and Create or use a predefined Template.
- Organize your Steps and Groups in the new Template.
Steps are tasks that should be completed as a single Issue, and the Group is the Steps’ parent element. Whether to use the Groups or not is entirely up to you.
Every Step in the Template should have its form, which should be submitted by a certain person.
Workplace setup, contract preparation, further clearances from the management team, permits, and so forth are all part of the onboarding process.
To begin the onboarding process, gather the required personal information, as shown in the sample below. As a result, the HR Admin will fill out the form with data about the new employee.
- To add Goals for the probation period, you need to choose Assignee from the drop-down list.
Then, set up the forms and assign them to the employees from both the IT and Security departments. It assists in preparing the workplace and providing access to relevant applications properly.
You should include in the Template even such small details as giving an office tour or showing the best cafes with the tastiest food. In this instance, every detail matters.
- You can use a Template for the first time when requires for your purposes.
To begin, select a “recently created” field from the Templates list. After that, press the “Start” button.
The system automatically produces Issues for each Step you add to the Template.
It will appear for the assignee as a regular task with the form included.
Then she should submit the form. The data will be stored here or shared in default Jira fields, depending on the settings.
- In the Process tab, keep an eye on the working process and see if all allocated workers have completed their tasks on time to make the onboarding process go smoothly.
As a result, right from the first day, all of your new hires will rave about how beautifully you’ve organized the onboarding process.
Which aspects of the onboarding process can you tell us about? What tips do you have for making new hire onboarding easier and more convenient? Find more benefits for your Business Process Management by using the BPM add-on. Make your Jira process and the company’s everyday activities more automated.