In our previous post, we explored how using checklists in Jira Cloud helps structure and track every step of the onboarding and offboarding process, ensuring nothing is missed and everyone stays accountable.
But there’s another side to onboarding: document management.
Each new hire brings dozens of files, including contracts, NDAs, and training materials. Keeping them all organized in Jira can be challenging.
To make onboarding fully transparent, you can combine checklists with structured file organization right inside Jira.
In our latest article, we show how to:
-
Link onboarding checklists with document management
-
Keep all employee files in one Jira issue
-
Label and track file versions for full visibility
You can explore the full guide here: Using Checklists and Smart Attachments for Jira Onboarding.
With these apps developed by our company, teams can create a clear, consistent onboarding workflow in Jira, from tracking every task to managing every document.
Still, there’s no one-size-fits-all approach.
How do you handle onboarding and offboarding workflows? Do you use Jira for everything, or split the process across several tools?
