How to set up Employee Onboarding in Jira Cloud

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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.

  1. When the add-on is installed, go to the Templates and Create or use a predefined Template.
Templates in BPM
  1. 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.

Organize your Steps and Groups
  1. 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.

assign each step to each assignee

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.

  1. 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.

start process modal window

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.

bpm form in jira issue

Then she should submit the form. The data will be stored here or shared in default Jira fields, depending on the settings.

bpm form in jira issue
  1. 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.

Julia Shcherbyna

The author of the article

Here are two things you need to know about me:
1. I believe that marketing is in each of us and that more than 50% of our success depends on how well we know how to use marketing tools. This applies to everything: services, goods, people.
2. I can't stand routine work, so I'm a fan of automation and simplification. As a result of the synergy, I'm sharing experiences that will help you get rid of routine work and focus on what's really important. I am here to convey value. And you?

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