How to use Jira as an On-Off boarding platform process

[John Borio]

Cradlepoint is looking to use Jira to facilitate our On and Off boarding process.  Is it doable?

[Ste Wright · Accepted solution]

Hi @John Borio

The answer is yes - but it does depend on what your process is more than anything. Jira is a flexible tool, and has lots of power for business teams to use.

For example, I've seen instances where automation is used for onboarding - you could look at:

• Jira Service Desk - Automation
• Jira Software - Automation for Jira

^ Using one of these you could automate the creation of tasks for onboarding / off-boarding. I've used Jira Software's Automation for Jira for this before - this is what we did:

1. Created a board for HR for onboarding and off-boarding, setting the filter to locate these requests via two components of the same name
2. HR user would create a request for a user
3. Automation for Jira was used to check for when an issue with the component "Onboarding" was created and automatically create a set of related tasks to be completed by HR
4. HR tracked these across the board for a user

You could add to this with additional rules - such as:

• Send an email when a certain task moved to "Done" to instruct the user of learning to complete
• Send a slack message to the company Slack when a task (such as: User's first day) moved to Done - welcoming them to the company
• Create a set of user tasks also, that a user must track across to completion during onboarding

If you'd like any advice on how to do this for your company, provide a few more specifics and I'd be happy to advise :)

Ste

[John Borio]

Steven,

Thanks for the feedback... I think this may satisfy our needs. Tell me Cradlepoint is a long time Atlassian customer... do we perhaps have an assigned Contact with OR are you my go-to man for this project?

Thanks 

John Borio 

Cradlepoint 

[Ste Wright]

Hi @John Borio 

I don't work for Atlassian - most users (including Community Leaders) are volunteers on the Community. You can tell the difference as Atlassian users have an "Atlassian Team" label.

I'm not sure if you'll have an assigned contact - I would check first if you have an internal IT Support team who configure Jira or an Atlassian Partner who supports your instance.

If you do not and need support, you could consider reaching out to a Partner - or if you think you have a different agreement with Atlassian, check this with their support team.

Or give it a go yourself and reach out on the Community if you need help :).

Ste

[John Borio]

Thanks for the feedback Stephen... we are doing what you suggest now... and by the way I am in IT/S but it was our Product Development / R&D that first brought Atlassian onboard.... John