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New Feature Announcement
Global Checklists are currently in BETA and will be available in Issue Checklist for Jira
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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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Product: Jira Work Management
Apps: Issue Checklist for Jira Pro
Workflow & Issue Type: HR Onboarding project template
Set-up Tasks:
Workflow modifications
Checklist template
Automation rules
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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Since members of multiple teams (HR, IT and Facilities) will be working on the issue, it’s good practice to add Workflow Conditions that only allows a member of the HR team (User is in group) to transition the issue to
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Checklist Template
As with onboarding, HR, IT and Facilities will each have multiple tasks in order to offboard the employee. However, there is not the same dependency-based order of operations. All three teams will need to prepare their tasks to be executed at the last minute. Therefore, all of the tasks can be listed in the same checklist, with separators to keep the checklist organized.
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To create the Offboarding template, select Checklist from the left project nav bar. Then click Create template to create the checklist.
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Tip: You can also add checklists that track the on/offboarding tasks for specific teams. See the example here. |
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:
Check todays date against the employee’s last day to trigger the process at the appropriate time
Clear the current local checklists (from the IT and Facilities onboarding process) off of the issue
Add the checklist
Change the issue statusAdd the checklist
Notify the appropriate team members
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A second automation rule will change the status again once the checklist is complete.
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To create the first rule:
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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Navigate to Project Settings > Automation (or Jira Settings > System > Automation rules).
Click Create rule.
Select the Field value changed trigger.
Select
Checklist Completed in the Fields to monitor for changes dropdown
Any changes to the field value in the Change type dropdown
Edit issue in the For dropdown
Click Save.
Click New condition and select Issue fields condition.
Select Checklist Completed from the Fields dropdown
Select equals in the Condition dropdown
Type All Completed as the Value text box.
Click Save.
Click Add component and select New action.
Select Transition issue.
Select
as the destination status and click Save.Status colour Blue title FINAL REVIEW 
Optionally, you may want to add a second 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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