Best way to setup a form for Onboarding?

Question

I am hoping that there is a way that I can create a form that one person will fill out and will populate a list of to-dos based on job title.

I would like the person to be able to select a department which then displays a list of job titles ONLY for that department.

Then based on these items have the form populate a list of to-dos that I know need to get done before the employee starts.

Any ideas on how to set something like this up? I feel like it can be done but I am fairly new to working on the back end of Jira...

Any help is always appreciated!

Karyna Tyrnavska _SaaSJet · Answer

Hi, @Samuel Pearce !

I suggest you try out Business Process Manager add-on.

My team has developed it to optimize business processes, including the Jira onboarding process.

You can create tasks based on the selected fields, use the Conditional step

If you have any questions, please, feel free to book a demo call with our product manager

Vamsi Kandala · Answer

Hi @Samuel Pearce

Welcome to Atlassian community!

I agree with @Walter Buggenhout and that was a very nice article to start with.

Regarding "I would like the person to be able to select a department which then displays a list of job titles ONLY for that department.", you can use the 'Select List (cascading)' custom field to populate the Departments in the first list and then related Job Titles in the second list.  This way, the user will be provided with the Job Titles based on the Department selected.

Hope this helps.

Thanks,
Vamsi

Walter Buggenhout · Answer

Hi @Samuel Pearce and welcome to the Community!

This looks like a copybook showcase for Jira Service Management and the included Forms functionality.

As it happens, there is a relatively detailed Community showcase article explaining most of what you are looking for. If it is not a perfect fit, I believe it may be a pretty good starting point.

Hope this helps!