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 our Onboarding Workflow to accommodate the entire lifecycle of an employee by adding a few more statuses:
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Ensure that the Apply checklist templates from issue labels global setting is enabled.
Select the Scheduled trigger.
Set the rule to run once per day at the desired hour.
Click the Run a JQL search and execute actions for each issue in the query checkbox
Insert a JQL query that returns all issues that are in the
status have a Due date within the next two weeksStatus colour Blue title onboarded due <= 2w AND status = OnboardedClick Save.
Click New action
Click Edit issue and select the Checklist Text field.
Click Save. (This will clear the current checklist from the issue.)
Click New action.
Click Edit issue and select Labels as the field to be edited.
Select or add the label that corresponds to the appropriate template (Offboarding).
Click Save.
Click New action.
Select Transition issue.
Select
as the destination status.Status colour Blue title Offboarding Click Save.
Optionally, you may want to add an additional action to set the Assignee or notify a member of the HR team.
Name the rule and click Turn it on.
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