I would like to set up a repeatable task with subtasks assigned when someone completes the new employee onboarding request in the portal. Is this possible?
Hi @Ross Cantor
Yes absolutely, you can use automation rules to trigger on issue creation, set a condition to work only when your desired request type is used, and an action to create a new issue. Set it to be a subtask, and pre define what you want to be populated.
I've just written an article Efficient Recruitment business process using Jira and Business Process Manager, you can organize Onboarding process on the same way.
Using add-on BPM developed by my team. It allows creating a process template that includes all issues with right assignee. For each issue, you can create a custom form, need to be submitted.
Also, it can be applied in conjunction with Jira Automation rules to start the process due to the selected trigger.
Moreover, there is an opportunity to create a form as a quiz, if you need to test your employees' knowledge.
If you have any questions, be free to ask me.
Regards
thanks @Stuart Capel - London . Is that in the automation setting or workflow? I am having a hard time figuring out where to drop these in. Is there an example you could point me to
Automation - https://www.atlassian.com/software/jira/features/automation
It will look something like this:
@Stuart Capel - London This did the trick! Thank you very much!
Hey @Julia Shcherbyna _SaaSJet_
Could I have a demo of this tool? I'm trying to create a template after to activate the add-on but it look like its not working.
Hi @Vini Bettega , yes of course! Use this link to send a request to get a demo call:
Request a demo cal
As a product, select: Business Process Manager, and note in summary that you'd like to get a demo call.
Also, here is a tutorial that can be useful to understand better: YouTube video tutorial
If you have any questions, please write me.
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