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Managing HR processes in Jira is a great option for small software companies who are already using Jira and who don’t have, or necessarily need, dedicated HR software. Employee onboarding and offboarding are key processes that can be easily managed in Jira.

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Workflow

We can expand ourOnboarding Workflow to accommodate the entire lifecycle of an employee by adding a few more statuses:

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Automation Rules

Using checklists in combination with automation is a great way to streamline repeated tasks and ensure that nothing slips through the cracks. This is example will use automation to:

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To create the first rule:

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Find the custom field ID of the Checklist Template field.

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1. Ensure that the Apply checklist templates from issue labels global setting is enabled.

2. Select the Scheduled trigger.

3. Set the rule to run once per day at the desired hour.

4. Click the Run a JQL search and execute actions for each issue in the query checkbox

5. Insert a JQL query that returns all issues that are in the

   Status
   colour Blue title onboarded

   status have a Due date within the next two weeks due <= 2w AND status = Onboarded

6. Click Save.

7. Click New action

8. Click Edit issue and select the Checklist Text field.

9. Click Save. (This will clear the current checklist from the issue.)

10. Click New action.

11. Click Edit issue and

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Paste the following code (where 10044 is the Checklist template custom field ID and “5” is the template ID) into the Additional fields text box.

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1. select Labels as the field to be edited.

2. Select or add the label that corresponds to the appropriate template (Offboarding).

3. Click Save.

4. Click New action.

5. Select Transition issue.

6. Select

   Status
   colour Blue title Offboarding

   as the destination status.

7. Click Save.

8. Optionally, you may want to add an additional action to set the Assignee or notify a member of the HR team.

9. Name the rule and click Turn it on.

To create the second rule:

1. Navigate to Project Settings > Automation (or Jira Settings > System > Automation rules).

2. Click Create rule.

3. Select the Field value changed trigger.

4. Select

   1. Checklist Completed in the Fields to monitor for changes dropdown

   2. Any changes to the field value in the Change type dropdown

   3. Edit issue in the For dropdown

5. Click Save.

6. Click New condition and select Issue fields condition.

   1. Select Checklist Completed from the Fields dropdown

   2. Select equals in the Condition dropdown

   3. Type All Completed as the Value text box.

7. Click Save.

8. Click Add component and select New action.

9. Select Transition issue.

10. Select

    Status
    colour Blue title FINAL REVIEW

    as the destination status and click Save.

11. Optionally, you may want to add a second action to set the Assignee or notify a member of the HR team.

12. Name the rule and click Turn it on.

Issue Life Cycle

1. The supervisor notifies HR that an employee is going to be leaving the organization.

2. HR sets the Due date field as the employee’s last day of employment.

3. The automation rule is triggered when the Due date is within two weeks of the current date.

4. The issue is transitioned to the

   Status
   colour Blue title OFFBOARDING

   status, the Offboarding checklist is automatically added to the issue (replacing the Onboarding checklists) and appropriate team members are notified.

5. When the teams have completed the checklist items, the issue is automatically transitioned to

   Status
   colour Blue title Final review

   .

6. A member of the HR team reviews the issue, sees that all onboarding tasks have been completed and transitions the issue to

   Status
   colour Green title offboarded

   .