Employee Offboarding in Jira

Leaving a job doesn’t have to be a stressful ordeal, neither for the departing employee nor for you, the HR manager. With Jira, you can transform offboarding into a smooth, efficient process that minimizes friction and maximizes security.

Here’s your step-by-step guide to mastering this transition:

Setting the Stage:

• Identify your workflow: Break down the offboarding process into key stages, like exit interview scheduling, access removal, and equipment return.
• Assign roles and responsibilities: Clearly define who handles each task, ensuring smooth handoffs and accountability.
• Customize your template:We advise using the Business Process Manager (BPM) add-on to make sure no avoid missing some crucial tasks.

  The essential actions you should perform to structure the process and Jira recurring tasks using the BPM for Jira:

  • Make a template that includes each process step.
  • Add guidelines, checklists, and submission forms.
  • Choose the assignee for each stage.
  • Start the process whenever you need it.

To get started, you need to identify all the important steps in the offboarding process.

Create an Offboarding Process Template and add all steps and groups of steps that must be performed or verified.

Complete each step with detailed information, a checklist, and other fields to fill. To do this, use the right menu of form elements.

Choose an assignee so that the issues were set for the right person and the right project.

You can assign each step of the process to another person if a separate specialist is responsible for this area.

Perfectly! You can now save the template and start the process when needed. All tasks will be created in a second. And no important step will be missed.

The assignee of the task will have all the information and form that is needed to fill out.

You can track the progress of a running process in real-time on the Processes tab.

Therefore, you always know at what stage the offboarding of the employee is. If there are delays, you know who is responsible for this task.

How to automate offboarding process with Jira Automation?

The basic steps to take it:

• get a link to start the process
• add new automation rule

To get the Template Start URL, go to your process and click on three dots and copy the link

After that, go to your Project and create a new automation rule that will start the process each time a task is created in this project.