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Improve employee onboarding process in Jira with automated subtasks templates

Onboarding, also known as organizational socialization, refers to the mechanism through which new employees acquire the necessary knowledge, skills, and behaviors in order to become effective organizational members and insiders. It is the process of integrating a new employee into the organization and its culture. Onboarding also may include things like setting up a proper working environment and receiving access to the company’s resources, knowledge base and receiving training.

For the growing company, organizing a repeatable process like new Employee Onboarding is quite time-consuming. Every time, HR needs to create a big number of identical issues and assign them to the responsible people. Let’s see how can you streamline that workflow via Jira subtasks template.

With Jira, every single step of the onboarding process may be a subtask linked to a single Jira issue created per new employee.

With the Easy Templates for Jira issues add-on, it’s very easy to create a Jira Template that contains dedicated subtasks.

ET Subtasks Banner.png

 

Step 1

Create a Jira issue (as a mockup) for your process including all necessary subtasks with proper info and fields (e.g. Description, Component, Priority, Assignee). If you forget any tasks at this step - don’t worry - you’ll be able to add them later on using the “Manage Templates” feature.

 

Step 2

Save a Jira issue as a TemplateET SaveTemplate.png

Your subtask template will be created.

Step 3

Use it!

Next time you have a new employee to onboard - Create a ticket from the template. The new Jira issue will be created and the subtasks populated automatically.

Jira Cloud

ETSubtasksCloud640.gif

or

Jira Server

 

Summary

Using the Templates for Employee Onboarding workflow your organization will save a tremendous amount of time creating repeatable issues and related subtasks for Jira templates.
Try Easy Templates for Jira issues on Jira Cloud, Server or Data Center

For any questions or new functionality inquiries, contact us via the Customer Portal or read our Documentation.

Read more about the Easy Templates add-on below

5 comments

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Mackenson Emile
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July 11, 2019

Great walkthrough. Any idea on how we could add someones manager for account setup alerts/progress?

Pavel Pavlovsky_AppLiger_ July 18, 2019

Hey @Mackenson Emile 

Thanks for your question! Can you contact us directly via Customer Portal https://appliger.atlassian.net/servicedesk/customer/portal/1  or at support@appliger.com so we can understand your use case and help you!

Cheers,

Appliger team

Karthik Venkatesan
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April 2, 2021

Excellent tool to aid productivity!

Denys Anderson
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August 16, 2021

Thank you for the article.

I would like to know if there is an add-on that allows you to create and store employee cards both by templates and by creating your own fields?

Anastasiia Kozaruk _SaaSJet_ August 16, 2021

Hi, @Denys Anderson 

I think HRM: Employee User Profile will be a suitable solution for your question.


Using this add-on will help you create comprehensive employee information inside cards and add more details with ready-made templates and fields of the necessary sections (Personal info, Contacts, Employee, Inventory, Notes).

Try it now for free on Marketplace.

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